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Microsoft Dynamics 365 Service Industry Solution

Microsoft Dynamics 365 Service Industry Solution

Service Industry required Dynamics 365 solution to manage and tracking process or business.

Dynamics 365 for Service Industry

Econix is implementing Microsoft Dynamics 365 for service solutions that involve supporting businesses through advice or performing tertiary roles. Industries such as finance, consulting, advisory, legal, maintenance provides various services to their customer. Manage industry needs like service agreements, service orders, resource allocations, inventory movement, general ledger, budgeting, project planning & estimations, and timesheets using Dynamics 365 service solutions.

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)

Services Industry flow

With these tools you can accomplish the following:

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

  • 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

Inventory & Warehouse Management

  • Inventory Movement
  • Physical Stock & Adjustment
  • Barcode Support

Procurement & Sourcing

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

Project Management & Accounting

  • Project Planning & Estimations
  • Timesheets
  • Scheduling & Forecast
  • Maintenance Scheduling
  • Preventive Maintenance
  • Corrective Maintenance

Financial Management

  • General Ledger
  • Budgeting
  • Account Payable
  • Account Receivable
  • Fixed Assets
  • Cost Accounting
  • Cash & Bank Management
  • HRMS/Talent
  • Web Access, Mobile Apps & BI
  • Reports
  • KPIs
  • MIS

Econix solution for Service Industry

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