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Synchronize Microsoft Dynamics with FieldBuddy
Fast and accurate invoicing according to your business processes
Create a 360 degree customer view with all data
Enrich FieldBuddy with the modules of Microsoft Dynamics 365
Reduce administrative tasks
Integration Microsoft Dynamics
Account
Relationships
Locations
Work Addresses
Workorder Items
Articles (and Inventory)
Work orders + Consumed Parts and Registered Time
Invoices + Invoice lines
Work orders
Orders, projects, quotations
Contact person
Contacts
Werkbonnen + Werkbonregels
Facturen + Faturregels
The integration is built in such a way that every field and object in Microsoft Dynamics can be connected to a field in FieldBuddy, and visa versa.
Integrate FieldBuddy with Microsoft Dynamics Modules
Endless integration Possibilities
With the Microsoft Dynamics integration of FieldBuddy, anything is possible. The integration is so flexible that every object or field in both systems can be linked, including custom fields. FieldBuddy offers a comprehensive REST API, making every object and (custom) field easily accessible. Align your customer data, automatically track your inventory, generate an invoice, or update an existing sales order in Microsoft Dynamics. Everything is possible with the integration.
From work order to invoice
Utilising the ready-made tools of the platform makes it easy to establish intelligent business logic and automated rules to streamline the invoicing process. For instance, automatically include used parts, travel time, and work order data in the invoice to ensure the accuracy of your invoices. Do you have specific requirements or service agreements? With FieldBuddy’s business logic tool, you can incorporate automated rules into the invoicing process, such as automatic discounts or logic that removes costs in certain scenarios.
Create a Single Source of Truth for Your Data in Both Systems
Bid farewell to manual data entry and establish a closed system with unlimited possibilities.
Nooit meer discrepanties
Zorg dat je klantgegevens in beide systemen altijd op elkaar zijn afgestemd.
Werkbon omzetten in factuur
Zet een werkbon automatisch om in een factuur op basis van je prijs en contract.
Verkooporders omzetten in werkbonnen
Importeer projecten, verkooporders of offertes rechtstreeks vanuit Exact in FieldBuddy om automatisch werkbonnen aan te maken.
360 graden beeld van je klanten
Een 360 graden klantbeeld met alle field service data (werkbonnen, verzoeken, installaties, etc.) en financiele data (facturen, offertes, orders).
Volledig transparante voorraad
Maak inventarisatie volledig transparant, zelfs voor de monteur.
Never discrepancies
Keep your customer records aligned flawlessly across systems.
Turn work order into invoices
Automatically convert work orders into invoices using predetermined prices and contracts.
Transform sales orders in work orders
Import projects, sales orders or quotes directly from Microsoft Dynamics into FieldBuddy to create work orders automatically.
360 degree view of your customers
A 360-degree customer view with all field service data (work orders, requests, installations, etc.) and financial data (invoices, quotes, orders).
Fully transparent inventory
Make inventory completely transparent, even to the technician.
Frequently asked questions about Microsoft Dynamics integration
We integrate with all editions of Microsoft Dynamics 365. So those are: Accounting, Finance, HR, Manufacturing, Commerce, Payroll, Project Management and Hours & Invoicing.
In practice, we can retrieve and send everything towards Microsoft Dynamics. Because all data that is unlocked by Business Central in their API can be retrieved by us and that's all so far. Our integration software is flexible and completely customizable.
For FieldBuddy users, this integration is free.
All data can be retrieved and sent to Microsoft Dynamics. So think about customers, contacts, invoices, orders, projects, really everything.
Which system is leading can be determined per by you. Our integration is freely configurable. So both Microsoft Dynamics and FieldBuddy can be leading.
Yes! Request a demo through our website and we will show you everything during the demo.
We can integrate our system with virtually any system with open API. FieldBuddy has a direct interface with AccountView, SAP, Exact, Unit 4, TwinField, Microsoft Dynamics and AFAS. See all our integrations here
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