Summary
Work orders are the primary item you'll generate and schedule with Microsoft Dynamics 365 Field Service. While it's possible to generate and schedule other items, field agents will typically devote most of their time to delivering service on customer work orders. Before implementing Field Service, your organization should have a good understanding of scheduling requirements, what to include in work orders, and the process used to create them. One consideration that can impact delivery of services to customers is inventory and inventory levels. Because inventory is almost always included on work orders and might be stored or transported from multiple places, your organization should know their storage locations and how to move inventory between them.
You examined many items that relate to work orders and inventory including:
Examining how work orders can be generated in Dynamics 365 Field Service and considerations for each of them.
Exploring how work orders can be created using the Dynamics 365 Field Service of Outlook app.
Describing the records that are related to work orders and how they can impact how and when work orders are created.
Exploring the relationship between work orders, requirements, and bookings.
Describing how to use incidents when creating work orders.
Exploring the relationship between inventory and work orders.
Describing Customer Assets in Dynamics 365 Field Service.
Next, you dive into work order scheduling tools, like the Schedule Board, the Schedule Assistant, and Resource Scheduling Optimization. You'll also benefit from learning how to tailor the Schedule Board to meet your needs.