The functionality described in this topic and sub topics is only visible in the user interface if you have the Premium experience. For more information, see Change Which Features are Displayed.
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 isn't always easy, and Business Central provides a set of tools to help. These tools are designed to support repair shops and field service operations, and support typical scenarios for those businesses:
Schedule service calls.
Manage service orders.
Track repair parts and supplies.
Assign service personnel based on skill and availability.
Provide service estimates and service invoices.
In addition, you can standardise coding, set up contracts, implement a discounting policy, and create route maps for service employees.
The following table describes a sequence of tasks, with links to the articles that describe them.
To
See
Set up Service Management, including fault codes, policies, default documents, and templates.
Do you want to use Service Management in Dynamics 365 Business Central? This learning path will help you set up and take advantage of the functionality available in Service Management.
Improve business processes for customer service functions, such as automatic case creation and queue management with Microsoft Dynamics 365 Customer Service.
Learn the different tasks involved in creating service orders in Business Central such as creating a new service order or orders based on a service contract.