Field Service Integration template

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).

The Data Integrator supports scenarios where Dynamics 365 for Field Service activities are done outside Dynamics 365 for Finance and Operations. Capabilities include:

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

  • Integration of a warehouse 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.

Integrating Field Service with Finance and Operations

Integrating Field Service with Finance and Operations