Simple-Simon integration with Microsoft Business Central: efficiency without compromise

Optimise your workflows with Simple-Simon and Microsoft Business Central.

Save time, minimise errors, and streamline processes with the Simple-Simon and Business Central integration.

Use Business Central as your ERP system and manage your field service operations in Simple-Simon. Your way of working remains unchanged: Business Central stays in control, while Simple-Simon follows. Thanks to the integration, your operational data is processed directly in Business Central.

Work faster, prevent errors, and increase efficiency. Discover how this integration simplifies your administration!

Simple-Simon integration with Microsoft Business Central: improve your workflows

Sales Module Project Module Service Module
  • Easily convert a sales order or quotation into a job sheet.
  • Effortlessly transfer item details (including item groups, barcodes, and descriptions).

     

  • Manage your stock efficiently: link warehouses in Business Central directly to users or vehicles in Simple-Simon.

     

  • Synchronise users and resources: working hours and travel time are automatically registered as resources in Business Central.

     

  • Automate the process: sales orders and quotations are instantly converted into job sheets in Simple-Simon — with no double entry.

     

  • Once completed, job sheets are automatically turned into a sales order or draft invoice in Business Central.

     

  • Job sheets and forms are automatically stored as PDFs in Business Central, ensuring a complete and well-documented record.

  • Import item files, including item groups, barcodes, and additional product information.

  • Link warehouses in Business Central to users and vehicles in Simple-Simon.

  • Synchronise users and resources: travel and working hours are automatically logged as resource entries in Business Central.

  • Instantly convert a project task into a job sheet with all relevant information.

  • Completed job sheets in Simple-Simon are automatically returned as project tasks in Business Central, ready for invoicing.

  • Send job sheets and forms automatically to Dynamics 365: completed job sheet PDFs and forms from Simple-Simon are forwarded directly, ensuring your administration is always complete and well-documented.

The service module forms the foundation for many installers, maintenance companies, and service organisations. The integration with Simple-Simon ensures that all service and asset information is perfectly synchronised.

  • Service items in Business Central automatically become assets in Simple-Simon, including serial number, manufacturer, installation date, and other details.

  • Service item type in Business Central becomes the asset type in Simple-Simon.

  • Service orders (e.g. repairs) are automatically converted into job sheets in Simple-Simon, complete with the correct forms and maintenance schedules.

  • Service item lines (articles) in Business Central are instantly added to the job sheet in Simple-Simon.

  • Materials used in Simple-Simon are linked back to the correct service item in Business Central.

  • Employee working hours and travel time in Simple-Simon are automatically recorded in the correct service order in Business Central as resource entries.

  • Completed job sheets are immediately processed as closed service orders in Business Central.

  • Job sheet PDFs and forms are automatically stored in Business Central.

  • Service items automatically receive the correct attributes, such as maintenance schedules, checklists, forms, and barcodes.

  • Service orders in Business Central are enriched in Simple-Simon with additional features such as skills, planning, and checklists.

  • Depending on the service type in Business Central, the correct job sheet type in Simple-Simon is automatically selected.

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Click & Connect

The process is simple. Just follow the steps below to integrate Simple-Simon with Microsoft Business Central:

  1. Activate the integration: go to your Simple-Simon dashboard and select Integrations. Choose Microsoft Business Central and follow the steps.
  2. Synchronise your data: items, customers, and other key information are automatically synchronised between the two systems.
  3. Manage job sheets: create a job sheet in Simple-Simon and assign it to a field worker. Once completed, the job sheet is automatically converted into a sales order or draft invoice in Microsoft Business Central.

Schedule a live demo

 

Why choose the Simple-Simon integration with Microsoft Business Central?

  • Efficient workflow: the integration ensures that customer and item data are automatically retrieved from Microsoft Business Central into Simple-Simon. This eliminates the need for double data entry.

  • Fewer errors: since all data is synchronised automatically, human errors are minimised. Your administration is always up to date.

  • Improved communication: office staff can schedule and adjust job sheets in real time. No more endless phone calls — everything is managed directly via the app or the office module.

View Simple-Simon in Microsoft AppSource

Integration costs

 

Efficient invoicing process

Integrate your accounting package with Simple-Simon for faster invoicing and fewer errors.

 

Automate data transfer

Enjoy seamless integration as Simple-Simon automatically retrieves customers, items, and estimates from your accounting package.

 

Streamlined workflow

Easy self-setup: your connection is ready to use in no time. Start with a test account to experience the full integration.

 

 

*Please note: to access all necessary API functions, your Microsoft Business Central licence must meet the requirements set by the provider. Also review the general user term regarding integrations.

Integration First Year

Free*

 

Your first step towards seamless productivity is waiting for you.

 

*Experience it now, pay from the following year onwards; (€27,50 per month, billed annually).

 

View all integrations

 

More information about the technology behind the integration and the maintenance costs can be found here.

Test the integration for free now!

Ready to get started? Create a free test account and discover how easy it is to integrate Simple-Simon with Microsoft Business Central. Within minutes, you can start managing job sheets and improving your workflows.

Start today and experience the benefits of a seamless integration!

Try for free 

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Complete for €27,50  per month, per user

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