BBCG.15.D365: Configuring Service Management
The Service Management area within Dynamics 365 allows you to track all of your service order contracts and service orders for your customers, will track all of your time and expenses against the service orders, and will also pass along any chargeable items to the receivables department for automatic invoicing to the customer.
Service Management has additional functions as well that allow you to track the items that are being serviced, define the tasks that are allowed to be performed against a service order, and also track the symptoms, diagnosis, and resolution to service order issues, making it a great tracking and analysis tool.
In this book we will show how you can create service agreements and orders, and then how you can use the additional tracking features within Service Management to get a tighter handle on your service orders.
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