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Microsoft Dynamics CRM (Archived)

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

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

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  • Rajkumar Rajaraman Profile Picture
    on at

    Refer this:

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

  • sjm16 Profile Picture
    on at

    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

    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

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

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