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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Field Service: Work Orders for Contacts

(0) ShareShare
ReportReport
Posted on by 1,135

Hello,

Does anyone have had any experience on creating and scheduling work orders for contacts in Field Service?

Customer has business scenarios where the work order could be created for an Account or for a Contact.

How to accomplish this requirement, any ideas?

For Service Account field you can only choose Accounts.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at

    Hi,

    This is a limitation at the moment, The way I have done this for a reactive maintenance company is to have the case set to the contact and have the service address (the persons address) against the Service Account.

    It's not tidy and I have raised this with Microsoft when I was down doing a few sessions with them in March.

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…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans