Digital, smart, customer-oriented: The service module in Business Central
Your customer reports a problem. The service technician is scheduled and sets off - but how often does such an assignment end in frustration because important information is missing? It is often unclear when the device was sold, which parts are installed or whether spare parts are available. Are there service times or SLAs that need to be observed? Is the job covered by warranty or maintenance contracts, or does a quote need to be prepared for the customer? Without this information, the technician cannot complete the order in full and time-consuming queries and rework in the office become necessary.
In a modern ERP system, this scenario is a thing of the past. The service technician has all the relevant data directly on his tablet: histories, contracts, availabilities and more - all available in real time. On site, they can immediately book in the services they have provided, document consumables and record working hours. The entire process becomes leaner, more efficient and more customer-oriented, so there are no unnecessary delays.
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What you can expect from the webinar
In our webinar, you will learn from practical examples how you can transform your service with smart software and save not only time but also costs - while maximizing customer satisfaction.
Microsoft Dynamics 365 Business Central offers you powerful functions to optimize your service processes. With this ERP system, you can:
- Manage all information centrally: From service contracts and maintenance histories to the availability of spare parts - Business Central provides all relevant data clearly in one platform. Your service employees have access to the information they need at all times, whether they are in the office or on the road.
- Implement efficient deployment planning: Schedule your technicians with just a few clicks and assign them the appropriate jobs. This ensures that the right people are in the right place at the right time.
- Create transparent service orders: From the first customer call to the final invoice - every step is precisely documented. This allows you to keep track of open tasks, work performed and materials used.
- Enable mobility: Your technicians can access their work orders directly on site, document materials, exchange parts and record times. With the mobile app, Business Central is always at hand.
- Use AI: Microsoft Copilot supports you in creating queries, helps you analyze item master data or efficiently summarize relevant information. This gives you the right answers in the shortest possible time and optimizes your decisions.
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