Agreements - Ali on Tech

Re-generate stale Agreement Work Orders

By Ali | June 17, 2020 by Ali

Auto-generating Work Orders and (optionally) Bookings for assets servicing, scheduled maintenance or any other recurring work order scenarios is a common requirement in any Field Service organisation. This is one of the core features of Dynamics 365 Field Service and is supported through ‘Agreements’. Generally, Agreements are created for a substantially long time (6 months, year or more) and Work Orders & Bookings are then automatically generated by the system in pre-configured frequencies (daily, weekly,…

Dynamics 365

Setting up Booking Recurrence

By Ali | August 16, 2019 by Ali

Work Orders can be automatically generated and bookings can be auto-generated by Dynamics 365 Field Service, thanks to the Agreements functionality in the system. Agreements are used for setting up preventative maintenance schedule, audits, equipments/fleet service schedule etc. in the system, which then generates work orders and booking automatically – resulting in obvious productivity gains. One of the key steps in setting up agreements is to setup recurrence of the work orders (and subsequently but…