Core Service Management Specialist in Business Central
Service management is a demanding area of Business Central that requires both technical configuration skill and a clear understanding of how service operations run in practice.
This comprehensive, self-paced booster takes you through the full Service Management module in Microsoft Dynamics 365 Business Central, from master data setup and configuration through to service order processing, repair planning, cost registration, and service contracts. Built around a realistic case company, every topic is connected to practical assignments that mirror the decisions consultants make in real implementations.
You progress through the material at your own pace, and a team of certified instructors is available throughout to answer your questions and support you at every stage.
Whether you are implementing Business Central service management for the first time or consolidating your existing knowledge, this booster gives you the structured, hands-on training needed to manage service and repair operations with confidence in Dynamics 365 Business Central.
1. Welcome
2. Kick off
3. Getting started with your training environment
4. What is service management?
5. Configure service management
6. Work with service items and service orders
7. Planning repair activity
8. Registering repair activity and costs
9. Administrative processing of repair activity
10. A contractual context for service management
11. Additional information
12. Closing
This course is part of the Business Central Consultant Learning Journey
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Who is this course for?
This booster is designed for Business Central consultants, key users, and professionals who want to build deep expertise in the Service Management module. A solid foundation in core Business Central functionality is essential, and completing the Core Product Specialist booster is strongly recommended before starting this course.
What will you learn?
- What the Service Management module covers in Microsoft Dynamics 365 Business Central, including the key master data structures: service items, service orders, and service contracts.
- How to configure the Service Management module, including general setup, service item configuration, service order setup, and base calendar settings.
- How to create and manage service items and service orders, including fault reporting, repair status, service hours, and service shelves.
- How to plan and dispatch repair activity using the planning tools and dispatch board in Business Central, assigning technicians and resource groups to service orders.
- How to register spare part usage, labour time, and costs against service orders, and how to process and post completed service activity administratively.
- How to set up and work with service contracts, including invoicing, creating service orders from contracts, and applying contractual discounts.