Improved Work order experience in Dynamics 365 Field Service

A new work order management interface is included in Dynamics 365 Field service release wave 2 of 2023. The new interface makes it easier to generate, manage, and schedule work orders. It also offers more information at a glance, forms with easily updated fields, and more. Also, you can give customers timely updates, make sure frontline staff has the information they need for on-site service, and simply track high-priority work with less time and effort spent understanding the current condition of work orders.

Work Order List control

Quick modifications can be made directly from the list, and you can quickly access popular actions in the new side pane to avoid having to enter the work order details.

To access this control, click on the ‘Show As’ button on the ribbon bar and select ‘Work Order List(preview)’

Work order view

You can update the work order status and priority in real-time using the new editable grid.

You can see the color-coded values in the option set type field and edit the inline if needed.

Side Pane

The work order details form has been simplified into the work order side pane. It makes fast operations like scheduling a work order, updating instructions, and checking statuses accessible.

Hover your cursor over a work order in the list and click the Work Order Side Pane icon to open it in the side pane.

Also, you can select 1 record and click on the side pane present in the ribbon bar.… Read More »