Microsoft Dynamics Business Central
Service management
Microsoft Dynamics 365 Business Central allows companies to make organising service management tasks integrated within the main business management system.
Deliver better service experiences with planning, dispatching, and service contract management.
1
Planning and dispatching
Assign personnel to work orders and log details
such as work order handling and work order status.
For dispatching, manage service personnel and
field technician information, and filter according to
availability, skills, and stock items. Gain an overview
of service task prioritization, service loads, and task
escalations.
2
Service contract management
Set up agreements with the customers about
service levels:
Maintain information on contract history,
contract renewal, and contract templates.
Manage warranties for service items and
spare parts.
Record details on service levels, response times,
discount levels, and the service history of each
contract, including service items and parts used
and labor hours.
Measure service contract profitability.
Generate service contract quotes.
3
Service item management
Record and keep track of all your service items,
including contract information, component
management, and BOM reference and warranty
information. Use the Trendscape Analysis feature to
view key performance indicators for service items
during various periods.
4
Service order management
Register post-sales issues including service requests,
services due, service orders, and repair requests. Let
customers initiate service requests or create them
automatically according to the terms of service
agreements.
Register and manage equipment loans to customers.
Get a complete history of service orders and service
order quotes through the Service Order Log.
5
Service price management
Set up, maintain, and monitor service prices. Set up
price groups based on criteria, such as the service item
(or several item groups), the service tasks, or the type
of fault for a period of time or for specific customers
or currencies. Define price calculation structures that
include all parameters involved in providing service,
such as the parts used, the types of work, and the
service charges. Automatically assign the correct
price structure to service orders that match the price
group criteria. Assign fixed prices, minimum prices, or
maximum prices to price groups and view statistics
about profitability.

