Service to cash business process overview in Dynamics 365 | June 21, 2024

 

 

As part of the existing Implementation Guide, the FastTrack team created a collection of resources to help customers and partners implement Dynamics 365 solutions. In this series we'll explore the available resources for Customer Service implementations.

 

 

•    Dean Hardy, Sr. Fast Track Solution Architect
•    Jason Du Plessis, Prin. Fast Track Solution Architect
•    Nuno Cruz, Sr Fast Track Solution Architect
•    Sabrina Di Bartolomeo, Sr Fast Track Solution Architect

 

Chapters:
00:00 Intro
00:32 Agenda
00:54 Service to Cash Overview
01:10 What is Service to Cash?
03:31 Service Types
06:34 Service to Cash Benefits
09:02 Service to Cash – Stakeholders
10:18 Process Driven Solution Architecture
13:03 Service to Cash Business Process Areas
14:35 Service to Cash process Relationships
15:15 Service to Cash – Manage service assets
16:00 Create customer assets manually
18:19 Create a service resource
20:57 Create and process service work
22:02 Manually convert support case to work order
23:27 Schedule Crews
26:11 Complete service Inspection
27:16 Review Work Order
30:05 Invoice customers
30:31 Create project Invoice
32:48 Record customer payments
35:36 Moniter customer credit and collections
37:53 Resources & Closing comments