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How to: Set Up Service Offerings

When you set up service management, you must decide what services to offer customers and the schedule for those services. A service is a type of work performed by one or more resources and provided to a customer. For example, a service could be a type of computer repair. A service item is the equipment or item that needs servicing, for example, the computer that needs repair, installed at a specific customer. You can set up services as part of a group of related repair or maineenance items.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Enter information about the service items that your service organization is tracking. How to: Create Service Items
Establish a workflow for service when the service items consists of several components. The component list is always connected to a service item, but these components can also be based on bill of materials (BOMs). How to: Set Up Service Items and Service Item Components

See Also

Dynamics 365 Business Central
Setting Up Service Management