Work with service orders in Dynamics 365 Business Central

Module
9 Units

Intermediate

Business User

Functional Consultant

Dynamics 365

Business Central

This module provides a comprehensive overview of how to create, manage, and track service orders in Dynamics 365 Business Central, including how to assign service items and handle order statuses. Discover how you can effectively close or cancel service orders in Business Central to ensure smooth service operations and customer satisfaction.

Learning objectives

In this module, you'll:

Learn about the concept of service orders in Dynamics 365 Business Central.
Create and manage service orders efficiently.
Assign service items to service orders and manage their attributes.
Monitor and track the progress of service orders by using different statuses.
Close or cancel service orders effectively in Business Central.

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
Create and manage service orders min
Create a customer from a service order min
Manage service order statuses and track progress min
Comments min
Review service item history min
Exercise - Create a service item min
Check your knowledge min
Summary min