ERP Service Management Systems & Financial Services ERP

Ensures your service costs are kept low to allow your business to prosper and grow.

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Looking for flexible, powerful ERP service management systems for you company? Take a look at the amazing features included in Microsoft Business Central.

Solutions For All Service Based Businesses

Customer service is very much at the heart of a business, especially one which aims to provide exceptional service. Ensuring your customers walk away from your transaction feeling respected and valued is so important.

While providing an excellent service may mean using extra resources, time and money for most, having quality service management systems in place will help you achieve that with ease. Remember, it’s six times more expensive to acquire a new customer than it is to retain an existing one.

Providing that ongoing service to customers is important for a number of reasons, from increasing customer loyalty to increasing the amount of money that each customer chooses to spend with you. With good customer service, you’ll also see an increase in how often a customer buys from you as well as the positive effect in terms of generating more positive word-of-mouth recommendations.

As important as this may be however, managing and tracking your customer service isn’t always easy. Dynamics 365 Business Central however, provides you with the tools to make it so.

Within this ERP business management software, you’ll find tools that have been designed specifically to support service operations, which can be used in a number of different complex customer service scenarios such as distribution systems, industrial service environments and even high volume dispatching of service technicians with spare parts management requirements.

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D365experts Understand Your Struggles

Here at D365experts, we know your struggles all too well. We also know however, that with the tools available in this Service management system, you’ll accomplish the following with ease:

  • Scheduling services calls and setting up service orders
  • Tracking repairs, parts and supplies
  • Assigning service personnel taking into consideration skill and availability
  • Proving estimates and invoices

Service management software will also give you the following benefits:

  • Manage forecasting through to fulfilment
  • Use your sales forecasts as well as expected stock-outs in order to automatically generate production plans, while creating purchase orders.

Manage Forecasting Through To Fulfilment

With sales forecasts and expected stockout, you can automatically generate production plans and create purchase orders to suit.

Run Your Warehouse With Efficiency 

Gain a better view of inventory for better order fulfilment. Track each and every item transaction and its movement by setting up bins based on your specific warehouse layout, storage unit dimensions.

person forecasting business on paper with a pen
team working out finances on paper whilst using business central

Reach Optimum Output Levels

Optimise your manufacturing capacity and any/all resources in order to help improve production schedules, meeting customer demand each time.

Service Orders

Register any after-sales issues by including service requests, services due as well as orders and repair requests made.

Service Item Management

Record and keep track of every single service item. This includes all contract information as well as component management and BOM reference and warranty information too.

Service Contract Management

Ensure you record all details on service levels and response times, as well as discount levels. You can also ensure you record service history of every item on each contract, including used service items and parts/labour.

calculating accounts with business central - picture of an old calculator
warehouse management system helping team with deliveries onto lorries


Assign all personnel to necessary work orders and log all details pertaining to work order handling and status.


Manage all service personnel as well as field technicians information, filtering according to availability, skills and stock items.

Price Management

Simply set-up, maintain and then monitor your service prices.

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