Identify People and Resources

The key element to service management is the people who supply service. By using Microsoft Dynamics NAV, you can set up an application that assigns the appropriate people to the appropriate jobs. Assignments can be based on service zones where the people are located or where the service occurs.

In addition, you can group resources together when responding to service requests.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Assign a skill code to a service technician or other resource.

How to: Assign Skill Codes to Resources

Map services zones either to your customer or resource locations.

How to: Set Up Service Zones

See Also


How to: Set Up Skill Codes
How to: Use the Dispatch Board