Technical Specifications for Integrating Dynamics 365 Business Central with Wello Solutions 

Overview 

Integrating Dynamics 365 Business Central (BC365) with Wello Solutions allows for easy and reliable two-way data transfer between field service management and enterprise resource planning (ERP). Wello Solutions offers a native connector for BC365, enabling direct integration without requiring additional tools or complex setups. 

Key Features 

1. Native Connector for BC365 

The Wello-BC365 integration uses a native connector designed to work directly with BC365. This simplifies the process by: 

2. Bidirectional Synchronization 

The integration supports data flow in both directions for: 

3. Faster Billing Cycles 

This integration enables same-day invoicing by automatically generating invoices in BC365 from completed Wello work orders.

Integrate Wello Field Service Management with Dynamics 365 Business Central and achieve new heights in operational efficiency. Seamlessly connect, streamline workflows, and empower your team with an all-in-one solution designed for excellence.

Integration Process

Setup Requirements

  1. Authentication: Use Azure AD tenant credentials or Basic Authentication.

  1. Entity Selection: Choose which entities to synchronize, such as customers, items, and price lists.

  1. Configuration: Adjust settings to control data flow and synchronization preferences.

Data Mapping

Predefined mappings align BC365 fields with Wello fields:

Items:

Customers:

Invoices:

API Endpoints

The integration uses BC365’s API for real-time data updates. Examples include:

Pricing and Discounts

BC365 pricing rules are supported, including:

  1. Customer-Specific Pricing: Overrides default pricing for individual customers.
  2. Group Pricing: Applies discounts or prices to specific groups.
  3. Default Pricing: Used when no special pricing is defined.

Wello consolidates BC365’s pricing data into a single price list to ensure the best price is applied accurately.

Stock Location Mapping

Stock locations in BC365 are synchronized with Wello locations. Key mappings include:

Stock data is displayed in the Wello app, allowing technicians to access inventory details on-site.

Advanced Features

Invoice Management

Invoices from Wello can be exported to BC365 as:

Invoices include accurate pricing, discounts, and optional notes, adhering to BC365’s format.

Attachments

Documents such as approval PDFs can be transferred to BC365 sales orders or invoices using the documentAttachments endpoint.

Deployment Workflow

Pre-Deployment Checklist

Deployment Steps

  1. Install the Connector: Use the Wello Marketplace to set up the integration.
  2. Authenticate: Provide credentials for OAuth or Basic Authentication.
  3. Configure Settings: Set up synchronization for customers, items, invoices, and other data.
  4. Test Integration: Verify that data flows correctly between systems.
  5. Enable Continuous Sync: Activate background updates for real-time synchronization.

Real-World Implementation

Example Scenario

A service company uses Wello to manage field tasks and BC365 for financial operations. The integration allows:

  1. Customer data to sync automatically from BC365 to Wello.
  2. Work orders updated in Wello to generate invoices in BC365.
  3. Real-time inventory and pricing updates for accurate stock management.

Results

Benefits of Integration

  1. Simple Integration: The native Wello connector works directly with BC365 for fast and reliable setup.
  2. Automation: Reduces manual data entry and errors.
  3. Accurate Data: Ensures records are always up-to-date.
  4. Quick Invoicing: Shortens billing cycles.
  5. Better Coordination: Improves workflows between field teams and back-office systems.

Conclusion

The integration of Dynamics 365 Business Central with Wello Solutions makes managing field services and ERP systems simpler and more efficient. With its native connector, Wello ensures easy setup, reliable synchronization, and improved operational workflows. Businesses can save time, reduce errors, and deliver better service to their customers.

Pankaj Thakur

Pankaj Thakur

Pankaj is a Product Marketing expert with over 10 years of experience in SaaS and IoT, seamlessly blending expertise in engineering, product management, and marketing. At Wello, he spearheads the evolution of field service software, ensuring smooth operational integration. His extensive experience in customer experience and data management has empowered global enterprises to enhance productivity, improve efficiency, and drive customer acquisition. Additionally, he is responsible for designing and leading go-to-market strategies.

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