Documents and Images

Asset/Object Documents

You can add documents to assets/objects. An asset/object document can for instance be a manual for a certain asset/object type that technicians need to read when doing maintenance work.

An asset/object document is shown as an 'attachment' in the asset/object details page, the details page of a request, as well as on the work order and work order job/line details page.

To work with asset/object documents in the mobile client, you need to set up document file types for it. View the documentation here.

View the standard Microsoft documentation on how to set up asset documents here.

Attachments on the details page of a work order. The number to the right indicates the number of attachments to the specific work order.

Asset/Object Images

When asset/object images are added, they are shown on any asset/object list and asset/object card on the Mobile Client.

Add an asset/object image in D365

1. To add an image to an asset/object, go to Asset management > All assets/objects.
2. Select the asset/object you want to add an image to.
3. Go to the General tab > Asset/Object details > Image.
4. Click Change to upload a new image and select Save.

Add an asset/object image from the Mobile Client

It's possible to add images to assets/objects directly in the Mobile Client as well.

Set up permission to add images in the Mobile Client by going to Setup > Module configuration > Work execution > Assets/Objects > Asset/Object image update, and specify a user or a user group and set the Parameter value as true.

1. On an asset/object card in the Mobile Client, Click the image icon in the top right corner. From the pop-up you can
   1. Either choose 'Open camera' to add a photo directly from your device's camera, or
   2. Choose 'upload from the device' to upload an existing image.

Note: images are automatically sized down to 200 kb when added in the Mobile Client.

Change size of images uploaded from the Mobile Client

1. To change the automatic size setting of the images, go to Setup > Module configuration > General > Document attachments > Max. image attachment upload size.
2. In the Parameter value field, click the pencil icon next to the value and type in you preferred file size, or add a new line to set up a user or user group and specify a value for them.
3. Click 'Save' to finish. Now when uploading images from the mobile client, they will be resized based on the value you have put.

Adding an asset/object image from the image icon in the top right corner.

Product Images

You can see product images on items if images have been set up on the items.

On the Mobile Client, you can see product images related to items

• On BOM items.
• On spare parts.
• When you search for and select items for item/spare part consumption registration on a work order.
• On items downloaded for offline use in the Offline inventory module.

Setup of product images is done in D365FO > Product information management. Refer to Microsoft documentation to learn how to add an image to a product. Image updates on spare parts, BOM items, and items already registered on work orders are available on the Mobile Client after synchronization.