From the Microsoft Dynamics 365 CRM Blogs: Deleting work orders; Attachment control; Customer voice surveys; Fix CRM with Power Platform

In this review of the Dynamics 365 Customer Engagement/CRM blogs:

• Step-by-step: deleting work orders (Dynamics 365 Field Service)
• Enhance file management with the attachment control in Dynamics 365
• How to create customer voice surveys in Dynamics 365 CRM
• How to fix your Dynamics 365 CRM with Power Platform (without starting over)

Step-by-step: deleting work orders (Dynamics 365 Field Service)

Writing on his blog, Nishant Rana stated that when you're working with old or test data in Dynamics 365 Field Service, it's common to need a cleanup, especially for outdated work orders and everything connected to them.

However, he added that deleting a work order isn’t always simple because there are many related records and built-in rules that can make the process more complicated than expected.

Rana wrote that's why you need to delete all work orders (msdyn_workorder) created before a specific date, along with their related records, including:

• Work order products
• Work order services
• Work order incidents
• Bookable resource bookings
• Time entries, service tasks, resolutions, and more

Rana then explained step-by-step how to delete work orders in D365 Field Service.

Enhance file management with the attachment control in Dynamics 365

Writing on the Inogic blog, Sam Kumar stated that to manage customer interactions smoothly, it's important to ensure all related files, such as documents, screenshots, and other attachments, are easy to find and use.