{"title":"BBCG.15.D365: Configuring Service Management","description":"\u003cp\u003eThe 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.\u003c\/p\u003e\n\u003cp\u003eService 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.\u003c\/p\u003e\n\u003cp\u003eIn 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.\u003c\/p\u003e","products":[{"product_id":"bbcg-15-d365-5-pdf-configuring-service-management-within-dynamics-365-erp-fifth-edition","title":"BBCG.15.D365.5.PDF: Configuring Service Management within Dynamics 365 ERP (Fifth Edition)","description":"\u003cp class=\"MsoNormal\"\u003eEquipment breaks, contracts demand ongoing attention, and customers expect timely maintenance. For the Waterdeep Trading Company, the Service Management module in Dynamics 365 Supply Chain Management is where these obligations are formalized, executed, and billed, ensuring that every repair, inspection, and maintenance agreement is handled with the same rigor as a financial transaction.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eService Management connects the operational work of dispatching technicians and recording repairs with the financial discipline of project accounting and invoicing. It provides the controls and parameters that govern service operations, the service orders that track individual engagements, the agreements that define recurring relationships, the object records that identify the equipment being serviced, the repair management tools that diagnose and resolve faults, the dispatch teams that coordinate field workers, and the subscription billing that automates recurring fees. Greta Ironfist expects every service call to be tracked, every part consumed to be posted, and every invoice to reflect the true cost of the work performed. These labs deliver that level of accountability.\u003c\/p\u003e\n\u003cp class=\"GuideSubheading\"\u003e\u003cstrong\u003eWhat You Will Learn in This Guide\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eService Management Controls: \u003c\/strong\u003eConfigure the parameters, journal settings, agreement groups, and category configurations that govern how service operations are tracked and invoiced across the organization.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eService Orders: \u003c\/strong\u003eManage individual service engagements from creation through execution to invoicing, including project linkage, time and material postings, invoice proposals, and performance analysis through project statements.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eService Agreements:  \u003c\/strong\u003eDefine recurring service relationships by specifying service tasks, intervals, and terms. This module covers agreement creation, task assignment, service order generation from agreements, and periodic scheduling.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eService Objects:  \u003c\/strong\u003e\u003cspan style=\"font-size: 1.0pt; mso-bidi-font-size: 11.0pt; color: white; display: none; mso-hide: all;\"\u003e\u003c\/span\u003eIdentify and categorize the physical items and equipment that require servicing. This module covers service object groups, individual object creation, and assignment to service agreements.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eRepair Management:  \u003c\/strong\u003eTrack repair activities from symptom identification through diagnosis to resolution using structured conditions, symptoms, diagnosis areas, resolutions, and repair stages.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eDispatch Teams:  \u003c\/strong\u003eOrganize service workers into teams by specialty, location, or skill set, and use the dispatch board to monitor and assign service orders in real time.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eService Subscriptions:  \u003c\/strong\u003eManage recurring fee-based service arrangements through subscription groups, subscription creation, automated fee generation, and invoice proposals for billing.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eBy completing these labs, we will have established a comprehensive service management framework for the Waterdeep Trading Company, ensuring that every maintenance contract is honored, every repair is documented, and every service fee is billed with accuracy and transparency.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eAdvanced Dungeons \u0026amp; Dynamics 365 Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring Service Management within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e196 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eFifth\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (March 2026)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Blind Squirrel Publishing","offers":[{"title":"Default Title","offer_id":47189668200626,"sku":"BBCG.15.D365.5.PDF","price":19.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/BBCG.15.D365.5ServiceManagement_Page_001.png?v=1773655091"}],"url":"https:\/\/www.blindsquirrelpublishing.com\/collections\/bbcg-15-ax2012-configuring-service-management\/version_dynamics-365.oembed","provider":"Blind Squirrel Publishing","version":"1.0","type":"link"}