The Service Management module in Dynamics 365 Business Central (Premium edition) supports comprehensive after-sales service operations, including service orders, contracts, and technician management. It’s the ideal solution for companies providing field service, maintenance, or repair—whether on-site or in-house. Fully integrated with other ERP modules, it enables efficient planning, execution, billing, and analysis of all service-related activities.
Who Is the Service Management Module in Business Central For?
The Service Management module in Business Central is designed for companies that provide after-sales, technical, maintenance, or repair services—both in the field and at service centers. It’s an ideal solution for:
Service providers handling machinery, technical equipment, or IT hardware
Manufacturers offering warranty and post-warranty service
System integrators and installation companies
Internal maintenance and repair teams
Service providers working under SLA-based or contractual agreements
Why Choose Service Management in Business Central?
Implementing the Service Management module in Microsoft Dynamics 365 Business Central not only streamlines service order handling but also significantly boosts operational efficiency, customer satisfaction, and service profitability. All of this within one fully integrated ERP system.
Business Benefits:
Faster response times to service requests
Improved cost transparency and service margin tracking
Automated contract billing and invoicing
Better planning and utilization of technical staff
Full service history for customers and equipment
Service Orders and Quotes
Create and manage service orders with ease—from customer requests to job completion and billing. Track every step of the service process, assign technicians, and register time, parts, and expenses. Generate service quotes quickly and convert them into active service orders without data loss.
Service Item Management
Keep a complete record of serviced equipment, including serial numbers, warranty details, and service history. Easily track customer-owned or company-owned assets and link them to contracts, service orders, and usage. Maintain full visibility into the condition and lifecycle of every service item.
Service Contracts and SLAs
Define and manage service contracts with flexible terms, including response times, service levels (SLAs), billing cycles, and coverage periods. Automate recurring billing and monitor contract compliance to ensure reliable service delivery. Tailor agreements to customer needs while maintaining full control over service obligations and profitability.
Resource Management and Technician Dispatching
Assign the right technicians to the right jobs based on availability, skills, and location. Use integrated scheduling tools to plan service activities, avoid conflicts, and optimize workforce utilization. Ensure faster response times and higher customer satisfaction through effective dispatch management.
Service Billing and Invoicing
Automate the billing process for service work, including labor, parts, and contract-based services. Support various billing models such as time and materials, fixed-price, or periodic invoicing tied to service contracts. Ensure accuracy, transparency, and consistency in all customer invoices.
Symptom, Fault, and Resolution Tracking
Log detailed service issues using predefined symptom and fault codes linked to resolution methods. Standardize diagnostics, improve repair accuracy, and build a knowledge base for recurring problems. Help technicians resolve issues faster and enhance service quality with consistent troubleshooting data.
Spare Parts and Material Consumption
Track the usage of spare parts and materials within each service order. Manage inventory levels in real time, issue parts directly from stock, and automate replenishment workflows. Gain full control over material costs and ensure parts availability to avoid service delays.
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