What's New: Field Service Integration to Service Management (2024 release wave 2)

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.

Features

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
• table “Integration Table Mappings” at 4:02
• other “Location Integration Table Mapping” at 4:22
• other “Project Task Integration Table Mapping” at 4:22
• other “Service Order Integration Table Mapping” at 4:22
• other “Service Item Line Integration Table Mapping” at 4:22
• other “Service Order Type Integration Table Mapping” at 4:22
• page “Service Management Setup” at 4:59
• page 9318 “Service Orders” at 9:31

Not found in BC28-30: page “Field Service Integration Setup”, table “Integration Table Mappings”, page “Service Management Setup”.

Quotes

• 0:26 “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 “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 “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 “the moment you actually create a service order it is going to get it is going to start synchronizing in there”
• 13:23 “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 “there’s actually a new fl that is called integrate to service which you need to”
• 14:24 “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 “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 “it is sort of a conditional b directional synchronization so what you saw that we had use quantities and durations”
• 20:37 “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 preview: this is a feature that is becoming available in a first update or a November update of 2024 release wave one
• 3:41 preview: inventory availability by location in order to do that you will also need to have the virtual tables uh enabled
• 20:37 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.