How to Create Agreements in Dynamics 365 Field Service

How to Create Agreements in Dynamics 365 Field Service

Dynamics 365 Field Service Agreements help organizations automate recurring service activities such as preventive maintenance, inspections, recurring work orders, and customer billing. Agreements ensure that services are delivered on schedule without requiring manual work order creation.

Using Agreements, businesses can improve customer satisfaction, reduce administrative effort, and ensure compliance with maintenance contracts.

What Are Field Service Agreements?

Agreements are long-term service contracts that automatically generate recurring records such as:

Benefits of Agreements

Step 1: Open Agreements

  1. Open Dynamics 365 Field Service.
  2. Navigate to Service.
  3. Select Agreements.
  4. Click New Agreement.

Step 2: Enter Agreement Details

Provide the required agreement information. 

Agreement Name:
Annual Maintenance Contract

Service Account:
Contoso Ltd

Start Date:
01-Jan-2026

End Date:
31-Dec-2026

Step 3: Create Agreement Booking Setup

Agreement Booking Setup defines how recurring work orders are generated.

Step 4: Configure Recurrence 

Frequency:
Monthly

Generate Work Order:
Automatically

Duration:
12 Months

Step 5: Create Agreement Invoice Setup

Configure recurring billing for the agreement. 

Invoice Frequency:
Monthly

Amount:
1000 USD

Generate Invoice:
Automatically

Step 6: Activate Agreement

  1. Review Agreement settings.
  2. Validate recurrence schedules.
  3. Click Activate Agreement.
  4. Save changes.
Important: Once activated, Dynamics 365 automatically generates recurring work orders and invoices based on the configured schedule.

Common Use Cases

Best Practices

Key Takeaways