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

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Automate creation of Work Order Product

(0) ShareShare
ReportReport
Posted on by 70

Hi,

Greetings!

I have a requirement where I will be creating new button "Add All Products" above Work Order Product grid in Work Order.
On click of this button we need to Add all the products as Work Order Product in the Work Order provided products are having same Service Account and Functional Location in product and work order.
I will add Service Account and Functional Location on Product form.
Kindly provide me solution for the same.
Thank you
I have the same question (0)
  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on at
    RE: Automate creation of Work Order Product

    You will need to execute some javascript from a custom ribbon button.

    In the JavaScript you would need to fetch all the products where

    - (Work Order) Account = (Product) Account

    - (Work Order) Functional Location = (Product) Functional Location

    Then for each product you bring back you will need to create a Work Order Product with the values prefilled.

    d365demystified.com/.../

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 > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 60 Super User 2025 Season 2

#2
Siv Sagar Profile Picture

Siv Sagar 52 Super User 2025 Season 2

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 36 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans