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You are a Dynamics 365 for Field Service system administrator.
You are configuring a new instance of Dynamics 365 for Field Service. The organization needs to automatically generate work orders based on agreements, and send invoices on a recurring basis by customer.
Solution: You implement the following configuration changes.
1) Create Agreement
2) Define Booking Setup
3) Create Invoice Setup
4) Set Auto Generate Invoice = Yes
5) Populate Generate Agreement Invoices X Days in Advance
Does this meet the goal?
BeastyBee
Highly Voted 1 year, 10 months agomastaace
8 months, 1 week agoHassanSarhan
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4 months, 3 weeks agoVivekSupare
1 year, 8 months ago