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Microsoft

Configure Asset Management for Dynamics 365 Supply Chain Management

Microsoft via Microsoft Learn

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Overview

  • Module 1: Asset Management is an advanced module for managing assets and maintenance jobs in Dynamics 365 Supply Chain Management.

    • In this module, you will:

    • Review the benefits of Asset Management.
    • Define the key terms and concepts in Asset Management.
    • Learn how to install, and work with the Asset Management mobile workspace.
    • Review Asset Management integration capabilities.
  • Module 2: Before your organization can start using Asset Management for Dynamics 365 Supply Chain Management, you must first establish the structure. Functional locations are used to identify where your physical assets are installed.

    • In this module, you will learn how to set up:

    • Functional location lifecycle states
    • Functional location lifecycle models
    • Functional location types
    • Attribute types
  • Module 3: Before your organization can start using Asset Management for Dynamics 365 Supply Chain Management, you must first establish the structure. This module will walk you through the steps on how to set up the key functionalities for assets such as how to create asset types, create condition assessment templates and registrations on those assets, create lifecycle states for assets, establish criticality types, and much more.

    • In this module, you will:

    • Define and create asset types.
    • Review how to use Condition assessments to manage and maintain your equipment.
    • See how to use the Asset counter to help with tracking, and using maintenance plans.
    • Review asset lifecycle states, and define asset statuses.
    • Set up asset service levels.
    • Create maintenance workers, and worker groups.
  • Module 4: Work orders are used to track and manage maintenance jobs in Asset Management for Dynamics 365 Supply Chain Management. Before work orders can be used by your organization, they must first be configured based on your organizational structure and processes.

    • In this module, you will:

    • Establish job types and categories
    • Define work order lifecycle states and types for work orders
    • Define costs associated to projects related to Asset management projects
    • Create service level definitions for work orders
  • Module 5: For your organization to use the Maintenance components of Asset Management for Dynamics 365 Supply Chain Management, you must first set up the framework. This module will show you how to configure maintenance requests and request types, lifecycle states, and establish maintenance worker responsibilities.

    • In this module, you will:

    • Learn how to configure maintenance requests.
    • Review how to set up Lifecycle states.
    • Define how to establish maintenance request types.
    • Establish maintenance workers responsibilities in Asset Management.

Syllabus

  • Module 1: Get started with Asset Management for Dynamics 365 Supply Chain Management
    • Overview and benefits
    • Asset Management terminology and concepts
    • Functional locations and assets
    • Assets and work orders
    • Install the Asset Management mobile workspace
    • Use the Asset Management mobile workspace
    • Asset Management integration capabilities
    • Integrate Asset Management with Dynamics 365 Guides
    • Check your knowledge
    • Summary
  • Module 2: Set up functional locations in Asset Management for Dynamics 365 Supply Chain Management
    • Introduction
    • Functional location lifecycle states
    • Configure functional location types
    • Maintenance attribute types
    • Exercise – Create a functional location lifecycle state and functional location lifecycle model
    • Exercise – Create functional location types
    • Check your knowledge
    • Summary
  • Module 3: Set up assets in Asset Management for Dynamics 365 Supply Chain Management
    • Introduction
    • Create asset lifecycle states
    • Create asset lifecycle models
    • Asset types
    • Create asset type defaults
    • Condition assessments and Condition assessment templates
    • Create asset manufacturers and models
    • Asset counters
    • Set up asset management parameters
    • Set up asset service levels
    • Set up asset criticality types
    • Create asset document relations
    • Create assets based on purchase orders
    • Create maintenance workers and worker groups
    • Exercise – Set up assets
    • Check your knowledge
    • Summary
  • Module 4: Set up work orders in Asset Management for Dynamics 365 Supply Chain Management
    • Introduction
    • Maintenance job type categories
    • Create a maintenance job type variant
    • Maintenance job trade
    • Maintenance checklist variables
    • Maintenance checklist template
    • Maintenance job types
    • Create maintenance job type default lines and related forecasts
    • Overview of maintenance job types related to assets
    • Work order lifecycle states and projects
    • Relationships between work order lifecycle models, work order types, and work order lifecycle states
    • Work order lifecycle models
    • Work order project setup
    • Service levels and descriptions
    • Fault management
    • Exercise- Set up work orders
    • Check your knowledge
    • Summary
  • Module 5: Set up maintenance requests in Asset Management for Dynamics 365 Supply Chain Management
    • Introduction
    • Create maintenance request lifecycle states
    • Create maintenance request lifecycle models
    • Create maintenance request types
    • Maintenance worker responsibilities
    • Exercise – Set up maintenance request lifecycle states, models, and types
    • Check your knowledge
    • Summary

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