{"id":14918,"date":"2019-02-28T11:59:44","date_gmt":"2019-02-28T11:59:44","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=14918"},"modified":"2023-01-13T14:11:23","modified_gmt":"2023-01-13T08:41:23","slug":"copy-agreement-ribbon-button-on-agreement-entity-in-dynamics-365-field-service","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/02\/copy-agreement-ribbon-button-on-agreement-entity-in-dynamics-365-field-service\/","title":{"rendered":"Copy Agreement ribbon button on Agreement entity in Dynamics 365 for Field Service"},"content":{"rendered":"

Introduction<\/strong><\/h2>\n

Field Service delivers end to end customer centric experience that helps to organize and manage service agreement, keeping track of assets, inventory management, identifying resources and allocation of work orders to resources.<\/p>\n

Managing Service Agreements is also a crucial part in Field Service. One good feature provided in Field Service is \u201cCopy Agreement\u201d button on Agreement. Once you know that the Agreement is expired, you can click on \u201cCopy Agreement\u201d and select the options you want the details to be copied on the new copied agreement. This would help reduce the time consumption.<\/p>\n

So let\u2019s see the process of Copying Agreement.<\/p>\n

1<\/strong>. Navigate to Agreement.<\/p>\n

2<\/strong>. Consider the Expired Agreement as shown in below screenshot.<\/p>\n

\"Copy<\/p>\n

\"Copy<\/p>\n

3<\/strong>.\u00a0Now go on Agreement and you can see the \u201cCopy Agreement\u201d button.<\/p>\n

\"Copy<\/p>\n

4.\u00a0Click on \u201cCopy Agreement\u201d button and a popup appears.<\/p>\n

\"Copy<\/p>\n

As you can see in the above popup, Start Date<\/strong> is the day after the End Date<\/strong> of previous agreement.<\/p>\n

You can change the Service Account <\/strong>and Billing Account<\/strong>. By default the Start Date is set as the End date of previous agreement. The Duration between Start Date and End Date is same as that of the previous agreement.<\/p>\n

You can change the start Date and End date.<\/p>\n

You can set the previous agreement as the \u201cOriginating Agreement\u201d on the copied agreement, this would help to keep a track of the details of the previous agreement.<\/p>\n

You can also copy the \u201cBooking Setups\u201d, \u201cBooking Incidents\u201d, \u201cBooking Service Tasks\u201d, \u201cBooking Products\/Services\u201d, \u201cInvoice Setups\u201d and \u201cInvoice Products.\u201d<\/p>\n

So in our example, let\u2019s keep every options as \u201cYes\u201d on the popup appeared on click of \u201cCopy Agreements\u201d button on Agreement.<\/p>\n

\"Copy<\/p>\n

Once you click on Ok, the message appears as \u201cCopy completed. Would you like to see the agreement?\u201d with \u201cYes\u201d and \u201cNo\u201d button.<\/p>\n

Once click on \u201cYes\u201d, open the new copied agreement and you can see the \u201cOriginating Agreement\u201d populated.<\/p>\n

Refer the below screenshots regarding the new copied agreement.<\/p>\n

\"Copy<\/p>\n

Originating Agreement is populated on the copied new agreement.<\/p>\n

\"Copy<\/p>\n

Conclusion<\/strong><\/h2>\n

You can use the \u201cCopy Agreement\u201d button when the agreement needs to be renewed once the agreement is expired. On click of \u201cCopy Agreement\u201d button, no need to fill in the details again, just click yes for the data that needs to be copied from original expired agreement to a new copied agreement. This would also help to keep track of the original agreement on the copied agreement.<\/p>\n

Need any help with Microsoft Dynamics 365 Field Service module \/ Microsoft CRM \/ Power Platform development?<\/div><\/div><\/h3>\n

Want to manage your field services portal more effectively? Contact us at crm@inogic.com<\/a> and our Inogic- Professional Services Division<\/a> will help you modify, optimize, and automate all our requirements within Microsoft Dynamics 365 Field Service!<\/em><\/p>\n

Happy Servicing!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction Field Service delivers end to end customer centric experience that helps to organize and manage service agreement, keeping track of assets, inventory management, identifying resources and allocation of work orders to resources. Managing Service Agreements is also a crucial part in Field Service. One good feature provided in Field Service is \u201cCopy Agreement\u201d button\u2026 Read More: Copy Agreement ribbon button on Agreement entity in Dynamics 365\u2026 »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":14926,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,18,19,27,49],"tags":[546,553,574,1479],"class_list":["post-14918","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","category-field-service-2","category-ribbon-buttons","tag-dynamics-365-crm-field-service","tag-dynamics-365-field-service","tag-dynamics-365-ribbon-button","tag-ribbon-button"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t