When searching for a Microsoft partner, there are two things you should look for. First, look for a  Microsoft partner who excels at customer service. You’ll know by the accolades and awards such as the Inner Circle Award. Another aspect to look for are customized augmentations, such as HSO Service Management, to the existing Microsoft Dynamics 365 functionalities.

HSO Service Management is a functionality that is a differentiating added value, giving users the ability to generate a variety of reports directly within the application, eliminating the need to use an external tool. An integrated Service Management tool, embedded within ERP, results in significant benefits such as having all financial and operational transactions in one system.

Install Base Records

Provided service is always related to the installed base of the customer, also known as the Service objects in Service Management. These Service objects can vary from a single object to a complex installation consisting of many objects and components in a flexible multi-level ‘as maintained’ structure. The object master file is the single source of information regarding historical operational and financial information. Through the service object master file, keep track of all relevant financial and logistical transactions.

Project Statements

Dynamics Software Service Management offers direct insight into all related financial transactions posted against an install base record. Every work order in the system creates a record, which results in a complete overview of all hour, item, cost and fee transaction made in the service process. Through the project statement functionality, a user can define a timeframe and directly see the sum of all financial transactions for an install base record.

Spare part consumption

A service engineer can register consumed spare parts on the Service task (manual registration and via the Mobile app). With Dynamics Software Service Management, a user can identify the spare parts needed to do a specific job. This can differ per object and task.

When the Service order is created, the MRP engine of Dynamics 365 will assure enough inventory is in stock to do the work. After the work is completed, Service Management will show the actual spare parts used to create a complete overview of all item costs made against an object.

Work order history

The full work order history is available on the Service object. This will display a complete overview of all service activities ever done against this service object. By using this historical data, it is possible to see the complete service history, taking in to account  corrective, preventative and predictive maintenance.

Cockpitview

The Cockpitview on Service object level displays all financial transactions and Service Management enables monitoring and managing objects through all phases of the object life cycle. With the Cockpitview, businesses are better informed regarding purchases, repairs and overhauls throughout the entire life cycle. They also are up to speed on total cost of maintaining of an object, as well as margins.

Multiselected Cockpitviews

Through the Multiselect Cockpitview, Service Management users can easily compare the financial data of similar objects directly in the system. A user can go the origin of the transaction for more information.

Service organizations are under increasing pressure improve the overall operational service center performance. Businesses like yours realize that operational need to improve overall reliability, customer satisfaction and object cost effectiveness and all without executing unnecessary maintenance, refurbish, or spare part costs. It is paramount to have full control over service and maintenance cost of the service object in compare with the service revenue that is driven from T&M service and/or service contracts.

HSO Service Management is a functionality that is a differentiating added value, giving users the ability to generate a variety of reports directly within the application, eliminating the need to use an external tool. An integrated Service Management tool, embedded within ERP, results in significant benefits such as having all financial and operational transactions in one system.

Install Base Records

Provided service is always related to the installed base of the customer, also known as the Service objects in Service Management. These Service objects can vary from a single object to a complex installation consisting of many objects and components in a flexible multi-level ‘as maintained’ structure. The object master file is the single source of information regarding historical operational and financial information. Through the service object master file, keep track of all relevant financial and logistical transactions.

Project Statements

Dynamics Software Service Management offers direct insight into all related financial transactions posted against an install base record. Every work order in the system creates a record, which results in a complete overview of all hour, item, cost and fee transaction made in the service process. Through the project statement functionality, a user can define a timeframe and directly see the sum of all financial transactions for an install base record.

Spare part consumption

A service engineer can register consumed spare parts on the Service task (manual registration and via the Mobile app). With Dynamics Software Service Management, a user can identify the spare parts needed to do a specific job. This can differ per object and task.

When the Service order is created, the MRP engine of Dynamics 365 will assure enough inventory is in stock to do the work. After the work is completed, Service Management will show the actual spare parts used to create a complete overview of all item costs made against an object.

Work order history

The full work order history is available on the Service object. This will display a complete overview of all service activities ever done against this service object. By using this historical data, it is possible to see the complete service history, taking in to account  corrective, preventative and predictive maintenance.

Cockpitview

The Cockpitview on Service object level displays all financial transactions and Service Management enables monitoring and managing objects through all phases of the object life cycle. With the Cockpitview, businesses are better informed regarding purchases, repairs and overhauls throughout the entire life cycle. They also are up to speed on total cost of maintaining of an object, as well as margins.

Multiselected Cockpitviews

Through the Multiselect Cockpitview, Service Management users can easily compare the financial data of similar objects directly in the system. A user can go the origin of the transaction for more information.

Conclusion

Service organizations are under increasing pressure improve the overall operational service center performance. Businesses like yours realize that operational need to improve overall reliability, customer satisfaction and object cost effectiveness and all without executing unnecessary maintenance, refurbish, or spare part costs.

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