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Microsoft Dynamics CRM (Archived)

CRM work orders

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What are work orders in CRM?

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    Community Member Profile Picture
    on at

    A work order has information on what work needs to be done. It is used to coordinate and schedule resources and activities. It can be used for different types of work, such as installations, repairs, or preventive maintenance.

    A work order is usually created from a case or opportunity. It is then scheduled either manually or using the schedule assistant and then dispatched. Once the work is complete, it is reviewed and approved by a manager.

    www.microsoft.com/.../create-a-work-order-field-service.aspx

  • Suggested answer
    Mohd Tahir Profile Picture
    676 on at

    Hi,

    The following is a very good read about Field Service Work Orders:

    https://neilparkhurst.com/2016/08/20/field-service-work-order-theory/

    Hope that helps!

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