Microsoft Dynamics 365 Field Service – An Approach to Data Migration of Work Orders from External Systems
This article discusses the process of migrating scheduled work orders and bookings from a legacy system to Microsoft Dynamics 365 Field Service. It explains the key components of the Work Order entity in Dynamics 365 and provides a step-by-step approach to simplify the migration process. The steps include creating incident types, importing customer accounts with billing details and price lists, converting appointment dates to GMT+0, and importing work orders. The article also emphasizes the importance of addressing considerations such as service tasks, billing products/services, durations, and pricelists during the migration process.
Article 14m
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