Exercise - Create and schedule a basic work order in Dynamics 365 Field Service

In this hands-on lab, you work for a company called Contoso Coffee. Contoso is using Dynamics 365. You're a dispatcher who took on an onsite service request from a customer. You need to create and schedule the work order.

Prerequisites

Before you begin, it's important that you have the following information available.

• A Microsoft 365 account with access to Dynamics 365 trial.

• Dynamics 365 Field Service trial environment provisioned.

• Modern browser (Microsoft Edge or Chrome recommended).

Lab Objectives

By the end of this lab, you will:

• Create and manage a Work Order.

• Schedule a Work Order

Task 1: Create a work order

1. Open the Dynamics 365 Field Service Trial application.
2. Using the navigation on the left, select work orders.
3. On the Command bar, select the New button.
4. For the Service account, select Fourth Coffee
5. Under Incident Type, choose Faulty Circuit Board.
6. In the Work Order Type field, select Service Call.
7. Configure the rest of the work order as follows:
   1. Time from Promised: Todays Date at 10:00 AM
   2. Time to Promised: Todays date at 4:00 PM
8. Select the Save button to save the record and leave it open.
9. Select the Products and Services tab.
10. Under Products, select the Add product button.
11. Configure the work order product as follows:
    1. Product: Case A-100 Automatic
    2. Line Status: estimated
    3. Estimated Quantity: 1
12. Leave everything else the same and select the Save button.
13. Select the three dots next to the Add product and choose Refresh. (Your new product should automatically appear)
14. On the work order record, select the Tasks tab.
15. Select the + Add task button.
16. Set the Task Type to Check Device.
17. Select the three dots next to the green check mark and choose Save and Close.

    Note

    You might need to close the panel before continuing

18. Select the Add Task button again.
19. Set the Task Type to Diagnostics.
20. Save and Close the service task.
21. Select the Add Task button again.
22. Set the Task Type to Repair.
23. Save and Close the service task.
24. Select the Add Task button one more time.
25. Set the Task type to Clean up.
26. Save and Close the service task.
27. Back on the work order, select the three dots next to the Add task button.
28. Choose Refresh. (All of your service tasks should display)
29. On the Command bar of the work order, select the Save and Close button.

Task 2: Schedule a Work Order

Now that we created the work order, we're going to schedule a technician.

1. Using the navigation on the left, select the Schedule Board.
2. Select the unscheduled Work Orders tab.
3. Locate the Fourth coffee work order you created earlier.
4. Drag the work order to the schedule board next to Alan Steiner and hover over 7:00 AM (Notice that the item is red because we are outside their scheduled hours)
5. Drag and place the work order on the schedule board next to Alan Steiner at 10:00 AM.

Congratulations, you created and scheduled a work order in Dynamics 365 Field Service.