Integrate financial and inventory management

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	Nov 15, 2023	-	Apr 17, 2024

Business value

Service organizations require a front-to-back application in which financials, inventory, and procurement are tightly coupled with service delivery. Field Service organizations generate financial data with every transaction of their system. Every work order represents cost and revenue. Every resource generates profit and loss. Every customer interaction adds entries on the general ledger. The integration between finance and operations apps and Field Service greatly reduces the effort required to connect the apps.

Service organizations can now seamlessly integrate work order-related financial and inventory data without additional effort, cost, or complexity.

Feature details

This feature enables the seamless integration between Dynamics 365 Field Service, Dynamics 365 Finance, and Dynamics 365 Supply Chain Management by simply enabling a toggle.

We aim to provide an end-to-end service that organizations can use to digitally transform their entire operation. Most Field Service organizations require robust financial capabilities for billing, payments, and accounting scenarios. This integration offers a unified experience between Field Service and finance and operations apps.

• Sync real-time pricing and costing information from work orders into finance and operations apps.
• Automatically update finance and operations apps as work orders are executed for real-time financial and inventory integration.
• Take advantage of all that finance and operations apps have to offer for invoicing, accounting, inventory management, and more.

See also

Field Service integration with finance and operations applications (docs)