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Synchronize Microsoft Dynamics with FieldBuddy
Fast and accurate invoicing according to your business processes
Create a 360 degree customer view with all data
Enrich FieldBuddy with the modules of Microsoft Dynamics 365
Reduce administrative tasks
Integration Microsoft Dynamics
Account
Relationships
Locations
Work Addresses
Workorder Items
Articles (and Inventory)
Work orders + Consumed Parts and Registered Time
Invoices + Invoice lines
Work orders
Orders, projects, quotations
Contact person
Contacts
Werkbonnen + Werkbonregels
Facturen + Faturregels
The integration is built in such a way that every field and object in Microsoft Dynamics can be connected to a field in FieldBuddy, and visa versa.
Integrate FieldBuddy with Microsoft Dynamics Modules
Endless integration Possibilities
With the Microsoft Dynamics integration of FieldBuddy, anything is possible. The integration is so flexible that every object or field in both systems can be linked, including custom fields. FieldBuddy offers a comprehensive REST API, making every object and (custom) field easily accessible. Align your customer data, automatically track your inventory, generate an invoice, or update an existing sales order in Microsoft Dynamics. Everything is possible with the integration.
From work order to invoice
Utilising the ready-made tools of the platform makes it easy to establish intelligent business logic and automated rules to streamline the invoicing process. For instance, automatically include used parts, travel time, and work order data in the invoice to ensure the accuracy of your invoices. Do you have specific requirements or service agreements? With FieldBuddy’s business logic tool, you can incorporate automated rules into the invoicing process, such as automatic discounts or logic that removes costs in certain scenarios.
Create a Single Source of Truth for Your Data in Both Systems
Bid farewell to manual data entry and establish a closed system with unlimited possibilities.
Nooit meer discrepanties
Zorg dat je klantgegevens in beide systemen altijd op elkaar zijn afgestemd.
Werkbon omzetten in factuur
Zet een werkbon automatisch om in een factuur op basis van je prijs en contract.
Verkooporders omzetten in werkbonnen
Importeer projecten, verkooporders of offertes rechtstreeks vanuit Exact in FieldBuddy om automatisch werkbonnen aan te maken.