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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Field Service forum / Error message when con...
Field Service forum

Error message when converting a Case to a Work Order

(0) ShareShare
ReportReport
Posted on by

Hi,

I am currently configuring my Dynamics 365 Customer Engagement v9.x system.  When I try to convert a customer service case to a work order I get this message "the default work order type must be set on incident type to create a work order"
Which I have not been able to resolve.  Where can I change this setting?

Thanks

  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on at

    You need to add a default work order type to the incident you are using:

    7142.Screenshot_5F00_2.png

  • Community Member Profile Picture
    on at

    Thanks, that got it working!

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Field Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans