Providing ongoing service to customers is an important part of any business and one that can be a source of customer satisfaction and loyalty, in addition to revenue. However, managing and tracking service is not always easy, and Dynamics 365 ERP provides a set of tools to help.

Econix offers two business applications to manage service industry based on the customer needs

  • Dynamics 365 Finance and Operations (Mid to Large Enterprises)
  • Dynamics 365 Business Central (Small to Mid Enterprises)

With these tools you can accomplish the following:

  • Schedule service calls and set up service orders.
  • Track repair parts and supplies and inclusion of symptoms details and diagnosis.
  • Assign service personnel based on skill and availability.
  • Provide service estimates and service invoices.
  • The hours of work that the service technician will perform.

Some of the prime functionalities for service industry are (few of these features are application specific):

– Service Management

  • Service Agreements
  • Service Orders
  • Resource Allocations
  • Maintenance Scheduling
  • Preventive Maintenance
  • Corrective Maintenance

– Procurement & Sourcing

  • Purchase Agreement
  • Purchase Requisitions
  • Request for Quotations (RFQs)
  • Purchase Orders

– HRMS/Talent

– Web Access, Mobile Apps & BI

– Reports

– KPIs

– MIS

– Inventory & Warehouse Management

  • Inventory Movement
  • Physical Stock & Adjustment
  • Barcode Support

– Project Management & Accounting

  • Project Planning & Estimations
  • Timesheets
  • Scheduling & Forecast

– Financial Management

  • General Ledger
  • Budgeting
  • Account Payable
  • Account Receivable
  • Fixed Assets
  • Cost Accounting
  • Cash & Bank Management

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