D365 Field Service and NAV Integration

Integration Template

D365 Field Service and NAV Integration

Supports

SmartConnect 2017+

Publisher

eOne Solutions

The Dynamics 365 Field Service and Dynamics NAV templates provide an excellent base for any integration that is designed to connect these two system together. The templates are designed to sync the needed master records from Dynamics NAV to Dynamics 365 Field Service, and then to push any transactions from D365 Field Service to Dynamics NAV when the user chooses.

There are integration points for the following records:

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

For every integration, a Bulk version and a Change version of the map exists. The set of bulk maps are intended for an initial sync of data between Dynamics 365 Field Service and Dynamics NAV. Once that is complete, the change maps are designed to be scheduled as an ongoing process to keep the two systems synced up.

Any of the mappings can be changed or configured once the integrations are imported into SmartConnect, so additional fields can be included or even new maps can be added to fit specific needs.