A new knowledge base article has been published on our support portal.
Overview
Easily create a Microsoft Dynamics Field Service Work Order from a Quote using the North52 business rules engine. There is no out-of-the-box capability to create a Work Order from a Quote, but it can easily done using North52. This article outlines the steps required to create this functionality.
The animation below shows a user clicking a custom ribbon but to convert the Quote to a Work Order:
North52 Decision Suite Solution
The North52 Decision Suite solution works like this:
- A Formula is set up on the Quote table which:
- Creates a new Work Order
- Creates the corresponding Work Order Items
- Opens the newly create Work Order record
- A command button is added to the Quote Form to call the North52 Formula via North52 Quick Ribbon functionality