Project types is d3659/1/2023 (An example of a maintenance agreement is a monthly visit by a Field Tech to perform maintenance on an asset, or a cleaning service that sends out a cleaner to a building once every two weeks.) Users have the ability to create a quote from the opportunity, where the agreement can be configured. When we look at it from the Field Service perspective, we have the ability to create Service-Maintenance types of opportunities, which allows users to sell maintenance agreements. Not everyone is aware that the sales module in Dynamics 365 works really well with the Field Service and Project Service Automation modules so I am going to explain this functionality in this article. If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the different forms that were added to the opportunity, quote, order, opportunity lines, quote lines and order lines entities.
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