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Microsoft Dynamics ERP Needs Service Management Add-Ons

Every service business operates and runs differently.  When it comes to managing customer relationships, project based engagements and on-going maintenance, using a traditional ERP solution doesn’t work.  In most cases ERP platforms were not written to support service-based businesses.  They might offer add on modules for projects and add-ons modules for call center (help desk).  But rarely is there a true full service solution to manage both project and field functions.  Service companies turn to best-of-breed solutions to manage their project and service contracts to maximize utilization rates and minimize revenue leakages.

Microsoft Dynamics ERP is a perfect example.  They have their core Financial Management products with different flavors depending suited for particular vertical market and/or size of the company.  They leverage their “Independent Software Vendor” (ISV) partner ecosystem to provide a complete solution.  Microsoft provides the platforms to support niche solutions to the marketplace.


Functional Gaps that Niche Service Management ISVs Provide:

  • Project Resource Planning – Manage Workforce Capacity for Future Projects and Service Contracts
  • Project Assignment and Scheduling – Easy “Calendering” to Assign Available Resources with the Right Skillsets to the Right Projects
  • Project Job Costing – Real Time Data Points on the Financial Health at Every Phase of the Project Lifecycle
  • Flexibility to Capture Information – Time, Expenses and Materials Needed for the Project
  • Flexible Project Billing Triggers
  • Field Service Management – Asset Maintenance, Dispatch, Contract Management and Work Orders


To find out more about Microsoft Service Management partners, refer to their Pinpoint Map.  It provides background on their partners by industry and location.

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