Dynamics 365 CE Field Service: Incident Types and Work Orders

by | Updated October 16, 2020 | Dynamics CRM, Field Service

In the Dynamics 365 CE Field Service application, Work Orders are the transaction foundation that are the source for products, services, technician bookings as well as the source to bill and invoice the customer. In other words, there are a LOT of different elements involved in creating work orders.

The Incident Types feature in the Field Service application can be a huge time saver for organizations when creating new Work Orders. Incident Types will serve as a “template” for work order creation. Let us discuss the setup and use of Incident Types in Dynamics 365 Field Service.

Creating Incident Types

Incident Types is located under the SETTINGS – WORK ORDERS Area of the Field Service Application. Here are the components of an Incident Type:

General Tab:

Give your Incident Type a Name and Description.

Details Tab:

Default Work Order Type: The work order type selected here will populate the work order type field on the work order when this incident type is entered as the Primary incident type.

Copy Incident Items to Agreement: Incident Types can also be used on Agreements as well as Work Orders. If set to Yes, the Products, Services, etc. will copy to the Agreement.

Estimated Duration: This is calculated as the sum of the estimates on each Service Task associated to the Incident Type.

Products Tab:

Add Products to the Products Tab if know parts or items are needed to fix or solve the issue. Products can always be added to any Work Order, but this can be a time saver if known Products are needed.

Services Tab:

Here you will add the general Services needed for this type of incident. You can have as many as needed. These Services are what you would typically bill a customer for.

Service Task Tab:

Add the task the technicians should perform for this type of incident. Technicians work from these Service Tasks.

Characteristics Tab:

The Characteristics Tab is used to build a list of specific skills that may be needed to perform the type of work around this Incident Type. It also includes a Rating Value or “Skill Level” for each skill Characteristic. For example, you may need an “Expert” in a certain skill to perform the required work.

Incident Types In Action


Many times, in service companies, Dynamics 365 Cases are used to handle that initial service request. This way, customer service reps can route these cases to sales, support or when needed to a Work Order in Field Service. When working with the Case form with Field Service installed, you will find a Field Service Tab where the user can choose an Incident Type. If the Case is then Converted to a Work Order, that Work Order will use that Incident Type.

Service Task Tab

Work Orders:

Whether Work Orders are created from a Case or directly in the Work Order function in Field Service, you will find a field on the Work Order screen called “Primary Incident Type”. When populated, this will become the first Incident Type for the case.

Work Orders

When an Incident Type is applied to a Work Order, the Work Order will inherit the following from the Incident Type record we created earlier:

  • Products
  • Services
  • Service Tasks
  • Characteristics

Below is the Service Tasks Tab on the Work Order form showing all the Services Tasks that were automatically brought into the Work Order by selecting an Incident Type:


We saw how a Work Order can have a Primary Incident Type, but you can use multiple Incident Types on a single Work Order which is nice when multiple types of work need to be performed. When using multiple Incident Types on a Work Order, the Work Order will inherit all the Products, Services, Service Tasks, and Characteristics for each Incident type used. Below is a Work Order with two Incident Types assigned to it.



Incident Types can save a lot of time when creating Work Orders. Without them, companies would have to have users with tribal knowledge create the Work Orders with all the needed Products, Services, Service Tasks and know which technicians could perform the work (which is what Characteristics helps with). Not to mention, adding all the above takes time when creating new Work Orders. We highly recommend the use of Incident Types in any Field Service implementation.

Related Posts


Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events


01jul11:00 am12:00 pmConfab Live with Stoneridge – Dataverse Virtual Entities

14jul12:00 pm12:30 pmBeyond Reporting - What Business Intelligence Can Do For Your Agribusiness

15jul10:00 am11:00 amMastering the Production Floor

21jul10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

21jul12:00 pm1:00 pmIs it Worth it to Upgrade to Dynamics 365 Finance and Supply Chain Management? - Everything AX Users Need to Consider

28jul10:00 am10:30 amLot Management for Batch Manufacturers in Life Sciences, Chemical and Food

28jul2:00 pm2:30 pmConsiderations for Successful Testing Plans for Major Releases of Dynamics 365 Finance and Supply Chain Management

29jul11:00 am12:00 pmConfab Live with Stoneridge – Integration Strategies for End User Success


04aug2:00 pm2:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

10aug(aug 10)8:00 am11(aug 11)11:00 amPower BI for Dynamics 365 - Online Workshop

11aug10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

11aug12:00 pm12:30 pmBusiness Intelligence with Dynamics 365 Finance and Supply Chain Management – Game Changing Insights and Analytics

11aug2:00 pm2:30 pmUsing Technology to Manage Complex Sales Pricing, Commission, and Rebate Programs

18aug10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

18aug10:00 am12:00 pmIntro to Power BI for Dynamics 365 Business Central – Online Workshop

18aug12:00 pm1:00 pmSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!