web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Accounting for Field Service

(0) ShareShare
ReportReport
Posted on by 390

What accounting solution is typically used for companies running on Dynamics Field Service?

I see there's integration with Quickbooks through the Appsource but thought that it would have already been built in to the accounting piece of Dynamics.  Is that not the case?

I have the same question (0)
  • Suggested answer
    Shawnsauve Profile Picture
    1,093 on at

    Dynamics 365 Field Service does not have its own accounting solution built-in, so companies using Dynamics Field Service often integrate it with third-party accounting solutions such as QuickBooks, Xero, or Sage Intacct.

    While Dynamics 365 does have some basic financial management capabilities, such as the ability to create and manage customer invoices and track accounts receivable, it is not a full-fledged accounting solution. Therefore, integrating it with a dedicated accounting software can provide more robust accounting functionalities, including general ledger management, accounts payable and receivable, financial reporting, and more.

    The integration with QuickBooks through Appsource allows users to synchronize data between Dynamics 365 and QuickBooks, including customers, invoices, payments, and more. It streamlines financial processes, eliminates the need for manual data entry, and reduces the likelihood of errors.

    Overall, integrating Dynamics 365 Field Service with a dedicated accounting software such as QuickBooks can help organizations to streamline their financial operations and gain more visibility into their financial performance.

  • crham Profile Picture
    390 on at

    Thanks Shawn.  So I'm still la bit befuddled.  I thought Dynamics started when Microsoft purchased an accounting software company and shortly after that a CRM software company.

    So why would they not have it all working intrinsically?

    Are you saying that I can't use Dynamics Accounting functions (like F&O, or god-forbid Business Central) as my accounting solution for Field Service?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 57 Super User 2025 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 34 Most Valuable Professional

#3
Scott Jackson UK Profile Picture

Scott Jackson UK 22

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans