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A work order in Dynamics 365 Field Service has information on what work needs to be done. Work orders are used to coordinate and schedule resources and activities. They can be used for different types of work, such as installations, repairs, or preventive maintenance.
A work order is often created from a case, an agreement, or an opportunity. It gets scheduled either manually, with the schedule assistant, or the Resource Scheduling Optimization add-in. Once the work is complete, a supervisor reviews and approves it.
In Field Service, change to the Service area.
In the Scheduling section, select Work Orders.
Select New.
At a minimum, enter information in the following required fields.
Provide optional information for the work order as applicable. You can also add service tasks, products, services, or knowledge articles later.
If you don't add a service task or incident type to the work order, the system sets the estimated duration of the work order to the default booking duration. You can change ths value by updating the Booking Setup Metadata for the msdyn_workorder entity. For more information, see Edit settings for entities enabled for scheduling.
Select Save or Save and close.
As a Field Service administrator or system administrator in the Field Service app, go to the Get Started page.
Select Create in the Create your work orders section.
Fill in the basic information about the work order.
In the form, add as many tasks, products, and services as needed.
If you want to immediately schedule the work order, select Save & Book. Select Save & Close to only save the work order.
Kaganapan
Sumali sa amin sa FabCon Vegas
Mar 31, 11 PM - Abr 2, 11 PM
Ang ultimate Microsoft Fabric, Power BI, SQL, at AI na pinangungunahan ng komunidad. Marso 31 hanggang Abril 2, 2025.
Magparehistro na