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Dynamics 365 Community / Forums / Field Service forum / Converting quote to Fi...
Field Service forum

Converting quote to Field Service Agreement

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Posted on by Community Member

Is there a way to convert field service quotes to field service agreements?

I can see that there you can convert quotes to work orders. Would we need to create a custom workflow instead?

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Field Service
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    Community Member on at

    Yes, custom workflow needs to be created.

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