Define agreements in Dynamics 365 Field Service
Intermediate
Business User
Functional Consultant
Dynamics 365
Field Service
Keep recurring maintenance on track without manually recreating each visit. Use agreements in Dynamics 365 Field Service to prepare equipment-specific work orders in advance, give your team time to schedule technicians, and align recurring billing with the customer commitment.
Learning objectives
After completing this module, you can:
- Create agreements with the correct accounts, pricing, service period, and ownership.
- Configure booking setups, service recurrences, generation lead times, and scheduling handoffs.
- Associate incident types, customer assets, and functional locations with recurring work.
- Configure independent recurring invoices and distinguish them from work order charges.
- Activate agreements and verify generated dates, work orders, and invoices.
Prerequisites
Working knowledge of Field Service work orders and configuration.