Field Service for Internal Repair

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Posted on by Community Member Microsoft Employee

Might be a silly question.

I have a business that repairs and refurbishes computer parts. We are looking to move from a bespoke system to MS CRM and BC but need something to handle our repair and refurbishment operation. BC can do some elements using service orders but it isn't great for what we need and would need a lot of extra dev.

Field service has a lot of the functionality we need but the majority of repairs are carried out at our facility not onsite. Could it be adapted to handle repairs at one facility? And could it be used for refurbishing items to put back into sales stock.

If not is there a better ms solution.

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Community Member Microsoft Employee on at

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RE: Field Service for Internal Repair

Thanks, Gabriel.
Gabriel Dias Junckes 2,435 on at

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RE: Field Service for Internal Repair

I like to keep the Sale Price in Field Service and the Tax in Business Central.

I usually don't configure the Customer Tax in Field Service, but I turn on the Invoice creation on the Work Order 'Closed - Posted' system status. Then, integrate the invoice with the Business Central Sales Order to complete the process.

Other integrations that we usually do:

Customer/Accounts

Product Catalog

Inventory

Currencies

Territories

Warehouses

Invoices

Purchase Orders
Community Member Microsoft Employee on at

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RE: Field Service for Internal Repair

Thanks, Gabriel. In relation to your Tip - the invoice would come from BC?

Customer Order from CRM > Sales Order created in BC > Work Order in Field > Shipped & Invoice in BC
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Gabriel Dias Junckes 2,435 on at

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RE: Field Service for Internal Repair

Hi.

I have been doing a lot of implementations with Field Service and Business Central.

Yes, you can achieve it.

See the Return to Vendor process. for your refurbishing items.

https://docs.microsoft.com/en-us/dynamics365/field-service/process-return

Tip: Using Field Service for internal process, you might not need to use the price list as it will create invoices for your customers. So you can integrate the Actual table to Business Central to have control of material cost and labour for each job/work order.