Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
When trying to create a new Work Order on the FS Mobile App, I get the above error. The auto-numbering logic does not work on the mobile app. Is there a workaround/solution to this? Thank you.
Your tablet should show this when creating a work order:
What app are you using? There are three different types.
I assume that you are running the latest version "Field Service App" and you have added "Work Orders" to the menu. Trying to create a new work order by pressing the "+" sign in upper right corner.
This is not possible - it is as I now it not possible at all to create a new work order.
If you i.e. need to be at the same customer site later to do some follow up you can create a follow up work order by pressing "Create follow up" in upper right corner. This will create a new work order but all info will be the same as the one you activate it form. I.e. it is not possible to change "Billing account".
I have a customer who faces the same problem but they have decided to create a "Case" on the tablet and then back office create and dispatch a new work order.
Thank you Morten for clarifying this. I think "Create Follow Up" should work for us. Is this documented somewhere? If so, where? Thank you.
Thomas, I am using the latest Field Service app for Windows 10 (with a Truck icon). However, I do not see this functionality. I am seeing the functionality/behavior Morten Poulsen described. Thanks.
You can see it in "Mobile Field Service App User guide" - It is a very short description - I have made one for our customer describing it more detailed but it is danish ;-)
I am using the old FieldOne Sky Mobile app. They must of removed that function in the newer apps.
I found the user guide here:
However, the functionality in the app is a little different from what is documented.
For example, the following instructions do not work in the app (because Create Follow Up is available on Work Order - not Booking).
Create a follow-up
If work still needs to be done, you can create a follow-up booking.
Open the work order, and then tap Booking.
Tap the Menu button , and then tap Create follow up.
If you go to "Bookable Ressource Bookings" in the app you will see different menus in the lower right corner. Like Info, Products etc.
If you select the second "Info" you will see that "Create follow up" will appear in the upper right corner.
If you decide to create a new booking it will be same work order and it will appear in app on the date you have added to the booking. The app will not show a work order but always a ressource booking and then show related info from the work order.
Yes, I did see that. The second Info tab is essentially Work Order info tab. I still do not see "Pay Now" menu option. Thanks.
Business Applications communities