Set up Service Management in Dynamics 365 Business Central

Module
11 Units

Intermediate

Functional Consultant

Business User

Business Central

Dynamics 365

Get guidance on setting up Service Management in Dynamics 365 Business Central. This module focuses on the setup of service-related configurations in Business Central. You’ll learn about the general setup of Service Management and how to set up service items, service orders, and service costs. You’ll also learn about troubleshooting, service shelves, loaners, and fault reporting, in addition to managing service item templates and descriptions.

Learning objectives

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.

Prerequisites

A solid foundation in navigating the Dynamics 365 Business Central application and proficiency in inventory management, sales, and purchasing processes within Business Central

Introduction min
Begin general setup for Service Management min
Set up the other FastTabs for Service Management min
Set up service items min
Set up service orders min
Set up service costs min
Set up service shelves min
Set up loaners min
Set up fault reporting min
Check your knowledge min
Summary min