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Service | Customer Service, Contact Center, Fie...
Answered

Field Service, integration to ???

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Posted on by 15

My client may be a fit for Field Service, but I am wondering about the integration side / for a full ERP solution.

I assume that there needs to be an ERP/financial software partnered up with Field service.  Is that true?

I am a partner for business central (BC), could it integrate to BC?

Or would it be better to integrate to F&O?

Thanks!

Eric

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  • Verified answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at

    Hi Eric.

    Field Service is very light on invoices and tax as well as on the financial reports e.g. WIP. So you may need an ERP behind it.

    We are also a partner for BC and CE and I have used Field Service with Business Central a few times already and we have developed a BC extension to integrate those two systems.

    Consider the integration of:

    - Customers from BC and CE

    - Products from BC

    - Warehouse/Location from BC and CE

    - PO from BC and CE

    - Invoice from BC and CE

    - Resource from CE

    - Actual to Ledger from CE

    The dimension values you might have to integrate if you want to configure a dimension for sites, work types, etc.

  • Suggested answer
    Moximox Profile Picture
    2 on at

    Hi

    I have integrated field service with bc several times successfully. Unfortunately the oob integration via the sales 365 connector is far from complete. So most often you need to extend the capabilities. You can either extend the integration tables with the additional tables you require or use azure integration services such as logic apps etc. It all depends on your requirements. To choose between fo or bc should not be based on out of the box integration capabilities. Both products are incomplete but dual write has invested more logic historically inherited from the order to cash setup. So the templates in dual write supports more field service tables than the business central oob sync. 
    But I would never choose fo over bc based only on integration. 

    mox

  • EricStalder Profile Picture
    15 on at

    Hi - thanks for info on integrations!!

    Sorry if I am re-directing the conversation a bit.  My client definitely needs an ERP/financial system to run their business.  I guess the first question is should my client consider FS or CE, in addition to BC?  

    My client is currently running NAV 2009, and there are 100+ users in 2 databases and 3 companies.  There were extensive customizations in NAV 2009, in my opinion, overkill and not done so well.  My current proposal is to re-implement in BC alone but much more simply/flexibly than was done previously.  

    Their business is to receive/pickup mainly corporate/large quantities of assets (laptops, systems, servers, iphones, tablets, etc.) and manage the entire lifecycle process, catalog specs, wipe the data bearing devices, scrap or teardown if bad, resell if good, and finally settle with their clients if sold - share the revenue.  There are also about 6-10 types of fees collected for handling each device.  There is a lot to managing this process, including several integrations, through to the end.

    The 80-90% of their processes go similar, but the 10-20% probably deviates a lot, from unique customer requirements, issues with devices (needing passwords to get in apple devices), special reporting requirements, requests to hold/pull out certain assets or lots, etc.

    Thanks!

    Eric

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