Glossary
Work order
By Emil Björk · Microsoft business apps consultant, Gothenburg
The core record in Dynamics 365 Field Service — represents on-site work to be performed at a customer location.
A work order in Dynamics 365 Field Service is the central record representing on-site work to be performed at a customer location — a service visit, an installation, a repair, an inspection, a maintenance task. Work orders carry: the customer, the location and asset being serviced, the products and services required, estimated duration, skills needed, priority, status. They're created from cases (a customer-reported problem), incidents, preventive maintenance schedules, IoT alerts (from Connected Field Service), or manually. The lifecycle: Created → Scheduled (to a resource via the schedule board or RSO) → Travelling → On Site → Completed → Posted. The technician executes on mobile; time, parts, photos, signatures, and inspection results capture on the work order; cost and revenue post on completion.
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