Service Management in Dynamics Business Central

You don't need a six figure budget to connect your entire business. You can get a clear view of how Microsoft Business Central can help you better manage your service and financials.

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Business Central Customer

"Since 2013 I have done two global implementations with NTR. They have the experience for small and global companies."
Joe M | VP Finance @ Doble

See every Service feature Business Central has to offer

Connecting your service business is not possible if you are compromising on features. With Microsoft Business Central your team can incorporate all of your workflows in one place.

"NTRs deep knowledge of operating principles, has been key to our process development to date."

Business Central

JC, General Manager

Service Management in Microsoft Business Central
Microsoft Dynamics Business Central for Manufacturing

Review the advanced service options

Optimize scrap management, better schedule resources, and use accurate forecasting all within Business Central. Our clients are taking advantage of these features, and we can help you do it too.

See Business Central work for operations of any size

Business Central fits any business and budget size. Whether you are a startup or a global enterprise, our team can help you connect your operations.

Knowledge isn’t static — why should your presentations be? We integrate with the tools you rely on every day to keep information and conversations up-to-date, turning presentations into living documents.

Microsoft Business Central for Service Management

Five critical Service Management features in Business Central

In our experience working with Service companies, the five must-have ERP features that are requested include:


Managing your team efficiently is important for improving margins and controlling your costs. Understanding availability, work centers, and other important components are available.

Return Merchandise Authorizations

Receiving and servicing RMAs is important for maintaining healthy relationships with your customers. These requests and the history is all managed and stored in Business Central. You can add a complete RMA process.

Service Repairs

As part of your service, you may need to track repairs, upgrades, or other services you provide. The components and features for managing the work performed is fully connected throughout the solution for a complete picture.

Parts Management

Adding additional parts or using them for repairs will need to be tracked to understand costs and margin impacts. These pieces of inventory and service repairs are tracked as the work is completed.

Integrated Accounting

For each of the service management features there is a direct connection to the financials of the business. With the correct configurations, every transaction that happens will be recorded for its accounting and financial impacts.

Recommended add-ons

Service operations can benefit from several extensions that are available with Business Central. Here are the most common utilized by our clients:

Visual Scheduling

Visual Scheduling for Manufacturing in Business Central

Visual scheduling provides a wide range of features, but namely it allows you to easily plan your service work steps and optimize resource costs by seeing the impacts of different planning steps.

DocuSign eSignatures

Our team has an integration to DocuSign allowing you to embed eSignatures directly into Business Central. This provides a quick way to send quotes, estimates, or any other documents for signatures without juggling multiple applications.

Workstation App

As your team is working at their stations, our application allows them to scan and add notes at each step of the process to speed up data input. This provides a complete record of the work and conditions along with an item.

Quality Assurance

Implement a structured Quality Assurance process for any of your workflows. As you receive goods, verify the quality, take notes, and add detailed reporting to improve operations.

Contract Management

Many of our clients have service businesses or other agreements that they need to track. Our add-on applies all the features needed to track and manage your contracting within Business Central.

Here's a quick introduction to Business Central

Why switch to Business Central?

The teams we meet with are here because they typically have the same types of problems:

Current system is holding them back

As your company grows, the tools you use will need to grow with you. Not all accounting or ERP systems are able to handle this. Whether you are on QuickBooks, an outdated ERP, or a niche ERP solution, there typically comes a point where your team is ready to invest in getting onto a system that is scalable.

Dynamics Business Central is a clear favorite given it's affordable license pricing and that it is built to handle operations of any size. We have implemented Business Central for teams as small as one user and as big as 500+.

Inability to find the right data

As mentioned above, it's common for companies to be run on a patch work of different systems. When this is the case, finding the right information can be a real problem. By connecting your entire business within one solution, you can ensure that your people have access to the information they need.

Unable to optimize operations

Once you are on a single solution, challenges that were previously difficult, if not impossible, become easy to implement. Routing approvals to the right department, keeping everyone coordinated, and being able to automate manual work is a natural step of using Business Central.

By connecting your entire business within one solution there is nothing holding your team back. The flexibility in Business Central has allowed our clients to fully optimize their workflows and processes.

License Guide

There are three available licenses for Business Central. Service companies can use either Essentials or Premium licenses, depending on what features they need. If you company needs service orders and contracting, then Premium licenses are required. Some users will be able to use Team Member licenses due to limited need with interacting in the system.

Team Member

$8 / month

For team members that only need read or update access to Business Central. Great for management or sales staff.

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Update records


Read records


$70 / month

Includes all basic features required for supply chain, project management, and accounting. Some Service companies may use this license.

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All features in Team Member

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Finance & Accounting

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Supply chain

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Project Management


$100 / month

The license that gives you access to Service orders. This extended includes the features needed for contracting and service order management.

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All features in Essentials

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Manufacturing Components

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Service Orders

What our clients are saying

"Since 2013 I have done two global implementations with NTR at different companies. Here is what made them an easy choice: They take the time to understand your business and processes, they move quickly to configure the system and get user feedback incorporated. Finally, there is support to ensure you are functional on the first days and weeks after go-live. You can trust NTR will be with you the entire way."
Business Central Customer

Joe M

VP Finance | Doble
"The NTR team has been extremely responsive and professional in every way. They’ve been very accommodating and understanding of our needs, which combined with their deep knowledge of Business Central and manufacturing operating principles, has been key to our process development to date."
Business Central


General Manager

Frequently Asked Questions

"NTR is very different, for three simple reasons:
1. they take the time to understand your business.
2. they move quickly to configure the system, get user interaction and feedback incorporated
3. there is full support to ensure you are fully functional on the first days and weeks after go-live."

Business Central Customer

Joe M
VP Finance, Doble

Does Business Central have all the features I need?

It has been used by service teams big and small for over 20 years. If you have any doubts, our team can show you.

What about my old data?

Our team can make historical data from your old system available in Business Central as needed.

Cloud or on-premise?

The choice is yours. Our team has handled implementations for either Cloud or On-premise Business Central.

I want to see a demo!

Not a problem! Fill out the form below and we will set up to show you Business Central in detail.

Testimonial Image

Many service teams struggle with connecting their entire business. Usually requiring a patchwork of different systems.

They are haunted by ERPs requiring six-figure budgets to implement and end up settling for a solution that misses the mark.

New Technology Research is able to help service companies of any size, from startups to global enterprises.

In the last 25 years, we've helped teams across the globe achieve their operating and financial goals. We'd love for the chance to work with you.

Kenn Andersen, Managing Director

Contact us today for more details

We've been working with companies like yours for over 20 years. Set up a time to talk to one of our experts.

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