EONE BLOG
Introducing Dynamics 365 Field Service – NAV/365 Financials Integration Templates

By Katie Soderberg, CRM Channel Manager for SmartConnect Monday, April 10, 2017


We’re pleased to introduce SmartConnect integration templates that allow you to synchronize data and handle the initial bulk data loads required when you’re integrating Microsoft Dynamics 365 Field Service with Dynamics NAV or Dynamics 365 Financials.  

Here is what you need to know:

About the Microsoft Dynamics 365 Field Service- Dynamics NAV/365 Financials Integration using SmartConnect

By popular request, eOne Solutions has published integration templates (starting points) to integrate Microsoft Dynamics 365 Field Service with Dynamics NAV and Dynamics 365 Financials.   Integrating to areas like work order management, inventory management, customer billing, and preventative maintenance allows for providing a better, more connected field service experience at a lower cost.

Generally, what is Field Service?

Field service refers to coordination of field operations and entails scheduling service orders, dispatching agents, tracking jobs and vehicle statuses.  Think of the scenario where your furnace stops working.  (Here in Fargo, for most of the year that is a very bad thing!)  You call your home heating company about the issue.  If troubleshooting over the phone doesn’t resolve the issue, your home heating company may send an agent to your house to take a look, diagnose the issue, and if the agent has the right parts with, hopefully he or she is able to fix it and make your home warm again. And if the agent doesn’t have the appropriate tools and parts on hand, the agent will likely order the right parts to fix it.

In July 2015 Microsoft acquired FieldOne, a global field service management solution and extended Microsoft Dynamics CRM to provide a complete field service management solution. With the launch of Microsoft’s Dynamics 365, Field Service is now available as an app that provides a range of capability designed to optimize resource management (routing, skill-set matching, reduction in travel time), enhance collaboration, and increase performance and first-time fixes.  

What is included in the integration templates?

The Dynamics 365 Field Service – Dynamics NAV/365 Financials integration templates include maps for initial bulk import and for ongoing bi-directional integration of the following entities:

  • Accounts
  • Territories
  • Warehouses
  • Inventory
  • Associated Inventory Records – Currencies, Unit of Measures, Price Levels
  • Invoices
  • Purchase Orders
  • Inventory Adjustments


Where can the integration templates be downloaded?

The Microsoft Dynamics 365 Service – Dynamics NAV integration templates are available for download here (in the Dynamics 365 folder) and also within SmartConnect. Instructions for downloading and using these templates are available here. 

What is required to implement these integration templates?

The pre-requisites, steps to access, import, and enable the integration templates are available in this help article Dynamics 365 Field Service– NAV/365 Financials Integration Templates.  

Can these templates be modified?

Yes, the SmartConnect integration templates can be further configured and modified to meet your business needs. They are also a great reference point if you are looking to integrate Microsoft Dynamics 365 Field Service with other ERP solutions.

Is there an additional cost for accessing and utilizing integration templates with SmartConnect?

No.  Integration templates are available at no extra cost to SmartConnect customers. 

Can I integrate Microsoft Dynamics 365 Field Service with other systems?

Absolutely. SmartConnect allows you to connect any source to any destination and transform your data along the way.  You can review the data sources and destinations that SmartConnect supports at www.trysmartconnect.com.

Have questions? Interested in learning more? Reach out to us at sales@eonesolutions.com.






Don't Be Greedy:Share on FacebookTweet about this on TwitterShare on Google+Pin on PinterestShare on LinkedInEmail this to someone

Written By Katie Soderberg , CRM Channel Manager for SmartConnect

Leave a Reply

Your email address will not be published. Required fields are marked *

Integrate & Automate without Any Code.

LEARN MORE

SmartList Data has Never Been Faster.

LEARN MORE

The Easiest Way to Report on GP Data.

LEARN MORE