Dynamics 365, Microsoft’s top-rated back-office software, breaks down the silos between CRM and ERP to help capture new business opportunities.
Bond Consulting Services (BCS) continues to push the boundaries of business intelligence and CRM and ERP capabilities to boost business success for our clients. Read on to learn more about the new Dynamics 365 Field Service to Business Central Connector!
Dynamics 365 Field Service to Business Central Connector:
Our expert team of BCS consultants have recently began configuring a powerful Dynamics 365 Field Service add-on for a client to connect its field service and accounting operations. Dynamics 365 Field Service is a module within Customer Engagement that enables users to quickly and easily schedule resources and technicians to resolve issues and conduct installations onsite. However, CRM and Dynamics 365 Field Service do not include a billing component where users can invoice a customer and receive a payment for the services conducted. These invoicing capabilities are typically conducted in Dynamics 365 Business Central, Microsoft’s leading accounting application.
The Dynamics 365 Field Service to Business Central Connector will resolve this invoicing issue by streamlining field service and billing operations. Once a technician completes a service for a customer, a work order will be created in Dynamics 365 Field Service that will automatically establish a sales order in Business Central that includes all the products and resources used in the service. The sales order can be used as an invoice for the customer to pay, and that payment can be made directly in Business Central. After the invoice payment is received, the Power Connector will push the posted invoice and payment information from the Customer Ledger Entry records back into Dynamics 365 Field Service so users and technicians can ensure that the service is fully completed.
The Dynamics 365 Field Service to Business Central Connector saves users time, effort and expensive licensing costs by streamlining operations but still enabling your field service team to remain in one environment, and your accounting team to remain in your Business Central environment. The Connector can be leveraged by organizations across a variety of industries to simplify scheduling, installations, support, invoicing and receiving.
As a Microsoft Gold Partner and Cloud Solution provider, BCS specializes in implementing, integrating, customizing and supporting Microsoft Dynamics solutions.
For more information on how to optimize your operations with Microsoft CRM, call (562) 988-3451 or schedule a free consultation to connect with our expert team of BCS consultants!
