Dynamics 365 Field Service: Manage rental service demand with work order requests
A new feature for rental organizations is being introduced that allows Field Service to integrate with Finance and Supply Chain Management through fleet items and work order requests, enabling controlled intake and approval processes for rental service scenarios before work orders are created.
Microsoft's description
Rental organizations need to coordinate commercial rental activity, equipment availability, asset condition, and service execution across multiple teams and applications. Service needs can arise while equipment is in stock, in transit, at a customer site, or being returned, but those needs don’t always require an immediate work order. This feature connects rental operations in Dynamics 365 Finance and Supply Chain Management with Dynamics 365 Field Service by introducing fleet items and work order requests for rental service scenarios. Field Service users can view relevant fleet, rental contract, location, movement, and asset information while service needs can be captured and reviewed before a work order is created. Work order requests provide a controlled intake and approval process, allowing teams to validate service needs before committing technicians, inventory, or scheduling resources. When approved, a request can create a Field Service work order while preserving the relevant fleet item, asset, and rental context as the work progresses. This connected experience gives rental, service, and operations teams better visibility and coordination across the rental service lifecycle while giving organizations greater control over when service work is initiated. The capability can be used with Field Service alone or with the combined Field Service and Project Operations solution.