Hi everyone,
I'm currently using Microsoft Dynamics 365 Field Service for managing our operations, but I'm looking to automate the process of generating and tracking work orders, specifically for service-related tasks. I need a solution where the work order generation process can be linked with other services, such as a SASSA status check, so our service team can quickly access and verify the customer's status before dispatching a technician.
Has anyone implemented a similar integration where work orders are created automatically based on customer data (like service eligibility or status checks)? Any insights into how I can streamline this process within Dynamics 365 would be really helpful.
Also, if anyone has recommendations for automating the workflow for SASSA status checks to cross-reference with service orders, I’d love to hear about that too. My goal is to reduce manual work and ensure that every service order is relevant and timely.
Looking forward to your thoughts and suggestions
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