- Module 1: Dynamics 365 Business Central empowers businesses with robust tools and features for effectively managing service-related operations, making Service Management a crucial aspect of many organizations. This module describes the basics of Service Management so that you can further explore its specific functionalities.
In this module, you'll:
- Learn about the concept of Service Management in Business Central.
- Discover the key concepts and terminologies that are related to Service Management.
- Learn about the importance of Service Management in business operations.
- Navigate and explore the interface of the Service Management features.
- Module 2: Learn how to set up Service Management in Dynamics 365 Business Central.
In this module, you'll:
- Learn about the general setup of Service Management in Business Central.
- Set up service items and service orders.
- Define service costs, troubleshooting processes, service shelves, loaners, and fault reporting.
- Manage service item templates and descriptions for efficient service management.
- Module 3: Learn how to work with service items in Dynamics 365 Business Central.
In this module, you'll:
- Learn about service items in Business Central.
- Create and modify service items according to business requirements.
- Manage service item attributes for efficient service item management.
- Use service item templates to streamline service item creation.
- Apply service items in different scenarios.
- Module 4: Managing service orders is a crucial aspect of providing excellent customer service. This module describes how to effectively create, manage, and track service orders in Dynamics 365 Business Central, helping to lead toward streamlined service operations and enhanced customer satisfaction.
In this module, you'll:
- Learn about the concept of service orders in Dynamics 365 Business Central.
- Create and manage service orders efficiently.
- Assign service items to service orders and manage their attributes.
- Monitor and track the progress of service orders by using different statuses.
- Close or cancel service orders effectively in Business Central.
- Module 5: Learn how to register repair-related information in Dynamics 365 Business Central.
In this module, you'll:
- Learn about repair management in Dynamics 365 Business Central.
- Register repair-related information in Business Central.
- Create and manage repair orders efficiently.
- Capture repair details, such as repair items, labor, and expenses.
- Track repair progress and update repair status effectively.
- Handle repairs for service items in Business Central.
- Module 6: Efficient service processing is critical for providing exceptional customer service and maximizing revenue. This module describes how to optimize your service processing workflow in Dynamics 365 Business Central, which can lead to streamlined service operations and improved customer satisfaction.
In this module, you'll:
- Learn about the end-to-end service processing workflow in Dynamics 365 Business Central.
- Manage service orders, repair orders, and service items efficiently.
- Post service orders and update service history accurately.
- Handle service-related financial tasks, such as invoicing and payments.
- Apply best practices for service processing in Business Central.
Use Service Management in Microsoft Dynamics 365 Business Central
Overview
Syllabus
- Module 1: Module 1: Get started with Service Management in Dynamics 365 Business Central
- Introduction
- Activate Service Management in Business Central
- Overview of Service Management in Business Central
- Navigation and interface overview of Service Management features
- Check your knowledge
- Summary
- Module 2: Module 2: Set up Service Management in Dynamics 365 Business Central
- Introduction
- Begin general setup for Service Management
- Set up the other FastTabs for Service Management
- Set up service items
- Set up service orders
- Set up service costs
- Set up service shelves
- Set up loaners
- Set up fault reporting
- Check your knowledge
- Summary
- Module 3: Module 3: Work with service items in Dynamics 365 Business Central
- Introduction
- Create and modify service items
- Troubleshoot
- View service item history
- Use Service Items reports
- Exercise - Create a service item in Business Central
- Check your knowledge
- Summary
- Module 4: Module 4: Work with service orders in Dynamics 365 Business Central
- Introduction
- Create and manage service orders
- Create a customer from a service order
- Manage service order statuses and track progress
- Comments
- Review service item history
- Exercise - Create a service item
- Check your knowledge
- Summary
- Module 5: Module 5: Register repairs in Dynamics 365 Business Central
- Introduction
- Technician-driven repair registration
- Office staff-driven repair registration
- Exercise - Register a repair
- Check your knowledge
- Summary
- Module 6: Module 6: Process service in Dynamics 365 Business Central
- Introduction
- Initiate the posting process
- Exercise - Post service
- Check your knowledge
- Summary
Tags
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