Overview

Clone Dynamics 365 for Field Service Work Order records with Core related records

Clone and duplicate Dynamics 365 work order records along with related Resource Requirements, Work order incident, Products, Service and Service Tasks. The solution help to quickly create clone of an existing Work order. This will be a great help for dispatcher to create and configure similar jobs. The dispatcher can make minor changes to the cloned record and start tracking the work progress.

Features

Clone Work order from form or from work order navigation home page.
An interactive dialog help to select the work order date and time for the newly created cloned copy.
Related Bookings, Resource requirements, Work order Incidents, Product, Services and Service Tasks get copied.
Automatically checks the resource availability for the proposed date and copy resource bookings from selected work order to the newly created cloned copy work order

Clone Dynamics 365 Field Service Work Order

by Ray Business Technologies Pvt Ltd