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Flow Connections for Dynamics 365 Field Service

Posted on by 5

Does anyone have instruction on how to set up Flow for a nightly scheduled job for Field Service Entities? We have license in our GCC tenant, but we do not see the connector for Dynamics 365 Customer Engagement Field Service.

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Flow Connections for Dynamics 365 Field Service

    Whoops, my bad.  I was responding to the wrong forum question . 

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Flow Connections for Dynamics 365 Field Service

    According to docs.microsoft.com/.../us-govt D365 GCC cannot be a trigger, but actions are not listed as unavailable.

    There is no connector for Field Service, but rather a generic one for CDS. Again, I don't have a chance to check in GCC.

  • Sharee Anderson Profile Picture
    Sharee Anderson 5 on at
    RE: Flow Connections for Dynamics 365 Field Service

    Thanks for your input, but we are not trying to connect FS to F&O. We are wanting to create a scheduled job that creates records automatically at midnight for an entity in Field Service only.  

  • Sharee Anderson Profile Picture
    Sharee Anderson 5 on at
    RE: Flow Connections for Dynamics 365 Field Service

    Common Data Service does not display in the Admin center even when selecting a search so maybe in GCC tenant it's not available yet. Also, there isn't a connector for Dynamics 365 Customer Engagement Field Service.

  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Flow Connections for Dynamics 365 Field Service

    Take a look at these links/documents:

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

    https://docs.microsoft.com/en-us/power-platform/admin/data-integrator

    https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.c7a48b40-eed3-4d67-93ba-f2364281feb3

    https://appsource.microsoft.com/en-US/product/dynamics-365/mscrm.p2cfieldserviceintegrationv2

    https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/prospect-to-cash

    You need to setup Common Data Service connections for D365 Field Service and F&O.  From there you need to create a Connection Set between D365 FS Instance and your F&O instance and then create projects using project templates (there are a TON of directions out there on this)...

    I hope this helps

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Flow Connections for Dynamics 365 Field Service

    There is no setup. When you create a trigger or an action, just query for "Common Data Service". I know that GCC has some limitations, but the Common Data Service should be available.

  • Sharee Anderson Profile Picture
    Sharee Anderson 5 on at
    RE: Flow Connections for Dynamics 365 Field Service

    Do you have any instructions on how to set this up for our tenant?

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Flow Connections for Dynamics 365 Field Service

    You should use the common data services connector (CDS) instead. This will work for you

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