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Install Field Service Integration with Business Central from AppSource

Enabled for Public preview General availability
Users by admins, makers, or analysts - Jul 5, 2024

Business value

The Field Service Integration application that you install from AppSource improves the integration experience. It reduces the complexity of the setup and prepares the integration for future scalability and flexibility. The application minimizes disruption for existing users while enabling broader adoption.

Feature details

To avoid disrupting existing integrations to Sales for customers who aren't using the Field Service integration, install and enable the Field Service Integration app from AppSource. Although this approach adds steps to set up the Field Service integration, the process is documented. The Set up integration to Dynamics 365 Sales assisted setup guide, which is currently a prerequisite for integrating with Field Service, now includes an optional step to install the Field Service Integration app from AppSource.

Screenshot shows new optional step for installing Field Service Integration app in Sales setup guide.

You can also set up the integration from the Dynamics 365 Sales Integration Setup page by using the Field Service Integration App action in the Field Service action group. This action takes you to the AppSource page to install the Field Service Integration application.

Screenshot shows new Field Service Integration App action in Sales Integration setup page.

After you install the Field Service Integration application, run the Set up integration to Dynamics 365 Field Service assisted setup guide, or enable the integration from the Dynamics 365 Field Service Integration Setup page.

The remaining steps to set up an integration with Field Service are the same. For more information, see Integrate with Dynamics 365 Field Service.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Tell us what you think

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Additional resources

Integrate with Microsoft Dynamics 365 Field Service (docs)