I’m preparing for my Dynamics 365 Field Service (MB240) certification, and as part of my journey, I’m creating blog posts that reflect my study notes and revision. I hope that these posts will serve as a helpful resource for anyone else working toward the same goal.
Statuses are critical to Field Service and should be in the exam.
| No. | WO Status | Booking Status | No |
| 1 | Unscheduled | None | |
| 2 | Open – Scheduled | Scheduled | 2A |
| Travelling | 2B | ||
| 3 | Open – In Progress | Travelling | 3A |
| Break | 3B | ||
| In Progress | 3C | ||
| 4 | Open – Completed | Completed | |
| 5 | Closed – Posted | Completed | |
| 6 | Closed – Cancelled | Cancelled |
The table tells a thousand words. More likely a question will be asked in the other way. If the booking is ‘Cancelled’, what would the work order status be? Answer ‘Cancelled’.
Now, what about the open and closed?
This is a broader categorization:
Open: Includes work orders in statuses like “Unscheduled,” “Scheduled,” “In Progress,” and even “Completed.”
Closed: Includes work orders in statuses like “Posted” or “Canceled.”
Why is a completed order considered ‘Open’?
Because it hasn’t reached the final stage of its lifecycle. Here’s why:
When a work order’s system status is set to “Completed”, it indicates that the fieldwork has been finished. However, additional actions like review, approval, or invoicing may
*** Additional Info (not for exam)
Work Order Status Field: msdyn_systemstatus. It is a choice field.
| Name | Value |
|---|---|
| Unscheduled | 690970000 |
| Scheduled | 690970001 |
| In Progress | 690970002 |
| Completed | 690970003 |
| Posted | 690970004 |
| Canceled | 690970005 |
Booking Status Field: bookingstatus. This is a lookup field
| _bookingstatus_value@OData.Community.Display.V1.FormattedValue | Scheduled |
| _bookingstatus_value@Microsoft.Dynamics.CRM.associatednavigationproperty | BookingStatus |
| _bookingstatus_value@Microsoft.Dynamics.CRM.lookuplogicalname | bookingstatus |
| _bookingstatus_value | f16d80d1-fd07-4237-8b69-187a11eb75f9 |