Providing ongoing service to customers is an important part of any business and one that can be a source of customer satisfaction and loyalty, in addition to revenue.

However, managing and tracking service is not always easy, and Dynamics 365 Business Central provides a set of tools to help. These tools are designed to support service operations, and can be used in business scenarios such as complex customer service distribution systems, industrial service environments with bills of materials, and high volume dispatching of service technicians with requirements for spare parts management. 

Thankfully the NAV Experts understand some of your struggles but with these tools you can accomplish the following:

  • Schedule service calls and set up service orders.
  • Track repair parts and supplies.
  • Assign service personnel based on skill and availability.
  • Provide service estimates and service invoices.

Service Order Management will give you following:

  • Manage forecasting to fulfilment.
  • Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.

Manage forecasting to fulfilment
Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.

Run your warehousing efficiently
Get a holistic view of inventory for efficient order fulfilment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.

Reach optimal output levels
Calculate and optimise manufacturing capacity and resources to improve production schedules and meet customer demands.

Service orders
Register your after-sales issues including service requests, services due, service orders, and repair requests.

Service item management
Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information.

Service contract management
Record details on service levels, response times, and discount levels, as well as on the service history of each contract, including used service items and parts and labour hours.

Planning
Assign personnel to work orders and log details such as work order handling and work order status.

Dispatching
Manage service personnel and field technician information, and filter according to availability, skills, and stock items.

Service price management
Set-up, maintain, and monitor your service prices.

Find out how your service management business can take back control and have sustained growth with the help of Business Central