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Field Service to Cash Protocol

Agent skill
1 skill

Use this skill to orchestrate the field service to cash process (service to deliver) across Dynamics 365 Field Service and Dynamics 365 Finance, covering work order creation through service delivery, parts and inventory consumption, invoicing, and accounts receivable settlement. The skill defines stage gates, agent handoff rules, and escalation triggers so that service work is verified before invoicing, inventory is accurately consumed, and revenue is recognized correctly. It does not create or modify work orders, post invoices, approve service completions, or access field engineer credentials; all production-impacting steps are escalated to the relevant specialist or human owner.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategorySecurityStars0

About this skill

Use this skill to orchestrate the field service to cash process (service to deliver) across Dynamics 365 Field Service and Dynamics 365 Finance, covering work order creation through service delivery, parts and inventory consumption, invoicing, and accounts receivable settlement. The skill defines stage gates, agent handoff rules, and escalation triggers so that service work is verified before invoicing, inventory is accurately consumed, and revenue is recognized correctly. It does not create or modify work orders, post invoices, approve service completions, or access field engineer credentials; all production-impacting steps are escalated to the relevant specialist or human owner.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: 2195504fe6f4fb82aa4e57e806c0fd943996acee19f947ce70edf60f4ed578b9

About scan coverage and limitations

About this listing

Category
Security
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.