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| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | 
Nov 15, 2023 |
- |
Apr 17, 2024 |
Business value
Service organizations need a front-to-back application that tightly couples financials, inventory, and procurement with service delivery. Field Service organizations generate financial data with every transaction in their system. Every work order represents cost and revenue. Every resource generates profit and loss. Every customer interaction adds entries to the general ledger. Integration between finance and operations apps and Field Service greatly reduces the effort needed to connect the apps.
Service organizations can now seamlessly integrate work order-related financial and inventory data without extra effort, cost, or complexity.
Feature details
This feature enables seamless integration between Dynamics 365 Field Service, Dynamics 365 Finance, and Dynamics 365 Supply Chain Management by simply turning on a toggle.
With this feature, you get an end-to-end service that organizations can use to digitally transform their entire operation. Most Field Service organizations need 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 you execute work orders for real-time financial and inventory integration.
- Take advantage of all that finance and operations apps offer for invoicing, accounting, inventory management, and more.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Additional resources
Field Service integration with finance and operations applications (docs)