Integrate Field Service Software with MS Dynamics 365

FieldConnect Microsoft Dynamics 365 Business Central Integration

Field management is a critical part of your business workflow. In order to keep the recordkeeping and accounting consistent, each dispatch operation must be entered into your database with your ERP software.

Even if you have fully digitized your dispatch system through field management software, it’s still a largely manual process without the necessary integration and cross-platform management.

Integrated Field Service Software For Your Business

The best field service management software works seamlessly with your existing tools. You can now integrate Dynamics 365 with the best field service management software from FieldConnect. This provides smooth communication between platforms for accurate and effortless accounting management.

MS Dynamics 365 Business Central is the Cloud-based replacement for MS Dynamics NAV, Microsoft’s popular ERP platform. This mobile field service solution from FieldConnect helps you enhance field service technician productivity and improve customer satisfaction.

Improved Technician Efficiency

Fast and convenient access to customer and site data is a key part of technician productivity. This information allows them to do their job more efficiently, but information requests typically cost time and effort on the part of both the technician and administration.

By integrating FieldConnect sales data and order data through Microsoft Dynamics 365 Business Center, technicians can get all the information they need, including history, contact information, and past field service requests.

This can assist them with both the job on hand and the automated invoice generation after the work is complete. They can also access this information on any device and across all operating systems.

There is no longer any reason for field service teams to use outdated timesheets and workflows. When your mobile field service solution integrates with your ERP/Accounting system, you add insights and efficiency while eliminating duplicate data entry. FieldConnect automatically synchronizes time-on-site data with Dynamics 365 Business Center, resulting in real-time service tracking data down to the minute – making your business that much more competitive.

Empowering Administrative Tasks

FieldConnect offers a mobile field service solution that extends Dynamics 365 Business Central’s capabilities. With a fully-integrated FieldConnect and Dynamics 365 platform, your administrative staff will no longer need to input every service request or completed work order into a separate ERP.

FieldConnect improves your field service productivity, from initial service scheduling to work order completion to account billing. Data synchronizes in real-time, linking up with technicians’ devices as they use them – no batch is synchronization needed to get the latest updates.

This integration eliminates the risk of double data entry of information since your field service management software and enterprise resource planning are unified. It also reduces your reliance on paper records because all information is immediately uploaded into Dynamics 365.

FieldConnect’s timesheet integration can also save as much as two hours per day per manager by recording technician billables straight into Dynamics 365. This additional bandwidth allows technicians to take more service calls, increasing revenue and customer satisfaction.

Transform Your Field Service Processes With MS Dynamics 365 Integration

FieldConnect As An Extension Of Dynamics 365

FieldConnect offers a mobile field service solution that extends Dynamics 365 Business Central. It transforms your field service process productivity, from initial service scheduling to work order completion and account billing.

microsoft dynamics partners and Fieldconnect software

A Day In The Life Of A Field Service Technician

a day in a life of a field service technician

Solution Features

schedule and dispatch fieldconnect feature

Schedule & Dispatch

Validate technician time-on-site with GPS

Provide customers a self-service portal with fieldconnect software

Customer Portal

Online customer portal with easy support

eliminate paperwork with fieldconnect

Eliminate Paper/Attach Files/Forms

No more manual time cards

time tracking within fieldconnect software

Track Time

Track billable hours to the minute

any device, anywhere with fieldconnect

Use Any Device/Easy to Use

Works with any mobile and desktop devices

get paid faster

Get Paid Faster/Invoicing on-Demand

The Frictionless Customer Journey For Field Service

Frequently Asked Questions

How long does it take to sync remote devices to the back offices with FieldConnect?

FieldConnect syncs wirelessly with your back office in real time. So, when your field service technicians can update account histories and billing logs, the data syncs to MS Dynamics 365 Business Central right away. Technicians do not need to visit the office, and nobody has to wait for a batch syncing schedule.

What if there is no wireless connection, do my techs have to stop working?

Your technicians can work offline or at sites with poor wireless reception. FieldConnect will sync once it reestablishes the connection.

Are there restrictions on mobile hardware and software I can use with FieldConnect?

With FieldConnect, your choices are not limited to specific mobile hardware and software, you can work with your preferred equipment brands and vendors.

Are there any manual processes involved in connecting to the back office?

FieldConnect’s solution integrates directly with MS Dynamics 365 Business Central, delivering real-time integration between Field Service and accounting. It eliminates all manual processes such as double entry of information, which ensures accurate and up-to-date reporting.

Can FieldConnect help me increase the capacity of my field service division without adding personnel?

With a mobile field service solution from FieldConnect, you can add more service calls without adding more field service technicians and supporting staff.

We had a disappointing change-management experience in the past. How steep is the FieldConnect learning curve?

FieldConnect is easy to learn and use, improving field technician adoption, making the time and material capture process simple, and eliminating inaccuracies and errors.

frequently asked questions

Companies using FieldConnect…

Want To Know More? Let’s Talk.

Take the next step and find out how FieldConnect accelerates a field service businesses like yours. Contact FieldConnect to schedule a demo or find out how our solutions bring new operational efficiencies, lower costs, and better outcomes.