--- id: video/7v0jxCl_WR8 type: video title: "What's New: Service Management Demo Data (2023 release wave 2)" summary: "Service management demo data in the Contoso Coffee demo tool (2023 release wave 2): the tool gains a service management model and simpler configuration pages. The video walks through an ad hoc service order scenario and a service contract scenario with maintenance orders." tier: official language: en tags: - demo data - service management - contoso demo tool - service orders - service contracts - resource allocation - service technician workflow - maintenance orders system: service review: state: reviewed by: opus at: "2026-10-07T23:12:52.482Z" flags: [] generated: at: "2026-10-07T23:12:52.519Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 179c58f86bc9ff4e8199260e0200c0dd52287ce35890ae80d75077e420dac43e evidence: - kind: video url: https://www.youtube.com/watch?v=7v0jxCl_WR8&t=37s title: "What's New: Service Management Demo Data (2023 release wave 2)" date: "2023-12-22T14:01:52.000Z" commit: null t: 37 quote: we change how tool looks, and we also added support of missing service management model - kind: video url: https://www.youtube.com/watch?v=7v0jxCl_WR8&t=75s title: "What's New: Service Management Demo Data (2023 release wave 2)" date: "2023-12-22T14:01:52.000Z" commit: null t: 75 quote: configuration pages, which are now dramatically simpler. And because we moved shared details into the common model - kind: video url: https://www.youtube.com/watch?v=7v0jxCl_WR8&t=104s title: "What's New: Service Management Demo Data (2023 release wave 2)" date: "2023-12-22T14:01:52.000Z" commit: null t: 104 quote: You can run it in two different modes. You can run it in the generate means full and setup and demo data, means master - kind: video url: https://www.youtube.com/watch?v=7v0jxCl_WR8&t=331s title: "What's New: Service Management Demo Data (2023 release wave 2)" date: "2023-12-22T14:01:52.000Z" commit: null t: 331 quote: We will create service item automatically when we post sales order. - kind: video url: https://www.youtube.com/watch?v=7v0jxCl_WR8&t=474s title: "What's New: Service Management Demo Data (2023 release wave 2)" date: "2023-12-22T14:01:52.000Z" commit: null t: 474 quote: We will run create service orders from the contract task, which are valid in this month - kind: video url: https://www.youtube.com/watch?v=7v0jxCl_WR8&t=625s title: "What's New: Service Management Demo Data (2023 release wave 2)" date: "2023-12-22T14:01:52.000Z" commit: null t: 625 quote: this model is very extensible. So you can just go and add your vertical functionality if needed and reuse existing ones. - kind: video url: https://www.youtube.com/watch?v=7v0jxCl_WR8&t=625s title: "What's New: Service Management Demo Data (2023 release wave 2)" date: "2023-12-22T14:01:52.000Z" commit: null t: 625 quote: So sooner or later, like everything will be there. Not only for SaaS, but for on-prem as well. links: learn: [] objects: - object/page/6000 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: 7v0jxCl_WR8 channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=7v0jxCl_WR8 published_at: "2023-12-22T14:01:52.000Z" duration_s: 686 captions: full audience: - functional consultant - partner - developer chapters: - t: 0 title: Introduction and Overview of Contoso Demo Tool - t: 52 title: Contoso Demo Tool Interface and Configuration - t: 127 title: Ad Hoc Service Order Scenario - t: 240 title: Service Technician Workflow and Posting - t: 318 title: Service Contract Setup and Configuration - t: 393 title: Service Contract Invoicing and Service Order Creation - t: 509 title: Resource Allocation and Technician Work Execution - t: 619 title: Conclusion and Resources features: - name: Service Management Model in Contoso Demo Tool status: unclear t: 29 verified: false status_source: video - name: Simplified Configuration Pages in Contoso Demo Tool status: unclear t: 63 verified: false status_source: video - name: Demo Data Generation Modes status: unclear t: 104 verified: false status_source: video - name: Ad Hoc Service Order with Item Replacement status: unclear t: 140 verified: false status_source: video - name: Troubleshooting and Fault Resolution Code Search status: unclear t: 176 verified: false status_source: video - name: Service Technician Task List and Item Worksheet status: unclear t: 243 verified: false status_source: video - name: Service Hours Registration status: unclear t: 272 verified: false status_source: video - name: Service Order Posting - Ship and Invoice status: unclear t: 307 verified: false status_source: video - name: Automatic Service Item Creation from Sales Orders status: unclear t: 331 verified: false status_source: video - name: Service Contract Templates status: unclear t: 355 verified: false status_source: video - name: Service Order Types for Contract Classification status: unclear t: 379 verified: false status_source: video - name: Service Contract Signing and Invoicing status: unclear t: 414 verified: false status_source: video - name: Create Service Orders from Service Contracts status: unclear t: 464 verified: false status_source: video - name: Dispatch Board and Resource Allocation status: unclear t: 509 verified: false status_source: video - name: Service Task Execution with Hours Registration status: unclear t: 550 verified: false status_source: video - name: Service Order Line Quantity to Consume status: unclear t: 590 verified: false status_source: video - name: Extensibility of Contoso Demo Tool status: unclear t: 619 verified: false status_source: video objects_mentioned: - page Contoso - page dispatch board - page service task - page item worksheet - page order service lines quotes: - t: 37 text: we change how tool looks, and we also added support of missing service management model check: exact - t: 75 text: configuration pages, which are now dramatically simpler. And because we moved shared details into the common model check: exact - t: 104 text: You can run it in two different modes. You can run it in the generate means full and setup and demo data, means master check: exact - t: 331 text: We will create service item automatically when we post sales order. check: exact - t: 474 text: We will run create service orders from the contract task, which are valid in this month check: exact - t: 625 text: this model is very extensible. So you can just go and add your vertical functionality if needed and reuse existing ones. check: exact - t: 625 text: So sooner or later, like everything will be there. Not only for SaaS, but for on-prem as well. check: exact --- # What's New: Service Management Demo Data (2023 release wave 2) > Service management demo data in the Contoso Coffee demo tool (2023 release wave 2): the tool gains a service management model and simpler configuration pages. The video walks through an ad hoc service order scenario and a service contract scenario with maintenance orders. [Watch on YouTube](https://www.youtube.com/watch?v=7v0jxCl_WR8) · Microsoft Dynamics 365 Business Central (YouTube) · 2023-12-22 · 11:26 · tier official · reviewed (checked by Opus) ## Overview The video shows the Contoso demo data tool with a new look and a service management model. Configuration pages are simpler because shared details such as sales tax, company type and currency now sit in a common model. The tool can generate full setup and demo data, or setup data only. Two scenarios are demonstrated. The first is an ad hoc repair: a service order for an item not originally sold as a service item, with troubleshooting, fault resolution codes, replacement items, the technician task list, hours registration, and posting with ship and invoice. The second is a service contract: service items are created automatically when a sales order is posted, a contract is created from a template, signed and invoiced, service orders are created from the contract, and resources are allocated on the dispatch board. The video also says the tool is extensible for partners. ## Key points - The Contoso demo tool now includes a service management model covering ad hoc repairs and service contracts. - Configuration pages are simpler; shared settings such as sales tax, company type and currency moved into a common model. - Two generation modes: full setup plus demo data (master data and transactions), or setup data only (number series and setups, no master data). - Service items are created automatically when a sales order is posted, which lets you manage service contracts for them. - Service contracts can be created from templates, including a prepayment pattern with monthly repair orders; signing can generate invoices, including the remainder of the month. - Service orders can be created from a contract for the valid period, for example monthly maintenance orders. - The dispatch board allocates service orders to resources, with filtering by zones or skills; technicians register actual hours, which may differ from the plan. ## Chapters - [0:00](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=0s) Introduction and Overview of Contoso Demo Tool - [0:52](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=52s) Contoso Demo Tool Interface and Configuration - [2:07](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=127s) Ad Hoc Service Order Scenario - [4:00](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=240s) Service Technician Workflow and Posting - [5:18](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=318s) Service Contract Setup and Configuration - [6:33](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=393s) Service Contract Invoicing and Service Order Creation - [8:29](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=509s) Resource Allocation and Technician Work Execution - [10:19](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=619s) Conclusion and Resources ## Features | Feature | Status | At | |---|---|---| | Service Management Model in Contoso Demo Tool | status not stated, demoed | [0:29](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=29s) | | Simplified Configuration Pages in Contoso Demo Tool | status not stated, demoed | [1:03](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=63s) | | Demo Data Generation Modes | status not stated | [1:44](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=104s) | | Ad Hoc Service Order with Item Replacement | status not stated, demoed | [2:20](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=140s) | | Troubleshooting and Fault Resolution Code Search | status not stated, demoed | [2:56](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=176s) | | Service Technician Task List and Item Worksheet | status not stated, demoed | [4:03](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=243s) | | Service Hours Registration | status not stated, demoed | [4:32](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=272s) | | Service Order Posting - Ship and Invoice | status not stated, demoed | [5:07](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=307s) | | Automatic Service Item Creation from Sales Orders | status not stated, demoed | [5:31](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=331s) | | Service Contract Templates | status not stated, demoed | [5:55](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=355s) | | Service Order Types for Contract Classification | status not stated, demoed | [6:19](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=379s) | | Service Contract Signing and Invoicing | status not stated, demoed | [6:54](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=414s) | | Create Service Orders from Service Contracts | status not stated, demoed | [7:44](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=464s) | | Dispatch Board and Resource Allocation | status not stated, demoed | [8:29](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=509s) | | Service Task Execution with Hours Registration | status not stated, demoed | [9:10](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=550s) | | Service Order Line Quantity to Consume | status not stated, demoed | [9:50](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=590s) | | Extensibility of Contoso Demo Tool | status not stated | [10:19](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=619s) | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - page "Contoso" at [1:03](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=63s) - [page 6000 "Dispatch Board"](../objects/page/6000.md) at [8:29](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=509s) - page "service task" at [4:03](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=243s) - page "item worksheet" at [4:16](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=256s) - page "order service lines" at [9:50](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=590s) Not found in BC28-30: page "Contoso", page "service task", page "item worksheet", page "order service lines". ## Quotes - [0:37](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=37s) "we change how tool looks, and we also added support of missing service management model" - [1:15](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=75s) "configuration pages, which are now dramatically simpler. And because we moved shared details into the common model" - [1:44](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=104s) "You can run it in two different modes. You can run it in the generate means full and setup and demo data, means master" - [5:31](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=331s) "We will create service item automatically when we post sales order." - [7:54](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=474s) "We will run create service orders from the contract task, which are valid in this month" - [10:25](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=625s) "this model is very extensible. So you can just go and add your vertical functionality if needed and reuse existing ones." - [10:25](https://www.youtube.com/watch?v=7v0jxCl_WR8&t=625s) "So sooner or later, like everything will be there. Not only for SaaS, but for on-prem as well." Presenters (as heard): Andrei Panko.