Professional Services

Professional Services extends Microsoft Dynamics 365 Business Central with capabilities for service organizations that rely on recurring revenue, contract-based services, and service-oriented processes. The solution connects sales, contract management, service, and billing in one continuous workflow.

Typical use cases

• Recurring billing for SaaS, rental, financing, maintenance, and support
• Sales quotes and sales orders with related sales contracts
• Periodic single, batch, and monthly billing
• Billing for tickets and work orders
• Management of objects, installations, and components
• Integration of external ticketing systems through API

Functional focus areas

Sales and contract management

Professional Services supports the creation of sales quotes, sales orders, and sales contracts. Recurring services can be embedded directly in quote and order processes and prepared for later billing.

Typical use cases include hardware rental, SaaS subscriptions, support and maintenance contracts, and project-related services.

Key capabilities include:

• recurring billing embedded in quote and order processes
• sales contracts as the basis for long-term service relationships
• billing types and assignments for different business models
• service level agreements and contingents for contract-based services

Details for this functional area are available on the Sales page.

Service and ticketing

Tickets, work orders, and service agreements can be recorded, managed, and billed. This allows support, maintenance, and field service scenarios to run in the same business process as sales and invoicing.

This includes in particular:

• ticket capture and ticket control
• work orders and recurring work tasks
• billing of tickets and work orders
• integration of external ticketing systems through the API interface

Details for this functional area are available on the Service page.

Periodic and usage-based billing

The solution covers both recurring contract billing and the billing of tickets, work orders, and usage-based services. Grouping, billing periods, and billing-relevant master data can be controlled in a targeted way.

Properties, installations, and components

Professional Services can model customer environments with objects, installations, and components. These structures help assign services clearly and relate service activities to the installed base in a traceable way.

This is especially relevant when serial numbers, installation data, or technical components are part of the service process.

Dedicated detail pages are also available for Objects, Installations, and Components.

Details for this functional area are available on the Property-Based Service Operations page.

Purchasing and external sources

In addition to sales and service processes, the solution also supports purchasing-related scenarios. This includes purchase contracts as well as the lookup and transfer of external item data, for example from the IT-COP catalog.

This makes Professional Services suitable for procurement and cloud-service scenarios in which vendor, customer, and contract relationships interact.

Details for this functional area are available on the Purchasing page.

Master data and technical foundation

The solution includes central setup functions, billing types, quotas, SLAs, and master data for customers, projects, items, resources, and property-related objects. For standard Business Central capabilities, you can additionally refer to the Microsoft documentation.

Documentation scope

The Professional Services documentation covers solution setup, key functional areas, process-oriented descriptions, reference processes, and release notes.