Microsoft Dynamics AX | Service Management

Service Management

Service Management in Microsoft Dynamics AX ERP solution for manufacturing promotes maximum efficiency for all service management needs. Plan, track, and analyze service operations with ease. Establish service subscriptions and agreements, manage service orders and customer inquiries, and analyze service deliveries. Full integration with Microsoft Dynamics AX delivers enhanced flexibility that helps to effectively manage costs, track resource consumption, and analyze use.  

Meet customer demands with the ability to create and maintain a broad range of service agreements. Create agreements based on customer needs with the capability to access contract details, service orders, and repair histories for quick response to customer inquiries.

Tight integration with the Microsoft Dynamics AX Project Accounting module allows for more efficient management of financials. Improve profitability with a thorough overview of revenue and costs. Track costs for service orders and monitor and manage invoices with ease. Automated planning helps to optimize resource usage.

Microsoft Dynamics AX ERP solution's Service Management module includes the following features:

  • Tailor service agreements to meet a wide range of customer needs, prices, and payment arrangements with flexible templates. Quickly create detailed, multilevel agreements; define tasks; and schedule service calls. Link agreements with Project Accounting.

  • Register objects to be serviced. Link object forms with service agreements. Access detailed object records for the lifetime of the agreement.

  • Establish accurate tracking for parts replacement using Bill of Materials (BOM) templates for object subcomponents.

  • Create service orders manually or automatically from a service agreement. Track service requests, employee hours, expenses, items consumed, and fixed fees.

  • Register and track needed repairs from the point of initial complaint through resolution with repair management. Evaluate histories and identify faulty products.

  • Create service appointments and tasks within Microsoft Outlook to enable remote access. Information automatically updates across the solution.

  • Receive, process, and dispatch service requests directly from customers via the Enterprise Portal.