Modifier

Synchronize warehouses from Supply Chain Management to Field Service

  • Article

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

Synchronization of business processes between Supply Chain Management and Field Service.

Templates and tasks

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

Template in Data integration

  • Warehouses (Supply Chain Management to Field Service)

Task in the Data integration project

  • Warehouse

Table set

Field Service Supply Chain Management
msdyn_warehouses Warehouses

Table flow

Warehouses that are created and maintained in Supply Chain Management can be synchronized to Field Service via a Microsoft Dataverse Data integration project. The warehouses that you want to synchronize to Field Service can be controlled with the Advanced query and filtering on the project. Warehouses that synchronize from Supply Chain Management are created in Field Service with the Is maintained externally column set to Yes and the record is read only.

Field Service CRM solution

To support the integration between Field Service and Supply Chain Management, additional functionality from the Field Service CRM solution is required. In the solution, the Is Maintained Externally column has been added to the Warehouse (msdyn_warehouses) table. This column helps to identify if the warehouse is handled from Supply Chain Management or if it only exists in Field Service. The settings for this column include:

  • Yes – The warehouse originated from Supply Chain Management and won't be editable in Sales.
  • No – The warehouse was entered directly in Field Service and is maintained here.

The Is Externally Maintained column helps control the synchronization of inventory levels, adjustments, transfers, and usage on work orders. Only warehouses with Is Externally Maintained set to Yes can be used to synchronize directly to the same warehouse in the other system.

Note

It is possible to create multiple warehouses in Field Service (with Is Externally Maintained = No) and then map them to a single warehouse, with the Advanced query and filtering functionality. This is used in situations where you want Field Service to master the detailed inventory level and just send updates to Supply Chain Management. In this case, Field Service will not receive inventory-level updates from Supply Chain Management. For additional information, see Synchronize inventory adjustments from Field Service to Supply Chain Management and Synchronize work orders in Field Service to sales orders linked to project in Supply Chain Management.

Prerequisites and mapping setup

Data Integration project

Before synchronizing the warehouses, make sure to update the Advanced query and filtering on the project to only include the warehouses that you want to bring from Supply Chain Management to Field Service. Note that you will need the warehouse in Field Service to apply it on work orders, adjustments, and transfers.

To ensure that the Integration key exists for msdyn_warehouses:

  1. Go to Data Integration.
  2. Select the Connection Set tab.
  3. Select the connection set used for work order synchronization.
  4. Select the Integration key tab.
  5. Find msdyn_warehouses and confirm that the key msdyn_name (name) is added. If it is not shown, add it by clicking Add key and then click Save at the top of the page.

Template mapping in Data integration

The following illustration shows the template mapping in Data integration.

Warehouses (Supply Chain Management to Field Service): Warehouse

Template mapping in Data integration.