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thanks for joining us this is the second introductory video in our dynamics 365 field service series this video will cover the case to work order function im ken farmer president and solution architect for dyn365 pros lets get started dynamics 365 field service uses built-in workflows and processes to help your team be more efficient one typical scenario is the creation of a work order from a service case record this conversion process is best applied with work order templates pre-created for the various service call types that your business might use as part of your ongoing administration users will create templates or incident types that will be used over and over to populate data to the work order when they get created an example would be a regular service maintenance visit this incident type would have certain parts labor hours and service tasks that always apply to this kind of service call [Music] converting the case to a work order is simple especially when you have the variou
