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

In this video, we’ll show you how to easily convert a case into a work order in Microsoft Dynamics 365 Field Service. This process helps streamline the workflow, ensuring customer issues are addressed promptly and efficiently. Follow along as we guide you through each simple step, from accessing the case to generating the work order.

This video consist of:

00 : 26 Introduction
27 : 1:35 Create new Case
1:36- 2:00 Convert Case to Work Order
2:01- 2:32 Schedule work order
2:33- 2:48 Review Work order
2:49- 3:19 How to create new Incident Type

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