With Microsoft Dynamics 365 Business Central, in addition to the classic ERP functionalities, you can also secure a system with which you can manage your services. Manage service orders, items, contracts and plan further offers including prices.
You manage service items, orders and contracts clearly in the Dynamics 365 Business Central ERP system. The management of rental equipment is also covered by the standard software.
Enter data on your service items in Dynamics 365 Business Central, such as:
To respond to a service request, you can write a service quote to your customers, which subsequently serves as the basis for a binding service order.
Alternatively, the service order can also be created manually without a previous quotation. You can do this optionally using templates.
Assignment of resources
Assign resources to your service order using the integrated resource planning function. You can also easily enter documents or information about the service activities (e.g. repair or maintenance) in the current order.
You can create a service contract in Dynamics 365 Business Central manually (opt. via templates) or from a service contract quote. This can be continuously updated (e.g. add or remove contract lines subsequently) and evaluated.
Creation of groups
For related service contracts, you can create service contract groups within which multiple contracts are billed together.
In many service areas, it is normal to rent replacement items while a repair is being performed.
With regard to the issue of those devices, you have the option in Dynamics 365 Business Central to create and manage them using the loaner card – i.e. to track the return of the items. This means that you document the issue and return, including confirmation of receipt, of a rental item within the service order. You can also record comments on this equipment.
Plan the deployment of your employees efficiently and clearly. You can also easily map service price management.
In Dynamics 365 Business Central, you can plan resource deployment for your service orders by assigning resources to the respective service tasks. Schedule your employees as well, taking into account availability, necessary qualifications, and required stock items.
You can also map your service price management via Dynamics 365 Business Central. For example, map price corrections, service price groups, credits, and discounts via the system.
In the standard Dynamics 365 Business Central, you can comprehensively view service tasks at any time. In addition, you can extend the solution with an app that supports your employees in their work on the road.
Service employees can view detailed information on service tasks such as processing steps and status at any time in Dynamics 365 Business Central. You can also get an overview of the priority, distribution, and effort of service tasks at any time.
The Anveo Mobile Service App is perfect for documenting the work of your service technicians. It gives you the ability to use Microsoft Dynamics 365 Business Central offline, allowing you to view all customer data and job information anytime, anywhere.
At the customer site, many details can be documented digitally (e.g. start of work, service items, documents and photos, articles). Photos, for example of damage, can be imported directly into the system on the move and saved in the service order. In addition, matching articles are quickly found via barcode scanner. Finally, even working hours are easily recorded by the app.
Service orders can be easily managed (e.g. creation of an order, notifications about the journey).
You also have the option to record times for service tasks directly in Dynamics 365 Business Central.
All processes
Digitally map your entire service management including service requests, services due, service orders and repair requests.
Scale flexibly
Set service prices based on various criteria and thus ensure the profitability of your services.
Reliable data
Use the integrated resource planning to make optimal use of your resources and reliably guarantee your customers appointments.
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