Entity Type – Make sure this is set to work order.If a work order is created within this time frame the entitlement will be applied to the work order Start and End Date– Date range the entitlement is active.If the billing account and the service account is the same that is the account you should populate here. Primary Customer – This should be the billing account of the service account.There are a few fields you’ll need to populate before you can save: I will cover entitlement applications in next week’s article.Ĭlick on the +New button on the command bar to create a new entitlement. In this article I am going to explain how a simple entitlement without an entitlement application works.

We can create simple entitlements which I still start with in this article, and there are ways to make it a little more complicated by using entitlement applications, but those are optional an not required. There are several ways you can setup entitlements and depending on which scenario you’re in, there will be different options. You’ll see entitlements listed under the ‘Service Delivery’ section. In order to access entitlements you’ll have to access the Dynamics 365 Field Service app and change the area to ‘Settings’. I was very excited to stumble upon this feature not to long ago, so I figured this would be a great topic for an article! Work order entitlements allows organizations to automatically apply discounts to work orders and their related products and services by associating a pre-configured price list or just typing in the discount percentage. This has changed recently!! We can now use entitlements in conjunction with Field Service Work Orders. Entitlements have been a part of Dynamics 365 for quite some time, but we were only able to configure them for cases.

Dynamics 365 field service pricing