Simplify work order adoption

Important

This content is archived and is not being updated. For the latest documentation, go to New and upcoming features in Field Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Apr 1, 2021

Business value

Work order setup and management is at the heart of any field service implementation. With this functionality, customers will be able to get started and self-navigate when trying to use the system to create their first work order, accelerating their ability to start using Field Service.

Feature details

In this feature, we will release a curated, self-guided adoption experience to create a work order, which also helps users understand some key elements of the Field Service solution while in the app. The guided experience will include the following components:

  • Work order types
  • Products and services
  • Pricelists
  • Tax codes
  • Service task types
  • Incident types
  • Work orders and work order subrecords

See also

Create a work order to coordinate and schedule resources and activities (docs)