dynamics maintenance management · fleet maintenance in the same way that equipment can be managed,...

for Microsoft Dynamics 365 for Finance and Operations

Dynamics Maintenance Management

1 / 12Dynamics Maintenance Management

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Content

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Introduction 4

Short Term and Long Term Empowerment 5

Equipment Management 6

Work Order Management 7

Preventative Maintenance 8

Predictitive Maintenance with IoT 9

Quick overview 11

Superior Management of Equipment and Fleet Maintenance

3 / 12Dynamics Maintenance Management 3 / 12Dynamics Maintenance Management

Managing and tracking

maintenance of equipment in the

organization

Increased up-time of equipment by

timely maintenance

Ability to generate preventive and

ad hoc Work Orders to service

equipment

Better maintenance and repair cost

containment

Improved operational performance

and efficiency

Obtaining control of installed

equipment from an operational and

financial perspective

Increase in workforce productivity

and first-time fix percentage

Detecting Work Order priorities via

Severity Matrix Questionnaire

Benefits

The ever-changing scenario of global competition and technological advancement poses signifi-

cant challenges and pressure on the maintenance department, whose primary objective is to

provide safe and secure continuous operation at highly demanding levels.

Challenges faced by the industry today

include optimal productive condition;

meeting legal and vendor warranty require-

ments for operation; limiting downtime and

accessing equipment information in places

where no PC access is available.


supports your organization by optimizing

your plant’s preventative periodic mainte

nance and internal maintenance requests as

well as repairs. At the same time, you have

direct access to all the data you need regar-

ding equipment, resources, and logistics.

• Supports a multi-level equipment structure

• Generates preventative and ad-hoc Work

Orders for plants and equipment

• Supports tracking and tracing of mainte-

nance and repair Work Orders

• Provides full financial forecasting and cost

evaluation

• Real-time statistics on costs and revenues

of plant equipment

Introducing Dynamics Maintenance Management

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Dynamics Maintenance Management offers

your organization an all-in-one solution that

gives you real-time information across your

business.

With Dynamics Maintenance Management

you will enjoy seamless platform-independent

integration to any modern-type mobile

device. The solution offers optimized main-

tenance planning and scheduling using a

Graphical Planning Board.

Short Term and Long Term Empowerment

Long term

• Support for preventive maintenance

based on flexible maintenance

schedules

• Required resource availability versus

available resource capacity

• Financial planning based on estimated

maintenance

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Dynamics Maintenance Management is fully integrated with Microsoft Dynamics 365 for Finance

and Operations, offering your organization the tools to be in control of:

Short term

• Full visibility on open ad hoc and preven-

tive Work Orders

• Status of maintenance Work Orders with

respect to applicable deadlines

• Early notification of spare parts

availability



provides a strong platform to help you control

and manage the preventive and ad hoc

services required for plants and equipment.

It supports a wide range of functions and

empowers your company to meet the chal-

lenges of growth, while giving you insight into

your business that you need to succeed in an

increasingly competitive global environment.

The equipment management master file can

be used for:

• Storing information such as equipment

type, serial number, warranty etc.

• Storing information such as cost center,

department or other financial dimensions

to which maintenance expenses are to be

posted

• Defining equipment property sheets to

maintain relevant technical information

about the equipment

• Attaching notes, drawings and other rele-

vant documents using Microsoft Dynamics

365 Document Management

The equipment management master file is

also the single source of information regar-

ding historical operational and financial

information.

Equipment Management

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Work Order Management

With Work Order management, Dynamics

Maintenance Management provides accu-

rate information about upcoming preventive

maintenance as well as ad hoc maintenance.

Dynamics Maintenance Management serves

as a central point of information where your

employees can keep relevant Work Order

status updated. Having accurate information

available lets you monitor and track the open

Work Order in an effective and efficient way.

All Work Order information is stored and

linked to equipment providing a knowledge

base for future repairs. Important benefits of

storing such information are:

• Generating Work Orders for ad hoc repairs

and preventive maintenance

• Facilitate monitoring of progress of open

Work Orders

• Provide options to add multiple tasks to a

single Work Order

• Defininging templates for standard hours

and standard spare parts

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Preventative Maintenance

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Planned and preventive maintenance Work

Orders offer great flexibility in managing

different types of maintenance activities.

Dynamics Maintenance Management offers

full flexibility in defining maintenance sche-

dules for preventive maintenance. The actual

generation of the preventive Work Orders can

be automated.

Just like ad hoc Work Orders, preventive Work

Orders will appear in the to-do list of the

maintenance planner to be assigned to the

technicians or engineers.

Purchase contracts

Support for purchase contracts with third-

party vendors is also possible. These purchase

contracts can be defined for hours and items.

When entering hours or items on a task,

Dynamics Maintenance Management will

detect whether hours or items are linked to

a purchase contract. Dynamics Maintenance

Management will automatically alert the user

that specific purchase contracts exist for the

data entered.

Fleet Maintenance

In the same way that equipment can

be managed, it is similarly possible to

manage fleet management using Dynamics

Maintenance Management. Specific fleet

registration can be extended with information

on the fleet. The Property Sheets can be used

to extend the information source for more

specific fleet, vehicle or driver information.

Mileage, fuel and expense registration via a

mobile device is one of the very useful features

that have been seamlessly integrated. Based

on either mileage or time, preventive mainte-

nance scheduling can be performed.


Dynamics Maintenance Management has

proven to be valuable in helping companies

to get better control on preventive mainte-

nance whilst being able to register corrective

maintenance. At the same time, introduction

of Internet of Things (IoT) devices unlocks the

potential of connecting virtually every main-

tenance equipment and start capturing data,

without having to have an engineer inspec-

ting the equipment.

So rather than having to send out engineers

tocapture data, validate it and then decide on

required maintenance activities, now you can

let the equipment predict its own needs for

maintenance and repairs. This truly unlocks

the possibility of moving from preventative

maintenance to Predictive Maintenance.

By leveraging Microsoft’s Azure IoT Suite

technology, you will be able to extract the

key data from equipment and in combination

with our long-time experience in maintenance

management, to convert this data into

valuable management information.

Flexible use of locations is fully integrated

into Accounts, Cases, Work Orders and Assets

and allows you to create multiple physical

locations.

Predictitive Maintenance with IoT

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Equipment

• Graphical equipment builder

• Equipment can be associated with Inventory

• Full financial maintenance history

• Full logistic maintenance history

• Maintenance of hierarchical equipment

structures

• User definable equipment property sheet

• Monitor cost spent on equipment

Equipment Types

• Equipment class and manufacturer maintenance

• Recurring tasks with BOM as item context

• Flexible maintenance schedule per equipment

type

• Forecast of time and materials for each mainte-

nance schedule line

Event Codes

• Pre-defined material and hour usage per equip-

ment type on Work Orders

• Forecasting on preventive maintenance

• Statistics on budgets and realizations

Work Orders

• Standard and simplified screen for registering

• Standard extended entry form for fast Work

Order and task creation

• Severity matrix

• Logging of changes

• Monitoring progress and status

Planning & Scheduling

• Graphical planning

• Drag and drop functionality

• Partial rescheduling

• Integrated production scheduling overview to

align Maintenance and Production schedules

• Forecast of hours and items

• Graphical view of resources assigned to mainte-

nance request

• Detailed information by directly zooming in

Prerequisite

• Microsoft Dynamics 365 for Finance and

Operations

Dynamics Maintenance Management: a quick overview

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We are happy to advise you which solution or

technology is the best fit for your specific needs. Our

standard Dynamics Apps are available on Microsoft

AppSource and are sold, implemented and supported

worldwide by our industry experts and strategic

partners. Please feel free to contact us.

We appreciate your interest!

Want to know more? Contact HSO Innovation

Contact information

[email protected]

T +31 (0)318 507 800


1500Projects

13Offices

650Employees

Newtonstraat 27 | 3902 HP Veenendaal | T +31 (0)318 507 800 | [email protected]

HSO is a successful technology integrator with more than 650 employees and offices in North America, Europe, and Asia. HSO Innovation, as part of the HSO Group, offers new ways using new technology, new applications, new processes, and new approaches to assist our clients in becoming digital leaders in their industry. We deliver industry innovation by offering standard Dynamics Apps integrated with Microsoft Dynamics 365 and solutions and services using Microsoft Azure, Microsoft 365 and SharePoint. HSO Innovation combines this with the delivery of technology innovation services and services innovation. Our standard Dynamics Apps are available on Microsoft AppSource and are sold, implemented and supported worldwide by our industry experts and strategic partners. Our innovative solutions and premier services are based on best practices developed over the years working directly with our customers across diverse industries and verticals. For more information visit: www.hso.com/innovation

1500Projects

13Offices

650Employees


dynamics maintenance management · fleet maintenance in the same way that equipment can be managed,...

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