Dynamics 365 Business Central: Field Service with ExpandIT

Small and medium-sized businesses (SMBs) often face challenges with field service management. They need a solution that is easy to use, cost-effective, and provides them with the flexibility to adapt to changing business needs. Microsoft Dynamics 365 Business Central Service and ExpandIT field service are two such solutions that can help SMBs manage their field service operations effectively. 

Managing Your Accounting Functions

Dynamics 365 Business Central (D365 BC) is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. It provides a unified platform for managing core business data and operations, including financial management, inventory management, project management, purchasing, and sales.  

Dynamics 365 Business Central Service is an all-in-one platform designed to help SMBs unify all core business data and operations. It includes features such as planning and dispatching, service contract management, service price management, resource scheduling, timesheets, and unified reporting. However, it does not have the specific features and capabilities tailored for field service management that Dynamics 365 Field Service provides.  

Handling Field Service with Ease

There are several third-party integrations and ISV partner solutions that extend D365 BC, one of which is ExpandIT Field Service. ExpandIT is a full-feature field service management (FSM) application that seamlessly integrates with D365 BC, allowing users to manage field processes from the BC interface, enforce compliance, and invoice customers faster to improve cash flow. Core capabilities include work order generation, invoicing, live updates, checklists, field service mobility, billing and approval flows, and compliance. 

Dynamics 365 Field Service is a solid application that offers features that are not found in D365 BC and ExpandIT such as AI scheduling and IoT asset management capabilities that generate alerts, optimize routes, and designed workflows for processes like inspections and repairs. However, our experience with SMBs has been that ExpandIT more than adequately fills the FSM gap of standard D365 BC, has lower licensing and implementation costs and quicker project delivery.  

Together, D365 BC and ExpandIT Field Service provide SMBs with a complete solution for managing their field service operations. While D365 BC provides a solid foundation for managing core business data and operations, ExpandIT enhances the platform with FSM functionality that is tailored to the needs of SMB field service organizations. Together, these solutions can help SMBs streamline their field service organizations, improve cash flow, and create real value for their business. 

If you would like to learn more about the transition to the cloud with Microsoft Dynamics 365 Business Central or are looking for a field service platform that integrates with your accounting solution, we would love to help! Give us a call at 855.913.3228 or fill out our simple web form and someone will reach out to you within 1 business day. At Alta Vista Technology we take pride in being part of your solution.