Dynamics 365 Field Service: Implementing Business Solutions for the Enterprise

© Sanjaya Yapa and Indika Abayarathne 2021

S. Yapa, I. AbayarathneDynamics 365 Field Servicehttps://doi.org/10.1007/978-1-4842-6408-9_4

4. Agreements

Sanjaya Yapa¹   and Indika Abayarathne²

(1)

Mount Waverley, VIC, Australia

(2)

Victory, WA, Australia

 

This chapter looks at the concept of agreements in Dynamics 365 Field Service. Agreements are used to generate work orders and invoices automatically. A few prerequisites are required to generate records automatically, which this chapter discusses in detail. Agreements are primarily used to generate work orders for future work, such as sales visits to wholesale customers, maintenance work, etc. These types of work could occur daily, weekly, biweekly, monthly, quarterly, or yearly. Agreements also can be ...