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Work orders can be created by accessing Field Service > Work Orders and clicking on +New. A work order is created once an activity is initiated and goes through the following lifecycle: It can refer to any type of work, be it a new installation, bug fixes, repairs, or routine maintenance activity. It is used to coordinate the service-related activities and resources to be used for a particular service ticket. Work OrderĪ work order is created whenever a task is to be done and contains all the relevant information about the work. You also get an overview of current progress by configuring key field service metrics and measures such as business value and feature details to monitor KPIs. The field service dashboard neatly presents the various options and settings needed to create the work orders and track them. Here is a brief rundown on the key capabilities and a guide on using the Dynamics 365 Field Service that you will find helpful.
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The Microsoft Dynamics 365 Field Service also enables better collaboration among your technicians and can be easily accessed via mobile devices allowing technicians to optimize their service at all levels. Additional features like asset history management help you track your work progress effectively and make sure you don’t miss out on any critical resource or service query. You can also automate your scheduling tasks and have more time to focus on the quality of service provided to your customers. Technicians can be dispatched with optimized routing and scheduling so that the most qualified and nearest technician gets to the customer site as soon as possible. It helps combine AI delivered customer insights and knowledge bases to offer the right solution every time. The Dynamics 365 Field service solution provides several features and functionalities that make it a lot easier for service professionals and technicians to interact with customers and provide on-time resolutions. Dynamics 365 Field Service Tutorial: Key Capabilities