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Dynamics 365 Community / Forums / Field Service forum / Synchronize work order...
Field Service forum

Synchronize work orders in Field Service to service order in Finance and Operations

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I tried to Synchronize work orders in Field Service to service order in Finance and Operations but unfortunately not succeed any one can help me to do this.

  • AhmedFathy Profile Picture
    AhmedFathy on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    No I try to make new template , the template which you are talking about about  used to synchronize work orders  to sales order.

    I begin in the template with work order header to service order header if it work I will add products and services.

  • moko33 Profile Picture
    moko33 1,786 on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    Are you using the Service module of F&O? I think the templates provided by Microsoft don't use that. But they could provide a good idea of how it would work.

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    It doesn't not appear you are using the template that has Products and Services from work orders.  Are you using that template?

  • AhmedFathy Profile Picture
    AhmedFathy on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    The sales order does not contain transaction type so I can not add fee or hours or expense.

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    can you drill into the mapping of the task?  It appears something is not properly setup to make this occur. My one question is, why do you want this as a service order vs. a sales order?  What business requirement/process does this satisfy?

  • AhmedFathy Profile Picture
    AhmedFathy on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    this is the task 

    11.jpg

    and this is the error

    11.jpg

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    I assume you are using a custom CDS template to do this - what are the errors you receive?

  • AhmedFathy Profile Picture
    AhmedFathy on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    yes I used it when synchronize work orders to sales order

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    CDS = Common Data Service.  It is what’s used to synchronize / integrate data from D365 CE and D365 F&O If you’re using the provided templates.  

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Synchronize work orders in Field Service to service order in Finance and Operations

    Out of the box CDS goes to sales order. I am not familiar enough with what’s needed in F&O for a service order.  You may want to check what the differences are and go from there.

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