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Service | Customer Service, Contact Center, Fie...
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Copy of Work Order

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How to create copy of Work Order??

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  • Jason Shotts Profile Picture
    on at

    There is no way to create a copy of a work order through the out of the box field service solution. Consider using power automate to create a new work order with the same information

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi CoSonate,

    One way is creating same new records through power automate:

     How to clone an opportunity with the same Created On date - Dynamics 365 General Forum Community Forum

    But it just can copy fields value of work order itself, you need use following free products if you also want to copy related records of the work order:

    Clone Dynamics 365 Field Service Work Order (microsoft.com)

    Clone or Copy Dynamics 365 Records - Click2Clone (microsoft.com)

    Or you can refer following link to clone records with Power Fx & custom command bar button:

    Clone records with Power Fx & custom command bar button - Jukka Niiranen

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