VeloCITY 365 uses the workflows included with Dynamics 365 and are a powerful tool that allows for simple, or complex automation of tasks such as work order automation. The work order workflows are unique to each city and situation, and as a result need to be implemented to suit each situation and attached to the appropriate interaction type.



ABS - Case - Cancel active work orders on merge

If associate Case is merged into another Case, associated Work Orders are closed.

ABS - Case - Verify Work Orders are completed

Case cannot be closed if any associated Work Order is open.

Information on creating workflows can be found by searching “Use Workflow processes to automate processes that don't require user interaction” on the Microsoft documentation site or click here.