Dynamics 365 Business Central - Service Management Training

1 Day (10:00 - 16:00 BST)
Virtual Classroom
See course booking form below
Course Overview

Designed for anyone new to the Service Department or the Service sector in general, this day is geared around the end-user using the Service Module within Dynamics 365 Business Central.

You’ll learn the basics around the service item card, service contracts, service quotes, service orders and service invoicing.

To ensure everyone gets an opportunity to attend our free training courses we have had to apply a limit of 2 people per company per course. You can register for more places and if the course is not full or places become available, we will contact you to offer you the extra spaces from: training@thenavpeople.com.


10:00 Welcome

10:15 Service Item Card

10:45 Service Contract Quotes

11:15 Service Contracts

  • Invoicing a Service Contract
  • Crediting a Service Contract Invoice

12:30 Lunch

13:30 Service Quotes

14:00 Service Orders

15:00 Planning and Dispatching

  • Allocating Resources through the Dispatch Board

15:30 Service Order Usage

  • Posting Items/G/L Account & Resource Usage
  • Entering and Posting Timesheets for a Service Order
  • Difference between Posting and Consuming

16:30 Invoicing a Service Order

  • Invoicing a Service Order
  • Crediting a Service Invoice

16:00 Summary & Questions

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Virtual Classroom

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24 Sep 2024 - 24 Sep 2024
8 Nov 2024 - 8 Nov 2024