web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How to create a work order against a contact rather than an account in Field Service

(0) ShareShare
ReportReport
Posted on by

Does anyone know, or has any suggestions, on how to log a work order against a contact rather than an account in Field Service?

*This post is locked for comments

I have the same question (0)
  • Rajkumar Rajaraman Profile Picture
    on at
    RE: How to create a work order against a contact rather than an account in Field Service

    Refer this:

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

  • sjm16 Profile Picture
    on at
    RE: How to create a work order against a contact rather than an account in Field Service

    This is just a generic guide to how to create a work order, I know how to create a work order I need to know how to associate it to a contact rather than an account.  Thanks

  • Verified answer
    PS Profile Picture
    23,577 on at
    RE: How to create a work order against a contact rather than an account in Field Service

    Unfortunately the answer is no. Work order is always created against a billing & service account.

    What you can do is.... create a business rule to fix the billing & service account as a default/dummy/ generic account. And hide these fields

    Create a custom field for contact and select your contact there

  • sjm16 Profile Picture
    on at
    RE: How to create a work order against a contact rather than an account in Field Service

    That's the only way round I came up with Prashant, so thanks for verifying

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans