Plan Service

With Microsoft Dynamics NAV, you can set up the standard tasks that you need to fulfill your customer service requirements. To successfully do this, you have to determine what service offerings your service organization is supporting. In addition, you may want to establish a framework within which to set work levels for service workers.

After you do this, you can map what skills a particular service item requires and which employees have those skills. This makes it easy to create service orders and manage job assignments. You can also manage how many hours a service typically takes, repair status, and employee work hours.

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

Set up and customize service items and service groups. This includes establishing which skills a service requires and troubleshooting guidance.

Determine Service Offerings

Establish service hours and status types to add time predictability to your service management application.

Assign Service Work Hours and Levels

Set up a tool to manage customer service representative and resource assignments based on availability, skill, and proximity.

Identify People and Resources

See Also

Other Resources

Service Cost Table
Service Item Table
Service Item Component Table
Troubleshooting Setup Table
Work with Data