Synchronize project list from Supply Chain Management to Field Service

This article discusses the templates and underlying tasks that are used to synchronize projects from Dynamics 365 Supply Chain Management to Dynamics 365 Field Service.

Templates and tasks

The following template and underlying tasks are used to run synchronization of projects from Supply Chain Management to Field Service.

Template in Data integration

• Projects (Supply Chain Management to Field Service)

Task in the Data integration project

• Projects

The following synchronization tasks are required before synchronization of project list can occur:

• Accounts (Sales to Supply Chain Management)

Entity set

Field Service	Supply Chain Management
msdynce_externalprojects	Projects

Entity flow

Projects are created in Supply Chain Management. Projects with Project type set to Time and material and Project stage set to In process will synchronize to the External Project entity in Field Service, including Project number, Project name, Project stage, and Customer account information. The External Project list is used to pair Field service work orders with Supply Chain Management projects.

Field Service CRM solution

The External Project entity gets all the projects from Supply Chain Management. The External Project field has been added to the Work Order entity. This is a lookup field, so by tagging your work order with a project, the sales order will be connected to a project within Supply Chain Management. After the System Status changes Open – In Progress(690,970,000) to a higher status, the External Project field will be locked and you can no longer add, remove, or change the value.

Prerequisites and mapping setup

Supply Chain Management

Enable change tracking for Data entity projects.

Template mapping in Data integration

Projects (Supply Chain Management to Field Service): Projects