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Service | Customer Service, Contact Center, Fie...
Answered

New 365 Environment: How to enable Word Templates on Work Order?

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I just created a new environment, but Word Template is not available when I open a Work Order record. It is available when I open other tables, such as Case.

How do I enable Word Templates on Work Orders?

pastedimage1641846094553v1.png

  • RE: New 365 Environment: How to enable Word Templates on Work Order?

    Thank you   and EBMRay! I tried using Ribbon Workbench, but I didn't see any rules on Work Order or the Word Template button in my environment. Clearly the FieldService.Form.msdyn_workorder.EnableRule.ShowSimplifiedCommands rule was somewhere that I couldn't find though, because disabling the Show Simplified Work Order Commands resolved the issue.

    Thank you again! While I have you here, would you mind if I asked you about another Word Template issue that I've run into? Any idea why Case Resolutions wouldn't be populating for templates on Case? community.dynamics.com/.../when-creating-word-template-for-case-case-resolution-is-missing-from-1-n-relationship-list

  • Verified answer
    EBMRay Profile Picture
    EBMRay 879 on at
    RE: New 365 Environment: How to enable Word Templates on Work Order?

    Hello AlexEisenhart ,

    Thanks to   for providing the above steps.

    There is also another simple way is to enable "Show Simplified Work Order Commands" from Field Service settings.

    Please find below a screenshot:
    2211.Capture.PNG

    Hope the above will help.

    Thank you!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: New 365 Environment: How to enable Word Templates on Work Order?

    Hi AlexEisenhart,

    This is because there is an enable rule(FieldService.Form.msdyn_workorder.EnableRule.ShowSimplifiedCommands) of work order entity to hide it. If you want to enable it, you could delete the enable rule or set invert result to true.

    Note: Please backup your solution before you modify it.

    Please follow the steps:

    1.Add Work Order entity to solution and load it with Ribbon Workbench.

    2.Find the word template button and customize the command.

    pastedimage1641869938716v1.png

    3. Delete the FieldService.Form.msdyn_workorder.EnableRule.ShowSimplifiedCommands rule or  modify it  like this:

    pastedimage1641870047739v2.png

    4. If the Mscrm.WordTemplatesFCBEnabled is empty, add a step in it.

    pastedimage1641870105039v3.png

    5.Publish the solution.

     Result:

    Before:

    pastedimage1641870233324v5.png

    After:

    pastedimage1641870281894v6.png

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