Dynamics 365 Business Central Service Management

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For many businesses, it’s not just what happens before the sale, it’s equally important to deliver afterwards as well. Your customers need the products you deliver to be reliable and ready to be used when they need to use them. Whether that’s a computer, a piece of manufacturing equipment, a piece of machinery, or the like, if it goes down, your customer can’t work—and often, you’re the one they call first.

With Service Management in Business Central Premium, you can improve customer loyalty and satisfaction by providing the high quality service they expect and deserve.

Built in the cloud to combine the familiarity of Dynamics NAV with the anytime, anywhere access that growing businesses need, Dynamics 365 Business Central delivers the capabilities your people need to keep your customers happy.

What Service Management in Business Central Does for Your Business

You provide a unique mix of services after the sale, and Microsoft Business Central Service Management delivers the flexibility and functionality to get from call to service to satisfaction. With Service Management, your team can:

  • Easily Set Up Service Offerings: simply document what services you’re offering to your customers by creating service items and adding them to Dynamics 365, establish a workflow, and get to work.
  • Put the Right People on the Job: To ensure that a service task is performed well, it’s important to find a resource who is qualified to do the work. Assign the right people to the services you deliver to increase effectiveness and reliability.
  • Maintain Control over Hours: Typically, a service management system tracks resource hours and service order status in order to forecast workloads and service needs. Business Central has built-in tools that you can customize to record this kind of information.
  • Deliver Consistent Service under Contract: If you work with contracts (and it’s likely you do), the last thing your customer wants is an unexpected bill. Business Central Service Management makes the creation

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Dynamics 365 Business Central Service Management Features

Part of Dynamics 365 Business Central Premium, Service Management delivers the following features and functionality for customers:

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Service Item Management

Service Item Management is the core component of the Service Management module. This functionality makes it easy to track items or equipment that needs to be serviced or repaired. Easily record and keep track of all your service items, including contract information, component management, BOM reference, and warranty information.

Service Order Management

With Service Order Management, you can track and manage after-sales issues and repair requests, whether they’re initiated by you, the customer, or the device itself. Data can be entered in the service orders by a call center employee or by your repair shop.

Planning and Dispatching

Getting the right people to the job is made easy with Planning and Dispatching in Service Management. You can assign and dispatch personnel to work on orders and optimize deployment for regional zones, skills, and priorities. Additionally, you can use service orders to manage service personnel and field technician information and also to filter according to availability, skills, and stock items.

Service Price Management

With service price management, you can set up, maintain, and monitor service prices. You can also define price calculation structures that include all parameters that are involved in providing service.
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Warranty and Service Contract Management

Whether service is included with the product or bought under a service contract, it’s easy to track information in Service Management. Easily manage warranty details on the service items and spare parts and record details on service levels, response times, and discount levels and ensure service contracts are satisfied with Service Contract Management.

Get to Know Business Central

Business Central delivers the speed, functionality, and control that today’s business needs to thrive. Built in the cloud and incredibly affordable for the growing business, more and more companies are choosing this produce every day.

MIBAR has been a leader in customizing, implementing, and delivering Microsoft ERP products for the better part of our 30-plus year history and have spent more than 20 years leading the way as a Gold Certified Microsoft Consulting and Implementation Partner. Pair this with our extensive skills in helping clients make the most of their cloud journey, and we are well-equipped to help our customers implement and operate their Dynamics 365 Business Central product.

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