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We have many clients that have recurring work that is high-volume, low-complexity. As such, setting up the work needs to be as rapid as possible, and making an agreement from scratch is painfully slow and prone to error, even when coming from the quoting process.
Having an agreement template that could be copied with things like the Work Order schedules, Bookings, and Invoice Agreements would allow for something close to one-click Agreement setups for businesses where volume is more important than customization.
Having an agreement template that could be copied with things like the Work Order schedules, Bookings, and Invoice Agreements would allow for something close to one-click Agreement setups for businesses where volume is more important than customization.
STATUS DETAILS
Needs Votes
Administrator on 9/4/2020 6:53:07 AM
Thanks, Wayne, and sorry for the slow response on this.
I think this is a great idea which we've seen implemented in various ways successfully for different customers. That said, we know we need to do more to make the Agreement creation process easier and more usable and we welcome your feedback.
As for a specific agreement template process, we'd like to give this more time to see how the community responds to this concept.
In the meantime, one way this can be nearly acheived using largely out-of-the-box functionality is through the "Agreement Copy" functionality which allows you to copy an Agreement (and Agreement sub-records).
Thanks for raising this,
Jason Cohen
PM, Dynamics 365 Field Service