Create lookup entries for work order fields


This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Field Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically Oct 9, 2023 - Dec 5, 2023

Business value

Creating new entries is necessary when frontline managers don't have enough data in their Field Service system of record. The ability to create new entries allows frontline managers to easily and quickly add customer information within Teams or Outlook directly and save time.

Feature details

Quickly create new entries for fields on the work order form in the Dynamics 365 Field Service Outlook add-in and Dynamics 365 Field Service Teams app. An additional screen where they can fill in the details shows when users create these records.

Users can create new entries for fields in the Work Order form, such as adding a new Priority.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Canada
  • India
  • Japan
  • France
  • Korea

See also

Create a work order manually in Outlook (docs)