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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Synchronize Business C...
Small and medium business | Business Central, N...
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Synchronize Business Central Items, Sales Enterprise Products, and Field Service Services

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Posted on by Drone Steve
Hello,
 
We are deploying Business Central, Sales Enterprise, and Field Service. We are a geomatics service provider and do not sell physical products, but we do perform regular services such as data gathering and data processing. I am trying to understand the best order of operations when setting up Items, Products, and Services that are all the same thing in different platforms.
 
Ideally our workflow would look like the following:
  1.  In Sales Enterprise, a salesperson sells a service such as a topography or even an agreement for construction management (one flight per month until the project is complete). At this time, we have those products set up in Sales and are generating quotes and invoices from there because that is the only place where everything works around our services.
  2.   If a service or agreement is sold, we would then want it to transfer to Field Service where we would work to dispatch a team and fulfil the request.  Once fulfilled, the invoice would be generated in our ideal state.
  3. The invoice would be synchronized with Business Central to mark as paid when the client's ACH payment arrives.
The issue I am currently seeing is that there is no coordination between Sales and Business Central on items/products.  When I try to run an invoice in sales, I get an error that the items are not in Business Central.
 
  • What should come first? The items in Business Central, or can the products exist first in Sales, and then be sent to Business Central? 
  • For those who understand Dynamics and how these platforms are designed to work together, is our workflow above even realistic?
Any insight offered would be greatly appreciated,
Steve
Categories:
Dynamics 365 Business Central
  • Suggested answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 2,795 on at
    Synchronize Business Central Items, Sales Enterprise Products, and Field Service Services
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    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 11,629 Super User 2025 Season 1 on at
    Synchronize Business Central Items, Sales Enterprise Products, and Field Service Services
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    gdrenteria Profile Picture
    gdrenteria 16,228 Most Valuable Professional on at
    Synchronize Business Central Items, Sales Enterprise Products, and Field Service Services
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    Holly Huffman Profile Picture
    Holly Huffman 3,783 on at
    Synchronize Business Central Items, Sales Enterprise Products, and Field Service Services
    Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today! 
     
    Keeping Sales, Field Service, and Business Central all in sync may be a bit trickier than most would like to say :) 
    My recommendation would be to start with Business Central: 
    • All items, products, and services should originate in Business Central since it is the financial backbone - this will ensure consistency in pricing, descriptions, and inventory / service tracking 
    • Items created in Business Central (including inventory & non-inventory) will then be synced to Dynamics 365 Sales through the Dataverse Integration 
    • Sales reps can then create quotes, sales orders, etc. in Sales enterprise using the synchronized data from Business Central (products / services). 
    • When a quote or sales order is finalized (ex: the deal is closed) - it will trigger the next step in the process > creating a work order in field service (if applicable)
    • The products / services from Sales Enterprise (now linked to BC) will be used to create and fulfill the work orders in Field Service. 
    • After the work order is completed in Field Service, the info syncs back to Sales Enterprise for tracking / service completion. 
    • The final invoice is generated in Sales - then synced back to Business Central for financial processing.... 
     
    Review of flow of data --- 
    1. Business Central: Define products/services → Sync to Sales Enterprise
    2. Sales Enterprise: Quote/sale of service → Create work order → Pass to Field Service
    3. Field Service: Fulfill work order → Mark completion → Sync invoice to BC via Sales
    Hope this helps some! 

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