• Overview
• Outline
• Schedule

About This Course

The two day Microsoft DynamicsT GP Service Call Management course explores the windows and functions used to track service calls. This course also teaches about the cards used throughout the Field Service Series (FSS) modules as well as additional functions for Service Call including Dispatch and Billing. Additional features such as Inventory Transfers, ECOs, and indirect labor posting are covered as well.

A thorough understanding of these topics allows you to handle all necessary procedures regarding service calls. You learn how to set up service types and escalations; and how to enter, dispatch, and add detailed information to service calls. This course also shows you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and reporting options.

Audience Profile

Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Service Call Management.

The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft Dynamics GP Service Call Management and gain foundational knowledge of the application functionality.

Prerequites

Before attending this course, students must have:

• General knowledge of Microsoft Windows
• Basic knowledge of Inventory and Sales Order Processing

At Course Completion

After completing this course, students should be able to:

• Enter and maintain different service types
• Create and track service calls
• Handle all aspects of Service Dispatch
• Update the service call with parts and labor
• Handle returned items on service calls
• Update additional charges and expenses on calls
• Complete a service call
• Bill completed service calls