Service Management in Dynamics 365 Business Central
Get effective contract management capabilities, track warranties, avail better insights of all service tasks, and allocate resources effectively while earning customer loyalty.
What is Service Management in Dynamics 365 Business Central?
Microsoft Business Central is an immaculate ERP solution explicitly built for small and medium-sized businesses to streamline entire operations on the go. Regardless of industry, it can be extensively personalised, leveraging the powerful capabilities of several modules to meet the unique requirements of the business. One such module is service management, which can only be employed with a Business Central Premium license.
The service management module of BC supports businesses to offer effective and smooth ongoing services while boosting customer satisfaction. It empowers the businesses to track and manage all the tasks, actions, or activity for offering great customer service utilising existing resources.
Businesses Central comes with powerful service management capabilities, including a streamlined distribution system and precisely dispatching the service technicians as per the job complexity. Some other capabilities are:
Schedule or automate recurring service calls based on contracts or maintenance agreements. Also, you can automate the process of assigning the qualified service agent as per complexity of service.
Optimising the workforce is a critical factor that supports the success of the project. With the Business Central service management module, you can allocate the workforce based on their skillset, availability, and geographic location.
Service management enables you to maintain and track accurate inventory reports of products or supplies in real time. It helps a business to prevent any chances of stockouts and ensure efficient inventory management operations.
Business Central comes up with different service contract templates that you can leverage to define precise pricing structure, offer discounts, and ensure transparency across all agreements.
Get 360 ° Visibility of Service, Tasks and Workforce
Business Central comes with embedded technologies of cloud, AI, and BI to deliver real-time insights of the entire business to help you make actionable data-driven decisions.
Core Functionalities of Service Management Module
From scheduling calls to managing different contracts altogether, the service management module is the ideal solution you can have for your growing business. Even, it can set up different contracts based on various complexities and enforce discount policies for customers.
Due to the flexibility of Business Central, we can implement it in diverse industries that include installers, repair, and service-orientated businesses. The best part with this module is that you don’t need to integrate the service management with it as it comes in-built as basic ERP functionalities.
- Real-time inventory tracking
- Automated service order generation
- Mobile field service management
- Predictive maintenance analytics
- Integrated contract management
- Knowledge base and FAQ management
- Service level agreement (SLA) tracking
- Resource optimization and scheduling
- Recurring service order automation
- Technician performance tracking
- Customer satisfaction surveys
- Integration with CRM and ERP systems
- Barcode and QR code scanning
- Remote troubleshooting capabilities
- Asset lifecycle management
- Compliance and regulatory reporting
D365 Business Central Service Management Benefits
The service management module comes with numerous benefits that enable a business to streamline all service management operations while enhancing customer satisfaction. Some of its core benefits are:
Integrated Service Management
Speeds up post-sale processes by managing all service requests, repairs, and after-sale services from one place.
Flexible Payment Schedules
Establish the cost of services based on a variety of variables, such as responsibilities, customers, service offerings, and deadlines.
Automated Pricing
Define fixed, reduced, minimum, or maximum prices and have them applied to groups automatically.
Full Service Item Management
Maintain a record of every detail pertaining to service items, including contracts, BOM references, and component data.
Real-time Analysis
Perform in-depth analysis to discover crucial information regarding the effectiveness of service items.
Optimal Service Delivery
Prioritise service tasks and make sure employees are able to find the parts they require.
Service Management in Diverse Industries
The service industry is evolving, and we need better solutions that can cope with these rapidly changing marketing norms. Businesses that require an inbuilt service management module are moving with the Microsoft Dynamics 365 Business Central implementation. It is one such solution that seems perfect for any industry and compatible with heavy customisations to meet their unique service demands. Based on our research, you can employ this module in the below industries:
- Healthcare
- Manufacturing
- Retail
- Transportation
- Logistics
