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Finance | Project Operations, Human Resources, ...
Suggested Answer

Integrate F&O Service order to Field Service Work Order

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Posted on by 822

Hello,

As i know that integration between F&O and Field Service can be done only for Work order (Field Service)  -> Sales Order (F&O).

any idea if we can integrate Service Order (F&O) -> Work Order (Field Service) using standard integration of Microsoft?

Regards,

David

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  • Suggested answer
    zhifeng Profile Picture
    on at

    Hi David,

    The first phase of feature work focuses on enabling invoicing of Field Service work orders and agreements in Finance and Operations. The supported flow starts in Field Service, where information from work orders is synchronized to Finance and Operations as sales orders.

    pastedimage1586395776817v1.png 

    Please refer below articles:

    https://docs.microsoft.com/en-us/business-applications-release-notes/april18/dynamics365-finance-operations/integration-dynamics365-field-service

    https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/field-service

    Synchronize a work order between Dynamics 365 for Field Service and Finance and Operations:https://community.dynamics.com/365/financeandoperations/b/howtovideos/posts/synchronize-a-work-order-between-dynamics-365-for-field-service-and-finance-and-operations

  • André Arnaud de Calavon Profile Picture
    301,146 Super User 2025 Season 2 on at

    Hi David,

    Microsoft just released the Dual Write features which can update the F&O and CDS database in a single write action. Not sure of the field service work orders is part of the current supported entities or on the roadmap. You can consider another implementation of the Dynamics Integrator.

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