How to Enhance Service Management and Project Insights in Microsoft Dynamics 365 Business Central
Inkey Solutions, May 13, 2025105 Views
Microsoft Dynamics 365 Business Central is a powerful ERP solution designed to improve efficiency across various business functions. Recent updates focus on enhancing usability within project and service management, making it easier to access and manage critical data. Key improvements include automatic release of source documents and easier data visibility through new fields and fact boxes. These updates are aimed at boosting productivity by streamlining processes and providing better insights into service operations.
Business Value
These enhancements to project and service management bring several benefits:
- Improved Usability: By integrating PowerBI and Project Details FactBoxes directly on the Project List page, users can quickly access essential project data without navigating away from the list.
- Enhanced Data Accessibility: New fields like Item Reference No., External Document No., and additional columns in service documents provide a more comprehensive view of service details and transactions.
- Increased Efficiency: Automatically releasing source documents and adding relevant fields to various pages reduces manual data entry and improves accuracy.
These improvements lead to more efficient processes, better resource management, and enhanced visibility into service operations, ultimately supporting better decision-making and operational efficiency.
Requirement
How to leverage the new features for service management and project insights in Business Central?
Prerequisites
- Ensure that your organization has valid licenses for Microsoft Dynamics 365 Business Central.
- Confirm that users have the necessary permissions to access and manage project and service data.
Solution (Implementation Steps)
To use these new features in Business Central, follow these steps:
- Access Project and Service Details:
- Users need to Search for Project by clicking on Picture icon and Navigate to the Project List page.
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- On Project List Page User need to click on Picture icon to Utilize the PowerBI and Project Details FactBoxes for quick access to project details directly from the list view.
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- To add PowerBI users need to Click on this icon Picture on the top right corner and click on “Personalization” option. PowerBI Detail page will show in factbox but user have to click on Picture and click on Show to display it in factbox and then Click Done to save changes. After this step user can see PowerBI Details of project in factBox.
- Add and Utilize New Fields:
- Users need to Search for Service Invoices by clicking on Picture icon and Navigate to the Service Invoice List page.
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- In Service Invoice List Page User need to create or open the invoice and user can see Item Reference No. Field in Line Fasttab. It is now available on several tables and pages, including:
- Table 5902: Service Line
- Page 5934: Service Invoice Subform
- Page 5936: Service Credit Memo Subform
- Page 5907: Service Item Worksheet Subform
- Page 5905: Service Lines
- In Service Invoice List Page User need to create or open the invoice and user can see Item Reference No. Field in Line Fasttab. It is now available on several tables and pages, including:
–> The lookup feature shows item references with a blank reference type, but also recognizes Barcode reference types.
- Enhance Service Documents:
User can add more related fields on document by following steps:
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- Users need to click on Picture Search Icon and Search for Posted Service Invoice and open one invoice where user add the following columns in service documents for better insight:
- Quote No.: Available on posted service documents like credit memos and invoices.
- Bill-to Name and Sell-to Name: Found in the service contract list.
- External Document No.: Added to various service documents including orders, credit memos, invoices, and ledger entries. If not specified, Business Central will use the original document number when posting to the general ledger.
- Users need to click on Picture Search Icon and Search for Posted Service Invoice and open one invoice where user add the following columns in service documents for better insight:
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- To add External Document No. In service document Click on the Personalize icon at the top right corner. Select +Fields to open the Add Field to Page fact box. Choose the desired fields and click Show to add them to the page. Click Done to save changes.
Conclusion
The recent updates to Microsoft Dynamics 365 Business Central significantly enhance service management and project insights. By improving data accessibility and streamlining processes, these features help reduce manual tasks, minimize errors, and provide better visibility into service operations. Implementing these changes will lead to increased efficiency, better resource management, and more informed decision-making, supporting the overall productivity and growth of your business.
