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Integration with Dynamics 365 for Field Service

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Data integration supports scenarios where Field Service activities are done outside Finance and Operations. Functionality includes: 

  • Enabling invoicing of Dynamics 365 for Field Service work orders and agreements in Finance and Operations.

  • Integration of warehouse information with on-hand inventory, item reservations, usage, adjustments, and transfers. 

  • Support for purchase order integration with synchronization of vendors, purchase orders, and receipts.

The first phase of feature work focuses on enabling invoicing of Field Service work orders and agreements in Finance and Operations. The supported flow starts in Field Service, where information from work orders is synchronized to Finance and Operations as sales orders. In Finance and Operations, the sales orders are invoiced to generate invoice documents. In addition, the information from Field Service agreement invoices is synchronized to Finance and Operations.

The Dynamics 365 data integrator synchronizes data by using customizable projects. Standard templates can be used to create custom integration projects, where additional standard and custom fields, and also entities, can be mapped to adjust the integration and meet specific needs.

A flow chart showing Field service and Finance and Operations integrations

Field Service and Finance and Operations integrations

In the first phase, templates are provided for integration from Field Service to Finance and Operations for the following entities:

  • Products, including Field Service Product Type information

  • Work orders to sales orders

  • Agreements invoices to free text invoices

A screenshot showing work orders to field service integration

Work orders to sales orders integration

In addition to the templates listed earlier, the previously released templates and functionality for Prospect to cash integration can be used to synchronize:

  • Accounts to Customers.

  • Invoices.

A graphic showing the Prospect-to-cash data flow

Prospect to cash data flow

To learn more about the Prospect to cash integration, watch this video or go to the Prospect to cash documentation.