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MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER RELATIONSHIPS

WORK ORDER -RELATIONSHIPS

Work Order Types – Categorize Work
Order(Install, Repairs, Preventative Maintenance)




Priority – Rates the importance of the Work Order. Can be configured and increased or Decreased as needed Reflected on Schedule Board.

Service Territory – Organize Work Orders and Resources by geographical Area.

Incident- Common Issues that a customer could report.
Products- Items that may be needed for the issue.
Services-Determines the services required to complete the work Order
Service Tasks:- Check list or Step by Step instructions.
Characteristics- Skills, Knowledge, or Certification Required.
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