web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics NAV (Archived)

Call Center/Help Desk module for NAV

(0) ShareShare
ReportReport
Posted on by

We are currently on NAV 2013. We have a customer service/help desk department that takes calls from customers. Sometimes they can help the customer over the phone and at other times we need to send someone out to repair the issue. When we send someone out, then we create service orders. However if it's a quick fix over the phone, the only way that we document the problem is putting comments in the customer record. We cannot track specific issue types or resolutions using this method.

Is there a module/add on to NAV that acts as a helpdesk module like Auto Task or BMC or other true "help desk" ticketing systems?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    keoma Profile Picture
    32,729 on at

    for searching nav modules and providers start with pinpoint,

    e.g. navonline helpdesk solution: pinpoint.microsoft.com/.../12884949014

    or

    www.singhammer.com/.../helpdesk-software.html

    also have a look at "Microsoft Dynamics NAV 2013 Management Pack for System Center"

  • Suggested answer
    Roberto Stefanetti Profile Picture
    12,998 on at

    hi,

    only some suggestions about Help Desk with NAV.

    Actually we are using service module and contracts to manage helpk\desk-hotline requests; the standard workflow is basic but good per helpk\desk (similar to SharePoint workflow)

    You can simply customize service module (that are you using...) adding\managing comments on service orders, dispatch board; you can use Waldo Notepad (very good Addin) to manage comments.

    Mailing

    You can add mailing functions to send mail to customer after ticket resolution or send mail after ticket assignement.

    Help Desk Menu

    You can build a custom help desk menù based on separate cues to show Open\Wip\Closed Tickets..

  • Suggested answer
    Tharanga Chandrasekara Profile Picture
    23,118 on at

    Check the Job module and Service module available in the Dynamics NAV default version. It will not be the perfect solution but will be a workaround and you will be able to build your process on top of that.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics NAV (Archived)

#1
HoangNam Profile Picture

HoangNam 7

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans