Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityStreamline field operations with mobile field service for Business Central
Empower your technicians with real-time access to service orders, inventory, and customer data—anytime, anywhere. With ExpandIT Field Service integrated with Microsoft Dynamics 365 Business Central, you gain end-to-end visibility from dispatch to invoicing, without the complexity of enterprise-level field service platforms.
ExpandIT Field Service for Business Central: A flexible alternative for growing service businesses
ExpandIT Field Service is a mobile workforce management solution that integrates directly with Microsoft Dynamics 365 Business Central. It connects your back-office ERP with your field technicians, allowing service orders, inventory, time tracking, and invoicing to flow seamlessly between the office and the field. Technicians can access service orders, report faults, capture signatures, track parts used, and complete invoices from their mobile devices in real time. Office staff gain full visibility into job status, technician availability, and customer history—all within Business Central.
At Rand Group, we provide both Dynamics 365 Field Service and ExpandIT to ensure every organization has a solution aligned to its operational needs. ExpandIT offers a streamlined, ERP-connected field service experience that works especially well for small and mid-sized service teams seeking mobility, operational control, and scalable growth.
Real-time visibility between office and field
Service orders, inventory usage, and technician updates are synchronized instantly with Business Central. This eliminates double entry, reduces manual errors, and ensures leadership always has an accurate view of field operations.
Faster billing and improved cash flow
Technicians can generate service estimates and invoices directly from the job site. With completed work flowing immediately into Business Central, your finance team can invoice faster and shorten the billing cycle.
Smarter technician scheduling and utilization
Assign service personnel based on skill set and availability to maximize productivity. Dispatchers gain better control over workloads, helping reduce travel time and improve customer response times.
Case Study
Driving operational efficiency with integrated field service
A-Z Process Solutions needed stronger visibility into field operations and financial data to support continued growth. Rand Group implemented Microsoft Dynamics 365 Business Central along with ExpandIT Field Service to create a fully connected ERP and mobile service environment.
Business Central and ExpandIT implementation plan designed for growing service businesses
Rand Group provides a structured implementation approach that aligns Business Central and ExpandIT Field Service to your operational needs. Our phased methodology ensures core financials, inventory, and service processes are configured correctly from day one—without unnecessary complexity.
Business Central licenses
$110
$149.20
/user/month
To implement this solution, a Microsoft Dynamics 365 Business Central Premium license is required. The Premium edition includes the Service Management module, which is essential for managing service orders, service items, and contracts as part of your integrated field service solution.Â
Business Central implementation
$50,000
$67,000
/12 weeks
Our approach includes implementing core distribution functionality alongside service management. This means inventory control, purchasing, warehousing, and sales processes are structured first—then connected directly to service workflows—so parts usage, costing, and billing flow accurately from the field to finance.
ExpandIT
licenses
$50
$69
/user/month
Field Users can create and update service work orders, record time and materials, and complete required forms and checklists directly from their mobile device.
ExpandIT
implementation
$16,000
$22,000
/12 weeks
ExpandIT extends Business Central with mobile field service capabilities. It enables technicians to manage service orders, record time and materials, report faults, and complete work in the field—while keeping all data synchronized with Business Central in real time.
What does the Business Central + ExpandIT implementation plan include?
The Business Central + ExpandIT implementation plan is designed to align your financials, inventory, and field service operations into one connected system. Our structured approach ensures core ERP functionality and mobile service workflows are configured correctly from the start, minimizing disruption while accelerating time to value. From data migration and training to service order setup and mobile enablement, we guide your team through a seamless, scalable deployment.
Core Financials
General Ledger
Supports a single company setup within Business Central. This provides a centralized view of financial transactions and balances.
Accounts Payable
Includes basic accounts payable functionality using checks. Electronic payment processing is not included in this plan.
Accounts Receivable
Supports simple accounts receivable entry and tracking. This allows teams to manage customer balances and payments efficiently.
Banking
Includes basic banking functionality with manual bank reconciliation. This supports accurate cash management without automated bank feeds.
Multi-Currency
Enables transactions in multiple currencies within Business Central. Exchange rates are managed directly in the system.
Financial Reporting
Includes standard, out-of-the-box financial reports provided by Business Central. These reports support basic financial visibility without customization.
Data Migration
Includes migration of customers, vendors, open AR, open AP, one year of general ledger history, chart of accounts, items, inventory quantities, price lists, open sales invoices and orders, open purchase orders, projects, tasks and employee resources.
Online/remote training
Includes live, remote training delivered by Rand Group consultants. Training focuses on production setup, processing, and reporting.
Distribution + Service
Inventory and Non-Stock Items
Supports inventory and non-stock items with FIFO costing. Lot tracking and serialization are included when applicable to your business.
Sales Quotes, Orders, and Invoices
Enables standard sales processing within Business Central. Teams can create quotes, convert them to orders, and generate invoices.
Purchase Orders and Receiving
Supports purchase order creation and goods receiving. This helps manage vendor purchases and inventory flow.
Warehousing
Includes basic warehouse functionality with pick, pack, and putaway processes. This supports more structured inventory handling.
Service Orders w/ Fault Reporting
Service orders are created directly within Business Central and synchronized with mobile users in real time. Technicians can document fault details, capture notes, photos, and customer signatures on-site.
Track repair and supplies
Parts, materials, and supplies used during service calls are recorded against the service order and automatically update inventory levels in Business Central.
Assign service personnel based on skill and availability
Dispatchers gain visibility into technician availability and skill sets within the system, allowing them to assign the right resource to the right job.
Service Contracts
Manage recurring service agreements directly within Business Central, including coverage terms, billing schedules, and service history.
Service estimates and invoices
Technicians can generate service estimates and complete invoices directly from the job site, with all financial data flowing into Business Central.
ExpandIT
Planners and dispatchers
Planning Board gives a complete overview of field resources, work orders and their status, and scheduling is as easy using drag-and-drop.
Field workers
Use the Mobile Client to register time, materials, complete field reports, and take pictures/add attachments (works even without connectivity to the internet).
Customers
Use the Service Portal to request service, communicate with planners and field workers, upload photos, track status of service calls, see data that was captured in the field such as notes, pictures, forms/reports as well as invoices.
Additional licensing
Business Central Team Member License – $8 USD/$10.90 CAD /user/month
Each ExpandIT user requires a Business Central Team Member license to ensure proper access and synchronization between field service activities and core ERP data.
Admin User – $60 USD/$83 CAD /user/month
Admin Users can schedule and plan service work, assign technicians, and review and approve completed jobs to maintain operational control.
Customer self-service portal for modern service experiences
The ExpandIT Customer Self-Service Portal extends your Business Central environment directly to your customers through a secure, online experience. Fully integrated with Microsoft Dynamics 365 Business Central, the portal allows customers to submit service requests, view job status, access invoices, and communicate with your team in real time — without phone calls or manual follow-ups.
Because the portal connects directly to Business Central, all service data, contract details, and billing information remain synchronized and secure. Customers gain 24/7 visibility into their service activity, while your team benefits from reduced administrative workload and improved response times.
Implementation and licensing
- Customer self-service portals start at $10,000 USD per portal. Portal implementation includes configuration and integration with Business Central to ensure a seamless and secure customer experience.
- Ongoing licensing for the Customer Self-Service Portal is $475 USD per month.
Feature Video
Top 3 ways an ERP-integrated mobile field service solution will improve your business
In this on-demand session from ExpandIT and Rand Group, discover how an ERP-integrated mobile field service solution improves operational efficiency and customer satisfaction—especially for organizations using Microsoft Dynamics 365 Business Central. Learn how better planning gives dispatchers real-time visibility into technicians, skills, and work orders to improve first-time fix rates, how connected systems enhance communication between field and office teams, and how self-service portals empower customers with 24/7 access to service requests, job status, and invoices.
Frequently Asked Questions (FAQs)
What is ExpandIT Field Service and how does it work with Business Central?
ExpandIT Field Service is a mobile workforce management solution that integrates directly with Microsoft Dynamics 365 Business Central. It connects your back-office ERP with field technicians in real time, so service orders, parts used, time tracked, and completed invoices flow seamlessly between the field and the office. Rather than relying on paper forms or disconnected apps, technicians work from their mobile devices and everything they record — fault reports, signatures, parts consumed — is automatically reflected in Business Central. This eliminates double entry, reduces billing delays, and gives office staff a live view of job status and technician activity at all times.
How is ExpandIT different from Dynamics 365 Field Service?
Both ExpandIT and Dynamics 365 Field Service are excellent solutions — the right choice simply depends on the size and complexity of your operation. Dynamics 365 Field Service is a powerful, enterprise-grade platform built for organizations with advanced scheduling needs, IoT-connected assets, and large or multi-region service teams. ExpandIT is designed for small service businesses that want a streamlined, mobile-first field service experience. Both solutions connect your field and back office, and both are implemented and supported by Rand Group. We’ll work with you to understand your operational model and recommend the solution that best fits where your business is today and where it’s headed.
To learn more about D365 Field Service, read our blog about Dynamics 365 Field Service features and capabilities.
What can field technicians do from the mobile app?
Technicians can do the majority of their job from their mobile device without ever needing to return to the office or touch a desktop system. From the app, they can view assigned service orders, review customer history, report faults and repairs, record parts and supplies used, log time against jobs, capture customer signatures, and generate service invoices on-site. All of this is synchronized directly with Business Central in real time, so the back office always has an up-to-date picture of what’s happening in the field.
What Business Central licenses are required to use ExpandIT?
ExpandIT licensing is in addition to — not a replacement for — Business Central licensing. Each ExpandIT user also requires a Business Central Team Member license. If you’re implementing Business Central for the first time alongside ExpandIT, Rand Group will walk you through the full licensing structure so you have an accurate total cost of ownership before committing.
To learn more, read our Business Central pricing guide or our blog on Business Central licensing.
How long does implementation typically take?
Implementation timelines vary based on the complexity of your operations, the volume of data being migrated, and how much process customization is required. For most growing service businesses, the Business Central and ExpandIT implementation can be completed in a phased approach — starting with core financials and inventory, then layering in field service workflows. Rand Group’s structured implementation plan is designed to get your team operational quickly while ensuring the configuration is accurate and sustainable for long-term growth.
Why partner with Rand Group?
End-to-end ERP and service expertise
From ERP implementation to field service optimization, our team aligns technology with your operational strategy to drive measurable results.
90% client retention rate
With a 90% client retention rate, we build long-term partnerships by delivering strategic guidance, continuous optimization, and measurable business value beyond implementation.
North America presence
As a North America partner, Rand Group supports organizations across the United States and Canada with consistent delivery standards, industry expertise, and scalable Microsoft solutions.
Microsoft-recognized expertise
Rand Group was named Microsoft Americas Channel Emerging Partner of the Year, demonstrating our leadership in delivering Microsoft solutions across North America.