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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Apr 1, 2025 |
Business value
Integrating Business Central with Dynamics 365 Field Service is valuable for organizations that provide regular maintenance and repair services. It offers a seamlessly integrated solution for managing service tasks, consumption, and financial transactions to benefit service technicians, service managers, and finance teams. It's a powerful solution for managing work orders and consumption in Field Service and efficiently invoicing and fulfilling them in Business Central.
Feature details
To integrate Field Service with service management features in Business Central, you must have a Premium license. When you have a Premium license, set the User Experience field to Premium on the Company Information page in Business Central.
You can enable integration by selecting Projects or Service and projects in the Integration Type field in the following locations:
- The Set up integration to Dynamics 365 Field Service assisted setup guide.
- The Dynamics 365 Field Service Integration Setup page.
When you set the Integration Type field to Service and projects, the feature does the following steps when you enable Field Service integration:
Adds integration table mappings for service order types, service documents, service lines, and service item lines.
Turns on the Archive Orders toggle on the Service Management Setup page.
Makes the Service Order Type field on service orders mandatory because the Work Order Type field is mandatory on Field Service work orders.
Fields in the headers on service orders and work orders transfer information such as the Service Account, Billing Account, and Work Order Type.
Service Item Lines and Work Order Incidents in Field Service transfer information about the customer assets you're repairing.
Service Line fields align with Work Order Products and Work Order Services fields, such as Qty. to Ship, Qty. to Invoice, and Qty. to Consume.
When a technician marks a work order product or service as Used on a work order with a specific work order type, the lines sync to a service order. The system posts consumption based on the settings on the Dynamics 365 Field Service Integration Setup page.
During consumption and invoice posting in Business Central, the system updates the consumed and invoiced quantities on the original work order product and work order service lines in Field Service.
If you select Enable Inventory Availability by Location when you set up the integration, you can view the allocated product quantity from work orders in Field Service as part of the gross requirements in Business Central's inventory availability calculation. Demand generated by orders in Field Service automatically becomes input for planning through synced service orders.
Note
To integrate Dynamics 365 Field Service with the Business Central service management module, you need a Premium license.
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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