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FieldConnect Integrations Guide: Microsoft Dynamics SL, GP, and Business Central

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Expand the Capabilities of Dynamics 365
Increases Efficiencies within Your Field Service Operations
Make Data-Driven Decisions with Accurate Reporting and Analytics
FieldConnect Microsoft Integrations
        Dynamics 365 Business Central (Dynamics BC)
        Microsoft Dynamics SL
        Microsoft Dynamics GP
FieldConnect and Microsoft Dynamics Integration FAQs
Combine Microsoft Dynamics with the Power of FieldConnect for the Ultimate Field Service Solution

FieldConnect was designed to make life easier
for your entire team.

Imagine your technicians managing work orders and schedules, accepting payments on-site, and generating real-time job quotes–all from their mobile devices. Forget the days of paper forms and wasted time. FieldConnect ensures seamless communication between field workers, office staff, and leadership, simplifying operations and boosting productivity at every turn. From easy data access to real-time insights, we've got your workflow covered. 

We created this guide specifically for businesses using Microsoft Dynamics (SL, GP, or Business Central). We will show you how FieldConnect seamlessly integrates with your existing system to empower your mobile workforce and streamline operations. Plus, we’ll break down specific features that work best with your version of Microsoft Dynamics, allowing you to make smarter decisions and drive growth effortlessly with our user-friendly dashboard.

Expand the Capabilities of Dynamics 365

FieldConnect seamlessly integrates with various Dynamics solutions,
acting as an extension of your current ERP. 

Dynamics 365 Business Central (Dynamics BC)

This all-in-one ERP and CRM caters to small and medium businesses. It boasts smooth integration with other Microsoft products and a robust third-party app ecosystem. FieldConnect enhances Dynamics BC by providing dedicated field service functionalities, optimizing your mobile workforce, and streamlining workflows.

Microsoft Dynamics SL

Tailored for project-based industries, Dynamics SL offers robust project management features. FieldConnect empowers you to leverage these features by enabling real-time data exchange, ensuring both platforms work in sync. Jump to this section.

Microsoft Dynamics GP

This user-friendly ERP is ideal for small and medium businesses across various industries. Dynamics GP offers a wide range of built-in modules and strong financial management functionalities. FieldConnect integrates seamlessly to enhance your field service operations, improving communication, efficiency, and customer service.

Increases Efficiencies within Your Field Service Operations

Do you feel like there just aren't enough hours in the day to keep your field service operations running smoothly?
Is paperwork piling up? Are technicians struggling to stay on schedule? 

By streamlining workflows and automating manual tasks, FieldConnect empowers you to focus on what matters most–exceptional customer service and a happy, productive team. Here's how:

Mobile Work Order Management
FieldConnect equips your technicians with a mobile app that provides instant access to work orders, schedules, customer information, and more – all on their smartphones or tablets. No more wasted time deciphering handwritten notes or returning to the office for updates.
Scheduling and Dispatching
Optimize your resources and ensure timely service with FieldConnect's powerful scheduling and dispatching tools. Drag-and-drop functionality allows you to easily assign tasks based on technician skill sets and location. Real-time traffic updates help you plan efficient routes, minimizing travel time and maximizing productivity.
Accepting Payments In The Field
Eliminate the hassle of paper invoices and expedite your billing cycle with FieldConnect's secure payment processing features. Technicians can accept payments electronically on the spot, improving cash flow and customer convenience.
Real-Time Job Quoting
Close deals faster and win more business with the ability to generate accurate job quotes and identify additional revenue opportunities while technicians are on-site. FieldConnect empowers your techs to create instant quotes based on specific job requirements and quickly document pull-through work and deficiencies found in the field. This means faster deals, more revenue, and a smoother sales cycle.
GPS Tracking and Route Mapping
Gain real-time visibility into your mobile workforce with FieldConnect's GPS tracking features. Monitor technician location, track progress on assigned jobs, and identify potential delays. This improved visibility allows you to optimize routes, dispatch resources efficiently, and provide accurate arrival times to customers.
Custom Forms Builder
Eliminate paper forms and ensure consistent data collection with FieldConnect's customizable forms builder. Create digital forms specific to each job type, allowing technicians to capture all necessary information electronically, improving data accuracy and streamlining reporting processes.
Customer Service Portal
Empower your customers with a convenient self-service portal through FieldConnect. This portal lets them submit service requests, track the progress of their work orders, and communicate directly with your team, all online and on their own schedule. This translates to a happier customer experience because they have 24/7 access to manage their service needs.

It's also a win for your sales team. When it's renewal time, they can easily use the portal's documented service history to showcase the value you've provided and how you've minimized their downtime. The portal frees up your office staff by allowing customers to handle many tasks themselves, allowing your team to focus on their jobs.
Eliminating Paper Nightmares and Preventing Data Loss
Moore's Electrical and Mechanical Construction, a rapidly growing company with over 550 employees, faced challenges with data loss due to their reliance on paper forms and manual data entry. This led to inaccuracies, inefficiencies, and the potential for missing critical customer information.

FieldConnect's integration with their Microsoft Dynamics SL system provided a real-time solution. Technicians gained mobile access to forms, eliminating paper-based data collection and the risk of losing information. The streamlined workflow ensured all data was captured electronically and transferred directly to Dynamics SL, preventing data loss and improving data accuracy. Plus, we eliminated the need for the technicians to drive into the office every week just to drop off the paper tickets, saving time and cost, and improving the technician's experience. By enhancing efficiency, we helped to ensure Moore's Electrical had complete customer information readily available, allowing them to deliver exceptional service.

Ditch the Guesswork, Make Data-Driven Decisions with Accurate Reporting and Analytics

FieldConnect’s full suite of reporting tools empowers you to move beyond hunches and base your decisions on real data. Track progress across your entire organization and generate reports on a wide range of metrics, including:

  • Average job completion time
  • First-time fix rate
  • Billable hours
  • Contract uptime
  • Work crew time details
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Plus, all the data is right there to give you the custom reports you need to be proactive, make better decisions, and grow revenue.

Three ways to use our reporting tools to find value and optimize your workflow:

Compare performance

Compare performance month-over-month or year-over-year to gain valuable insights. Identify areas of improvement, recognize high-performing technicians, and make informed decisions to continuously elevate your service offerings.

Dive deeper

Dive deeper into individual technician performance with FieldConnect's advanced features. Track key metrics like response time, completion rate, and customer satisfaction to identify areas for coaching and recognize top performers.

Gain insights

Gain insights into service call trends and customer complaints. Proactively address service delivery issues and identify opportunities to enhance your offerings, ensuring long-term customer satisfaction and loyalty.

Measure Performance at Every Level
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Ready to transform your workflow? Book a demo to experience firsthand how our all-in-one solution can transform your field service management operations

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FieldConnect Microsoft Dynamics 365 Business Central (Dynamics BC) Native Integration

FieldConnect & Dynamics BC work seamlessly with each other—Dynamics BC handles your record keeping and accounting, and FieldConnect manages your work orders and dispatch operations. 

Dynamics BC Feature Spotlight

Our Dynamics BC clients love these expanded capabilities:

Enhanced Resource Optimization:
Leverage Dynamics BC's robust capabilities to optimize your field service resources and scheduling.
Real-Time Data Access:
Gain instant access to critical field service data directly within Dynamics BC through FieldConnect's seamless integration.
Streamlined Inventory Management:
Combine FieldConnect with Dynamics BC to easily manage the consumption of inventory used for service in the field.
Comprehensive Reporting:
FieldConnect's reporting tools integrated with Dynamics BC allow businesses to generate comprehensive reports on field service activities, resource utilization, and customer satisfaction metrics.

FieldConnect Microsoft Dynamics SL/GP Native Integration

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Microsoft Dynamics SL

Our Field Service Software Maximizes Your MS Dynamics SL installation by providing real-time connectivity to your ERP. This optimizes your operations by speeding up billing and simplifying the management of your service customers.

FieldConnect eliminates the need for a secondary field service database. The synchronizations, connectors, or export files are irrelevant, and we remove impediments to real-time access to mission-critical information.

Dynamics SL Feature Spotlight

Our Dynamics SL clients love these expanded capabilities:

Real-Time Data Exchange:
Eliminate the need for separate databases with FieldConnect's real-time connection to Dynamics SL, ensuring both platforms work in sync.
Faster Billing Cycles:
Streamline billing processes and reduce wait times with FieldConnect's integration with Dynamics SL.
Improved Customer Management:
Simplify customer service by managing customer data and service history within Dynamics SL, accessible through FieldConnect.
Accurate Data:
Ensure data accuracy across your organization with a single source of truth. Eliminate errors caused by manual data entry and conflicting information in separate systems.

Case Study Microsoft Dynamics SL

HVAC contractor, Tampa Bay Trane, faced issues with manual data entry and lengthy billing cycles due to paper-based service calls, resulting in lost revenue, inefficiencies, and delayed invoices. FieldConnect's FieldAccess mobile solution replaced paper forms and manual time cards. It integrated seamlessly with Tampa Bay Trane's existing Microsoft Dynamics SL system, enabling real-time data exchange between field technicians and the back office.

This electronic solution eliminated errors, streamlined data entry, and improved billing accuracy. We were able to increase the rate of billed service time by 9%, representing a significant return on investment. Plus, real-time data updates allowed Tampa Bay Trane to reduce their billing cycle from weeks to an average of 2.39 days, significantly improving cash flow!

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Microsoft Dynamics GP

FieldConnect Software seamlessly integrates with Dynamics GP, directly saving data to its database. This integration is crucial for businesses with significant reliance on field service operations, as it ensures alignment between service offerings and core business functions. 

By consolidating data within Dynamics GP, businesses can streamline operations and enhance customer relationships by accessing integrated customer data and service history, eliminating the complexities associated with managing separate platforms.

Dynamics GP Feature Spotlight

Our Dynamics GP clients love these expanded capabilities:

Seamless Data Integration:
FieldConnect integrates seamlessly with Dynamics GP, directly saving data to its database for a unified view.
Mobile Work Order Management:
Empower technicians with mobile work order access, updates, and completion through FieldConnect's mobile app, complementing Dynamics GP's functionalities.
Enhanced Customer Service:
Provide timely support and solutions through FieldConnect's customer service features integrated with Dynamics GP.
Real-time Visibility:
Gain real-time insights into field operations, inventory levels, and customer data with a unified data platform.
Navigating Your FieldConnect/Microsoft Dynamics Integration
A successful integration between FieldConnect and your Microsoft Dynamics system is crucial
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Navigating Your FieldConnect/Microsoft Dynamics Integration

A successful integration between FieldConnect and your Microsoft Dynamics system is crucial to reaping the full benefits of this powerful combination. This section will guide you through the entire process, from initial evaluation to post-integration checks. We'll break down each step into clear, actionable tasks to ensure a smooth and efficient integration.

Pre-integration Evaluation
  • Conduct a thorough data audit: Assess the health of your current field service software data. Identify and address any inconsistencies or errors before migration.
  • Dynamics version compatibility: Ensure your Dynamics version is compatible with FieldConnect. Check for updates if necessary.
  • Review extensions and customizations (SL & GP only): If you've implemented custom features in Dynamics SL or GP, evaluate their compatibility with FieldConnect. You may need to adjust them during integration.
Integration Planning
  • Identify integration points: Pinpoint the specific areas where data needs to flow between your field service software and Dynamics modules. This will guide the integration process.
  • Establish migration windows: Schedule downtime or designate specific periods for data migration to minimize disruption to your ongoing operations.
  • Backup Dynamics data: Create a comprehensive backup of your Dynamics data using recommended mechanisms before initiating the integration process.
Data Mapping and Transformation
  • Understand Dynamics schema: Familiarize yourself with the structure and organization of data within Microsoft Dynamics.
  • Data field alignment: Ensure the data fields in both systems match and represent the same information. This is crucial for seamless data exchange.
  • Data transformation rules: Set up rules to transform data from your field service software to match the format and requirements of Dynamics.
Staging, Test, or Pilot Migration
  • Test data selection: Choose a representative subset of your data for initial testing. This allows you to identify and rectify any issues before migrating everything.
  • Monitor pilot migration: Closely monitor the test migration process and make adjustments as needed. This helps ensure a smooth, full-scale migration.
  • Data integrity review: Before proceeding, thoroughly review the migrated test data to confirm its accuracy and completeness within Dynamics.
Full-Scale Migration and Post-Integration Checks
  • Full-scale migration: Once testing is successful, initiate the full-scale migration of your data with the refined processes established during the pilot stage.
  • Data validation: Validate the migrated data against the defined standards within Dynamics to ensure everything is transferred correctly.
  • Functionality testing: Test all functionalities within the relevant Dynamics modules to confirm they work seamlessly with the integrated data. Monitor system logs for any anomalies.
Training and Support Considerations
  • Develop training modules: Create training materials focused on using Dynamics effectively after the integration. This empowers your team to leverage the new functionalities.
  • Knowledge base and user community: Provide your team with access to the Dynamics knowledge base and encourage them to engage with the user community for ongoing support.
  • Dedicated support: Consider implementing dedicated support during the initial phase to address any Dynamics-specific challenges that may arise after integration.

FieldConnect and Microsoft Dynamics Integration FAQs

What Are the Benefits of Integrating FieldConnect With Microsoft Dynamics?

There are SO many benefits and capabilities you gain when you integrate FieldConnect with your Microsoft Dynamics ERP, but here’s the top six benefits our clients are raving over:

  • Streamlined workflows: Eliminate paper forms and manual data entry for improved efficiency.
  • Real-time data exchange: Ensure everyone has access to the latest information, from field technicians to leadership.
  • Improved communication: Break down silos and foster seamless communication between field and office staff.
  • Enhanced customer service: Empower technicians with the tools they need to deliver exceptional service experiences.
  • Data-driven decision-making: Gain real-time insights to optimize operations and make informed business decisions.
  • Increased productivity: Boost technician productivity with mobile access to work orders, schedules, and customer data.
Will FieldConnect replace my Microsoft Dynamics system?
No, FieldConnect integrates seamlessly with your existing Microsoft Dynamics system (SL, GP, or Business Central). It acts as an extension specifically designed to manage your field service operations and optimize your mobile workforce.
Is the Integration Complex?
No, FieldConnect offers a user-friendly integration process. We provide comprehensive resources and support to guide you through the setup.
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BOOK A DEMO TODAY! Combine Microsoft Dynamics with the Power of FieldConnect for the Ultimate Field Service Solution

Now you have the knowledge to leverage the powerful combination of FieldConnect and your Microsoft Dynamics system. By integrating these solutions, you can streamline workflows, eliminate data silos, and empower your team with the tools they need to excel in the field. The result? Exceptional customer service, improved efficiency, and a clear path to growth.

Book a free demo today to discover the full potential of your Microsoft Dynamics investment and watch your business take off!