D365 Field Service Interface
Seamless Integration of DBS/DBSi with Microsoft Dynamics 365 Field Service
Is your dealership preparing to transition service operations to Microsoft Dynamics 365 Field Service but concerned about losing critical integration with your core DBS/DBSi systems?
The D365 Field Service Interface from FDC Solutions is a robust integration project that creates a seamless, bidirectional connection between DBS/DBSi and your new Microsoft Dynamics 365 environment. This solution ensures that as you adopt D365 Field Service for managing work orders, technicians, and assets, your essential back-end data and financial processes remain perfectly in sync with DBS/DBSi.
Why This Integration is Essential
Adopting a new Field Service platform shouldn't mean sacrificing the integrity of your existing data. Our interface ensures a smooth transition by framing the scope as an integration project that allows you to leverage the strengths of both systems.
Continuous Data Flow
We establish the necessary data pathways to ensure continuity for critical processes. This involves clearly defining what data will be managed in D365 (e.g., service scheduling, dispatching) and what data needs to be pulled from or pushed back into DBS/DBSi (e.g., customer records, final financial postings).
Inventory and Parts Management
The interface addresses the movement of inventory and parts. It supports the handling of inventory, including potential truck inventory for field technicians, and ensures that parts consumption during a service job is accurately recorded and passed back to DBS/DBSi for accounting and replenishment.
Asset and Customer Synchronization
The project focuses on integrating key entities like customer accounts and assets/equipment. While D365's ultimate plan is often to sync data from the Finance and Supply Chain (F&SC) module, this solution bridges the gap, ensuring that customers and equipment records originating in DBS/DBSi are correctly available in D365 Field Service.
Work Order Lifecycle
The core of the solution is supporting the full work order lifecycle: capturing the work in D365 and transmitting the necessary information (time entries, parts consumed, final charges) back to DBS/DBSi for invoicing and financial closeout.
Future-Proofing Your Investment
FDC Solutions leverages deep expertise in the Caterpillar dealer space to implement an integration that is designed to be as "vanilla" and "out-of-the-box" as possible with D365 Field Service.
Maintain Flexibility
By minimizing custom modifications to the D365 core, your system is easier to upgrade and maintain, supporting a long-term goal of fully transitioning to D365.
Experience in Service Integration
Our team has extensive experience in implementing fully integrated service solutions with DBS/DBSi, giving us a unique understanding of the complexities of service, warranty, and rental processes within the Caterpillar dealer environment.
Ready to learn more?
If your company is ready to deploy Microsoft Dynamics 365 Field Service, complete the form below and allow a member of our team to show you how the interface between DBS/DBSi and D365 Field Service from FDC Solutions can help you unlock the true potential of your Dynamics 365 Field Service investment with an integration built on decades of Caterpillar dealer expertise so you can achieve financial control and operational integrity.