Integrate procurement between Dynamics 365 Supply Chain Management and Dynamics 365 Field Service

Intermediate
Functional Consultant
Administrator
Business User
Dynamics 365
Supply Chain Management
Field Service

The procurement functionality in Dynamics 365 Supply Chain Management and Dynamics 365 Field Service can be integrated through dual-write, and the resulting cross-functional use cases are enabled through table mappings, solution logic, views, and forms.

Learning objectives

In this module, you will:

  • Recognize the necessary prerequisites to integrate Supply Chain Management with Field Service.
  • Work with the required installation guidelines.
  • Set up initial synchronization between Supply Chain Management and Microsoft Dataverse.
  • Create mappings with logic.
  • Differentiate the various types of status management.
  • Do a synchronization with the Supply Chain Management procurement data on demand.

Prerequisites

  • Working knowledge of Dynamics 365 Supply Chain Management
  • Working knowledge of Dynamics 365 Field Service.
  • Knowledge of procurement processes.