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View item availability in Field Service work orders

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts - Dec 2024

Business value

When you integrate Field Service with Business Central, technicians and dispatchers can check item availability at a specific warehouse or technician's truck on a work order in Field Service. Having this information readily available helps businesses optimize work order scheduling, avoid unnecessary (travel) costs, and optimize their service and purchasing operations.

Feature details

You can now integrate, configure, and customize Field Service warehouses with Business Central's locations. To manage the synchronization of data, we've added a unidirectional (from Business Central) integration table mapping between Business Central locations and warehouses in Field Service. To use the new integration table mapping, in Business Central you must turn on the Location Mandatory toggle on the Inventory Setup page.

Business Central synchronizes locations with the following settings on the Location Card page:

  • The Use as In-Transit toggle is turned off.
  • Project Consump. Whse. Handling is different from Warehouse Pick (mandatory).
  • Assm. Consump. Whse. Handling is different from Warehouse Pick (mandatory).

On the Locations and Location Card pages, you can use the Warehouse action to open a coupled location in Field Service, synchronize it, set up and delete couplings, and view synchronization logs.

Shows locations list with Synchronize action group and Coupled to Field Service column

You can use Open in Business Central in Field Service to open a location in Business Central that's coupled to a warehouse in Field Service.

Choose Enable Inventory Availability by Location in the Dynamics 365 Field Service Integration Setup page or in the Set up integration to Dynamics 365 Field Service page.

Shows Enable Inventory Availability by Location in Field Service assisted setup guide.

When you enable inventory availability by location, a new Inventory Availablity by Location API becomes available as a Dataverse virtual table and a synthetic relationship is created between this virtual table and the native Products table in Field Service.

On the Field Service side, on a Products page, technicians can check how much of particular product is available at a warehouse they specify.

Shows Products page with Items Availability by Location information in Field Service

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