Incident types in Dynamics 365 Field Service
Intermediate
Functional Consultant
Dynamics 365
Field Service
Turn repeatable service jobs into ready-to-schedule work orders with the right parts, tasks, and skill requirements in Dynamics 365 Field Service. Reduce repeated setup with reusable incident types, and explore how Copilot helps turn existing checklists into inspection templates for technician use.
Learning objectives
In this module, you learn to:
- Distinguish incident types from work order types and identify their reusable elements.
- Configure incident types with products, services, tasks, skills, and duration estimates.
- Apply multiple incidents to a work order and review the generated records.
- Explain how published inspection templates connect to service tasks and work orders.
- Evaluate a Copilot-generated inspection template before publication (preview).
Prerequisites
Basic knowledge of the Dynamics 365 Field Service application