Integration Process
Setup Requirements
- Authentication: Use Azure AD tenant credentials or Basic Authentication.
- Entity Selection: Choose which entities to synchronize, such as customers, items, and price lists.
- Configuration: Adjust settings to control data flow and synchronization preferences.
Data Mapping
Predefined mappings align BC365 fields with Wello fields:
Items:
- BC365 item.id → Wello article.id
- BC365 item.inventory → Wello article.physical_stock
Customers:
- BC365 customers.displayName → Wello contact.lastname
- BC365 customers.id → Wello contact.company_id
Invoices:
- Wello invoice_details.article_id → BC365 salesInvoiceLines.itemId
API Endpoints
The integration uses BC365’s API for real-time data updates. Examples include:
Pricing and Discounts
BC365 pricing rules are supported, including:
- Customer-Specific Pricing: Overrides default pricing for individual customers.
- Group Pricing: Applies discounts or prices to specific groups.
- 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:
- BC365 Location: locations.id → Wello Location: article_stock_location.id
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:
- Sales Invoices: For direct billing.
- Sales Orders: For flexible financial workflows.
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
- Ensure BC365 API is active and accessible.
- Provide valid Azure AD credentials.
- Assign necessary permissions to access and edit data.
Deployment Steps
- Install the Connector: Use the Wello Marketplace to set up the integration.
- Authenticate: Provide credentials for OAuth or Basic Authentication.
- Configure Settings: Set up synchronization for customers, items, invoices, and other data.
- Test Integration: Verify that data flows correctly between systems.
- 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:
- Customer data to sync automatically from BC365 to Wello.
- Work orders updated in Wello to generate invoices in BC365.
- Real-time inventory and pricing updates for accurate stock management.
Results
- Invoices are generated faster, improving cash flow.
- Inventory records are more accurate.
- Teams collaborate better with synchronized data.
Benefits of Integration
- Simple Integration: The native Wello connector works directly with BC365 for fast and reliable setup.
- Automation: Reduces manual data entry and errors.
- Accurate Data: Ensures records are always up-to-date.
- Quick Invoicing: Shortens billing cycles.
- 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.