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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mpolino on at

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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

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jakorsme 345 on at

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Thank you for the quick response.

Contract Administration looks exactly applicable.

Thanks,

John

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

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