Overview

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.

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.

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.

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 business functions, process-oriented descriptions, reference processes, and release notes.