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.

The service management module in Dynamics 365 Business Central helps you to look after your customers individually and professionally, thus ensuring long-term customer loyalty.

We fulfill your requirements through three instances:

1 Standard ERP solution

Experience has shown that we can map many of our projects in the standard of the ERP solution Microsoft Dynamics 365 Business Central. This means that your system can be updated in the long term and you remain independent of the partner.

3Individual development

If you need further special functionalities, we can also solve your challenges by individual adaptations. Please contact us and we will be happy to advise you on your request.

STRONG IN COMPARISON:

Your benefits through our service management functions.

Management of tasks and contracts

Digitally map your entire service management including service requests, services due, service orders and repair requests.

Service pricing

Set service prices based on various criteria and thus ensure the profitability of your services.

Allocation of resources to tasks

Use the integrated resource planning to make optimal use of your resources and reliably guarantee your customers appointments.

POWERFUL FEATURES:

Your functions for service management in Dynamics 365 Business Central.

  • Planning and Dispatching

    In Dynamics 365 Business Central, you can plan the use of resources for your service orders by assigning resources to service tasks.

    Management of employee data
    Manage data on service and field service employees and take into account availability, necessary qualifications and required stock items.

    Assignment of employees to orders
    The assignment of employees to service orders can be based on the areas of operation in which the persons are assigned or in which the service takes place. You can also group resources when responding to service requests. These assignments can, of course, be changed and cancelled.

    Recording of working hours
    Finally, Dynamics 365 Business Central also allows you to record working hours.

  • Service Contract Management

    You can create a service contract manually or from a service contract offer. You can update and evaluate the contract on an ongoing basis (for example, you can add or remove contract lines at a later date, change contract owners).

    Convert service contract quotations to service contracts
    You can then use a service contract quotation as a precursor to a service contract by having your company make a quotation to a customer and obtain the customer’s approval before converting the quotation into a service contract.

    Creation of groups
    Create service contract groups and thus a group of service contracts that are related to each other. You can use service contract account groups to form groups for which service invoices from service contracts are used. You can then assign these groups to your service contracts.

    Use of templates
    Use contract templates, which are predefined service contracts that contain the most common service contract details. When you create service contract quotations, you can create them using these templates. When you create a new contract offer, the fields automatically contain the contents of the template fields. Accounts receivable templates are templates for quotations for contacts or prospects who are not registered as accounts receivable in Dynamics 365 Business Central.

    Finally, you can cancel or archive a service contract.

  • Service Item Management

    Enter data on your service items, such as:
     

    • component management
    • contract information
    • guarantee conditions
    • parts List References

    Use the “Trendscape” analysis to display key performance indicators (KPIs) for your service items within a specific time period.

    You can also set up service article groups and service article components in case a service article consists of several components.

 

  • Service Order Management

    Start by creating a service quotation for a customer, which then serves as a template for the service order.

    Assignment of resources
    Then assign resources to the order. You do this using integrated resource planning.

    Documentation of service tasks
    In the current order, you can easily create documents that contain information about the service, for example a repair or maintenance.

  • Service Price Management

    Use the Service Price Management functionality in Dynamics 365 Business Central to do the following:

    • addition of contract discounts
    • assignment of prices to service tasks based on price calculation structures*
    • creation of service credits
    • posting of prepaid contract items
    • process price corrections
    • update of the service contract price
    • setting up service price groups**

    *Assignment of prices to service tasks from price calculation structures
    Pricing can include all parameters of service provision – for example, spare parts used, different types of work and service fees.

    **Setup of service price groups
    You can use service price management to set up different service price groups, taking into account the service item or service item group and the problem cause of the service task. You can set up these groups for limited periods of time or for specific customers or currencies.

    The bottom line is that Dynamics 365 Business Central speeds up your billing process and improves the efficiency of your service staff.

  • Tracking of service tasks

    You can view detailed information such as processing steps and status in the system at any time. You can also get an overview of the priority, distribution and effort of service tasks at any time.

    You can also use the “Trendscape” analysis to display key figures (KPIs) for your service articles within a specific time period.

 

Try Microsoft Dynamics 365 Business Central now for free.

FROM THEORY TO PRACTICE:

How to manage your service in Dynamics 365 Business Central?

Dynamics 365 Business Central - Outlook Integration

Outlook Integration

NOT ALL REQUIREMENTS MET BY THE STANDARD?

Add-Ons by us and our partners.

  • Microsoft 365/Office 365

    The standard ERP solution Microsoft Dynamics 365 Business Central runs smoothly and barrier-free with Office applications such as Excel, Word and Outlook. Your mail server is professionalized by Microsoft Exchange Online and your documents are stored online on Microsoft SharePoint for everyone to access. You also work together in Microsoft Teams.

  • Microsoft Power Platform

    The Microsoft Power Platform helps companies to collect, transform and cleanse data from a wide variety of data sources (Microsoft Dynamics 365 Business Central, Microsoft Office 365, Microsoft Azure, etc.). The data can be easily transformed into a data model and then used to create meaningful reports.

    The Power Platform consists of the following components:

    • Power Apps: Create custom applications without any programming skills
    • Power Automate: Automation of processes and creation of workflows
    • Power BI: Visualization and analysis of data from various sources

 

  • Mobile app for service technicians

    The Anveo Mobile Service App is perfect for your service technicians.

    You are able to use Microsoft Dynamics 365 Business Central offline, allowing you to view all customer data and order information anywhere and anytime.

    Administration of service orders
    Service orders can be easily managed (e.g. creation of an order, notifications about the journey).

    Data acquisition on site at the customer
    Many details can be digitally documented at the customer site (e.g. start of work, service items, documents and photos, articles). Photos, for example of damage, can be imported directly into the system and stored in the service order. In addition, suitable articles can be found quickly using barcode scanners. Finally, even working hours are simply recorded by the app.

NOT ALL REQUIREMENTS MET BY THE STANDARD?

Individual developments by us.

On request, we will gladly adapt the ERP software to the needs of your company by means of individual programming. Simply contact us, we will be happy to advise you.

Make contact

More information:

Ask for a trial version.

Microsoft Dynamics 365 Business Central

Discover functions, advantages and prices of the ERP solution for SMEs.

learn more

Extensions for Microsoft Dynamics

Browse the list of add-ons for Microsoft Dynamics. From us and our partners.

learn more

Contact us personally at any time

If you have any questions, please do not hesitate to contact us by phone or e-mail.

get in contact