In this video, we will explain what Agreements are in MS Dynamics 365 Field Service and show you how to set them up. Agreements are used to manage service contracts with customers, ensuring that service levels are met and scheduled correctly. We will guide you through the process of creating an Agreement, explaining how it helps in providing ongoing service to your customers. Additionally, we will cover how to set up Bookings, making sure that the right resources are scheduled for the right jobs.
This video consists of:
00 : 38 Introduction39 : 4:15 Setup of an Agreement4:16 – 4:39 Agreement Booking Incident4:40 – 5:14 Setting your Booking Recurrence5:15 – 5:58 Work order
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