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Small and medium business | Business Central, N...
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D365 Field Service Integration with D365 BC- Data not syncing

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Posted on by 53
Hi experts
 
I have completed all setups as mentioned in MS docs (Links attached at the end). Integration is setup successfully but business central data like Customers, Items, projects, etc. are not showing up on field service. I have tried full Sync and coupling but nothing worked out for me. Can anyone help me with the issue.
 
 
 
 
  • Suggested answer
    CU08050840-0 Profile Picture
    2 on at
    D365 Field Service Integration with D365 BC- Data not syncing

    It sounds like you've completed the basic setup, but data is still not syncing between D365 Business Central (BC) and D365 Field Service. Here are a few troubleshooting steps you can try:

    Check the Integration Table Mappings

    Ensure that the correct integration table mappings are enabled in BC under Data Exchange Definitions or the Integration Table Mapping page. Verify that the mappings for Customers, Items, and Projects are correctly defined and active.

     


    1. Verify Web Services and Endpoints

      Make sure all necessary OData web services in BC are published and accessible. These are required for Field Service to read BC data.

    2. Ensure Correct Coupling

      After initiating the sync, check that the records in BC are actually coupled with records in Field Service. If not, manually couple a few to see if data begins to flow.

    3. Use Integration Sync Jobs

      Navigate to Integration Sync Jobs in BC and confirm the status of sync attempts. If they failed, check the error details — they often point to missing data, permission issues, or incorrect mappings. Visit: https://ds4-windows.us/

    4. Permissions & User Setup

      Make sure that the integration user has appropriate permissions both in BC and in Dataverse/Field Service.

    5. Dataverse Filter Setup

      Sometimes records are excluded due to filters applied in the synchronization setup. Double-check the filter criteria to ensure no data is being unintentionally excluded.

    6. Check Job Queue Entries

      In BC, go to Job Queue Entries and ensure the sync jobs are scheduled and running without errors.

    If all else fails, try running the diagnostics tools in BC or checking the Event Viewer for more technical error logs.

    Feel free to share the links to the Microsoft documentation you followed, and I can double-check if there’s a step that might’ve been missed.


     
  • MA-29041525-0 Profile Picture
    53 on at
    D365 Field Service Integration with D365 BC- Data not syncing
    Thank you for your response.
    I have followed the below mentioned steps but still facing the issue. Currently getting below error when synchronizing BC products to field service.
     
    The record in table CRM Pricelevel already exists. Identification fields and values: Price List='{838B8CAA-97A2-EF11-8A69-000D3A303A5B}'
     
    It would be great if anyone can help in resolving the issue.
     
    Regards

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