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Dynamics 365 Community / Forums / Field Service forum / Uploading Agreements
Field Service forum

Uploading Agreements

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Posted on by Anthony Rutter 25

Hi all 

Has anyone managed to bulk upload Field service Agreements, including all the Booking details?  If so how do you set the booking frequency?  What are the steps for the upload as i can't see how you upload the frequency of the Agreements booking? 

Kind Regards

Categories:
Agreement
I have the same question (0)
  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    The booking frequency is stored in a field somewhere as XML on the Agreement Booking Setup. Might be worth creating one from scratch and seeing how it's formatted.

  • Suggested answer
    antc Profile Picture
    antc 2,911 on at

    Here is a pattern if you unhide the reccurence setting field in Agreement Booking Setup form to help with format.

    I only use SSIS with kingswaysoft connector to load data.

    <root><pattern><period>monthly</period><option>everyWeekday</option><months every='2'><weekdef>2</weekdef><weekday>3</weekday></months></pattern><range><start>11/27/2017</start><option>noEndDate</option></range><datas/></root>

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