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Field Service

Dynamics 365 for field service: every job scheduled, fixed and invoiced.

Business Central and Finance & Operations hold contracts, service items and parts, and connect completed work to billing, with Dynamics 365 Field Service for scheduling and mobile.

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Industry challenges

Challenges we solve for field service

  1. 01

    Wrong technician, wrong parts

    First visits often fail.

    With Dynamics 365: Scheduling by skill and location, with parts on the van tracked.

  2. 02

    Paper job sheets

    Work orders come back late and incomplete.

    With Dynamics 365: Mobile work orders completed on site.

  3. 03

    Service contracts not billed correctly

    Contract and time charges are missed.

    With Dynamics 365: Contracts and work orders flow into invoicing.

  4. 04

    No view of asset history

    Technicians arrive without the service record.

    With Dynamics 365: Customer asset history available on every job.

Dynamics 365 Business Central

Business Central for field service

Usually fits: Service companies that need service contracts, service orders, parts and invoicing, with Dynamics 365 Field Service added for scheduling.

  • Service management

    Service items, service contracts and service orders with response times and warranty.

  • Dynamics 365 Field Service integration

    Work orders scheduled and completed in Field Service, then invoiced in Business Central.

  • Parts by van and location

    Each van or depot as a location, so parts used on a job come out of the right stock.

  • Contract invoicing

    Contracts invoiced on schedule, with job costs compared against contract revenue.

Dynamics 365 Finance & Operations

Finance & Operations for field service

Usually fits: Larger service organizations that combine field work with projects, inventory and multi-entity finance in F&O.

  • Dynamics 365 Field Service integration

    Field Service work orders linked to F&O projects, inventory and finance.

  • Service projects

    Larger service jobs run as projects with budgets, costs and billing rules.

  • Inventory and warehousing for parts

    Parts stocked across warehouses and vans, replenished automatically.

  • Asset Management

    Maintenance plans and work orders for your own equipment and the assets you service.

Not sure which one fits?

Our advisory service compares both against your processes, size and growth plans.

FAQ

Questions from field service

Business Central or Finance & SCM for field service?

Dynamics 365 Business Central usually fits service companies that need service contracts, service orders, parts and invoicing, with Dynamics 365 Field Service added for scheduling. Dynamics 365 Finance & SCM usually fits larger service organizations that combine field work with projects, inventory and multi-entity finance in F&O. Our advisory service compares both against your processes.

Which TSL Labs extensions are most relevant?

For this sector we usually start with Equipment Rental Management, Xero Bills Connector and License Management. Every extension has its own page with features, documentation and a demo request.

Can you move us from our current system?

Yes. We upgrade from Dynamics GP, NAV and AX and move businesses off spreadsheets or older accounting systems, with a data migration plan agreed before cutover. See GP, NAV and AX upgrades.

How long does an implementation take?

A standard Business Central implementation typically goes live in 6–10 weeks, and Finance & SCM typically takes 13–17 weeks. We confirm scope and timeline before any configuration starts.

Free consultation

Talk to a consultant who knows field service

Book 30 minutes, or send a short note about how you work today. We will tell you honestly whether Business Central or Finance & SCM fits, and which TSL Labs extensions are relevant.

Book a 30-minute consultation →

Talk to us about Dynamics 365 for field service

We'll help you choose between Business Central and Finance & Operations, and show how it fits the way you work.