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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 need a front-to-back application that tightly couples financials, inventory, and procurement with service delivery. Field Service organizations generate financial data with every transaction in their system. Every work order represents cost and revenue. Every resource generates profit and loss. Every customer interaction adds entries to the general ledger. Integration between Dynamics 365 Business Central and Field Service greatly reduces the effort needed to connect the two apps.

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

Feature details

In this release wave, Field Service integrates 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, track the progress of service tasks, assign resources, and capture consumption details. When users complete the work order, the integration enables smooth transfer of data to Business Central for further processing.

The integration also facilitates 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 process ensures timely and accurate billing, improving financial management and customer satisfaction.

By integrating Business Central with Field Service, you get a unified and efficient workflow. This integration removes the need for manual data entry or duplication, so it reduces errors and saves valuable time. It also gives you a comprehensive view of service operations and financials, so you can make better decisions and improve operational efficiency.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Introducing native integration between Dynamics 365 Field Service and Business Central (blog)

Integrate with Dynamics 365 Field Service (docs)