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Dynamics 365 Community / Forums / Field Service forum / Automatically generate...
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Automatically generate a task

Posted on by
Afternoon all,
 
I've seen lots of posts and responses that come close, but none that fully answer what I'm after, I suspect because I'm trying to work across two different apps.. 
 
I’m trying to generate a phone call for a customer’s sales rep, whenever a Work Order is created for that customer, with a specific Work Order Type.
I’m hoping a workflow will do it, but not 100% sure on where to start.
 
Any help appreciated!
 
Ed
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