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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unable to Create a New...
Microsoft Dynamics CRM (Archived)

Unable to Create a New Work Order from an Opportunity

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Posted on by CMilton 110

Hi all,

I am exploring creating work orders based on an Opportunity. I noticed there was a button on the ribbon named 'Convert to Work Order'. However, when I click this button nothing happens... Can anyone confirm this functionality actually works? I've tried it in a few different browsers with no success, as well as all stages of the Opportunity process..

Thanks for the help,

Chris

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  • Inogic Profile Picture
    Inogic 766 on at

    Account, Price List, and Work Order Type Fields Must be set on the opportunity, In order to Convert an Opportunity into Work Order.

    Please make sure that you had set above mention fields and then click on the "CONVERT TO WORK ORDER" button, after clicking on this button the new work order which is created from the opportunity automatically gets open in new browser window/tab.

    This functionality is always work for us.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Chris

    We had the same issue, it turned out that you need to be working within the OPPORTUNITY:FIELD SERVICE INFORMATION view rather than 'OPPORTUNITY'

    Hope that helps

    Jon

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