Dynamics 365 Field Service: Manage rental service demand with work order requests

🚨 The Signal: Dynamics 365 Field Service now integrates rental operations from Finance and Supply Chain Management. This allows controlled intake and approval of service requests for rental equipment, improving visibility and coordination before work orders are created.

The Impact

Dynamics 365 Field Service users are affected, with a low security risk related to data access within the integrated system.

• Field Service users: New data access to rental contracts and fleet items, requiring review of existing access controls.
• Operations teams: Enhanced visibility into service requests, potentially exposing sensitive rental asset information.
• Security teams: Need to validate that data access policies align with the new integrated data flows.

The Action

1. Review existing Dynamics 365 Field Service security roles and permissions for users who will interact with rental service requests.
2. Verify that data access policies for fleet items and rental contracts align with the principle of least privilege.
3. Conduct an access review for users with roles that can approve work order requests to ensure appropriate authorization.

Domain: Other · Impact: low · Workload: Other