Dynamics 365 Field Service
Dynamics 365 Field Service integration with Business Central: syncing work orders with project journals, project tasks or service orders, posting work order consumption, managing locations and inventory availability, aligning resource bookings, and creating sales invoices. Use it for questions about the Project-only and Project and Service integration types and what the integration covers.
- 2Learn pages
- 3videos
Path: Integrate with other applications > Dynamics 365 Field Service · tier official · system service · narrative reviewed (checked by Opus)
Overview
This section covers the integration between Business Central and Dynamics 365 Field Service. It is aimed at service organizations that want to streamline service operations. Field Service work orders are synchronized with Business Central project journals, project tasks or service orders, and invoicing and fulfillment can be automated. The sources describe the synchronization as bi-directional.
There are two pages. The first introduces the integration and lists work order sync, project journal posting, resource scheduling, item availability tracking and service order status management. Its listed version is 2021 release wave 2. The second covers day-to-day use: tracking work order consumption, managing locations and inventory availability, aligning resource bookings and creating sales invoices.
Read the introductory page first to see what the integration does. Then read the usage page to learn about the two integration types, Project-only and Project and Service, and how work orders are synchronized with project tasks or service orders.
Key points
- Integrates Business Central with Dynamics 365 Field Service to streamline service operations for service organizations.
- Work orders sync with project journals, and work order consumption is posted through project journals.
- There are two integration types: Project-only and Project and Service.
- Depending on the integration type, work orders are synchronized with project tasks or with service orders.
- Supports location management and inventory availability tracking.
- Sales invoices can be created, and invoicing and fulfillment can be automated.
- Resource scheduling and resource booking alignment are part of the integration.
- The introductory page lists 2021 release wave 2 as its version.
Learn pages
- Integrate with Microsoft Dynamics 365 Field Service: Integrate Business Central with Field Service.
- Use your integration with Field Service: This article describes how to benefit from an integration with Microsoft Dynamics 365 Field Service.
Videos and posts
Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.
- Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1) (video): “Dynamics 365 Field Service Integration with Business Central; work order synchronization; resource synchronization”
- What’s New: Integration with Dynamics 365 Field Service (2025 release wave 1) (video): “Integration with Dynamics 365 Field Service; data synchronization”
- What’s New: Field Service Integration to Service Management (2024 release wave 2) (video): “Field Service Integration to Service Management; Integration Type Selection”
Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.