Business Central: Difference between revisions
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== Resco mobility via Power Platform == | == Resco mobility via Power Platform == | ||
Business Central can integrate natively with '''Dataverse/Power Platform''' ([https://learn.microsoft.com/en-us/dynamics365/business-central/admin-common-data-service Microsoft documentation]). By installing [[Resco Suite]] to your Dataverse/Power Platform environment | Business Central can integrate natively with '''Dataverse/Power Platform''' ([https://learn.microsoft.com/en-us/dynamics365/business-central/admin-common-data-service Microsoft documentation]). By installing [[Resco Suite]] to your Dataverse/Power Platform environment you can benefit from native integration between Resco and Power Platform and use [[Resco Mobile CRM]] as your mobile frontend. Resco fully supports Dataverse's [[virtual table]]s, allowing you to access Business Central via Resco mobile apps. | ||
[[File:Businesscentral-dataverse-rescomobilecrm.png|600px]] | [[File:Businesscentral-dataverse-rescomobilecrm.png|600px]] | ||
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== Resco mobility via Microsoft Dynamics == | == Resco mobility via Microsoft Dynamics == | ||
Business Central can integrate natively with '''Microsoft Dynamics 365 Field Service''' ([https://learn.microsoft.com/en-us/dynamics365/business-central/admin-integrate-field-service Microsoft documentation]). By installing [[Resco Suite]] to your Dynamics environment | Business Central can integrate natively with '''Microsoft Dynamics 365 Field Service''' ([https://learn.microsoft.com/en-us/dynamics365/business-central/admin-integrate-field-service Microsoft documentation]). By installing [[Resco Suite]] to your Dynamics environment you can benefit from native integration between Resco and Dynamics and use [[Resco Mobile CRM]] as your mobile frontend. Resco fully supports Dataverse's [[virtual table]]s, allowing you to access Business Central via Resco mobile apps. | ||
[[File:Businesscentral-dynamics.png|600px]] | [[File:Businesscentral-dynamics.png|600px]] | ||
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{{#ev:youtube|https://www.youtube.com/watch?v=-q8Gm7u7R2A|||||start=57}} | {{#ev:youtube|https://www.youtube.com/watch?v=-q8Gm7u7R2A|||||start=57}} | ||
To | To summarize, the available integration options include: | ||
* '''Data Sync''' that replicates data changes between overlapping tables in Business Central and Dataverse | * '''Data Sync''' that replicates data changes between overlapping tables in Business Central and Dataverse | ||
* '''[[Virtual table]]s''' that enable interaction without data duplication | * '''[[Virtual table]]s''' that enable interaction without data duplication | ||
* '''Data and business events''' that trigger [[Power Automate]] flows | * '''Data and business events''' that trigger [[Power Automate]] flows | ||
It is important to realize that | It is important to realize that these different strategies can be combined. Some tables can be duplicated via data sync, other can stay virtual, etc. In addition to the methods listed by the Business Central team, various third-party solutions simplify integration between the two platforms. Ultimately, each project is unique and requires thought and expertise to succeed. | ||
Additional reading: | Additional reading: | ||
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'''[[Resco Suite]]''' is a solution that you add to your Dataverse. It allows you to set up your mobile experience for Dataverse: | '''[[Resco Suite]]''' is a solution that you add to your Dataverse. It allows you to set up your mobile experience for Dataverse: | ||
* | * Select which tables, fields, and rows should be available in the Resco Mobile CRM app. | ||
* | * Design the home screen, views, forms, and more. | ||
* | * Add business logic to bind it all together. | ||
'''[[Resco Mobile CRM]]''' is the mobile app that grants you access to Dataverse data. This includes | '''[[Resco Mobile CRM]]''' is the mobile app that grants you access to Dataverse data. This includes | ||
* | * Standard Dataverse tables | ||
* Dynamics 365 | * Dynamics 365 Field Service or Sales tables | ||
* Virtual tables of third-party systems such as Business Central or Finance & Operations | * Virtual tables of third-party systems such as Business Central or Finance & Operations | ||
* Custom tables designed by customer/partner | * Custom tables designed by customer/partner | ||
* Custom tables by Resco (needed for extra Resco features such as [[inspections]] or [[Deep dive: Timesheets| | * Custom tables by Resco (needed for extra Resco features such as [[inspections]] or [[Deep dive: Timesheets|timesheets]]) | ||
== Bringing it all together == | == Bringing it all together == | ||
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* Licensing - Make sure that you have all the necessary Microsoft licenses. Many integration scenarios require premium licenses. | * Licensing - Make sure that you have all the necessary Microsoft licenses. Many integration scenarios require premium licenses. | ||
* Prepare for sync issues - Sooner or later, data will get out of sync. Plan ahead and prepare user-friendly and reliable tools and processes that business users can use even without technical knowledge. On Resco side, we got you covered. | * Prepare for sync issues - Sooner or later, data will get out of sync. Plan ahead and prepare user-friendly and reliable tools and processes that business users can use even without technical knowledge. On Resco's side, we've got you covered with robust and highly configurable [[synchronization]]; [[sync log|detailed logs]], [[Sync Dashboard]], etc. | ||
* Standard or small - Standard scenarios involving field service or field sales generally work satisfactorily out-of-the-box. If you are working on a custom scenario, consider starting small so that the complexity doesn't overwhelm you. | * Standard or small - Standard scenarios involving field service or field sales generally work satisfactorily out-of-the-box. If you are working on a custom scenario, consider starting small so that the complexity doesn't overwhelm you. | ||
* Competent partner - ERPs are complex systems. Bring in a partner with integration expertise. | * Competent partner - ERPs are complex systems. Bring in a partner with integration expertise. | ||
* Ultimately, each project is different. Select the appropriate integration strategy. Duplicating the data might require re-implementing complex business logic in Dataverse (and possibly Resco Mobile CRM). Virtual tables bring their own set of limitations. | * Ultimately, each project is different. Select the appropriate integration strategy. Duplicating the data might require re-implementing complex business logic in Dataverse (and possibly Resco Mobile CRM). Virtual tables bring their [https://learn.microsoft.com/en-us/power-apps/maker/data-platform/limits-tshoot-virtual-tables?tabs=sql own set of limitations]. | ||
== Common scenarios == | == Common scenarios == | ||
What are some of the common scenarios involving Resco? | What are some of the common scenarios involving Resco? | ||
* Use Resco's flexible platform to design a custom feature. For example, travel expenses management | * Use Resco's flexible platform to design a custom feature. For example, travel expenses management, with Resco as the mobile client for tracking expenses, scanning receipts, and uploading them to the back office for further processing. | ||
* Use some of Resco's popular features, such as digital forms (Resco Inspections) or timesheet management. | * Use some of Resco's popular features, such as digital forms (Resco Inspections) or timesheet management. | ||
* Use Resco as the mobile client for Dynamics Sales or Field Service. | * Use Resco as the mobile client for Dynamics Sales or Field Service. | ||
Latest revision as of 13:32, 24 October 2024
| Integration with third-party systems |
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Resco CRM Connector (web APIs):
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Microsoft Dynamics 365 Business Central is an enterprise resource planning system from Microsoft. The product is part of the Microsoft Dynamics family.
Different ways exist for Resco technology to interact with your Business Central data.
Resco mobility via Power Platform
Business Central can integrate natively with Dataverse/Power Platform (Microsoft documentation). By installing Resco Suite to your Dataverse/Power Platform environment you can benefit from native integration between Resco and Power Platform and use Resco Mobile CRM as your mobile frontend. Resco fully supports Dataverse's virtual tables, allowing you to access Business Central via Resco mobile apps.
Resco mobility via Microsoft Dynamics
Business Central can integrate natively with Microsoft Dynamics 365 Field Service (Microsoft documentation). By installing Resco Suite to your Dynamics environment you can benefit from native integration between Resco and Dynamics and use Resco Mobile CRM as your mobile frontend. Resco fully supports Dataverse's virtual tables, allowing you to access Business Central via Resco mobile apps.
Integration of Business Central and Dataverse
There are several ways in which Dataverse and Business Central can be integrated. Some of the interaction strategies are discussed in a video by the Microsoft's Business Central team:
To summarize, the available integration options include:
- Data Sync that replicates data changes between overlapping tables in Business Central and Dataverse
- Virtual tables that enable interaction without data duplication
- Data and business events that trigger Power Automate flows
It is important to realize that these different strategies can be combined. Some tables can be duplicated via data sync, other can stay virtual, etc. In addition to the methods listed by the Business Central team, various third-party solutions simplify integration between the two platforms. Ultimately, each project is unique and requires thought and expertise to succeed.
Additional reading:
- Integrate with Microsoft Dynamics 365 Field Service
- Integrate with Microsoft Dataverse via data sync
- Microsoft Power Platform integration with Business Central via virtual tables
Integration of Dataverse and Resco
Resco Suite is a solution that you add to your Dataverse. It allows you to set up your mobile experience for Dataverse:
- Select which tables, fields, and rows should be available in the Resco Mobile CRM app.
- Design the home screen, views, forms, and more.
- Add business logic to bind it all together.
Resco Mobile CRM is the mobile app that grants you access to Dataverse data. This includes
- Standard Dataverse tables
- Dynamics 365 Field Service or Sales tables
- Virtual tables of third-party systems such as Business Central or Finance & Operations
- Custom tables designed by customer/partner
- Custom tables by Resco (needed for extra Resco features such as inspections or timesheets)
Bringing it all together
The out-of-the-box integration between Business Central and Dataverse is gradually improving. Still, many customers prefer to supplement or replace it with a custom solution. What are some things to keep in mind?
- Licensing - Make sure that you have all the necessary Microsoft licenses. Many integration scenarios require premium licenses.
- Prepare for sync issues - Sooner or later, data will get out of sync. Plan ahead and prepare user-friendly and reliable tools and processes that business users can use even without technical knowledge. On Resco's side, we've got you covered with robust and highly configurable synchronization; detailed logs, Sync Dashboard, etc.
- Standard or small - Standard scenarios involving field service or field sales generally work satisfactorily out-of-the-box. If you are working on a custom scenario, consider starting small so that the complexity doesn't overwhelm you.
- Competent partner - ERPs are complex systems. Bring in a partner with integration expertise.
- Ultimately, each project is different. Select the appropriate integration strategy. Duplicating the data might require re-implementing complex business logic in Dataverse (and possibly Resco Mobile CRM). Virtual tables bring their own set of limitations.
Common scenarios
What are some of the common scenarios involving Resco?
- Use Resco's flexible platform to design a custom feature. For example, travel expenses management, with Resco as the mobile client for tracking expenses, scanning receipts, and uploading them to the back office for further processing.
- Use some of Resco's popular features, such as digital forms (Resco Inspections) or timesheet management.
- Use Resco as the mobile client for Dynamics Sales or Field Service.