Fieldproxy + Dynamics 365
Unite your ERP and field operations. Sync work orders, inventory, and customer data between Microsoft Dynamics 365 and Fieldproxy for end-to-end service management.
ERP to Field - Seamlessly Connected
See how Fieldproxy and Dynamics 365 work together to streamline enterprise field operations
Work Order Created
In D365 or Fieldproxy
Instant Sync
Bi-directional data flow
Field Execution
Updates flow to ERP
Real-Time
Inventory visibility
Zero
Manual data entry
Full
ERP integration
Why Connect Dynamics 365 to Fieldproxy?
Extend your Microsoft investment to the field with enterprise-grade integration
Real-Time ERP Sync
Work orders, customers, and inventory sync bi-directionally between Dynamics 365 and Fieldproxy in real-time.
Inventory Visibility
Field technicians see live parts availability and can reserve inventory directly from their mobile app.
Financial Integration
Completed jobs automatically update D365 financials - invoicing, revenue recognition, and cost tracking.
Enterprise-Grade Security
Azure AD authentication, role-based access, and full compliance with Microsoft security standards.
Integration Capabilities
Enterprise-grade features for Microsoft-powered field service operations
Work Order Synchronization
Bi-directional sync of work orders with full field data including parts used, labor hours, and completion status.
Customer and Account Sync
D365 accounts and contacts automatically sync to Fieldproxy with complete service history.
Inventory Management
Real-time parts availability, automatic stock updates, and warehouse-to-van inventory transfers.
Resource Scheduling
Leverage D365 resource scheduling or use Fieldproxy dispatch - both stay perfectly synchronized.
Asset and Equipment Tracking
Sync customer assets from D365 for warranty tracking, maintenance schedules, and service history.
Financial Posting
Completed work orders automatically post to D365 general ledger with proper cost allocation.
Real-World Use Cases
See how enterprise field service teams leverage the Dynamics 365 integration
Manufacturing
Equipment breakdown triggers service request
D365 service case creates Fieldproxy work order with equipment specs, warranty status, and parts list. Technician updates sync back to production records.
Facilities Management
Preventive maintenance schedule triggers
D365 maintenance plans auto-generate Fieldproxy work orders with building access codes, equipment locations, and compliance requirements.
Fleet Services
Vehicle due for scheduled service
D365 asset records trigger maintenance work orders with vehicle history, parts requirements, and DOT compliance checklists.
Industrial Equipment
Warranty claim requires field inspection
D365 warranty case creates inspection work order. Field findings, photos, and parts used sync back to close the warranty claim.
Works With All D365 Modules
Fieldproxy integrates across the Microsoft Dynamics 365 ecosystem
Extend Dynamics 365 to the Field
Join enterprise teams using Fieldproxy + Dynamics 365 to unify ERP and field operations. Get real-time visibility from back office to job site.
Explore More Integrations
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