Track all transactions for full insight on Object Related Costs

    Service organizations are under constant and increasing pressure to improve the overall operational service center performance. They must improve overall reliability, customer satisfaction and object cost effectiveness and all without executing unnecessary maintenance, refurbishments or spare part costs. It is paramount to have full control over service and maintenance costs of the service object in comparison with the service revenue that is driven from T&M service and/or service contracts. 


    Dynamics Software Service Management gives users the ability to generate a variety of reports directly within the application, eliminating the need to use an external tool. An integrated Service Management tool, embedded within ERP, results in significant benefits such as having all financial and operational transactions in one system.

    Installed Base Records

    The Provided service is always related to the installed base of the customer, also known as the Service objects in Service Management. These Service objects can vary from a single object to a complex installation consisting of many objects and components in a flexible multi-level ‘as maintained’ structure. The object master file is the single source of information regarding historical operational and financial information. Through the service object master file, it’s easy to keep track of all relevant financial and logistical transactions.

    Project Statements

    Dynamics Software Service Management offers direct insight into all related financial transactions posted against an installed base record. Every work order in the system creates a record, which results in a complete overview of all hour, item, cost and fee transactions made in the service process. Through the project statement functionality, a user can define a timeframe and directly see the sum of all financial transactions for an installed base record.

    Spare part consumption

    A service engineer can register consumed spare parts on the Service task (via both manual registration and via the Mobile app). With Dynamics Software Service Management, a user can identify the spare parts needed to do a specific job. This can differ per object and task. 

    When the Service order is created, the MRP engine of Dynamics 365 will assure enough inventory is in stock to do the work. After the work is completed, Service Management will show the actual spare parts used to create a complete overview of all item costs made against an object.

    Work order history

    The full work order history is available on the Service object. It displays a complete overview of all service activities ever done against this service object. By using this historical data, it is possible to see the complete service history, taking into account corrective, preventative and predictive maintenance. 

    Cockpit view

    The Cockpit view on Service object level displays all financial transactions and Service Management enables monitoring and managing objects through all phases of the object life cycle. With the Cockpit view, businesses are better informed regarding purchases, repairs and overhauls throughout the entire life cycle. They also are up to speed on total cost of maintaining of an object, as well as margins. 

    Multi-selected Cockpit views

    Through the Multi-select Cockpit view, Service Management users can easily compare the financial data of similar objects directly in the system. A user can even easily go the origin of the transaction for more information.    

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