Set up Field Service integration with Dynamics 365 Business Central

  • Module
  • 12 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Business Central
Field Service

This module discusses the integration of Field Service with Business Central. It steps you through what tables were integrated, how it was done, and how the integration works together.

Learning objectives

This module explains the following concepts:

  • Understanding of the strengths and weaknesses of Business Central and Field Service
  • Strengths of an integrated solution, and how they complement each other
  • Prerequisites for the integrated solution
  • Understanding the mapping and synchronization of key tables between Business Central and Field Service
  • The reasons behind remapping the Resource table from the Product table to the Bookable Resource table
  • The capabilities and benefits of the integration
  • How to set up Dataverse integration
  • How to connect Dynamics 365 Sales
  • How to connect Dynamics 365 Field Service to Business Central
  • How to best set up the Business Central and Field Service integration

Prerequisites

Basic understanding of Dynamics 365 Business Central, Dataverse, and the Dynamics 365 Sales and Field Service applications.

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