Get familiar with Microsoft Asset Management for Microsoft Dynamics 365

What is Microsoft Asset Management? 

Microsoft Asset Management is an advanced module for managing assets and maintenance jobs in Microsoft Dynamics® 365 for Finance Operations. Enterprise Asset Management integrates seamlessly with several modules in Microsoft Dynamics® 365 for Finance and Operations.

Microsoft Asset Management module helps you efficiently plan and execute tasks related to the maintenance and servicing your company’s assets. The set of features included within AM enables your machinery and equipment to work continuously without unnecessary interruptions or breakdowns.

Related Resources:

Webinar collection with Asset Management experts.

Asset Management Dashboard

When you log in, you will be able to see a list of different workspaces.

On the left side menu, you can see the preview of the different modules available based on your predefined role on the ERP.

The Asset Management module is structured the same way as the other modules which exist on Microsoft Dynamics 365 Finance and Operations.

Types of Maintenance

There are different maintenance processes which Microsoft Asset Management can facilitate:

• Corrective Maintenance

Corrective maintenance is carried out after failure detection and is aimed at restoring an asset to a condition in which it can perform its intended function.

• Condition-based Maintenance

For condition based maintenance you can create maintenance plan based on counter values on an asset. 

• Preventive Maintenance / Predictive Maintenance

Preventive maintenance is proactive maintenance that is performed regularly at predetermined intervals in order to prevent asset failure. 

With Microsoft Asset Management is possible to predict future maintenance tasks, based on data provided from the assets. Instead of doing preventive maintenance based on time, it can be predicted based on usage.

Based on asset properties and maintenance planning, work order can be created automatically or get an overview of larger period and plan before creating the work orders.

Functional Locations / Assets

In Microsoft Asset Management an Asset is a machine or a piece of equipment that requires continuous maintenance and service. Assets can be created in a hierarchical structure. Maintenance jobs can be planned at all levels in the asset structure.

So that a work order to be created, there should be stated an asset which requires certain maintenance. 

Useful Links: Spare Part Consumption

Work Orders

The work orders are staged-based processes which can be adjusted based on company’s operations.

How can work order be created?

Based on the type of maintenance, there are different way to create a work order:

• Automatically: Using the Schedule preventive maintenance form, for maintenance sequences and rounds set to “Auto Create”
• Create from object calendar, based on maintenance sequences, request or rounds.
• Manually
• Create Related work order
• Create from All Requests list page. 

Dynaway Mobile Client

Dynaway Mobile EAM is a comprehensive offline capable client that supports a very wide variety of processes related to work order execution.The Mobile Client is a webapp. The Mobile Client can be accessed via any browser, which gives you flexibility with the devices you would want to use the Mobile Client on.

The Mobile Client has the following functionalities and information available:

Connected to Objects 

• A list of objects related to the work orders assigned to the worker who is logged in on the Mobile Client;
• Search options, using either a search field or the smart filter bar;
• Overview of object-related information

Connected to Work Orders

• Checklists
• Fault registrations
• Production stop registrations
• Attachments
• Item forecasts
• Consumption (hours, items, expenses)
• Related purchase orders
• Work order stage
• Sign-off report

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Offline Inventory

Mobile EAM: Work-order Execution

On the Mobile Client, a worker can see which tasks have been scheduled for the day or check the task overview for the week or the month.

By clicking on the work order, the worker can see the description of the task which can be added manually or a checklist attached to the task which needs to be executed.

The worker can get a full overview about the object maintenance history before executing a task and check requests, created for this object, which the worker can resolve.

Attachments can be added by the worker for documenting a work. For example, a picture can be added to show the result or the progress of a task. Guidelines can also be added to a task, if needed.

After the execution the worker can register the hours spent on the task and the used spare part consumption.

WATCH WEBINAR: Difference Between Asset Management Mobile Workspace and Dynaway Mobile Client

Offline Inventory

Download Inventory for Offline Use

When the Mobile Client is online, you can request item information, allowing you to see inventory status and create item registrations when the Mobile Client is offline. You can use offline item information to create item forecasts and item registrations. This is useful if you work on maintenance jobs in remote areas with limited or no internet coverage. The offline inventory can be used in a remote warehouse or as a stock list in your service van.

1. When the Mobile Client is online, select Offline inventory in the main menu.
2. On the Offline inventory screen, select a Site as a minimum. If required, select Warehouse and Location.
3. Select the Get inventory button to download the inventory from the selected inventory location.
4. Now, you can create item consumption registrations from the offline inventory. When the Mobile Client is online again, item consumption registrations are automatically transferred to Dynamics 365 for Finance and Operations.

Read more about Offline Inventory

The Planning Board

In the mobile solution for Dynaway Enterprise Asset Management, the Planning board module is used for planning unscheduled work order lines on individual workers.

Planners, supervisors, and managers can schedule and reschedule work order lines on the Mobile Client. Scheduling is updated in real time. You drag-and-drop a work order line from the unscheduled area to the calendar area to schedule it.

With the Planning Board you can:

• Filter the information based on types of workers, work orders. More filters can be applied, for example based on location and work group if you want, for example to see worker on different locations.
• Drag-and-drop unscheduled work order lines to schedule
• Split work order lines
• Auto-split work order lines
• Plan on exact time
• Create planning notes for workers

Advanced Asset Management

With Advanced Asset Management Module you can:

• Automatically create a work order based on the feedback from a checklist.
• Transfer selected assets and sub-assets to a different legal entity and receive assets from a different legal entity.
• Keep track of tools and help make sure they are in working order by facilitating easy registration of tool handout and return with the possibility to assess tool state on return and if failed immediately and easily create a repair work order for the tool with a description of the problem.

Learn more