Microsoft Dynamics 365 Asset Management
In this course you will learn how to be productive as an end user with the Asset Management features of Dynamics 365 Finance and Supply Chain Management.
Description
This course is specifically designed for end-users of the Asset Management Module and Workspaces in Microsoft Dynamics 365 Finance and SCM. In this course you will learn how to work with Work Orders, Maintenance Requests, Manage Assets, Procurement, Tool Crib, Maintenance Schedules, Periodic Tasks, Consumption, Mobility options and much more.
Course Outline
Introduction to Asset Management
- Overview
- The benefits of using Asset Management software?
The Asset Management Workspace
- Overview
- How can I use workspaces to personalize my view of Dynamics 365 Asset Management?
- Managing Maintenance Requests in Workspaces
- Assigning maintenance requests to technicians
- The lifecycle of Maintenance Requests
- Maintenance Request Reporting
- Managing Work Orders in the Workspace
- Creating and managing Work Orders
- Scheduling Work Orders
- Tracking the progress of Work Orders
- The lifecycle state of a Work Order
- Work Order Reporting
- Working with a Personalized Workspace
- Lab Exercises
Managing Assets
- Overview
- Using the system to view and filtering Assets
- Working with Asset Management
- Exporting Assets
- Create and Manage Assets
- Creating an Asset Hierarchy
- Working with the My Assets, All Assets and Active Assets Views
- Lab Exercises
Managing Functional locations
- Overview
- Viewing and filtering functional locations
- Install assets on functional locations
- Exporting functional locations
- Automatically create one asset on a functional location
- Active functional locations
- My active functional locations
- Managing a functional location hierarchy
- Lab Exercises
Working with Maintenance requests
- Overview
- Creating and managing maintenance requests
- Assigning maintenance requests to technicians
- Tracking the progress of maintenance requests
- Create and Manage Maintenance Requests for Your Planner
- Assign and prioritize a Maintenance Request
- View and Manage Active Maintenance Requests
- Create and Manage Maintenance Requests for Functional Locations
- Reporting on maintenance requests
- Lab Exercises
Working with Work orders
- Overview
- The options to create work orders automatically and manually
- The Work Order Process
- Verifying Work Orders
- Scheduling Work Orders
- Maintenance schedules for creating Work Orders
- Create Work Orders based on Maintenance
- Grouping Work Order Lines
- Dispatching Work Orders
- Maintenance worker calendar and scheduling
- Preferred maintenance workers
- Schedule work order on specific date and time
- Scheduled work order maintenance jobs
- My functional location work order maintenance jobs
- Work order Items and Kits
- Lab Exercises
Work Order Pools
- Overview
- Reducing work loads with Work Order Pools
- Improving Visibility with Work Order Pools
- Improved Resource Utilization with Work Order Poole
- Lab Exercises
Maintenance Downtime Activity
- Overview
- Creating and managing maintenance downtime activities
- Scheduling maintenance downtime activities
- Tracking the progress of maintenance downtime activities
- Reporting on maintenance downtime activities
- The benefits of using maintenance downtime activity
- Lab Exercises
The Procurement Process
- Overview
- Creating a work order purchase requisition
- Adding items to a work order purchase requisition
- View and Manage My Work Order Purchase Requisitions
- View and Manage My Work Order Purchases
- Lab Exercises
Maintenance Schedules
- Overview
- View and Manage All Maintenance Schedules
- View and Manage Open Maintenance Schedule Lines
- My Asset Schedule
- Open maintenance schedule pools
- Lab Exercises
Tool crib
- Overview
- Managing Tools and Equipment
- Benefits of using the tool crib in Dynamics 365 Asset Management
- Using the ‘All Tools’ View
- Tool handout and return
- Lab Exercises
Reporting and Inquires
- Overview
- Work orders Inquires
- Work order cost control
- Asset hour control
- Items where used Inquires
- Asset Inquires
- Asset KPIs
- Maintenance Status Inquires
- Asset Fault Inquires
- Asset fault analysis
- Lab Exercises
Periodic Tasks
- Overview
- Benefits of using Periodic Jobs
- Using Update Asset Counters
- Using the Update Asset BOM
- Preventive maintenance
- Schedule maintenance plans
- Update maintenance job type defaults references
- Lab Exercises
Consumption
- Overview
- Introduction to Consumption
- Register Consumption
- Posting Journals
- Splitting Hours on Work Orders with several Jobs
- Financial Dimensions on Consumption Registrations
- Creating Consumption Reports
- Asset Consumption Report
- Work Order Consumption Report
- Lab Exercises