Business Functionality
---------------------------
a) Purpose of Work Order: -
Location of service work
Types of work to be performed
Preference of the customer
b) Work order can be generated by
Work Order can be created from a Case (Incident)
Work Order can be created from an Opportunity
Work Order can be created automatically using a recurring schedule
Work Order can be created manually
c) Important Attributes Functionality
Service Account - location information
Billing Account - financial responsibility. If empty use service account
Product Pricelist - for products used in work order
Service Territory - field service operations
Instructions - unique instructions relating to service location.
Taxable products and services
Service address and geocoding
System Status - life cycle of the workorder
Work Order Summary - description of work to be performed
Incident Type - First incident type is the primary, multiple incident types can be added.
Used to inherit duration etc.
Coding Functionality
-------------------------
The fields are: -
Work Order Id (Unique Identifier) msdyn_workorderid
Work Order Number (string) msdyn_name
Service Account (lookup) msdyn_serviceaccount
Billing Account (lookup) msdyn_billingaccount
System Status (picklist) msdyn_systemstatus
Sub-Status (lookup) msdyn_substatus
Work Order Summary (memo) msdyn_workordersummary
Primary Incident Type (lookup) msdyn_primaryincidenttype
Primary Incident Description (memo) msdyn_primaryincidentdescription
Primary Incident Estimated Duration (integer) msdyn_primaryincidentestimatedduration
Primary Incident Customer Asset (lookup) msdyn_customerasset
Estimate Subtotal Amount (money) msdyn_estimatesubtotalamount
Subtotal Amount (money) msdyn_subtotalamount
Total Sales Tax (money) msdyn_totalsalestax
Total Amount (money) msdyn_totalamount
Work Order Type (lookup) msdyn_workordertype
Price List (lookup) msdyn_pricelist
Priority (lookup) msdyn_priority
Work Location (picklist) msdyn_worklocation
Service Territory (lookup) msdyn_serviceterritory
Instructions (memo) msdyn_instructions
Originating Work Order (lookup) msdyn_parentworkorder
Agreement (lookup) msdyn_agreement
Taxable (boolean) msdyn_taxable
Sales Tax Code (lookup) msdyn_taxcode
Preferred Resource (lookup) msdyn_preferredresource
Time From Promised (DateTime) msdyn_timefrompromised
Time To Promised (DateTime) msdyn_timetopromised
Date Window Start (DateTime) msdyn_datewindowstart
Date Window End (DateTime) msdyn_datewindowend
Time Window Start (DateTime) msdyn_timewindowstart
Time Window End (DateTime) msdyn_timewindowend
Time Group (lookup) msdyn_timegroup
Sales Tax Code (lookup) msdyn_taxcode
Follow Up Required (boolean) msdyn_followuprequired
Follow Up Note (memo) msdyn_followupnote
Reported By Contact (lookup) msdyn_reportedbycontact
Service Request (lookup) msdyn_servicerequest
Address Name (string) msdyn_addressname
Address 1 (string) msdyn_address1
Address 2 (string) msdyn_address2
Address 3 (string) msdyn_address3
City (string) msdyn_city
State Or Province (string) msdyn_stateorprovince
Postal Code (string) msdyn_postalcode
Country/Region (string) msdyn_country
Latitude (double) msdyn_latitude
Longitude (double) msdyn_longitude
Booking Summary (memo) msdyn_bookingsummary *
Child Index (integer) msdyn_childindex *
Closed By (lookup) msdyn_closedby *
Internal Flags (memo) msdyn_internalflags *
Is FollowUp (boolean) msdyn_isfollowup *
Is Mobile (boolean) msdyn_ismobile *
Opportunity (lookup) msdyn_opportunityid
Closed On (DateTime) msdyn_timeclosed
Time Group Detail Selected (lookup) msdyn_timegroupdetailselected
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Late-binding example (using OData)
-----------------------------------------------------------------------------------
var msdyn_address1 = result["msdyn_address1"];
var msdyn_address2 = result["msdyn_address2"];
var msdyn_address3 = result["msdyn_address3"];
var msdyn_addressname = result["msdyn_addressname"];
var _msdyn_agreement_value = result["_msdyn_agreement_value"];
var _msdyn_agreement_value_formatted = result["_msdyn_agreement_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_agreement_value_lookuplogicalname = result["_msdyn_agreement_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _msdyn_billingaccount_value = result["_msdyn_billingaccount_value"];
var _msdyn_billingaccount_value_formatted = result["_msdyn_billingaccount_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_billingaccount_value_lookuplogicalname = result["_msdyn_billingaccount_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var msdyn_bookingsummary = result["msdyn_bookingsummary"];
var msdyn_childindex = result["msdyn_childindex"];
var msdyn_childindex_formatted = result["msdyn_childindex@OData.Community.Display.V1.FormattedValue"];
var msdyn_city = result["msdyn_city"];
var _msdyn_closedby_value = result["_msdyn_closedby_value"];
var _msdyn_closedby_value_formatted = result["_msdyn_closedby_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_closedby_value_lookuplogicalname = result["_msdyn_closedby_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var msdyn_country = result["msdyn_country"];
var _msdyn_customerasset_value = result["_msdyn_customerasset_value"];
var _msdyn_customerasset_value_formatted = result["_msdyn_customerasset_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_customerasset_value_lookuplogicalname = result["_msdyn_customerasset_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var msdyn_datewindowend = result["msdyn_datewindowend"];
var msdyn_datewindowstart = result["msdyn_datewindowstart"];
var msdyn_estimatesubtotalamount = result["msdyn_estimatesubtotalamount"];
var msdyn_estimatesubtotalamount_formatted = result["msdyn_estimatesubtotalamount@OData.Community.Display.V1.FormattedValue"];
var msdyn_estimatesubtotalamount_base = result["msdyn_estimatesubtotalamount_base"];
var msdyn_estimatesubtotalamount_base_formatted = result["msdyn_estimatesubtotalamount_base@OData.Community.Display.V1.FormattedValue"];
var msdyn_followupnote = result["msdyn_followupnote"];
var msdyn_followuprequired = result["msdyn_followuprequired"];
var msdyn_followuprequired_formatted = result["msdyn_followuprequired@OData.Community.Display.V1.FormattedValue"];
var msdyn_instructions = result["msdyn_instructions"];
var msdyn_internalflags = result["msdyn_internalflags"];
var msdyn_isfollowup = result["msdyn_isfollowup"];
var msdyn_isfollowup_formatted = result["msdyn_isfollowup@OData.Community.Display.V1.FormattedValue"];
var msdyn_ismobile = result["msdyn_ismobile"];
var msdyn_ismobile_formatted = result["msdyn_ismobile@OData.Community.Display.V1.FormattedValue"];
var msdyn_latitude = result["msdyn_latitude"];
var msdyn_latitude_formatted = result["msdyn_latitude@OData.Community.Display.V1.FormattedValue"];
var msdyn_longitude = result["msdyn_longitude"];
var msdyn_longitude_formatted = result["msdyn_longitude@OData.Community.Display.V1.FormattedValue"];
var msdyn_name = result["msdyn_name"];
var _msdyn_opportunityid_value = result["_msdyn_opportunityid_value"];
var _msdyn_opportunityid_value_formatted = result["_msdyn_opportunityid_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_opportunityid_value_lookuplogicalname = result["_msdyn_opportunityid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _msdyn_parentworkorder_value = result["_msdyn_parentworkorder_value"];
var _msdyn_parentworkorder_value_formatted = result["_msdyn_parentworkorder_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_parentworkorder_value_lookuplogicalname = result["_msdyn_parentworkorder_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var msdyn_postalcode = result["msdyn_postalcode"];
var _msdyn_preferredresource_value = result["_msdyn_preferredresource_value"];
var _msdyn_preferredresource_value_formatted = result["_msdyn_preferredresource_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_preferredresource_value_lookuplogicalname = result["_msdyn_preferredresource_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _msdyn_pricelist_value = result["_msdyn_pricelist_value"];
var _msdyn_pricelist_value_formatted = result["_msdyn_pricelist_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_pricelist_value_lookuplogicalname = result["_msdyn_pricelist_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var msdyn_primaryincidentdescription = result["msdyn_primaryincidentdescription"];
var msdyn_primaryincidentestimatedduration = result["msdyn_primaryincidentestimatedduration"];
var msdyn_primaryincidentestimatedduration_formatted = result["msdyn_primaryincidentestimatedduration@OData.Community.Display.V1.FormattedValue"];
var _msdyn_primaryincidenttype_value = result["_msdyn_primaryincidenttype_value"];
var _msdyn_primaryincidenttype_value_formatted = result["_msdyn_primaryincidenttype_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_primaryincidenttype_value_lookuplogicalname = result["_msdyn_primaryincidenttype_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _msdyn_priority_value = result["_msdyn_priority_value"];
var _msdyn_priority_value_formatted = result["_msdyn_priority_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_priority_value_lookuplogicalname = result["_msdyn_priority_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _msdyn_reportedbycontact_value = result["_msdyn_reportedbycontact_value"];
var _msdyn_reportedbycontact_value_formatted = result["_msdyn_reportedbycontact_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_reportedbycontact_value_lookuplogicalname = result["_msdyn_reportedbycontact_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _msdyn_serviceaccount_value = result["_msdyn_serviceaccount_value"];
var _msdyn_serviceaccount_value_formatted = result["_msdyn_serviceaccount_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_serviceaccount_value_lookuplogicalname = result["_msdyn_serviceaccount_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _msdyn_servicerequest_value = result["_msdyn_servicerequest_value"];
var _msdyn_servicerequest_value_formatted = result["_msdyn_servicerequest_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_servicerequest_value_lookuplogicalname = result["_msdyn_servicerequest_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _msdyn_serviceterritory_value = result["_msdyn_serviceterritory_value"];
var _msdyn_serviceterritory_value_formatted = result["_msdyn_serviceterritory_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_serviceterritory_value_lookuplogicalname = result["_msdyn_serviceterritory_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var msdyn_stateorprovince = result["msdyn_stateorprovince"];
var _msdyn_substatus_value = result["_msdyn_substatus_value"];
var _msdyn_substatus_value_formatted = result["_msdyn_substatus_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_substatus_value_lookuplogicalname = result["_msdyn_substatus_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var msdyn_subtotalamount = result["msdyn_subtotalamount"];
var msdyn_subtotalamount_formatted = result["msdyn_subtotalamount@OData.Community.Display.V1.FormattedValue"];
var msdyn_subtotalamount_base = result["msdyn_subtotalamount_base"];
var msdyn_subtotalamount_base_formatted = result["msdyn_subtotalamount_base@OData.Community.Display.V1.FormattedValue"];
var msdyn_systemstatus = result["msdyn_systemstatus"];
var msdyn_systemstatus_formatted = result["msdyn_systemstatus@OData.Community.Display.V1.FormattedValue"];
var msdyn_taxable = result["msdyn_taxable"];
var msdyn_taxable_formatted = result["msdyn_taxable@OData.Community.Display.V1.FormattedValue"];
var _msdyn_taxcode_value = result["_msdyn_taxcode_value"];
var _msdyn_taxcode_value_formatted = result["_msdyn_taxcode_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_taxcode_value_lookuplogicalname = result["_msdyn_taxcode_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var msdyn_timeclosed = result["msdyn_timeclosed"];
var msdyn_timefrompromised = result["msdyn_timefrompromised"];
var _msdyn_timegroup_value = result["_msdyn_timegroup_value"];
var _msdyn_timegroup_value_formatted = result["_msdyn_timegroup_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_timegroup_value_lookuplogicalname = result["_msdyn_timegroup_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _msdyn_timegroupdetailselected_value = result["_msdyn_timegroupdetailselected_value"];
var _msdyn_timegroupdetailselected_value_formatted = result["_msdyn_timegroupdetailselected_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_timegroupdetailselected_value_lookuplogicalname = result["_msdyn_timegroupdetailselected_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var msdyn_timetopromised = result["msdyn_timetopromised"];
var msdyn_timewindowend = result["msdyn_timewindowend"];
var msdyn_timewindowstart = result["msdyn_timewindowstart"];
var msdyn_totalamount = result["msdyn_totalamount"];
var msdyn_totalamount_formatted = result["msdyn_totalamount@OData.Community.Display.V1.FormattedValue"];
var msdyn_totalamount_base = result["msdyn_totalamount_base"];
var msdyn_totalamount_base_formatted = result["msdyn_totalamount_base@OData.Community.Display.V1.FormattedValue"];
var msdyn_totalsalestax = result["msdyn_totalsalestax"];
var msdyn_totalsalestax_formatted = result["msdyn_totalsalestax@OData.Community.Display.V1.FormattedValue"];
var msdyn_totalsalestax_base = result["msdyn_totalsalestax_base"];
var msdyn_totalsalestax_base_formatted = result["msdyn_totalsalestax_base@OData.Community.Display.V1.FormattedValue"];
var msdyn_worklocation = result["msdyn_worklocation"];
var msdyn_worklocation_formatted = result["msdyn_worklocation@OData.Community.Display.V1.FormattedValue"];
var msdyn_workorderid = result["msdyn_workorderid"];
var msdyn_workordersummary = result["msdyn_workordersummary"];
var _msdyn_workordertype_value = result["_msdyn_workordertype_value"];
var _msdyn_workordertype_value_formatted = result["_msdyn_workordertype_value@OData.Community.Display.V1.FormattedValue"];
var _msdyn_workordertype_value_lookuplogicalname = result["_msdyn_workordertype_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
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Early-binding example
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var msdyn_Address1 = result.msdyn_Address1;
var msdyn_Address2 = result.msdyn_Address2;
var msdyn_Address3 = result.msdyn_Address3;
var msdyn_AddressName = result.msdyn_AddressName;
var msdyn_Agreement = result.msdyn_Agreement;
var msdyn_BillingAccount = result.msdyn_BillingAccount;
var msdyn_BookingSummary = result.msdyn_BookingSummary;
var msdyn_ChildIndex = result.msdyn_ChildIndex;
var msdyn_City = result.msdyn_City;
var msdyn_ClosedBy = result.msdyn_ClosedBy;
var msdyn_Country = result.msdyn_Country;
var msdyn_CustomerAsset = result.msdyn_CustomerAsset;
var msdyn_DateWindowEnd = result.msdyn_DateWindowEnd;
var msdyn_DateWindowStart = result.msdyn_DateWindowStart;
var msdyn_EstimateSubtotalAmount = result.msdyn_EstimateSubtotalAmount;
var msdyn_estimatesubtotalamount_Base = result.msdyn_estimatesubtotalamount_Base;
var msdyn_FollowUpNote = result.msdyn_FollowUpNote;
var msdyn_FollowUpRequired = result.msdyn_FollowUpRequired;
var msdyn_Instructions = result.msdyn_Instructions;
var msdyn_InternalFlags = result.msdyn_InternalFlags;
var msdyn_IsFollowUp = result.msdyn_IsFollowUp;
var msdyn_IsMobile = result.msdyn_IsMobile;
var msdyn_Latitude = result.msdyn_Latitude;
var msdyn_Longitude = result.msdyn_Longitude;
var msdyn_name = result.msdyn_name;
var msdyn_OpportunityId = result.msdyn_OpportunityId;
var msdyn_ParentWorkOrder = result.msdyn_ParentWorkOrder;
var msdyn_PostalCode = result.msdyn_PostalCode;
var msdyn_PreferredResource = result.msdyn_PreferredResource;
var msdyn_PriceList = result.msdyn_PriceList;
var msdyn_PrimaryIncidentDescription = result.msdyn_PrimaryIncidentDescription;
var msdyn_PrimaryIncidentEstimatedDuration = result.msdyn_PrimaryIncidentEstimatedDuration;
var msdyn_PrimaryIncidentType = result.msdyn_PrimaryIncidentType;
var msdyn_Priority = result.msdyn_Priority;
var msdyn_ReportedByContact = result.msdyn_ReportedByContact;
var msdyn_ServiceAccount = result.msdyn_ServiceAccount;
var msdyn_ServiceRequest = result.msdyn_ServiceRequest;
var msdyn_ServiceTerritory = result.msdyn_ServiceTerritory;
var msdyn_StateOrProvince = result.msdyn_StateOrProvince;
var msdyn_SubStatus = result.msdyn_SubStatus;
var msdyn_SubtotalAmount = result.msdyn_SubtotalAmount;
var msdyn_subtotalamount_Base = result.msdyn_subtotalamount_Base;
var msdyn_SystemStatus = result.msdyn_SystemStatus;
var msdyn_Taxable = result.msdyn_Taxable;
var msdyn_TaxCode = result.msdyn_TaxCode;
var msdyn_TimeClosed = result.msdyn_TimeClosed;
var msdyn_TimeFromPromised = result.msdyn_TimeFromPromised;
var msdyn_TimeGroup = result.msdyn_TimeGroup;
var msdyn_TimeGroupDetailSelected = result.msdyn_TimeGroupDetailSelected;
var msdyn_TimeToPromised = result.msdyn_TimeToPromised;
var msdyn_TimeWindowEnd = result.msdyn_TimeWindowEnd;
var msdyn_TimeWindowStart = result.msdyn_TimeWindowStart;
var msdyn_TotalAmount = result.msdyn_TotalAmount;
var msdyn_totalamount_Base = result.msdyn_totalamount_Base;
var msdyn_TotalSalesTax = result.msdyn_TotalSalesTax;
var msdyn_totalsalestax_Base = result.msdyn_totalsalestax_Base;
var msdyn_WorkLocation = result.msdyn_WorkLocation;
var msdyn_workorderId = result.msdyn_workorderId;
var msdyn_WorkOrderSummary = result.msdyn_WorkOrderSummary;
var msdyn_WorkOrderType = result.msdyn_WorkOrderType;
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