GP-9-10 - Best practice for handling product support contracts

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Posted on by jakorsme

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Could someone please help with some best-practice guidelines on the Dynamics modules/applications and best-practice for implementing those applications to support a combination of product sales (and more specifically), annual renewing product support contracts.

I had been using Dynamics CRM 4 for the support contracts, but its lack of any integration with GP leaves me in a position of wanting to dump it. GP Project module, is more suited for consulting engagements it seems. Service Call management seems to be aimed at something completely different. I want contract management, but I'm not sure the GP sales module really gives me that.

I'm really at a loss on how to best set up this functionality and have it all be integrated nicely.

Thanks,

John

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Community Member Microsoft Employee on at

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Re: GP-9-10 - Best practice for handling product support contracts

One of our customers uses the Service module to create scheduled events, which are the renewals of their service suport contracts.
jakorsme 345 on at

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Re: Re: GP-9-10 - Best practice for handling product support contracts

Thank you for the quick response.

Contract Administration looks exactly applicable.

Thanks,

John
mpolino on at

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Re: GP-9-10 - Best practice for handling product support contracts

Take a look at the Contracts module. It's part of the Field Service series (like Service Call) and should be exactly what you are looking for.

Mark