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Finance

Unified Customer & Asset Data

Integrating FieldConnect built on Microsoft Dynamics 365 Business Central with FieldConnect allows your business to connect financials, operations, and field service through a single, unified platform. At the heart of this integration is Unified Customer & Asset Data—which ensures every team, from finance to field technicians, works from the same real-time information. 

Why Unified Customer & Asset Data Is a Strategic Advantage: 

  • Single Source of Truth: Customer, contract, and asset information flows seamlessly between Business Central and Field Service—eliminating duplicate data and reducing errors. 
  • Faster, More Accurate Service: Field technicians have immediate access to up-to-date customer records, asset histories, and warranty details—so they arrive informed and ready to resolve issues the first time. 
  • Stronger Collaboration Across Departments: Sales, finance, operations, and field service teams all share the same data foundation—improving coordination, invoicing accuracy, and customer satisfaction. 
  • Real-Time Asset Tracking & Maintenance: Gain full visibility into asset performance, location, and service history—empowering proactive maintenance and lifecycle management. 
  • Automated Billing & Inventory Sync: Service work and parts usage are instantly reflected in Business Central for faster invoicing, accurate cost tracking, and better inventory control. 
  • Improved Customer Experience: With a unified view of interactions, purchases, and service history, your business can deliver more personalised, timely, and effective support. 
  • Scalable, Connected Growth: As your business evolves, the integration provides a scalable foundation for managing more assets, more service calls, and more customer relationships—without siloed systems. 

By integrating FieldConnect Finance to FieldConnect Field Service, you create a connected service ecosystem where decisions are driven by real-time, unified data—resulting in faster service, fewer errors, and happier customers.