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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Work order service tas...
Service | Customer Service, Contact Center, Fie...
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Work order service tasks training package

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Posted on by RG-05072234-0
Hi community, is there a training package or tutorial on how to create service tasks and the implementation of them into work orders?
I am new to Dynamics 365 and come from a SAP background. Im looking to learn from the very beginning as i have not received any
training on this and would like to be able to utilise this function. Cheers
  
Categories:
Dynamics 365 Field Service
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    sannavajjala87 Profile Picture
    sannavajjala87 35 on at
    Welcome to Dynamics 365! Coming from an SAP background, you'll find that the concepts are similar, but the terminology and configuration are different.
     
    If you're referring to Dynamics 365 Field Service, I'd recommend starting with the Microsoft Learn training path. It covers the fundamentals of work orders, service tasks, incident types, inspections, and scheduling in a structured, hands-on way.
     
    A good learning progression is:
     
    1. Understand the core Field Service entities (Work Orders, Incident Types, Service Tasks, Products, and Services).
     
     
    2. Learn how Service Tasks are created and associated with an Incident Type.
     
     
    3. Create a Work Order from an Incident Type and observe how the associated Service Tasks are automatically added.
     
     
    4. Complete the work order lifecycle, including booking, task completion, and closing the work order.
     
     
     
    If you have access to a sandbox environment, I highly recommend creating a few sample Incident Types with Service Tasks and then generating Work Orders from them. It's one of the quickest ways to understand how the pieces fit together.
     
    Microsoft Learn provides excellent free, step-by-step labs for Dynamics 365 Field Service, and they're a great place to start if you're learning from scratch.
     
    If you're looking for a more guided walkthrough, let us know whether you're using Dynamics 365 Field Service or another Dynamics 365 application, and the community can recommend more targeted tutorials and best practices.

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