Question

You have a Microsoft Dynamics 365 environment You implement Field Service.

A user named User1 is creating an agreement User1 attempts to set the agreement booking dates and agreement invoice dates but reports that the options are disabled.
You need to resolve the issue. What should you do?
A. In System Settings, set the Fiscal Year End.
B. Set the work order duration.
C. Add the Customer Service Representative role to User1.
D. Set the agreement status to Active.

Answer 1

To resolve the issue of disabled options for setting agreement booking dates and invoice dates in Microsoft Dynamics 365 Field Service, ensure that the agreement's status is set to 'Active'. Once active, the user should be able to edit these fields.

Step-by-step explanation:

If you have a Microsoft Dynamics 365 environment and have implemented Field Service, and a user is unable to set the agreement booking dates and agreement invoice dates because the options are disabled, it is likely that the agreement is not in the correct status to allow editing of those fields. Specifically, the agreement must be set to 'Active' status before a user can adjust the booking dates and invoice dates.

To resolve the issue for User1, you should ensure that the agreement status is set correctly. Here's the step you need to take:

• Set the agreement status to Active.

Once the status is set to Active, User1 should be able to set the booking dates and invoice dates as needed.