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Dynamics 365 Community / Forums / Field Service forum / What is the best way t...
Field Service forum

What is the best way to Rebook the Workorder?

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Posted on by Jinal 30

I would like to know, what are the options available to rebook a work order in field service. Currently I found only one way to rebook a work order is through schedule board, which is not most efficient way to rebook a work order for dispatcher. Imaging an organisation where they have 100+ resources and each resource have 10+ work orders scheduled each day. If customer call and ask to reschedule a WO, how dispatcher will find out which work order they have to reschedule as at that time they only know Customer details.

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Field Services
I have the same question (0)
  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    The other way is to go to the Work Order Record itself and press the 'Book' Ribbon button at the top of the page.

    Does the customer not know what Work Order Number or Start Time they want to reschedule?

    What would be really useful for you is to give your customer a portal to self reschedule a work order themselves. :)

  • Jinal Profile Picture
    Jinal 30 on at

    Hi Thomas,

    If you use "Book"  ribbon button at top it create another booking record.

    Customer doesn't know WO number. Even though customer tell us time they have booked, as a dispatcher on schedule board I can see 100+ WOs on that day and time. Please note customer also doesn't know which resource is coming, so the trouble is how can i narrow down my search on schedule board to find out that WO?

    We are not using portal.

  • Suggested answer
    antc Profile Picture
    antc 2,911 on at

    Our customers just search by customer asset / customer in a work order view that filters work orders for a specific time period. The schedule board does not have a lot of options for searching wo's,

  • Verified answer
    Jinal Profile Picture
    Jinal 30 on at

    Hi antc and Thomas,

    I have found the answer and created blog. Please check this out.

    d365lady.com/.../best-way-to-rebook-a-work-order

  • ratiusv Profile Picture
    ratiusv 105 on at

    Hi Jinal,

    I tried your link, but unfortunately it does not work :(

    Could you please repost a valid link to the solution ypu have found and to your blog?

    Thank you very much!

    Best regards,

    Sorin

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