Service
The improved compatibility enables you to easily create customers, vendors, quotes, and invoices, all without leaving Outlook. There is also improved Word integration, to help you lay out your documents professionally. The seamless experience means that you can save time, increase accuracy, and offer your customers an improved experience.
Getting started is hassle-free when using the Microsoft Dynamics NAV 2017 Power BI Content Pack. Use the sample reports in the content pack and see great examples of what you can do with Power BI, in either a demo or production environment. You can be confident that your data is secure, because you can leverage the existing Power BI security to manage your reports.
GLOBAL BUSINESS SOLUTION
Dynamics NAV
Microsoft Dynamics NAV 2017
Create a more productive work environment with tighter control over parts inventories, costs, workloads, and task prioritization.
Help improve service order management
Streamline the generation, dispatch, completion, and invoicing of service orders and more easily specify and track parts consumption when you have improved access to up-to-date information about contract agreements, pricing, task prioritization, and the skills and workloads of service technicians or teams.
Effectively manage contracts
Set up and track warranties and service level agreements (SLAs) and contractual service periods or response times so your people can automate related service orders, capture data on contract fulfilment and history, and help ensure more profitable quotes and agreements.
Build customer loyalty
Become a more valued supplier when your people can provide proactive service, consider customer histories and preferences in dispatch decisions, and implement customer-specific pricing and discounts.
Capture information about open service quotes, quickly create service orders based on customer requests or after-sales issues, or accept the system-generated suggestions to open an order based on periodic service or contract obligations. Then easily log service order completion for complete records and profitability management.
Define typical time, material, and resource requirements for a specific service type; track skills and availability of service personnel and field technicians; and then assign service orders to best utilize available resources. Prioritize and escalate tasks as needed with clear insight into open service orders, contract commitments, and technician workloads
Register and track serviced equipment, including site locations, components, loaned equipment, and repair or replacement history. Speed troubleshooting by capturing previous service activities and providing guidelines and procedures for solving future service issues.
Access, analyse, and understand the performance and profitability of service operations quickly by generating reports on performance measures such as current open service orders, response rates, and service item and contract profitability.
Manage SLAs, contracts, or warranties to anticipate service needs, meet obligations for service periods or response times, record customer preferences for technicians or service appointments, and proactively schedule service. Record actual response times, track associated service parts and labour, automatically generate contract invoices, and easily analyse contract profitability.
Track service items and parts, including serial numbers, inventory, costs, and individual profitability. Accurately track, allocate, and analyse crucial data about items, costs, and jobs.
Set up and maintain service prices including fixed minimums or maximums, customer-specific pricing, diverse types of charge, and price groups. Convenient price calculation templates help you adjust for various price structures, service parameters, and profitability targets.
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