Dynamics NAV Service Management
Key Features
  • Define service types and set typical time, material, and resource requirements for each type.

  • Set up and maintain service prices including fixed minimums or maximums, customer-specific pricing, price groups, etc.

  • Create service contracts including schedules, response times, pricing, and customer preferences.

  • Register and track serviced equipment, including site locations, components, loaned equipment, and repair or replacement history; use this information to speed troubleshooting and provide guidelines/procedures for solving future issues.

  • Create service orders based on contracts, customer requests, or for other after-sales reasons.

  • Track open service orders and contract commitments, as well as skills and availability of personnel, then assign orders to efficiently utilize available resources.

  • Track service items, including serial numbers, inventory, price/cost, etc.

  • Record actual parts and labor used, as well as actual response times.

  • Automatically generate service invoices.

  • Monitor Service Management performance, especially service profitability, with KPIs, standard reports, and ad hoc reports.

  • Perform more advanced analysis on Service Management data using NAV business intelligence tools, including PowerPivot.

Note, the exact functionality of any NAV module will depend upon the licensing. See Dynamics NAV Licensing & Pricing for details.