Agreements in MS Dynamics 365 Field Service – YouTube

In this video, we will explain what Agreements are in MS Dynamics 365 Field Service and show you how to set them up. Agreements are used to manage service contracts with customers, ensuring that service levels are met and scheduled correctly. We will guide you through the process of creating an Agreement, explaining how it helps in providing ongoing service to your customers. Additionally, we will cover how to set up Bookings, making sure that the right resources are scheduled for the right jobs.

This video consists of:

00 : 38 Introduction
39 : 4:15 Setup of an Agreement
4:16 – 4:39 Agreement Booking Incident
4:40 – 5:14 Setting your Booking Recurrence
5:15 – 5:58 Work order

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