News and Announcements icon

Dynamics 365 CommunityForums Service | Customer Service, Contact Center, Fie... Sales and Field Servic...

Service | Customer Service, Contact Center, Fie...

Unanswered

Sales and Field Service integration

(1) Share

Report

Report

Posted on by GC-30050707-0

8

Hi!

In a scenario with both Field Service and Sales implemeted, how is the out of the box process to sell a Field Service agreement?

I can see that from a Sales opportunity I can only create a Field Service work order, but not a maintenance agreement.

Any suggestion?

Thank you all

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (1)

Report

Sales and Field Service integration

Hi Partner,

There is a field called msdyn_ordertype has been added to the opportunity, quote and order entities.

You need add the field to the opportunity main form and set it when you create one opportunity.

The values in this option set field are as follows:

– Item Based: ‘Regular’ Sales Opportunity – Will load the ‘Opportunity’ form

– Work-Based: Project Opportunity – Will load the ‘Project Information’ opportunity form

– Service-Maintenance Based: Field Service Opportunity – Will load the ‘Field Service Information’ opportunity form

Maybe you can refer to the following video. which provides each detailed steps of how to sell Field Service Preventative Maintenance Agreement through Sales Process in D365 CE:
https://www.youtube.com/watch?v=Riirt_1U9qk

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans