Automatically Schedule and Generate Work Orders Using Dynamics 365 Field Service

by | Updated October 30, 2020 | Dynamics CRM, Field Service

Manually scheduling recurring work orders is time-consuming and can be prone to human error due to miscalculations or forgotten tasks. Fortunately, you can automatically schedule and generate work orders using Dynamics 365 Field service. This gives companies have the ability to set up recurring work orders automatically for maintenance schedules, whether that be daily, weekly, monthly, quarterly, or annually.

In many cases, these recurring events are routine inspections or maintenance, service scheduled for equipment or other assets, or part of a warranty provided.

Within Dynamics 365 Field Service scheduling recurring events are simple and each recurrence is completely customizable so your scheduler or dispatcher can specify details such as:

  • Date service is scheduled and flexibility parameters
  • Type of work order or inspection
  • Date of work order generation prior to the job date
  • Service task assignments

Not only does this alleviate manual work for your schedulers or dispatchers and ensures repeat service revenue, but your management team can pull this data into in-depth reports that offer insights into your resource availability, projected cash flows, and budgeting data.

Watch the video below to see exactly how easy it is to automatically schedule and generate work orders within Dynamics 365 Field Service.

Ready to learn how Dynamics 365 can benefit your organization? Reach out to the experts at Stoneridge Software.

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