The work order process in Dynamics 365 Field Service involves managing the lifecycle and system statuses of work orders, creating new work orders, customizing work order templates, and sending completion surveys. Additionally, it includes conducting inspections, creating and viewing advanced inspection options, and generating reports on inspections.

Organizations can configure customer accounts, manage customer assets, including 3D asset models, build a service history, and create functional locations and properties. They can also set up frontline workers, create bookable resources, define resource pay types, and manage time-off requests and travel charges.

Administrators can work with Field Service in Microsoft 365, Outlook, and Teams, utilize the Field Service Plugin for Microsoft Copilot, and collaborate with teams for scheduling. The mobile app facilitates on-the-go access to field service functionalities.

Field Service enables the creation and management of agreements, entitlements, warranties, and insurance to automatically generate work orders and invoices, and preventive maintenance tasks. It also offers inventory and purchasing features, including warehouse management, purchase orders, returns processing, and manual inventory journals.

Users can generate various reports on work orders, resource utilization, and optimization summaries. The system also supports predictive work duration analysis. Moreover, the Resource Scheduling Optimization add-in provides tools for efficient resource scheduling, including configuration, goal setting, scheduling, and conflict resolution.

For organizations leveraging IoT, Dynamics 365 Field Service offers integration with IoT devices, data analysis, and administration features. This includes configuring IoT partner integrations, managing IoT devices, and analyzing IoT data. Additionally, the system provides administration tools for privacy notice management and resource scheduling optimization.