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Business value
The new work order enhancements make managing work orders easier. With less time and effort needed to understand the current state of work orders, you can provide quick updates to customers, ensure that frontline workers have the information they need for service on site, and easily track high-priority work. The dynamic card feature lets you take action and move work orders through each stage seamlessly, while the redesigned tasks experience and reference tab streamline the knowledge-sharing process for everyone involved.
Feature details
In the previous release wave, we introduced the new work order experience in Field Service for all users. Since the launch, we’ve actively listened to your feedback, closed gaps, and improved the experience. Your insights played a key role in shaping the evolution of our service. The new experience has a modern design and aligns with common daily tasks. It also reduces unnecessary information, saves clicks, and simplifies the user experience for service managers. Starting this wave, all organizations, both new and existing, use this experience as the standard option. Learn more about the new experience, including ways to change defaults.
To address your feedback, we made several enhancements and introduced new functionalities:
Booked resources visibility: See booked resources directly on the work order grid, so you don't need to drill into the work order itself. You can visualize the booked resources and access the people card to contact them as needed.
Functional location hierarchy breadcrumb: To help you better understand the location of a functional location within a building, the breadcrumb displays the hierarchy. For example, you can quickly see that Room 1 is on Floor 2 of Building A at Campus Z.
Grid performance and functionality improvements: We boosted the grid’s performance by up to 80 percent and added support for sorting and filtering, so you can work more productively and efficiently.
Navigable related records: Makers can turn on or off the ability for users to navigate to related records from the grid by making the records clickable. This capability extends the previous functionality where only the work order ID was clickable.
Improved color picker: The new color picker in the priority and booking status experience lets you choose from a set of preselected colors that contrast well with the new experience. You can also choose your own colors.
These new features are part of our ongoing commitment to improving your experience and productivity with Dynamics 365 Field Service. We look forward to continuing to evolve the work order experience based on your feedback.
Geographic areas
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Language availability
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Additional resources
New work order experience (docs)