Overview of Field Service integrations
Microsoft Dynamics 365 Field Service integrates with various business apps to streamline your field service data and operations.
Integrate with Outlook and Teams (preview)
With Dynamics 365 Field Service (Preview), frontline workers and managers can create, view, and manage work orders within Microsoft Outlook and Teams. As an organization, you can use the capabilities of the Field Service (Preview) using Microsoft Outlook or Microsoft Teams or both. For more information, see Dynamics 365 Field Service (Preview) overview.
Integrate with finance and operations applications (preview)
Seamless financial and inventory data flow between Dynamics 365 Field Service and Dynamics 365 Finance and Supply Chain Management helps ensure the frontline and back office stay in sync. By syncing real-time price and cost information from work orders and automatically updating financial and inventory data as work orders are executed, this integration reduces the effort required to connect data between these Dynamics 365 apps. For more information, see Field Service integration with finance and operations applications (preview).
Integrate with Dynamics 365 Supply Chain Management
While Dynamics 365 Field Service includes basic inventory capabilities for managing frontline worker truck stock, tracking asset service history, requesting purchase orders, and documenting returns; many field service organizations still integrate Field Service with their enterprise resource planning (ERP) systems. Organizations using the Microsoft Dynamics 365 stack will find it easy to integrate Dynamics 365 Field Service and Dynamics 365 Supply Chain Management systems. By leveraging Microsoft Dataverse, you can set up a synchronous two-way integration. For more information, see the article: Integrate Dynamics 365 Field Service and Supply Chain Management.
Integrate with Dynamics 365 Remote Assist
If your organization is using Dynamics 365 Remote Assist, frontline workers can trigger a mixed reality video call from the Field Service mobile app or their HoloLens. This connects the frontline worker with a remote collaborator who can share their expertise and ultimately increase the chances of fixing the issue on the first trip. For more information, see the article: collaborate in mixed reality with Field Service, Dynamics 365 Remote Assist.
Integrate with Dynamics 365 Guides
Integration with Dynamics 365 Guides lets Field Service customers attach mixed reality guides to Field Service tasks, allowing frontline workers to launch the Dynamics 365 Guides HoloLens app to view the assigned guide and get their work done. For more information, see the article: Integrate Field Service with Dynamics 365 Guides.
Integrate with Microsoft Teams
Integrate with Microsoft Teams to chat with team members in the context of work orders. Teams integration makes it easy to find answers and fix issues the first time. It also makes it easy to understand which team members may have previously worked on a work order.
After enabling the integration (currently in public preview), open a Teams panel from the work order form in Dynamics 365 and initiate chats with other team members. For more information, see the articles: Collaborate on work orders with Microsoft Teams and Microsoft Teams integration with customer engagement apps in Dynamics 365.
Integrate with SAP
Integrate Dynamics 365 Field Service with SAP C-4Hana and SAP S-4Hana to connect your work order scheduling system to your enterprise resource planning (ERP) system. Microsoft offers guidance for integrating Field Service with the SAP Planned Maintenance and SAP Industry-Specific Utility (IS-U) modules. Integration is done by connecting SAP to the Dataverse (formerly Common Data Service), which Field Service is built on, along with other Dynamics 365 modules. For more information, see the article: Integrate Dynamics 365 Field Service and Supply Chain Management.