Solution
Professional Services
Professional Services extends Microsoft Dynamics 365 Business Central with capabilities for monthly SaaS subscriptions, rental, service level agreements, maintenance, and other recurring service models. In addition, the solution also supports purchasing-related scenarios, for example looking up prices in the IT-COP catalog and transferring them into a quote or purchase process.
For the general setup and standard behavior of Business Central, refer to the Microsoft Dynamics 365 Business Central documentation. The pages in this area focus on the Professional Services-specific extensions and their business use.
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Overview
Overview of Professional Services for recurring billing, contract management, and service-oriented processes.
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Business Functions
Overview of the core business functions covered by Professional Services in Business Central.
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Sales Quotes and Orders
Create sales quotes with sales contracts, extend existing contracts, and convert them into orders.
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Sales
Sales and contract-related functions of Professional Services in Business Central.
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Billing Types
Billing types for recurring contract services, calculation, and periodic invoicing in Professional Services.
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Sales Contract
Create, structure, and control sales contracts in Professional Services.
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Service Level Agreements
SLAs for response times, service commitments, and contract-related service parameters in Professional Services.
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Recurring Billing
Create, review, and post due contract invoices in one recurring billing run.
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Contingents
Contingents for capped or uncapped service scope in Professional Services.
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Print Options
Print options for recurring invoices and service invoices in Professional Services.
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Service
Service processes, tickets, and operational billing in Professional Services.
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Work Tasks and Work Packages
Bundle recurring work tasks, schedule them, and turn them into operational transactions automatically.
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Ticketing System
Capture tickets, assign them, and transfer them into billable service output.
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Work Orders
Work orders for dispatch planning, service capture, and billing release in Professional Services.
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Service Billing
Bill multiple tickets and work orders together in one controlled billing run.
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Property-Based Service Operations
Connect objects, installations, and components with tickets, work orders, and contract-related service processes.
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Objects
Objects as the top property-related structure for installations, components, and service linkage in Professional Services.
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Installations
Assign installations to objects, group components, and start service processes directly from the installed base.
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Components
Structure components within objects and installations and connect them to service, contract, and billing contexts.
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Purchasing
Purchasing-related functions of Professional Services with purchase contracts and contract assignments.
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Purchase Contract
Purchase contracts for vendor agreements, contract lines, and purchase-order triggering in Professional Services.
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