Microsoft Dynamics 365 for Field Service Work Order Life Cycle

Hi Everyone,

Today i am going to share some information on how the Microsoft Dynamics 365 for Field Service Work Order Life Cycle.

What is the process to follow to complete the Work Order.

So let's gets started.

Work Orders:- Work Order is a task to be completed for a Billing Account on Field Service.
so the main points to be remembered as follow:

-Capture essence of what needs to be performed.
-Used to coordinate and schedule resources and activities
-Can be used for different types of work such as installations, repairs, or preventatives maintenance.

Information of issue or work to be performed
- Description of issue or work to be performed
-Customer/Service Account
- Location
- Product (parts) and services that may be needed
- Tasks  or steps to Follow
- Priority and estimated duration
- Skills needed.


Work Order Life Cycle: The below are the steps in the Work Order Processing:

Work Order Creation -> Schedule -> Dispatch -> Service -> Review/Approval
what happens:
- New Work Order created
-Assigned incidents, products, services, Etc.

Who Performs:
-Agreements: Auto generated, or recurring
-Case:
-Opportunity
-Manual

Work Order Status:
-Open - unscheduled

Booking Status:
N/A

SCHEDULE:

What Happens:
- Bookable resource booking created
-Resources assigned
-Date and time specified

Who Performs:
- Dispatch(manually)
- Field Agent (Manually or Mobile)
- Dispatcher with help of scheduling assistant

Work Order Status:
- Open -Scheduled

Booking Status:
- Scheduled.

DISPATCH:

What Happens: 
-Field Agent notified of Work Oder.

Who Performs:
- Notification sent by system to Field Agent, Customer, or Others

Work Order Status:
- Open - scheduled

Booking Status:
- Scheduled
- (Custom Status)

SERVICE

What Happens:
- Work Order carried out
Who Performs:
- Field Agent

Work Order Status:
- Open - In Progress > Open - Completed

Booking Status:
- Travelling
- In Progress Completed.

REVIEW/APPROVAL

What Happens:
- Work done and information is accurate

Who Performs:
- Supervisor/Manager
- Back office accounting

Work Order Status:
- Open - Completed > Closed - Posted

Booking Status:
- Completed

I hope this helps.

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