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- Learn how to set up Service management in Dynamics 365 Supply Chain Management
This module explains how to:
- Create service agreements and service agreement groups.
- Work with service intervals.
- Configure time windows and service template groups.
- Work with service tasks.
- Set up service objects and groups.
- Configure service object relations.
- Create template BOMs.
- Configure reason codes.
- Set up subscriptions.
- Analyze service agreements.
- Configure repair management.
- Learn how to set up service order dispatching in Dynamics 365 Supply Chain Management
This module explains how to:
- Configure service activity types.
- Assign a worker as a preferred technician for a service agreement or service order.
- Set up dispatch teams.
- Working with service agreements offers several benefits, including streamlined management of customer commitments, improved service delivery tracking, and enhanced billing and invoicing processes. It allows for more efficient contract management with flexible subscription and fee structures, supports automated price adjustments through indexed sales prices, and ensures compliance with service-level agreements.
This module explains how to:
- Work with service agreements.
- Create a project service agreement.
- Add a subscription and subscription fees to a project.
- Manage subscription fees.
- Set up a service agreement template for a customer.
- Copy service template lines.
- Add a bill of materials (BOM) to a service.
- Set up service order level agreements.
- View and manage reason codes.
- Working with service orders is crucial for efficiently managing and tracking service-related activities, such as maintenance, repairs, and installations. They help streamline operations by ensuring proper scheduling, resource allocation, and inventory management, therefore improving service quality and reducing delays. Service orders also help with accurate billing, integration with other business functions, such as inventory and finance, and provide valuable insights for performance tracking.
This module explains how to:
- Work with service orders.
- Create and monitor service orders.
- Create automatic service orders.
- Work with item requirements.
- Configure service order addresses.
- Combine service orders.
- Create service subscriptions.
- Create project service subscriptions.
- Accrue subscriptions.
- Cancel a service order.
- Invoice subscriptions.
- Working with service order dispatching in Dynamics 365 Supply Chain Management is crucial for efficiently managing and assigning service tasks to field technicians. It ensures timely delivery of services, optimizes resource allocation, and improves customer satisfaction by meeting service level agreements. Additionally, it enhances operational efficiency by streamlining the scheduling and tracking of service orders.
This module explains how to:
- Work with the dispatch board.
- Prioritize service orders.
- View and manage service order status and activities.
- Reassign activities.
- Reverse changes.
- Work with undispatched orders.
- Modify a service BOM.
