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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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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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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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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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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Visualization Simplifies Service Scheduling For Dynamics NAV Users

Posted by Kerstin Sieckmann on Feb 4, 2015 11:30:00 AM

Microsoft Dynamics NAV offers a service dispatch board to help users allocate the appropriate service resources to service orders and service order lines. However, other than the word "board" let's you assume, this dispatch lacks any kind of visualization capability. Learn how you can enhance the standard Dynamics NAV service management functionality by both a visualization of a service plan for all staff members and a view of orders that are not yet allocated. Ideally such a visualization is interactive and allows the dispatcher to build the service plan via drag & drop, thus achieving optimum staff utilization and ensuring the execution of service orders in time.

Such a visualiziation is achieved by the Visual Service Scheduler add-in which comes with two views for allocating service orders. Learn in this blog post how these two views support the dispatcher's scheduling needs ranging from meeting service level agreements (SLAs) and achieving an optimal utilization of service staff.

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How To Visualize A Service Plan With a Gantt Chart

Posted by Martin Karlowitsch on Dec 5, 2013 4:05:00 PM

While Gantt charts are commonly used for production scheduling and project management, they still offer some unleashed potential for field service-savvy organizations. These organizations typically need to manage installs, service or repairs of systems or equipment. Hence, they send their teams of qualified service technicians into the field, i.e. to their customers. This blog post deals with the challenges to appropriately schedule all these valuable service engineers. It provides ideas how interactive Gantt charts can add value to this scheduling challenge.

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NETRONIC Customer Doll + Leiber Announces Product Enhancement

Posted by Martin Karlowitsch on Nov 24, 2011 4:45:00 PM

The German-based Doll + Leiber GmbH is specialized on logistics planning software solutions, and offers forwarders and hauliers a software portfolio for intermodal transport which can be deployed internationally, particularly for overland transport. The core element of their solution is called intertrans, a transport management software package. Around 220 customers use this software, a solution that covers the entire value-creation process of a transport chain. Together with dispoplan, which is a graphic scheduling module and the professional vehicle fleet management module (fleetmanager), the company offers a complete and comprehensive solution for transport.

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