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Agreement Booking Setup Recurrence Settings via Power Automate

Hi,

I have created a Power Automate flow that creates the Agreement, booking setup, incident and booking dates off a Business Process Flow.

The booking dates are 18 months or 24 months after the start date of the agreement which the booking recurrence does not support, hence why I have created the Booking dates via the flow.

My question is - the work orders will not generate while the Recurrence Settings are blank, is there anything i can populate this field to allow the work orders to generate off the dates my flow has created?

Categories:

Dynamics 365 Field Service

To enable work order generation, you can structure your Power Automate logic to create the Agreement with a start date of the flow trigger date and an end date that extends 18 or 24 months beyond, depending on your required duration. For example, if the flow triggers on 1st July 2025, that would be your agreement start date and you could set the end date to 31st December 2027 (which covers a 2+ year span).

Then, configure the Booking Setup to begin from the date you want the bookings to start generating, and define how long you want them to recur. For example, if you want bookings to start after 18 months from 1st December 2026 and continue until 31st December 2027, set those as your recurrence range. This ensures the Booking Recurrence settings align with your intended schedule and fall within the Agreement’s timeframe.

Finally, ensure that you set the “Generate Work Order X Days in Advance” field to reflect the number of days between your flow trigger date and the start date of the booking recurrence. In this example, that would be 518 days (from 1st July 2025 to 1st December 2026). This ensures that the work orders are generated in sync with the flow trigger date.

This approach ensures the platform recognizes the recurrence pattern and supports automated work order creation based on your custom logic.

Hope this helps answer your question.

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