Integrate and use Field Service with Dynamics 365 Business Central
Intermediate
Functional Consultant
Business User
Dynamics 365
Field Service
Business Central
Do you want to learn how to synchronize data between Field Service and Business Central using standard and custom integration table mappings? This module explains what integration tables are, how they work, and how they can be used to connect work orders, project tasks, resources, and customer assets, and how you can modify them to suit your needs.
Learning objectives
This module explains the following concepts:
- Understand what integration tables are and how they synchronize and like data between Field Service and Business Central
- Understand basic information about Dataverse and how it works with Field Service and Business Central
- Learn how to use the Integration Table Mappings page to modify the default table mappings
- Learn how to use the Standard Table Mapping for Synchronization page to view the default table mappings
- Learn how to use the Use Default Synchronization Setup action to revert to the default table mappings
- Learn how to create an environment, a publisher, and custom tables and fields in Dataverse
- Learn how to couple records between Field Service and Business Central
- Learn how to use the base integration solution and the assisted set-up to synchronize data
Prerequisites
Basic understanding of Dynamics 365 Business Central, Dataverse, and the Dynamics 365 Sales and Field Service applications.