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In this tutorial, the focus is on setting up agreements in Dynamics 365 Field Service to automatically generate work orders and invoices. Using a demo environment and sample data, the presenter explains that agreements are typically used for maintenance schedules, which can be tailored to specific frequencies such as daily, monthly, quarterly, or annually. These agreements facilitate routine maintenance or inspections for equipment, assets, or services, and can feature warranty elements. Essentially, an agreement streamlines operations by auto-scheduling work, ultimately saving time for customer service representatives and dispatchers. The tutorial will guide through the setup process for these agreements.
