Synchronize products with inventory unit from Finance and Operations to Field Service

This topic discusses the templates and underlying task that are used to synchronize products with inventory unit from Microsoft Dynamics 365 for Finance and Operations to Microsoft Dynamics 365 for Field Service.

Synchronization of business processes between Finance and Operations and Field Service

The used Field Service Products with Inventory unit (Fin and Ops to Field Service) template is based on the Field Service Products (Fin and Ops to Field Service) template. For more information, see Field Service Products (Finance and Operations to Field Service).

This topic only describes the differences between the two templates:

  • Field Service Products with Inventory unit (Fin and Ops to Sales)
  • Field Service Products (Fin and Ops to Field Service)

Templates and tasks

Name of the template in Data integration:

  • Field Service Products with Inventory unit (Fin and Ops to Sales)

Name of the task in the Data integration project:

  • Products

The Field Service Products with Inventory unit (Fin and Ops to Field Service) template includes one mapping that isn't included in the Field Service Products (Fin and Ops to Field Service) template. This mapping ensures that the Inventory unit needed for inventory level synchronization is included.

INVENTORYUNITSYMBOL [INVENTORYUNITSYMBOL]         Fn        msdynce_inventoryunit.name [Inventory Unit(Name)] 

Template mapping in Data integration

The following illustrations show the template mapping in Data integration.

Field Service Products with Inventory unit (Fin and Ops to Field Service): Products

Template mapping in Data integration