How to Convert Opportunity to Work Order in MS Dynamics 365 Field Service – YouTube

Manish chauhanYouTube4 months ago145 Views



In this easy-to-follow tutorial, we’ll show you step-by-step how to convert an Opportunity into a Work Order in Microsoft Dynamics 365 Field Service. Whether you’re new to the platform or just need a quick refresher, this video will guide you through the simple process, helping you streamline your service management tasks.
 
This video consist of:

00:00-00:20 Introduction
00:21-1:02 Real life example
1:03-2:33 Create new opportunity
2:34-3:16 Convert opportunity to work order

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