Define agreements in Dynamics 365 Field Service

Define agreements in Dynamics 365 Field Service

This module examines the process of creating agreements in Dynamics 365 Field Service.

Business User
Functional Consultant
Dynamics 365
Field Service

Module Objectives

In this module, you'll:

  • Learn about creating agreements and booking setups.
  • Define a recurrence pattern and invoices.
  • Activate agreements.

Prerequisites

Basic understanding of Dynamics 365 Field Service