Workspace page · Fixed assets
Fixed asset management
A workspace that shows summary tiles, a search list and analytics for the fixed assets in the current company.
- Used by
- Accounts payable manager, Auditor, Budget manager and 4 more roles
- Business process
- —
- Menu item
AssetWorkspace- Main table
- —
- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A workspace that shows summary tiles, a search list and analytics for the fixed assets in the current company. |
|---|---|
| What you do here | Used to review key fixed asset figures, find assets quickly and jump to the fixed asset list, the batch depreciation proposal and the Fixed assets journal. |
| Example | For example, you can search for an asset by its number, group, name, location or responsible person, and then open its Fixed asset valuations page to see the balances and depreciation schedule for each book. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Fixed assets › Workspaces › Fixed asset management |
| Set up first | — |
| Used next by | — |
| Related pages | Fixed assets Microsoft Learn ↗Fixed asset transactions Microsoft Learn ↗Fixed assets journal Microsoft Learn ↗Create depreciation proposal Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Summary | Tiles that count assets not yet acquired, assets acquired this year and assets disposed of this year.Microsoft Learn ↗ | — | — |
| Find fixed assets | A search list that finds assets by number, group, name, location or responsible person.Microsoft Learn ↗ | — | — |
| Related information | Links to the Books setup page, the Fixed asset transactions inquiry and several reports.Microsoft Learn ↗ | — | — |
| Analytics – all companies | A Power BI tab with fixed asset visuals across all legal entities, controlled by its own security privilege.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | AssetWorkspace Checked in Dynamics 365 |
|---|---|
| Form | AssetWorkspace Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | PrivilegesMaintain fixed asset management workspace AssetWorkspaceMaintainView fixed asset management workspace AssetWorkspaceViewDutiesInquire into fixed assets AssetFixedAssetsInquireMaintain fixed assets AssetFixedAssetsMaintain7 security rolesAuditorAuditPolicyManagerBudget manager BudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=AssetWorkspace |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/fixed-assets/fixed-asset-management-workspace
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.