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Dynamics 365 Field Service by Sanjaya Yapa & Indika Abayarathne

Dynamics 365 Field Service by Sanjaya Yapa & Indika Abayarathne

Author:Sanjaya Yapa & Indika Abayarathne
Language: eng
Format: epub
ISBN: 9781484264089
Publisher: Apress


The other important thing to remember here is the System Status field. The drop-down field has four values: Estimate, Active, Expired, and Cancelled. At this point, the Status is Estimate, meaning that it is still being prepared.

Note

To set the Agreement Number format, select Settings ➤ Field Service Settings, open the Field Service record, and then navigate to Agreement tab. Several configuration settings are available to determine the behavior of the process (Figure 4-3). If the requirement is to generate the work orders automatically, then set the Auto Generate Work Order for Agreement Booking to Yes (Figure 4-5).



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