Create work order types (Field Service)

Applies to Dynamics 365 (online), version 9.x

A work order type in Dynamics 365 for Field Service helps you categorize and build different types of work orders, such as installation, preventative maintenance, repair, sales, quote, and so on. When you create a work order type, it also helps separate work order information into views, reports, and dashboards on the schedule board.

  1. From the main menu, click Field Service > Administration, and then choose Work Order Types.

  2. On the Active Work Order Types screen, click New in the upper left corner.

  3. Use the tooltips to help fill in information, and then click Save & Close.

See also

Overivew of Dynamics 365 for Field Service
Create a work order
Set up work order sub-statuses
Set up service task types
Configure incident types
Set priorities
Set up time groups
User's Guide