Managing Service Items in Dynamics 365 Business Central
Learn to configure, track, and maintain customer equipment and service histories to streamline your post-sales support workflows in Business Central.
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AI instructor
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Start anytime
No schedules or deadlines โ learn at your own pace, whenever suits you. -
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In English
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About this course
Efficient post-sales support is critical for customer retention, yet tracking warranties, service components, and maintenance histories can quickly become overwhelming. This course provides a clear pathway to managing customer-owned equipment and service operations efficiently. By reading through our structured lessons, you will understand how to set up, track, and update service items to ensure accurate billing, faster resolution times, and seamless customer service.
What you'll learn:
- Understand core service management terminology and foundational setup in Business Central
- Create and configure service items to track customer-owned equipment and machinery
- Manage service item components, serial numbers, and warranty details accurately
- Link service items to service contracts and customer service history logs
- Apply modern cloud ERP workflows to update and maintain service item records
The course begins with essential concepts and setup requirements before moving into practical scenarios for creating, tracking, and updating service items. You will progress through realistic written exercises designed to build your confidence in navigating the Business Central environment. This course is designed for beginners, service coordinators, and ERP administrators who are new to the service management module in Business Central, with no prior technical experience required. Start reading today to master your service item workflows and elevate your customer support operations.
What you'll get
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Certificate of completion
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Personal AI tutor
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Lifetime access
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Phone or computer
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14-day refund
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Short & focused
2h 42m of practical content
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Frequently asked
What do I need to take this course? +
Just a phone or computer with internet. No installs, no special hardware.
How do I pay? +
By card via Stripe. We donโt store card details โ Stripe handles them securely.
Can I get a refund? +
Yes โ full refund within 14 days, no questions asked.
How long will I have access? +
Forever. Once you purchase, the course is yours to revisit anytime.
Will I get a certificate? +
Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.
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