Use Service Management in Microsoft Dynamics 365 Business Central

Do you want to use Service Management in Dynamics 365 Business Central? This learning path will help you set up and take advantage of the functionality available in Service Management.

Prerequisites

  • A solid foundation in navigating the Dynamics 365 Business Central application
  • Proficiency in inventory management, sales, and purchasing processes in Business Central.

Modules in this learning path

Gain insight into Service Management in Dynamics 365 Business Central by exploring the topics in this module, which introduce you to the basic concept of Service Management. You'll explore its key concepts and terminologies, learn about its importance in business operations, and explore the navigation and interface of its features.

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.

In this module, you'll explore the practical aspects of service item management in Dynamics 365 Business Central, including how to create and modify service items, manage service item attributes, and use service item templates for streamlined service item creation.

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.

If you need to streamline repair management in Dynamics 365 Business Central, this module provides you with a comprehensive overview of how to register repair-related information, create and manage repair orders, capture repair details, track repair progress, and handle repairs for service items. Additionally, you learn how to streamline repair management processes in Business Central to ensure efficient repair operations and customer satisfaction.

Learn how to streamline your service operations and improve customer satisfaction with efficient service processing in Business Central.