Learn how to automate work order creation in Dynamics 365 Field Service to improve efficiency. Discover the best practices for setting up recurrence patterns, work order settings, and incident types to streamline your service agreement processes.
Table of Contents
Question
A company using Dynamics 365 Field Service wants to streamline their work order creation process from recurring service agreements. You need to ensure that work orders are automatically generated with the correct frequency and associated products, services, and tasks based on the service agreement. What should you do?
A. Configure the system to send reminders to dispatchers to create work orders as per the service agreement schedule.
B. Manually create each work order when the service date approaches, and copy the details from the service agreement.
C. Set up booking setups with defined work order settings, recurrence patterns, and associate relevant incident types to the agreement.
D. Use the Dynamics 365 Field Service mobile app to generate work orders on-the-go as per the service schedule.
Answer
C. Set up booking setups with defined work order settings, recurrence patterns, and associate relevant incident types to the agreement.
Explanation
Setting up booking setups with defined work order settings, recurrence patterns, and associating relevant incident types to the agreement will automate the work order creation process based on the service agreement, which is the most efficient method. Manually creating each work order is time-consuming and prone to errors. Using the mobile app does not address the need for automation. Configuring the system to send reminders is also less efficient than automating the process.
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