---
id: video/ByRoL46n-Gg
type: video
title: "Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1)"
summary: "Dynamics 365 Field Service integration with Business Central (2024 release wave 1): setup, master data sync of resources, project tasks, service items and items, and a demo of work orders flowing through project journals to sales invoices."
tier: official
language: en
tags:
  - field service integration
  - work orders
  - master data synchronization
  - resources
  - project tasks
  - service items
  - invoicing
  - dataverse
  - offline capabilities
  - resource scheduling
  - bookable resources
  - work order products
system: service
review:
  state: reviewed
  by: opus
  at: "2026-10-07T23:11:01.460Z"
  flags: []
generated:
  at: "2026-10-07T23:11:01.495Z"
  pipeline: 0.2.0
  prompts:
    extract-video: 1
    summarize-video: 2
  input_hash: d1bcb41eef76fb56a0dd15e02c22cfa69bc9ff0a262e2f7151418f1876f31a5b
evidence:
  - kind: video
    url: https://www.youtube.com/watch?v=ByRoL46n-Gg&t=595s
    title: "Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1)"
    date: "2024-04-04T13:30:05.000Z"
    commit: null
    t: 595
    quote: in order to use the products from business Central in field service we will need to make sure that the products have the field
  - kind: video
    url: https://www.youtube.com/watch?v=ByRoL46n-Gg&t=782s
    title: "Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1)"
    date: "2024-04-04T13:30:05.000Z"
    commit: null
    t: 782
    quote: you have the standard set of uh actions that you are that users are used to from our uh Dynamics 365 or sales integration
  - kind: video
    url: https://www.youtube.com/watch?v=ByRoL46n-Gg&t=859s
    title: "Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1)"
    date: "2024-04-04T13:30:05.000Z"
    commit: null
    t: 859
    quote: we could just go ahead and uh create a new work order you can see the data from business Central has uh already been
  - kind: video
    url: https://www.youtube.com/watch?v=ByRoL46n-Gg&t=992s
    title: "Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1)"
    date: "2024-04-04T13:30:05.000Z"
    commit: null
    t: 992
    quote: in business Central we are uh synchronizing uh uh items of type inventory and uh non-inventory items and they can be picked in workorder
  - kind: video
    url: https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1008s
    title: "Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1)"
    date: "2024-04-04T13:30:05.000Z"
    commit: null
    t: 1008
    quote: you can also uh you will also be able to see a quantity on hand for the selected uh for the selected uh product
  - kind: video
    url: https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1249s
    title: "Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1)"
    date: "2024-04-04T13:30:05.000Z"
    commit: null
    t: 1249
    quote: once we uh once we set the the workorder product uh uh line uh workorder products and workorder services as in a state used
  - kind: video
    url: https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1425s
    title: "Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1)"
    date: "2024-04-04T13:30:05.000Z"
    commit: null
    t: 1425
    quote: once you get the once you get the project planning lines you can simply create uh an invoice and uh that invoice that gets
links:
  learn: []
  objects: []
  features: []
  topics: []
  localizations: []
  videos: []
  posts: []
  guidelines: []
video_id: ByRoL46n-Gg
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=ByRoL46n-Gg
published_at: "2024-04-04T13:30:05.000Z"
duration_s: 1607
captions: full
audience:
  - functional consultant
  - administrator
  - partner
chapters:
  - t: 0
    title: Introduction and agenda
  - t: 76
    title: Integration value and benefits
  - t: 218
    title: Enabling the integration
  - t: 341
    title: Field service settings and setup demo
  - t: 452
    title: Master data synchronization overview
  - t: 534
    title: Resource and product synchronization demo
  - t: 702
    title: Integration table mappings and work order creation
  - t: 891
    title: Resources, projects, and work order setup
  - t: 931
    title: Managing work orders and products
  - t: 1090
    title: "Demo: Adding products, services, and booking resources"
  - t: 1212
    title: "Demo: Consuming materials and posting to project journal"
  - t: 1425
    title: "Demo: Invoicing work orders and field service sync"
  - t: 1570
    title: Related sessions and closing
features:
  - name: Field Service Integration
    status: unclear
    t: 15
    verified: false
    status_source: video
  - name: Work Order Synchronization
    status: unclear
    t: 279
    verified: false
    status_source: video
  - name: Resource Synchronization to Bookable Resources
    status: unclear
    t: 492
    verified: false
    status_source: video
  - name: Service Items Synchronization to Customer Assets
    status: unclear
    t: 513
    verified: false
    status_source: video
  - name: Project Task Integration with Work Orders
    status: unclear
    t: 513
    verified: false
    status_source: video
  - name: Work Order Product and Service Mappings
    status: unclear
    t: 702
    verified: false
    status_source: video
  - name: Field Service Product Type Configuration
    status: unclear
    t: 595
    verified: false
    status_source: video
  - name: Assisted Setup Guide for Field Service Integration
    status: unclear
    t: 259
    verified: false
    status_source: video
  - name: Resource Booking for Work Orders
    status: unclear
    t: 1049
    verified: false
    status_source: video
  - name: Work Order Consumption and Project Journal Integration
    status: unclear
    t: 1249
    verified: false
    status_source: video
  - name: Work Order Invoicing from Project Journal
    status: unclear
    t: 1425
    verified: false
    status_source: video
  - name: Business Central Price List Transfer to Work Orders
    status: unclear
    t: 971
    verified: false
    status_source: video
objects_mentioned:
  - other field service settings
  - table bookable resource
  - table customer assets
  - table project task
  - other work order
  - table project journal
  - other Bookable Resource
  - other Project Task
  - other Work Order Product
  - other Work Order Service
  - other Project Journal Template
  - other Project Journal Batch
  - other Project Planning Lines
  - other Sales Invoice
quotes:
  - t: 595
    text: in order to use the products from business Central in field service we will need to make sure that the products have the field
    check: snapped
  - t: 782
    text: you have the standard set of uh actions that you are that users are used to from our uh Dynamics 365 or sales integration
    check: exact
  - t: 859
    text: we could just go ahead and uh create a new work order you can see the data from business Central has uh already been
    check: exact
  - t: 992
    text: in business Central we are uh synchronizing uh uh items of type inventory and uh non-inventory items and they can be picked in workorder
    check: exact
  - t: 1008
    text: you can also uh you will also be able to see a quantity on hand for the selected uh for the selected uh product
    check: exact
  - t: 1249
    text: once we uh once we set the the workorder product uh uh line uh workorder products and workorder services as in a state used
    check: exact
  - t: 1425
    text: once you get the once you get the project planning lines you can simply create uh an invoice and uh that invoice that gets
    check: exact
---

# Introducing: Dynamics 365 Field Service Integration with Business Central (2024 release wave 1)

> Dynamics 365 Field Service integration with Business Central (2024 release wave 1): setup, master data sync of resources, project tasks, service items and items, and a demo of work orders flowing through project journals to sales invoices.

[Watch on YouTube](https://www.youtube.com/watch?v=ByRoL46n-Gg) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-04 · 26:47 · tier official · reviewed (checked by Opus)

## Overview

The session introduces the integration between Dynamics 365 Field Service and Business Central. It covers the value of the integration, enabling it through an assisted setup guide, and the prerequisites: a Dataverse connection with Sales and Field Service installed, and existing resource-product couplings uncoupled.

The demos follow the data flow. Resources sync to bookable resources, project tasks link work orders to Business Central projects, and items sync for use in work order product and service lines. Consumption marked as used in Field Service goes to project journals in Business Central. From the resulting project planning lines, a sales invoice is created, and the posted invoice goes back to Field Service.

## Key points

- Prerequisite: a Dataverse connection with Sales and Field Service installed; the assisted setup guide covers enabling the integration, project journal template and batch, hours unit of measure and sync settings.
- Resources sync to bookable resources, replacing the earlier product-based sync. Resources need base unit of measure hours, must not be blocked and must not use timesheets. Existing resource-product couplings may need to be uncoupled.
- Only project tasks of type posting are synchronized. Work orders can be created from a project task, and the standard coupling actions are available on the project task card.
- Items must have the field service product type set manually to be usable in Field Service. This is not automatic, for performance and resource reasons.
- Inventory and non-inventory items sync as work order products, and service-type items sync as work order services. Quantity on hand is shown for the selected product.
- Work order sync needs project journal templates and batches designated, and Field Service invoice creation disabled.
- Setting work order products and services to used sends consumption to the project journal. Project planning lines can become a sales invoice, and a recurring job transfers posted invoices back to Field Service asynchronously.

## Chapters

- [0:00](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=0s) Introduction and agenda
- [1:16](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=76s) Integration value and benefits
- [3:38](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=218s) Enabling the integration
- [5:41](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=341s) Field service settings and setup demo
- [7:32](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=452s) Master data synchronization overview
- [8:54](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=534s) Resource and product synchronization demo
- [11:42](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=702s) Integration table mappings and work order creation
- [14:51](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=891s) Resources, projects, and work order setup
- [15:31](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=931s) Managing work orders and products
- [18:10](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1090s) Demo: Adding products, services, and booking resources
- [20:12](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1212s) Demo: Consuming materials and posting to project journal
- [23:45](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1425s) Demo: Invoicing work orders and field service sync
- [26:10](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1570s) Related sessions and closing

## Features

| Feature | Status | At |
|---|---|---|
| Field Service Integration | status not stated, demoed | [0:15](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=15s) |
| Work Order Synchronization | status not stated, demoed | [4:39](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=279s) |
| Resource Synchronization to Bookable Resources | status not stated, demoed | [8:12](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=492s) |
| Service Items Synchronization to Customer Assets | status not stated | [8:33](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=513s) |
| Project Task Integration with Work Orders | status not stated, demoed | [8:33](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=513s) |
| Work Order Product and Service Mappings | status not stated, demoed | [11:42](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=702s) |
| Field Service Product Type Configuration | status not stated, demoed | [9:55](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=595s) |
| Assisted Setup Guide for Field Service Integration | status not stated, demoed | [4:19](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=259s) |
| Resource Booking for Work Orders | status not stated, demoed | [17:29](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1049s) |
| Work Order Consumption and Project Journal Integration | status not stated, demoed | [20:49](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1249s) |
| Work Order Invoicing from Project Journal | status not stated, demoed | [23:45](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1425s) |
| Business Central Price List Transfer to Work Orders | status not stated | [16:11](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=971s) |

## AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

- other "field service settings" at [5:41](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=341s)
- table "bookable resource" at [8:12](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=492s)
- table "customer assets" at [8:33](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=513s)
- table "project task" at [8:33](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=513s)
- other "work order" at [0:56](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=56s)
- table "project journal" at [4:19](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=259s)
- other "Bookable Resource" at [16:48](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1008s)
- other "Project Task" at [13:42](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=822s)
- other "Work Order Product" at [16:32](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=992s)
- other "Work Order Service" at [17:08](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1028s)
- other "Project Journal Template" at [21:09](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1269s)
- other "Project Journal Batch" at [21:09](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1269s)
- other "Project Planning Lines" at [22:43](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1363s)
- other "Sales Invoice" at [24:25](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1465s)

Not found in BC28-30: table "bookable resource", table "customer assets", table "project task", table "project journal".

## Quotes

- [9:55](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=595s) "in order to use the products from business Central in field service we will need to make sure that the products have the field"
- [13:02](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=782s) "you have the standard set of uh actions that you are that users are used to from our uh Dynamics 365 or sales integration"
- [14:19](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=859s) "we could just go ahead and uh create a new work order you can see the data from business Central has uh already been"
- [16:32](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=992s) "in business Central we are uh synchronizing uh uh items of type inventory and uh non-inventory items and they can be picked in workorder"
- [16:48](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1008s) "you can also uh you will also be able to see a quantity on hand for the selected uh for the selected uh product"
- [20:49](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1249s) "once we uh once we set the the workorder product uh uh line uh workorder products and workorder services as in a state used"
- [23:45](https://www.youtube.com/watch?v=ByRoL46n-Gg&t=1425s) "once you get the once you get the project planning lines you can simply create uh an invoice and uh that invoice that gets"

Presenters (as heard): Ivan ktic, Andre.