Automatic Update Policy for Field Service
The Field Service (FS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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I tried to Synchronize work orders in Field Service to service order in Finance and Operations but unfortunately not succeed any one can help me to do this.
Are you using CDS?
Have you followed all the instructions, including turning off creation of an invoice when work order is closed posted?
Thanks for your reply
sorry what is CDS
yes I followed all the instructions and I synchronize work orders to sales order and it working good but now I try to synchronize work orders to service order please if you make this till me the steps to do.
Out of the box CDS goes to sales order. I am not familiar enough with what’s needed in F&O for a service order. You may want to check what the differences are and go from there.
CDS = Common Data Service. It is what’s used to synchronize / integrate data from D365 CE and D365 F&O If you’re using the provided templates.
yes I used it when synchronize work orders to sales order
I assume you are using a custom CDS template to do this - what are the errors you receive?
this is the task
and this is the error
can you drill into the mapping of the task? It appears something is not properly setup to make this occur. My one question is, why do you want this as a service order vs. a sales order? What business requirement/process does this satisfy?
The sales order does not contain transaction type so I can not add fee or hours or expense.
It doesn't not appear you are using the template that has Products and Services from work orders. Are you using that template?
Are you using the Service module of F&O? I think the templates provided by Microsoft don't use that. But they could provide a good idea of how it would work.
No I try to make new template , the template which you are talking about about used to synchronize work orders to sales order.
I begin in the template with work order header to service order header if it work I will add products and services.
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