{"id":77524,"date":"2024-06-07T11:50:17","date_gmt":"2024-06-07T10:50:17","guid":{"rendered":"https:\/\/arquiconsult.com\/?p=77524"},"modified":"2024-10-23T12:08:36","modified_gmt":"2024-10-23T11:08:36","slug":"bc-integrate-field-service-and-business-central","status":"publish","type":"post","link":"https:\/\/arquiconsult.com\/es\/bc-integrate-field-service-and-business-central\/","title":{"rendered":"#052 BC INTEGRATE FIELD SERVICE AND BUSINESS CENTRAL"},"content":{"rendered":"<div class=\"services_vertical horizontal_services row\" style=\"background-color: #f7f7f7; padding: 25px; border-radius: 5px; text-align: justify;\">\n<p><u>Business Value<\/u><\/p>\n<p>Professional service organizations can significantly improve their efficiency with this integrated solution. It streamlines the management of service tasks, resource usage, and finances, benefiting everyone from technicians and managers to the finance team.\u00a0 Imagine seamlessly handling work orders and resource consumption in Field Service, then smoothly invoicing and completing them within Business Central.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><u>How to activate this feature<\/u><\/p>\n<ul>\n<li>Import Solution &amp; Enable Connection: Import the Field Service solution and establish a connection in Business Central.<\/li>\n<li>Consumption Posting: Define a Project Journal Template and Batch to track item\/service usage in Field Service work orders within Business Central.<\/li>\n<li>Duration Conversion: Specify the unit of measure to convert Field Service service durations to Business Central quantities (e.g., hours).<\/li>\n<li>Synchronization Timing: Choose when work order products\/services sync with Business Central (e.g., on use or completion).<\/li>\n<li>Automatic Posting: Set automatic posting of project journals based on your preference (manual, work order completion, or usage).<\/li>\n<li>Finalize Integration: Click &#8220;Finish&#8221; to complete the setup.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-77528 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/How-to-activate-this-feature.png\" alt=\"-\" width=\"465\" height=\"440\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/How-to-activate-this-feature.png 465w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/How-to-activate-this-feature-320x303.png 320w\" sizes=\"(max-width: 465px) 100vw, 465px\" title=\"-\"><\/p>\n<p><u>How it Works<\/u><\/p>\n<ul>\n<li>Effortlessly Manage Work Orders: This powerful integration lets you create work orders in Field Service directly from Business Central. Leverage existing customer data \u2013 simply select the Service Account and Billing Account for seamless workflows.<\/li>\n<li>Enhanced Project Visibility: Gain a holistic view of projects by associating work orders with Business Central Projects. Link them to specific Project Tasks for clear accountability and progress tracking. This is all reflected in the &#8220;External Project&#8221; field on the work order itself.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-77531 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/How-it-Works.png\" alt=\"-\" width=\"562\" height=\"440\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/How-it-Works.png 562w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/How-it-Works-320x251.png 320w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/How-it-Works-480x376.png 480w\" sizes=\"(max-width: 562px) 100vw, 562px\" title=\"-\"><\/p>\n<ul>\n<li>Real-Time Inventory Management: Never run out of parts again! Add both inventory and non-inventory items as work order products. Gain real-time access to Business Central&#8217;s &#8220;Quantity on Hand&#8221; information, ensuring accurate estimates and resource management. This includes costs and estimated prices, all conveniently displayed within the work order product section.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-medium wp-image-77532 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Real-Time-Inventory-Management-640x284.png\" alt=\"-\" width=\"640\" height=\"284\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Real-Time-Inventory-Management-640x284.png 640w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Real-Time-Inventory-Management-768x341.png 768w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Real-Time-Inventory-Management-320x142.png 320w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Real-Time-Inventory-Management-480x213.png 480w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Real-Time-Inventory-Management.png 780w\" sizes=\"(max-width: 640px) 100vw, 640px\" title=\"-\"><\/p>\n<ul>\n<li>Streamlined Service Pricing:\u00a0 Simplify service cost management. Add service items as work order services, automatically pulling relevant cost and pricing data from Business Central. This eliminates manual entry errors and ensures accurate billing.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-medium wp-image-77535 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Streamlined-Service-Pricing-640x281.png\" alt=\"-\" width=\"640\" height=\"281\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Streamlined-Service-Pricing-640x281.png 640w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Streamlined-Service-Pricing-768x338.png 768w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Streamlined-Service-Pricing-320x141.png 320w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Streamlined-Service-Pricing-480x211.png 480w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Streamlined-Service-Pricing.png 780w\" sizes=\"(max-width: 640px) 100vw, 640px\" title=\"-\"><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Resource Allocation Made Easy: Book the right resources for the job! Leverage Business Central&#8217;s Bookable Resource functionality to schedule technicians and link their bookings to specific work order services. This ensures efficient resource utilization and clear task delegation.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-77540 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Resource-Allocation-Made-Easy.png\" alt=\"-\" width=\"309\" height=\"440\" title=\"-\"><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Automated Consumption Tracking: Simplify project accounting. Based on your Field Service Integration settings, consumption information for used products and services automatically transfers to Business Central. This data is conveniently displayed in the &#8220;Project Journal,&#8221; providing a clear audit trail for accurate billing.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-medium wp-image-77541 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Automated-Consumption-TrackinG-640x162.png\" alt=\"-\" width=\"640\" height=\"162\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Automated-Consumption-TrackinG-640x162.png 640w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Automated-Consumption-TrackinG-768x194.png 768w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Automated-Consumption-TrackinG-320x81.png 320w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Automated-Consumption-TrackinG-480x121.png 480w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Automated-Consumption-TrackinG.png 780w\" sizes=\"(max-width: 640px) 100vw, 640px\" title=\"-\"><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Effortless Invoice Generation:\u00a0 Track consumption posting and invoicing with ease. Use the &#8220;Job Planning Lines&#8221; page in Business Central to monitor posted quantities and quantities ready for invoicing. The system automatically copies relevant data like &#8220;Quantity To Bill&#8221; and &#8220;Duration To Bill&#8221; to the &#8220;Qty. to Transfer to Invoice&#8221; field, streamlining invoice creation.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"size-medium wp-image-77544 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Effortless-Invoice-Generation-640x122.png\" alt=\"-\" width=\"640\" height=\"122\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Effortless-Invoice-Generation-640x122.png 640w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Effortless-Invoice-Generation-768x147.png 768w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Effortless-Invoice-Generation-320x61.png 320w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Effortless-Invoice-Generation-480x92.png 480w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/Effortless-Invoice-Generation.png 780w\" sizes=\"(max-width: 640px) 100vw, 640px\" title=\"-\"><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Seamless Customer Billing:\u00a0 With all the necessary data readily available, generate and post sales invoices directly in Business Central. This integrated approach ensures efficient and accurate customer billing, minimizing errors and improving cash flow.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>* All shared information was retrieved or copied from Microsoft documentation:<\/p>\n<ul>\n<li>Integrate Field Service and Business Central: <a href=\"https:\/\/learn.microsoft.com\/en-us\/dynamics365\/release-plan\/2023wave2\/smb\/dynamics365-business-central\/manage-work-orders-field-service-invoice-them-business-central\" target=\"_blank\" rel=\"noopener\">Integrate Field Service and Business Central<\/a><\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\" wp-image-77550 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/qrcode-480x480.png\" alt=\"-\" width=\"163\" height=\"163\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/qrcode-480x480.png 480w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/qrcode-320x320.png 320w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2024\/09\/qrcode.png 610w\" sizes=\"(max-width: 163px) 100vw, 163px\" title=\"-\"><\/p>\n<!--themify_builder_content-->\n<div id=\"themify_builder_content-77524\" data-postid=\"77524\" class=\"themify_builder_content themify_builder_content-77524 themify_builder tf_clear\">\n    \t<!-- module_row -->\n\t<div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_nus1581 tb_first tf_clearfix\">\n\t    \t\t<div class=\"row_inner col_align_top col-count-1 tf_box tf_w tf_rel\">\n\t\t\t<div  data-lazy=\"1\" class=\"module_column tb-column col-full first tb_cai8581 tf_box\">\n\t\t\t    \t        <div class=\"tb-column-inner tf_box tf_w\">\n\t\t    <!-- module text -->\n<div  class=\"module module-text tb_9tkr581 arquitps-data  \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n    <p><script>\njQuery(\".tbp_post_month:contains(Janeiro)\").html(\"January\");\n\njQuery(\".tbp_post_month:contains(Fevereiro)\").html(\"February\");\n\n\njQuery(\".tbp_post_month:contains(Mar\u00e7o)\").html(\"March\");\n\n\njQuery(\".tbp_post_month:contains(Abril)\").html(\"April\");\n\n\njQuery(\".tbp_post_month:contains(Maio)\").html(\"May\");\n\n\njQuery(\".tbp_post_month:contains(Junho)\").html(\"June\");\n\n\njQuery(\".tbp_post_month:contains(Julho)\").html(\"July\");\n\njQuery(\".tbp_post_month:contains(Agosto)\").html(\"August\");\n\njQuery(\".tbp_post_month:contains(Setembro)\").html(\"September\");\n\njQuery(\".tbp_post_month:contains(Outubro)\").html(\"October\");\n\njQuery(\".tbp_post_month:contains(Novembro)\").html(\"November\");\n\njQuery(\".tbp_post_month:contains(Dezembro)\").html(\"December\");\t\n\n\n\n<\/script><\/p>    <\/div>\n<\/div>\n<!-- \/module text -->\t        <\/div>\n\t    \t<\/div>\n\t\t    <\/div>\n\t    <!-- \/row_inner -->\n\t<\/div>\n\t<!-- \/module_row -->\n\t\t<!-- module_row -->\n\t<div  data-anchor=\"sucesso\" data-hide-anchor=\"1\" data-lazy=\"1\" class=\"module_row themify_builder_row sucesso repeat tb_has_section tb_section-sucesso tb_hio8585 tf_clearfix\" >\n\t    \t\t<div class=\"row_inner col_align_top col-count-1 tf_box tf_w tf_rel\">\n\t\t\t<div  data-lazy=\"1\" class=\"module_column tb-column col-full first tb_k7o0586 tf_box\">\n\t\t\t    \t        <div class=\"tb-column-inner tf_box tf_w\">\n\t\t    <!-- module buttons -->\n<div  class=\"module module-buttons tb_gsmq586 buttons-horizontal transparent popmake-24705 large circle tf_textc\" data-lazy=\"1\">\n    \t<div class=\"module-buttons-item tf_inline_b\">\n\t\t\t\t\t\t\t<a href=\"#\" class=\"ui builder_button tb_default_color\" >\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"tf_inline_b tf_vmiddle\">Give as a Feedback and Suggest Questions<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t    \t<\/div>\n\t<\/div>\n<!-- \/module buttons -->\n\t        <\/div>\n\t    \t<\/div>\n\t\t    <\/div>\n\t    <!-- \/row_inner -->\n\t<\/div>\n\t<!-- \/module_row -->\n\t<\/div>\n<!--\/themify_builder_content-->\n","protected":false},"excerpt":{"rendered":"<p>Business Value Professional service organizations can significantly improve their efficiency with this integrated solution. It streamlines the management of service tasks, resource usage, and finances, benefiting everyone from technicians and managers to the finance team.\u00a0 Imagine seamlessly handling work orders and resource consumption in Field Service, then smoothly invoicing and completing them within Business Central. 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