Managing Work Orders based on Completion Status in Dynamics 365 Field Service

Efficiently managing work orders is crucial for organizational efficiency and customer satisfaction. Completing tasks based on their status is a significant factor in achieving this. Microsoft has introduced a solution that incorporates two separate records for each work order status, allowing users to access both old and new functionalities. By integrating booking statuses into the navigation of the Field Service App, users can streamline their experience. The feature "Status Completes Work Order" is exclusively applicable to the "Completed Status" only. The functionality is demonstrated through two scenarios, one with the feature enabled and one with it disabled. Improving work order handling through efficient processes and technology can lead to smoother operations, better communication, and improved customer service.

Article 12m Microsoft Dynamics 365 CRM Tips and Tricks

---

Login now to access my digest by 365.Training

Login