Tag: Agreements

Re-generate stale Agreement Work Orders

Posted on No Comments on Re-generate stale Agreement Work Orders

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, … Continue reading Re-generate stale Agreement Work Orders

Setting up Booking Recurrence

Posted on No Comments on Setting up Booking Recurrence

This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. 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 … Continue reading Setting up Booking Recurrence