Integration with Dynamics 365 for Field Service – inventory and projects

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). For detailed information about our products, visit the Finance and Operations documentation.

Integration with CDS data integration will be provided to support scenarios where Field Service activities are done outside of Dynamics 365 for Finance and Operations.

This phase focuses on giving field technicians insight to the inventory information from Finance and Operations, allowing them to update inventory levels and do material transfers. In addition, companies installing or servicing sold goods will benefit from better control and visibility to the full sales and service process with integration from projects.

Functionality includes integration of:

  • Warehouse information
  • On-hand inventory information
  • Inventory transfers
  • Inventory adjustments
  • Dynamics 365 for Finance and Operations projects connected with Dynamics 365 for Field Service work orders

The CDS 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 entities can be mapped to adjust the integration and meet specific business needs. The field service integration builds on top of the existing prospect-to-cash functionality.