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Microsoft Dynamics 365 | Integration, Dataverse...
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Power Platform solution working with/without Field Service (Work Order dependency)

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Hi all,

I’m working on a Dynamics 365 Field Service / Power Platform solution and would appreciate some architectural guidance.

We currently rely on Field Service entities such as Work Order (msdyn_workorder), Work Order Type, and Incident Type to drive scheduling and booking logic.

However, we now have a requirement to support customers who do NOT have a Field Service license, while still allowing customers who DO have Field Service to use Work Orders and related functionality.

Our goal is to package the solution as a managed solution that:

  • Works out of the box in environments without Field Service

  • Also integrates with Work Orders when Field Service is available

Our current idea is:

  • Move all scheduling logic to Resource Requirement (msdyn_resourcerequirement)

  • Introduce a custom “Call Type” table to replace Work Order Type / Incident Type

  • Store Call Type on Requirement and use it to drive duration and scheduling

  • Keep Work Order only as an optional UI layer for Field Service users

  • Sync Work Order → Requirement (one way) when FS is present

Key questions:

  1. Is it technically possible to include Work Order customizations (custom button/dialog etc) in a managed solution that should also install in environments without Field Service?

  2. Is splitting the solution into:

    • Core (no FS dependencies)

    • Field Service extension (Work Order logic)
      the only safe approach?

  3. Has anyone successfully implemented a "URS-only" scheduling model (Requirement → Booking) while optionally supporting Work Orders?

  4. What are the common pitfalls when decoupling from Incident Type and Work Order Type?

I'd appreciate any real-world experience or recommended patterns or any help.

Thanks in advance!

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