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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. The demonstration utilizes sample data in a demo environment. Agreements are primarily used for maintenance schedules and can be configured for various frequencies, such as daily, monthly, quarterly, and annually. They are typically employed for routine maintenance or inspections, service schedules on equipment, or as part of warranty offerings. The main purpose of an agreement is to streamline operations for customer service representatives and dispatchers by automating the scheduling of work. The tutorial will guide viewers through the setup process for these agreements.
