This is a quick “How-To” article on an oft-used scenario in field service organisations: how to create a follow-up work order for future work?
This may happen for several reasons, such as:
- Technician does a quick workaround fix today and is wanting to book a future work for parts replacement,
- field service staff installs a new part and wants to set a reminder to check the status in a month time
How to achieve this? An obvious solution is to set up a ‘Follow-up Work Order’ which can be then scheduled by Dispatchers. Is this feature supported in Dynamics 365 Field Service? The answer is, as you may have guessed, yes 😊 – as an out of the box feature. Let’s have a look at how it works.
Create a work order in Dynamics 365 Field Service and book a resource to create a booking. Next log into Dynamics 365 Field Service app, click on Bookings to view bookings. Click on a booking to open a record.
Next, click on ellipses on the bottom to see all sub-menu items and click on Follow-up
This will open a ‘new’ Work Order screen
Notice that Service Accounts and Billing Account are pre-populated.
That’s it! Quick and easy with a minimum number of clicks for field resources to create a new Work Order record.
Caveat: this function doesn’t auto-link the two work orders or set one parent of another. However, this behavior can be easily set up using Power Automate flows [or using client site script – but I won’t recommend this approach].
Thanks for reading!
Feel free to share your feedback, I’d love to hear your thoughts 😊