Dynamics 365 Field Service – Manage Work Order

Work Order in Dynamics 365 Field Service is an important entity which defines all the related information of work which needs to be done at the customer location. The Work Order is used to coordinate and schedule the resource / technician.

A Work Order can be created in different ways like from Case, Opportunity Manually and Agreements. In this blog article we will see how we can create and manage Work Order in Dynamics 365 Field Service.

1. 1. Create Work Order Manually.
      1. Navigate to the Field Service -> Service -> Work Orders.
      2. Click on the “New” to create the Work Order manually (refer Fig. 1).

(Fig. 1)

1. 1. 1. Specify all the required fields like Service Account, System Status, Work Order Type, Price List, etc. and click on Save (refer Fig. 2).

(Fig. 2)

1. 1. 1. Click on the Service tab, this tab display list of the Services and their respective changes or estimates (refer Fig. 3).

(Fig. 3)

1. 1. 1. Click on the Service tab, this tab displays the list of the Service task based on the selected Incident Type and their estimated duration (refer Fig. 4).

(Fig. 4)

1. 1. 1. Click on the Address, this tab displays the location of the customer where service needs to be done (refer Fig. 5).

(Fig. 5)

1. 2. Create Work Order from Case entity
      1. Open any existing active case or create a new case record.
      2. Please make sure, the user selects the “Incident Type”
      3. Click on the “Convert to Work Order” (refer Fig. 6).

(Fig. 6)

1. 1. 1. A pop up will appear when the Work Order is created successfully (refer Fig. 7).

(Fig. 7)

1. 1. 1. The Work Order is created successfully from the Case record (refer Fig. 8).

(Fig. 8)

1. 3. Create Work Order from an Opportunity
      1. Open any existing Opportunity record or open any existing Lead record and then convert it to an Opportunity (refer Fig. 9).

(Fig. 9)

1. 1. 1. Please make sure, the user selects the “Work Order Type” on the Opportunity record (refer Fig. 10).

(Fig. 10)

1. 1. 1. Click on the “Convert to Work Order”.
      2. The Work Order is created successfully from the Opportunity record (refer Fig. 11).

(Fig. 11)

1. 4. Create Work Order from an Agreements

I’ll cover this process in a separate blog article which talks about the Agreements in Dynamics 365 Field Service.

Hope it’s help!