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Dynamics 365 Field Service Integration with Dynamics 365 Business Central

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Posted on by Candy Lee 15

Hi all,

I am exploring the integration of Field Service & Business Central.

For integrating Business Central & Sales, we need major 2 steps, 1 - Create Dataverse Synchronization, 2 - Create Sales Synchronization.

In the whole setup, specific entities will sync and the logic will be we need a virtual Database to handle the synchronization & exceptions.

However, for Field Service, there is no specific setup of linking with Business Central.

May we know if how it can be done? May we know any documentation can be reference?

Thank you.

 

  • Ratnesh Kumar Profile Picture
    Ratnesh Kumar 99 on at
    RE: Dynamics 365 Field Service Integration with Dynamics 365 Business Central

    Supply Chain Management enables synchronization of business processes between Dynamics 365 Supply Chain Management and Dynamics 365 Field Service. The integration scenarios are configured by using extensible Data integrator templates and Microsoft Dataverse to enable the synchronization of business processes. Standard templates can be used to create custom integration projects, where additional standard and custom columns and tables can be mapped to adjust the integration and meet specific business needs. Read details here: learn.microsoft.com/.../field-service

  • Candy Lee Profile Picture
    Candy Lee 15 on at
    RE: Dynamics 365 Field Service Integration with Dynamics 365 Business Central

    Thanks for your reply.

    Understanding that it can be done by C# / JS for synchronization, may we know about more on Power Automate? If we can using Power Automate, how to handle the data sync conflict issue?

  • Candy Lee Profile Picture
    Candy Lee 15 on at
    RE: Dynamics 365 Field Service Integration with Dynamics 365 Business Central

    Thanks for your reply.

    It seems we must create the connections by coding. Will go through the documentation and tutorials. Thank you for the help.

  • Candy Lee Profile Picture
    Candy Lee 15 on at
    RE: Dynamics 365 Field Service Integration with Dynamics 365 Business Central

    Yes, they are different apps but we would like to integrate them since Business Central got a service order but there is more field service features for dispatcher in Field Service. As for Sales, it can help out to sync up entitys by Assisted Setup, hope there will be something similar for Field Service to make it easier :(

  • crham Profile Picture
    crham 342 on at
    RE: Dynamics 365 Field Service Integration with Dynamics 365 Business Central

    I thought the two were just different (but similar) apps on top of Dataverse, with Business Central being more like a entry-level subset of Field Service with lots of stuff done for you to make it easier without the need for as much custom development.

    Similar to Apple's ecosystem which boxes you in "for your own good", vs Android which let's you do whatever you want.

  • Suggested answer
    dgdf Profile Picture
    dgdf 15 on at
    RE: Dynamics 365 Field Service Integration with Dynamics 365 Business Central

    Hi Candy,

    the synchronization between CRM (Field Service module) and Business Central can be done by  C# or JS code calling the exposed BC API's or simply by PowerAutomate flows using the native connector for BC.

    The native BC connector also permits to call custom API's on it.

    Regards

  • Verified answer
    Eiken Profile Picture
    Eiken on at
    RE: Dynamics 365 Field Service Integration with Dynamics 365 Business Central

    Hi Candy,

    For Field Service, there is no specific setup to integrate with Business Central.

    But you can create an integration table mapping.

    The following link is the relevant official document.

    Customizing an Integration with Microsoft Dataverse - Business Central | Microsoft Learn

    In the link to Zhu Yun’s blog below, there is detail of walkthrough.

    Dynamics 365 Business Central: Customizing an Integration with Microsoft Dataverse (Integrate custom tables) | Dynamics 365 Lab (yzhums.com)

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