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    Home Microsoft Service Management in Microsoft Dynamics AX 2012

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    INFORMATION

    course-duration

    2 Day(s) Course

    courseware

    Official Courseware

    exam-voucher

    Exam Voucher

    certified-trainer

    Certified Trainer

    one-o-one

    1:1 Training Available on Demand

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    Customize Your Batch

    ABOUT

    THE COURSE

    Microsoft Dynamics® AX 2012 Service Management 80414 in is an instructor-led course that caters students with an overview of Service management features and functionality in Microsoft Dynamics® AX 2012. It covers important functions and elaborates how service management is unified with the Project management and accounting module.

    The applicants for this course should at least have basic knowledge of the earlier versions of Microsoft Dynamics AX.

    Objectives:

    • You should be able to meet the following objectives after the completion of the course:
    • Provide an overview about the Service management course.
    • Accrue revenue from a subscription fee transaction.
    • Provide the Explanation of the Dispatch board functionality that helps to optimize service order management.

    Module 1: Introduction

    Lessons

    • Introduction
    • Overview of the Course Chapters

    Module 2: Service Agreements

    Lessons

    • Introduction
    • Building Up of the Service Agreements Form
    • The Service Agreement Header
    • Creating the Service Agreement Header
    • Creating Service Objects and Service Task Relations
    • Service Agreement Lines
    • Copying Lines into Service Agreement
    • Creating a Service Agreement from a Sales Order

    Module 3: Service Orders

    Lessons

    • Introduction
    • Building a Service Orders Form
    • Defining the Settings for Service Order Creation
    • Service Management Parameters
    • Service Stages
    • Creating Service Orders Manually
    • Creating Service Orders Automatically

    Module 4: Service Level Agreements

    Lessons

    • Introduction
    • Service Level Agreement Overview
    • Setting Up Service Level Agreement
    • Time Recording
    • Service Level Agreement and Service Order
    • Module 5: Service Dispatcher
    • Lessons
    • Introduction
    • Service Dispatcher Overview
    • Generating Activity
    • Setting Up Service Dispatcher
    • Dispatch Board

    Module 6: Repair in Microsoft Dynamics AX 2012

    Lessons

    • Introduction
    • Setting Up Symptom Areas, Symptom Codes and Conditions
    • Setting Up Diagnosis Areas, Diagnosis Codes, and Resolutions.

    Module 7: Service Management Bill of Materials

    Lessons

    • Introduction
    • Creating a Template BOM
    • Creating a Service BOM

    Module 8: Service Subscription

    Lessons

    • Introduction
    • The Elements of the Service Subscription System
    • Creating a Subscription
    • Creating a Subscription Fee Transactions
    • Creating Subscription Type Transactions

    Module 9: Use of the Enterprise Portal for Service Management

    Lessons

    • Introduction
    • Service Management Area for Technician in the Enterprise Portal
    • Customer Self-Service Portal
    • Web Service Orders

    This course is for the following, with moderate to extensive knowledge of Project management and accounting functionality in Service management.

    • Partners
    • Customers
    • Microsoft team members

    The students should have knowledge and work experience of the following, before attending this course:

    • Project Essentials in Microsoft Dynamics® AX 2012
    • Project Advanced in Microsoft Dynamics® AX 2012 courses

    Name Code Fee
    Microsoft Certified Professional (MCP) - [] USD 108

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