How to delete a closed or posted work order in Dynamics 365 Field service

“A record can not be deleted if work order has veen posted or cancelled.”

“Many users have asked why they cannot delete closed or posted work orders. basically you cannot delete or perform any actions on posted work orders, such as deactivating products, service lines, or fee lines.

Why? Microsoft’s out-of-the-box plugin validation prevents these actions. The underlying principle is that a posted or completed work order represents the final state in the Field Service lifecycle, so no modifications or actions are permitted.”

There is a way to delete these work orders:

  • Disable Microsoft’s plugin – We will require to raise MS support ticket (pretty long way to sort out).
  • Temporary change in relationship of workorder related table lookup – change restrict to remove link for relationship between msdyn_workorder and msdyn_actual_workorder.
  • After above step, Delete it from XRM tool box SQL DB plugin or write separate custom plugin for this action.

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