Microsoft Dynamics GP Capabilities Guide 2015.pdf

Microsoft Dynamics GP Field Service Management Features 

A fully integrated, comprehensive Field Service Management suite within Dynamics GP including:

  • Service Call Management to track all of your service calls in detail, including all costs and usage of parts. Auto-creation of service invoices with full tracking against contracts or warranties. Extensive Reports of profitability, utilisation, workloads, parts failures and more can be generated. Fully integrated with Returns management, Inventory control and Purchase Order processing.
  • Contract Administration to create complex quotes incorporating multiple service agreements and options, with the ability to convert to contracts with a single click. Helps you maintain unlimited and complex price books and monitor profitability against these. Billing can be based on time or meter usage with multiple revenue recognition methods supported. Contract Administration is fully integrated with service call management for accurate and efficient billing. Automatically renew or re-price and re-issue contracts.
  • Returns Management to enable you to effectively manage the entire returns process. Generate return materials authorisations (RMAs) from transactions such as service calls or historical invoices. Full tracking of equipment returns and repair statuses and identification of problem components. Automatically updates inventory and accounts payable.
  • Preventive Maintenance in Dynamics GP to automatically generate service calls for preventive maintenance work and co-ordination of open service requests with upcoming preventive maintenance calls.  Full visibility of scheduled, cancelled and completed work as well as definable workflow for preventive maintenance escalations.
  • Depot Management to prioritise and schedule internal repair operations, enter and automatically schedule work orders through the workbenches or stations in your internal repair facility. Integrate with Returns Management for consistent tracking of customer repairs. Enable depot technicians to record and track parts and labour usage during the repair process, including requesting back-ordered parts if needed, roll repair costs into items cost or expense them.


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