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Planning Services

With Dynamics NAV, you can set up the standard tasks that you need to fulfill your customer service requirements. To do this, you must determine what service items and offerings your service organization supports, and at what price.

Dynamics NAV also provides some statistics tools that you can use to determine how well things are going, and identify areas where you can improve.

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

To See
Establish pricing for the services you provide. Managing Service Pricing
Set up and customize service items and service groups. This includes establishing which skills a service requires and troubleshooting guidance. How to: Create Service Items
Know how to manage the status of repairs on service orders, and how to identify their priority. Understanding Service Order and Repair Status
Understand the relationship between the status of a repair, and the effect they have on allocated resources, and vice versa. Understanding Allocation Status and Repair Status
Use statistics to analyze your service processes. Viewing Service Statistics

See Also

Dynamics 365 Business Central
Fulfilling Service Contracts
Delivering Service
How to: Set Up Pricing and Additional Costs for Services
How to: Set Up Service Items and Service Item Components
How to: Set Up Statuses for Service Orders and Repairs
Setting Up Service Management