Field Service

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.

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

1

Your Problem

Before implementing Field Service, the challenge for many companies is that data re-entry between systems causes delays, errors, and results in delayed invoicing.

2

The Solution

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.

3

The Result

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

Pay Once, Own Forever. We handle the technical setup. You're live in days, not months.

Standard Version

TBD

  • Up to 100 customer accounts
Unlimited Version

TBD

  • +100 customer accounts

Support Agreement

Standard support agreement

18%

  • Fixed annual cost
  • BC updates, patches, and fixes included
  • Talent interested in your company
  • We handle it before it's a problem
No Support Agreement

0%

  • Pay per incident
  • Support, fix and implementation at normal hourly rate
  • Best-effort scheduling

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)

Ready to stop losing customers, increase retention revenue, and boost sales efficiency without adding a single dashboard to maintain?