--- id: video/WvG4EOHQuiw type: video title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" summary: "Field Service integration to Service Management in Business Central, becoming available with update 1 (November) of 2024 release wave 2: setup, new integration table mappings, inventory availability by location, service order and work order synchronization, consumption tracking and invoicing. Covers prerequisites such as premium experience, Dataverse and Sales connections, and virtual tables." tier: official language: en tags: - field service integration - service management - work order synchronization - inventory availability - virtual tables - integration table mappings - service contracts - work order incidents - location synchronization - consumption tracking - material management - invoicing system: service review: state: reviewed by: opus at: "2026-10-07T23:04:48.632Z" flags: [] generated: at: "2026-10-07T23:04:48.677Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: ec68c5550198b3c459b6a307d2d1005becad6902a60f53fa1f26ee6fcddfa819 evidence: - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=26s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 26 quote: integrating business Central with Dynamics 365 field service is of particular value to companies that do regular maintenance or or they do repairs of - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=144s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 144 quote: service management module is a part of the premium experience so the first thing that you will need to do in order even to - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=489s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 489 quote: location to Warehouse map synchronization this is a unidirectional synchronization meaning the business Central given that it's a system of record for inventory is - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=591s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 591 quote: the moment you actually create a service order it is going to get it is going to start synchronizing in there - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=803s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 803 quote: there's a b directional synchronization of of those things so means that service orders can come either as a result of service contracts and - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=823s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 823 quote: there's actually a new fl that is called integrate to service which you need to - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=864s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 864 quote: estimated quantities and duration uh synchronized uh to indicate uh to the dispatcher that this is something to uh look at and the important - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=884s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 884 quote: estimated quantities and the quantity field actually just gets synchronized to work order up until the work order reaches the scheduled status that's when - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=1140s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 1140 quote: it is sort of a conditional b directional synchronization so what you saw that we had use quantities and durations - kind: video url: https://www.youtube.com/watch?v=WvG4EOHQuiw&t=1237s title: "What's New: Field Service Integration to Service Management (2024 release wave 2)" date: "2024-10-08T15:00:38.000Z" commit: null t: 1237 quote: this feature is going to get going to become available with update one of 2024 release wave uh 2 meaning November uh update links: learn: [] objects: - object/page/9318 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: WvG4EOHQuiw channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=WvG4EOHQuiw published_at: "2024-10-08T15:00:38.000Z" duration_s: 1277 captions: full audience: - functional consultant - administrator - partner chapters: - t: 0 title: Introduction and Overview - t: 83 title: Setup, Timing, and Prerequisites - t: 144 title: Enabling Premium Experience and Integration Setup - t: 282 title: Mandatory Settings and Integration Table Mappings - t: 371 title: Inventory Availability by Location - t: 551 title: Service Order and Work Order Alignment (Part 1) - t: 783 title: Service Order and Work Order Alignment (Part 2) - t: 904 title: Consumption and Material Tracking - t: 1026 title: Work Order Completion and Invoicing - t: 1108 title: Bidirectional Synchronization Summary features: - name: Field Service Integration to Service Management status: unclear t: 5 verified: false status_source: video - name: Integration Type Selection status: unclear t: 201 verified: false status_source: video - name: New Integration Table Mappings status: unclear t: 242 verified: false status_source: video - name: Inventory Availability by Location status: unclear t: 371 verified: false status_source: video - name: Service Order and Work Order Alignment status: unclear t: 551 verified: false status_source: video - name: Service Management Setup Changes status: unclear t: 282 verified: false status_source: video - name: Location Mandatory Setup status: unclear t: 351 verified: false status_source: video - name: Service Item Lines and Work Order Incidents Alignment status: unclear t: 843 verified: false status_source: video - name: Estimated Quantities and Duration Synchronization status: unclear t: 864 verified: false status_source: video - name: Consumption and Material Tracking status: unclear t: 904 verified: false status_source: video - name: Work Order Status Workflow status: unclear t: 925 verified: false status_source: video - name: Service Invoice Posting status: unclear t: 1067 verified: false status_source: video objects_mentioned: - page Field Service Integration Setup - table Integration Table Mappings - other Location Integration Table Mapping - other Project Task Integration Table Mapping - other Service Order Integration Table Mapping - other Service Item Line Integration Table Mapping - other Service Order Type Integration Table Mapping - page Service Management Setup - page Service Orders quotes: - t: 26 text: integrating business Central with Dynamics 365 field service is of particular value to companies that do regular maintenance or or they do repairs of check: exact - t: 144 text: service management module is a part of the premium experience so the first thing that you will need to do in order even to check: exact - t: 489 text: location to Warehouse map synchronization this is a unidirectional synchronization meaning the business Central given that it's a system of record for inventory is check: exact - t: 591 text: the moment you actually create a service order it is going to get it is going to start synchronizing in there check: exact - t: 803 text: there's a b directional synchronization of of those things so means that service orders can come either as a result of service contracts and check: exact - t: 823 text: there's actually a new fl that is called integrate to service which you need to check: fuzzy - t: 864 text: estimated quantities and duration uh synchronized uh to indicate uh to the dispatcher that this is something to uh look at and the important check: exact - t: 884 text: estimated quantities and the quantity field actually just gets synchronized to work order up until the work order reaches the scheduled status that's when check: exact - t: 1140 text: it is sort of a conditional b directional synchronization so what you saw that we had use quantities and durations check: fuzzy - t: 1237 text: this feature is going to get going to become available with update one of 2024 release wave uh 2 meaning November uh update check: exact --- # What's New: Field Service Integration to Service Management (2024 release wave 2) > Field Service integration to Service Management in Business Central, becoming available with update 1 (November) of 2024 release wave 2: setup, new integration table mappings, inventory availability by location, service order and work order synchronization, consumption tracking and invoicing. Covers prerequisites such as premium experience, Dataverse and Sales connections, and virtual tables. [Watch on YouTube](https://www.youtube.com/watch?v=WvG4EOHQuiw) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-10-08 · 21:17 · tier official · reviewed (checked by Opus) ## Overview The video demonstrates how Business Central's service management module integrates with Dynamics 365 Field Service. It is aimed at companies that do regular maintenance or repairs. It walks through prerequisites, the assisted setup choice between integrating to projects, service management or both, and the new integration table mappings for location, service order, service item line and service order type. It then shows inventory availability by location, the alignment of service orders with work orders, estimated and consumed quantities, and the work order status flow through completion, synchronization back to Business Central and service invoice posting. Disclaimers in the video say parts of the feature arrive with update one of 2024 release wave 2 (the November update). ## Key points - Prerequisites: premium experience enabled in company information (service management is part of it), plus connections to Dataverse and to sales. - The Field Service Integration Setup assisted setup lets you integrate to projects, to service management, or to both. Inventory availability by location is a toggle there and needs virtual tables enabled. - New mappings are added for location, service order, service item line and service order type. Location sync is one-way from Business Central to Field Service. In-transit locations and locations with mandatory warehouse pick are excluded. - Enabling the integration locks some Service Management Setup settings: one service line per order is disabled, service order type becomes mandatory, archiving of service orders is turned on, and numbering can differ from Field Service. - Service orders sync automatically to work orders through a background task. Work orders from Field Service sync back only when the 'integrate to service' flag is checked. - Service item lines align with work order incidents. Estimated quantities and duration sync until the work order reaches scheduled status. Quantity to ship, consume and invoice keep syncing afterward. - Work order statuses: in progress, completed in Field Service, finished once synced to Business Central, and posted after the service invoice is posted. A posted work order is locked. ## Chapters - [0:00](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=0s) Introduction and Overview - [1:23](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=83s) Setup, Timing, and Prerequisites - [2:24](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=144s) Enabling Premium Experience and Integration Setup - [4:42](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=282s) Mandatory Settings and Integration Table Mappings - [6:11](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=371s) Inventory Availability by Location - [9:11](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=551s) Service Order and Work Order Alignment (Part 1) - [13:03](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=783s) Service Order and Work Order Alignment (Part 2) - [15:04](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=904s) Consumption and Material Tracking - [17:06](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=1026s) Work Order Completion and Invoicing - [18:28](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=1108s) Bidirectional Synchronization Summary ## Features | Feature | Status | At | |---|---|---| | Field Service Integration to Service Management | status not stated, demoed | [0:05](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=5s) | | Integration Type Selection | status not stated, demoed | [3:21](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=201s) | | New Integration Table Mappings | status not stated, demoed | [4:02](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=242s) | | Inventory Availability by Location | status not stated, demoed | [6:11](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=371s) | | Service Order and Work Order Alignment | status not stated, demoed | [9:11](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=551s) | | Service Management Setup Changes | status not stated | [4:42](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=282s) | | Location Mandatory Setup | status not stated | [5:51](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=351s) | | Service Item Lines and Work Order Incidents Alignment | status not stated, demoed | [14:03](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=843s) | | Estimated Quantities and Duration Synchronization | status not stated, demoed | [14:24](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=864s) | | Consumption and Material Tracking | status not stated, demoed | [15:04](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=904s) | | Work Order Status Workflow | status not stated, demoed | [15:25](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=925s) | | Service Invoice Posting | status not stated, demoed | [17:47](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=1067s) | ## 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. - page "Field Service Integration Setup" at [3:41](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=221s) - table "Integration Table Mappings" at [4:02](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=242s) - other "Location Integration Table Mapping" at [4:22](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=262s) - other "Project Task Integration Table Mapping" at [4:22](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=262s) - other "Service Order Integration Table Mapping" at [4:22](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=262s) - other "Service Item Line Integration Table Mapping" at [4:22](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=262s) - other "Service Order Type Integration Table Mapping" at [4:22](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=262s) - page "Service Management Setup" at [4:59](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=299s) - [page 9318 "Service Orders"](../objects/page/9318.md) at [9:31](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=571s) Not found in BC28-30: page "Field Service Integration Setup", table "Integration Table Mappings", page "Service Management Setup". ## Quotes - [0:26](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=26s) "integrating business Central with Dynamics 365 field service is of particular value to companies that do regular maintenance or or they do repairs of" - [2:24](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=144s) "service management module is a part of the premium experience so the first thing that you will need to do in order even to" - [8:09](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=489s) "location to Warehouse map synchronization this is a unidirectional synchronization meaning the business Central given that it's a system of record for inventory is" - [9:51](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=591s) "the moment you actually create a service order it is going to get it is going to start synchronizing in there" - [13:23](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=803s) "there's a b directional synchronization of of those things so means that service orders can come either as a result of service contracts and" - [13:43](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=823s) "there's actually a new fl that is called integrate to service which you need to" - [14:24](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=864s) "estimated quantities and duration uh synchronized uh to indicate uh to the dispatcher that this is something to uh look at and the important" - [14:44](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=884s) "estimated quantities and the quantity field actually just gets synchronized to work order up until the work order reaches the scheduled status that's when" - [19:00](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=1140s) "it is sort of a conditional b directional synchronization so what you saw that we had use quantities and durations" - [20:37](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=1237s) "this feature is going to get going to become available with update one of 2024 release wave uh 2 meaning November uh update" ## Disclaimers in the video - [1:23](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=83s) preview: this is a feature that is becoming available in a first update or a November update of 2024 release wave one - [3:41](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=221s) preview: inventory availability by location in order to do that you will also need to have the virtual tables uh enabled - [20:37](https://www.youtube.com/watch?v=WvG4EOHQuiw&t=1237s) coming-later: this feature is going to get going to become available with update one of 2024 release wave 2 meaning November update Presenters (as heard): Ian.