Integrate Field Service with Business Central

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	-	-	Apr 1, 2024

Business value

Service organizations require a front-to-back application in which financials, inventory, and procurement are tightly coupled with service delivery. Field Service organizations generate financial data with every transaction of their system. Every work order represents cost and revenue. Every resource generates profit and loss. Every customer interaction adds entries on the general ledger. The integration between Dynamics 365 Business Central and Field Service greatly reduces the effort required to connect the two apps.

Service organizations can now seamlessly integrate work order-related financial and inventory data without additional effort, cost, or complexity.

Feature details

In this release wave, Field Service releases an integration with Dynamics 365 Business Central. This integration streamlines the end-to-end process of managing service operations and ensures a smooth flow of information between the two systems.

Users can easily create and manage work orders in Field Service, tracking the progress of service tasks, assigning resources, and capturing consumption details. Once the work order is completed, the integration enables the smooth transfer of data to Business Central for further processing.

The integration also facilitates the invoicing and fulfillment of work orders in Business Central. Users can generate accurate invoices based on the service activities performed and the consumption recorded in Field Service. This ensures timely and accurate billing, improving financial management and customer satisfaction.

By integrating Business Central with Field Service, users can benefit from a unified and efficient workflow. The integration eliminates the need for manual data entry or duplication, reducing errors and saving valuable time. It also provides users with a comprehensive view of service operations and financials, enabling better decision-making and improved operational efficiency.