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Business Central service module integration with Field Service

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Posted on by RS-09041233-0

Hello Everyone,

I hope someone can help me with my issue. :)

I’m trying to implement a Business Central – Field Service integration, but I’ve run into a problem. Currently, I’m using the latest versions of both BC and FS.

I’m following the official documentation, but based on that, it seems the integration only works with the Project module. However, what I need is an integration between FS Work Orders and BC Service Orders.

I found a video from a launch event where the Integration Setup includes a field called Integration Type, and its value is set to Service. In the video, the mapping also shows the FS Work Order – BC Service Order pair.

Please see the screenshots below form the Microsoft video.

In my Integration Setup, the Integration Type field is not available, and this mapping is not being created on my side either.

Does anyone have an idea how I can access this functionality? I haven’t been able to find any further documentation on the topic.

Thanks in advance!

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Dynamics 365 Business Central

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Holly Huffman 6,530 Super User 2025 Season 2 on at

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Good morning, afternoon, or evening :) depending on your location!
I see this was posted a while back - hoping you've resolved by now :) incase not, here are a few thoughts:

Try redeploying the solution (I know it sounds silly but sometimes this clears up issues as you are describing)

If that still doesn't work - consider it may be one of the following:

1. Region-Specific Availability

The "Service" integration type might not be available in all regions. Since you're in Canada, it's possible that this feature is restricted or not yet rolled out for your region. You can confirm this by checking the Microsoft Dynamics 365 release plans or contacting Microsoft Support for region-specific details.

2. User Permissions

Even if the integration is enabled, the user account you're using might lack specific permissions to access or configure the "Integration Type" field. Ensure that the user has the Business Central Field Service Integration role assigned in both Business Central and Field Service.

3. Incomplete Solution Deployment

Sometimes, even with the latest versions, certain features may not be fully deployed. Try redeploying the integration solution from the Dynamics 365 Connection Setup page in Business Central. This can refresh the configuration and potentially resolve missing fields.

4. Customizations or Extensions

If your environment has customizations or third-party extensions, they might conflict with the standard integration setup. Temporarily disable any customizations and test if the "Integration Type" field becomes available.

5. Data Coupling and Mapping

Verify that the integration table mappings are correctly set up for FS Work Orders and BC Service Orders. If the mapping isn’t automatically created, you may need to manually configure it in the Integration Table Mappings section.

6. Field Visibility Settings

The "Integration Type" field might be hidden due to field visibility settings. Check the page customization options in Business Central to ensure the field is not inadvertently hidden.

If none of these resolve the issue, I recommend reaching out to Microsoft Support with detailed logs and screenshots. They can provide deeper insights into your specific setup.

Hope this helps!

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, I suggest you submit this question to the BC Yammer Group. Microsoft technicians will be able to give you better suggestions.

Viva Engage : Dynamics 365 Business Central Partner Community (Formerly: Development) : Dynamics 365 Apps Integration : New Conversations

aka.ms/BCYammer: Dynamics 365 Business Central Partner Community (Formerly: Development)
More details: About Business Central partner community on Viva Engage (formerly Yammer)

Thanks.

ZHU

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MH-17060716-0 3 on at

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Hi

I had the same problem. In case you still have a problem with this, the solution is very simple - you have to set the "User Experience" to "Premium" on the "Company Information" page. Service orders require a premium license, so the option does not appear unless the user experience is set to premium. Just having a premium or partner license is not enough in itself - you have to set the user experience to premium.

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