Gantt Software Blog

The Best Way to Allocate Service Orders to Resources in Dynamics NAV

Posted by Kerstin Sieckmann on Sep 7, 2016 8:57:50 AM

The customer is king - this slogan is of upmost priority to all service-oriented companies.

Knowing the customer’s needs in advance, executing orders in a competent way and in time – these are the challenges a good customer service is confronted with. The service module in Microsoft Dynamics NAV offers every function to optimize the service management. Really every function? What is missing is the good old planning board for staff scheduling, helping to keep track of the complete team’s work and to allocate service orders manually.

This is why this blogpost is about a simple way of closing the gap: by using a Gantt add-in.

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Topics: Service Scheduling, NAV Gantt add-ins


Improve Service Quality in Dynamics NAV - Allocate Preferred Resource

Posted by Kerstin Sieckmann on Jul 20, 2016 2:00:00 PM

The Service Module of Microsoft Dynamics NAV supports equipment manufacturing and other service-savvy companies in planning their service orders. Usually, long-term recurring maintenance contracts are also part of service orders. Due to their precise knowledge of the customers’ specific requirements, many service technicians mostly serve the same customers. This is why NAV allows to allocate apreferred resource“ to a Service Item.

Read in this blog post how visualizing the service data in NAV simplifies allocating the preferred technician to the Service Item Line and helps the dispatcher to gain more agility.

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Topics: Service Scheduling, NAV Gantt add-ins


View skills to optimize resource allocation in NAV service module

Posted by Kerstin Sieckmann on Jul 14, 2016 3:52:25 PM

Service orders often require specific product know-how not every staff member has at their disposal. So, dispatchers who are in charge of organizing their service team’s deployment have to know which specific skills are needed for the service orders and which staff members have these specific skills. This is the reason why Microsoft Dynamics NAV uses information about skills for resource allocation.

The Visual Service Scheduler is a Gantt chart add-in being used as interactive, visual dispatch board in NAV and accessing the standard NAV data. Symbols let the dispatcher see which service employee has the required skills for a service item line. This way of visualizing helps to find the appropriate employee for specific customer orders faster and safer. Read more in this blog.

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Topics: Service Scheduling, NAV Gantt add-ins


Avoid Double Resource Allocation in NAV Service Module

Posted by Kerstin Sieckmann on Jul 12, 2016 1:30:00 PM

The Visual Service Scheduler (VSS) is a dispatch board for Microsoft Dynamics NAV Service Module allowing to easily plan and control service orders. It is designed as add-in and as such directly accesses the standard NAV data. Since the resources table is also used by Jobs and Assembly orders, it would certainly be useful to display resource allocations coming from these areas also in the VSS. This is why the VSS offers an option to show double allocations.

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Topics: Service Scheduling, NAV Gantt add-ins


End-to-End Service Scheduling With Microsoft Dynamics NAV

Posted by Ute Gillet on Jun 20, 2016 6:36:10 PM

The standard Microsoft Dynamics NAV service module (alongside with the general resource planning capabilities) provides an initial level of ERP functionality to support service-savvy processes and businesses. These functions enable the users to manage service quotes, orders, contracts and the related admin processes such as invoicing etc. However, the standard Dynamics NAV service capabilities fall short when it comes to supporting a service business end-to-end; means: from the customer over the call center, over the service dispatcher, over the service technician back to the cutomer again. This blog post sheds a light on how to achieve exactly this end-to-end service management, scheduling and execution process when working with Dynamics NAV.

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Topics: Service Scheduling, NAV Gantt add-ins


Enhance NAV project planning with the VJS by adding time fields

Posted by Frank Köhnen on May 12, 2016 10:30:00 AM

Knowing the Microsoft Dynamics NAV jobs module, and knowing our Visual Jobs Scheduler (VJS) add-in, you might be familiar with a kind of lack in the standard Dynamics NAV data model: you can only plan the hours needed per day, but you cannot define the exact time (e.g. 08:00 to 11:00) in which the task should be carried out.

Hence, many partners enhanced their Dynamics NAV project planning vertical soution by job planning line fields for the start and end times of the respective tasks.  So, all is good and well in NAV but what about the VJS? Wouldn’t your customers want to have the enhancements made in NAV also take effect in the VJS? Only few additional measures are needed to make the VJS even more vivid and user-friendly.

Read this blog post to know which settings make the customizations of the NAV data table also work in the VJS.

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Topics: Project Planning, NAV Gantt add-ins


7 Visual Scheduling Best Practices

Posted by Kerstin Sieckmann on May 10, 2016 2:48:00 PM

The basic idea of visually-led scheduling approach is to enable the user to plan and schedule in a very agile manner. When developing our Visual Scheduling Suite for Microsoft Dynamics NAV we defined some kind of cornerstones or basic principles of any visual scheduling approach. In total, they can get summarized as the 7 visual scheduling best practices. They are described in this blog post.

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Topics: Planning & Scheduling Insight, NAV Gantt add-ins, Gantt Best Practice


New Features in VJS Project Planning Add-in for Microsoft Dynamics NAV

Posted by Ute Gillet on May 4, 2016 3:00:00 PM

A new version of the Visual Jobs Scheduler, our Microsoft Dynamics NAV project planning add-in, has been released. The interactive planning board for visualizing jobs, job planning lines, job tasks, resources and resource allocations offers two major new features that are introduced in this blog post.  Read below what we've come up with.

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Topics: Project Planning, NAV Gantt add-ins


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