Field Service portal
If you maintain equipment in the field, give your technicians a mobile app that talks directly to Business Central
An integrated field operations and planning solution for Business Central that eliminates paperwork and ensures instant invoicing.
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What is it?
Field Service by CRM-Integrator is an integrated field operations and planning solution for companies using Microsoft Dynamics 365 Business Central. It enables planners and field technicians to manage service orders, maintenance visits, and customer interactions seamlessly — all while ensuring Business Central remains the single source of truth for data.The solution is designed for organizations that sell serviceable equipment under contracts, and who manage technicians performing planned or ad-hoc service visits in the field.By synchronizing all service-related data directly with Business Central, the system streamlines dispatching, reporting, and invoicing processes — ensuring accurate, efficient, and compliant field service execution.
But I already have a service management tool?
Many service management tools exist. But if you use Microsoft Dynamics 365 Business Central, Field Service by CRM-Integrator is helpful because Business Central remains the master data system.It enables planners and field technicians to manage service orders, maintenance visits, and customer interactions seamlessly, while ensuring BC remains the single source of truth for all customers, service items, contracts, and pricing data.Unlike standalone tools, there's no duplicate data entry. All records originate in Business Central, handling your field service operations faster, simpler, and with zero synchronization errors.
Three Core Capabilities
Visual Planning Calendar
Use a drag-and-drop web interface to schedule and dispatch your service team with complete visibility into technician workload and location. Reduces planning time by 30–50%.
Mobile Field Reporting & Capture:
Technicians use a mobile-friendly interface to log time, parts, mileage, and automatically create ad-hoc service orders directly from the field. This includes capturing a customer digital signature.
Real-Time Business Central Integration:
The system acts as the operational layer while Business Central remains the master data system. All service report data (hours, parts, mileage) is automatically pushed back into BC for instant invoicing and accurate payroll calculations.
How It Helps Your Business
Before implementing Field Service, the challenge for many companies is that data re-entry between systems causes delays, errors, and results in delayed invoicing.
The solution offered by Field Service by CRM-Integrator is a seamless handover from field to finance: technician data is captured directly in the field, and all completed service reports, timesheets, and spare part usage are automatically pushed to Business Central.
This process leads to outcomes like faster billing cycles (with same-day invoicing being achievable) and the elimination of data errors.
Features
Built for Proactive Sales Action
Real-time synchronization with BC
Data flows are automated and bi-directional, pushing completed service reports, timesheets, and parts usage instantly to BC.
Visual Drag-and-Drop Planning
Planners can schedule and dispatch technicians easily, reducing planning time by 30–50%.
Mobile Technician Interface
Technicians can report work, log time/parts, and capture customer signatures from the field.
Built-in PDF Service Reports
Immediate, professional reports with customer signatures ensure compliance and satisfaction.
Spare part usage tracking
Automatically links parts usage to the BC item ledger.
BC as Master Data System
All customers, contracts, and prices originate in BC, ensuring consistency and accuracy.
Pricing
We handle the technical setup. You're live in days, not months.
Pay Once, Own Forever
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€2000
(15,000 DKK)
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What's Included in Implementation
✓ Business Central AL extension installation and configuration
✓ Azure environment setup and deployment
✓ Data synchronization configuration
✓ Planner and technician training Initial go-live support and performance monitoring
✓ Ongoing maintenance and support agreement (optional)