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Business value
When you integrate Field Service with Business Central, technicians and dispatchers can check item availability at a specific warehouse or technician's truck on a work order in Field Service. Having this information readily available helps businesses optimize work order scheduling, avoid unnecessary travel costs, and optimize their service and purchasing operations.
Feature details
Now you can integrate, configure, and customize Field Service warehouses with Business Central locations. To manage data synchronization, we added a unidirectional integration table mapping (from Business Central) between Business Central locations and Field Service warehouses. To use the new integration table mapping, turn on the Location Mandatory toggle on the Inventory Setup page in Business Central.
Business Central syncs locations with the following settings on the Location Card page:
- The Use as In-Transit toggle is off.
- Project Consump. Whse. Handling is different from Warehouse Pick (required).
- Assm. Consump. Whse. Handling is different from Warehouse Pick (required).
On the Locations and Location Card pages, use the Warehouse action to open a coupled location in Field Service. With this action, you can sync the location, set up and delete couplings, and view sync logs.
In Field Service, use Open in Business Central to open a location in Business Central. This location couples to a warehouse in Field Service.
Select Enable Inventory Availability by Location on the Dynamics 365 Field Service Integration Setup page or on the Set up integration to Dynamics 365 Field Service page.
When you turn on inventory availability by location, you get a new Inventory Availability by Location API as a Dataverse virtual table available. The API creates a synthetic relationship between this virtual table and the native Products table in Field Service.
In Field Service, on the Products page, technicians can see how much of a product is available at a warehouse they choose.
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.
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