Automatic Update Policy for Field Service
The Field Service (FS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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As I understand it, agreements is great when we think of preventive maintenance. But if we are looking at predictive maintenance (IoT Alerts, etc.)
I cant see any direct connection between Agreements vs Customer Assets/Devices/IoT Alerts.
When we get IoT Alerts into FS, and creates Work Orders, we would really like to have the agreement direct connect to either the customer asset or the Work Order.
I know that I can just create custom relations, but is this the right way to use Agreements?
The primary use case for agreements is preventative maintenance, i.e. the time-based creation of work orders and invoices. What is your use case - why do you want to link the IoT alert-based work orders to an agreement?
When IoT alerts gets into our D365FS, they are automatically getting processed and a work order will be created. We would like to be able to control work orders and scale them, by looking at the SLA (Agreement) that the customer connected to the Customer Asset has.
This means that If we have a couple of "Gold" SLA' Work Orders, we want to take them before the "Silver" ones. Does it make sense? Otherwise I will try to discribe it a bit more.
Thanks for the additional explanation, that helps! I was referring to the Agreement entity, while your question is about SLAs, service level agreements. We have just released documentation: docs.microsoft.com/.../sla-work-orders
The SLA kicks in regardless of how the WO is created, i.e. it works for IoT alerts, but also for regular WOs.
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