Use agreements in Field Service to automatically generate recurring work orders 

Recurring maintenance, inspections, or repairs are common use cases for service-based organizations. Agreements in Dynamics 365 Field Service help streamline recurring operations consistently. You define the terms and conditions of your service contracts, such as frequency, duration, resources, products, and services involved. Through agreements, you can automate work order and booking generation, eliminating the need for manual creation and reducing administrative overhead. Providing services proactively can lead to better experiences for your customers and offer simple renewal and upsell opportunities. This article provides a practical scenario for setting up a Field Service agreement and offers best practices for maximizing the benefits of automated, recurring service delivery.

Article 1m Microsoft Dynamics 365 Blog

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