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