Easily Remove Field Settings from the Confirmation Agreement

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A step-by-step instructions on the way to Remove Field Settings from the Confirmation Agreement

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How to Remove Field Settings from the Confirmation Agreement

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in our previous video we covered adding a new field to the contract template in this video well cover removing a field from the contract template lets get started well go to the template builder choose the template we want to edit in this case the contract and notice that we have a selection of active fields available to us will locate the field that we would like to remove from the contract template and simply uncheck it system will ask you whether you truly want to delete the field will click ok and thats it that field has been removed any data thats been pre inserted into the field will be removed as well so do put pay particular attention to this and finally well just make sure that we save and update the template and thats it weve just deleted or removed a field from the contract template

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How do I control booking status in Dynamics 365?

From the main menu, go to Resources Booking Settings, and then choose Booking Statuses. Select +New on the Active Booking Statuses screen. Fill in your information. Choose a custom Status Color value in the Common tab to specify which color the resource schedule time slot will be displayed on the schedule board.

How do I enable field services in Dynamics 365?

Go to Resource Scheduling Administration Enable Resource Scheduling for Entities. Verify that work orders are enabled for resource scheduling. For more information, go to Enable an entity for scheduling in Dynamics 365 Field Service. Administrators decide which entities can be scheduled to resources.

What are the case status values in d365?

In Dynamics 365 Customer Service, there are two fields in the Case entity (record type) that work together to provide information about case status: the Status field and the Status Reason field. The Status field for the Case entity has three possible values: Active, Resolved, or Canceled.

What are booking rules?

Booking rules are custom JavaScript methods that will be executed prior to the bookable resource booking record being created or edited.

What is the difference between status and status reason?

Status is the overall state of the entity which the system uses to determine what form type to open when opening the record (e.g., Create, Update, Read-Only). Status Reason is a sub-category of Status to give the user more detail on what may have caused the entity to get to the current state.

What is the default booking status in Dynamics 365?

When a work order is created, it has a status of Open-Unscheduled by default. Once the work order is scheduled, the booking created for it has a booking status of Scheduled by default. The creation of a booking automatically changes the work order system status to Open-Scheduled.

Can we change the prefix of a work order number d365?

Go to Settings Administration Auto-Numbering. In the Set Auto-Numbering dialog box, select the record type that you want to change. In the Prefix box, enter up to three characters, symbols, or numbers.

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