Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Copy incident items on Agreement Booking Incident not working

(0) ShareShare
ReportReport
Posted on by

Hi Team,

We are facing below issue in Field Service.

When we create Agreement Booking Incidents manually, then the Incident items i.e. product/services/service tasks gets copied on the Agreement Booking Incidents.

But when we create the Agreement Booking Incident via a custom plugin, then the Incident items i.e. products/service tasks/ services are not copied on the Agreement booking incident.

Any help on the above issue would be appreciated.

Thanks,

Rekha

*This post is locked for comments

  • Suggested answer
    antc Profile Picture
    2,909 on at
    RE: Copy incident items on Agreement Booking Incident not working

    I presume you mean that when a Workorder is created the Agreement Incident Type related child records are not populating on Work order if created by custom plugin.

    How are you creating the Workorder just create?

    Is there an Incident Type listed on Workorder after creation.

    I have been running Post Operation Asynchronous Plugin on WorkOrder create and have no issues adding a Workorder Incident Type and populating related child records. I think you may not be targeting Workorder Incident Type as I suspect Agreement Incidents will only work if using system actions and system plugins!

  • Thomas David Dayman Profile Picture
    11,323 on at
    RE: Copy incident items on Agreement Booking Incident not working

    I think the Agreement Booking Incident items gets created by a workflow. It might be that your plugin is interfering with the oob workflow from triggering. Is your plugin executing on post operation or pre operation?

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

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 52

#3
dkrishna Profile Picture

dkrishna 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans