Technical Implementation of Agreement feature in D365 Field Service

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Posted on by Irfan K

Hi,

I need to know about the Technical Implementation of the Agreement feature like how it is implemented or if I want to do some customization for the automatic generation of Schedule Work orders based on customized parameters.

Can anyone help me out with the actual implementation like which workflow or process is being used or is there any article that contains the details of its implementation?

Thanks in advance.

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Abdul Wahab 12,119 Moderator on at

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Hi Irfan K,

The agreement uses the Agreement Booking Date to generate work orders. Here is the workflow: Field Service - Generate Work Order for Agreement Booking Date reponibble for the purpose
Gabriel Dias Junckes 2,428 on at

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Hi Irfan.

You can follow this document to configure your agreement.

learn.microsoft.com/.../set-up-customer-agreements
Irfan K 15 on at

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Basically, I have to add some parameters and check those parameters as well along with booking recurrence patterns, I believe there will be customization required for additional parameters but the OOB workflow is managed which is not exposing the complete details of implementation.
Abdul Wahab 12,119 Moderator on at

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Hi Irfan K,

What do you mean by 'OOB workflow is managed which is not exposing the complete details of implementation?

Update activate as = Proces Template. Activate this process.

Create a new workflow on the Agreement Booking Date table.

Finally, extend it as per your requirements
Gabriel Dias Junckes 2,428 on at

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You can still use the Agreement Booking Setup to configure it.

Add your logic to update the Agreement Booking Date. You create records as well as update the existing status.
Abdul Wahab 12,119 Moderator on at

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Hi Irfan K

I like Gabriel Dias Junckes suggestion. Instead of extending the workflow, You can play with booking dates... It all depends on the situation, requirement and architecture.