Customer

A maintenance plan defines when a pre-planned preventive maintenance job is to be carried out on an asset. Maintenance plans can be related to assets, asset types, functional locations, or functional location types, but first you create the maintenance plans to be used in your company. A maintenance plan can have multiple maintenance plan lines.…

Incident types act as service templates that allow users to quickly create work orders for the most common types of jobs that your organization performs. Incident types are also used to define specific work order issues and recommended resolutions. Where work order types define the general category of a work order (for instance: inspection, repair, or maintenance), incident…

A work order in Dynamics 365 Field Service has information on what work needs to be done. It is used to coordinate and schedule resources and activities. It can be used for different types of work, such as installations, repairs, or preventive maintenance. A work order is often created from a case or opportunity. It…

To perform the process of ordering, storing, and using a company’s inventory of raw materials, components, and finished products, you need to configure the inventory management functionality in Dynamics 365. This solution helps to post physical inventory transactions of various types, such as the posting of issues and receipts, inventory movements, the creation of bills…

This topic describes how to set up the criteria that determine whether waves are processed manually or automatically, and the work that is generated for a warehouse when a wave is processed. You specify the criteria by setting up wave templates and queries that match a wave with released lines in sales orders & production…