Service Management in Dynamics 365 Business Central.

EVERYTHING IN SIGHT:

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.

POWERFUL FEATURES:

Your functions for service management.

  • Administration

    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.

       

    • Service items and positions

      Enter data on your service items in Dynamics 365 Business Central, such as:

      • components
      • guarantee conditions
      • parts list references
    • Service orders

      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.

    • Service contracts

      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.

    • Management of a loaner program

      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.

  • Planning

    Plan the deployment of your employees efficiently and clearly. You can also easily map service price management.

       

    • Resource planning for service employees

      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.

    • Pricing for services

      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.

  • Activities

    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.

       

    • Task insight

      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.

    • Recording service activity at the customer (add-on)

      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).

    • Time recording

      You also have the option to record times for service tasks directly in Dynamics 365 Business Central.

STRONG IN COMPARISON:

Your benefits through our service management functions.

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.

Dynamics 365 Business Central Serviceartikel
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