Will Dynamics Field Service work with our current IT setup?

If you’re running a field service organisation, you’ll be juggling lots of different software systems. You’ll want data to flow seamlessly between systems

When our customers ask about Microsoft Dynamics 365 Field Service, their first question is often “Will it work with our current systems?“

The short answer is yes – and it can be more straightforward than you might think.

Why integration matters

Dynamics Field Service needs to integrate with your other systems so that you can:

• Keep customer records up to date
• Share financial data with accounting
• Update stock levels automatically
• Track engineer availability
• Share documents across teams

So is it easy to integrate?

Microsoft built Dynamics 365 Field Service as an open system, to connect easily with hundreds of business systems.

If you already have an integration between systems, we can replicate that in Dynamics Field Service

BUT we will ask the question
“do you need that extra system?”
Could you replicate the functionality within a Dynamics product instead?

What factors affect the cost and complexity of integrations?

If the system you wish to integrate with Field Service doesn’t have an open and structured interface, then an integration may be hard or impossible. In this case you should think about changing the system and moving the data to a newer, more open system

Other factors

Data Volume

• Small amounts of data – simple and quick
• Millions of records – needs careful planning
• Real-time updates – requires more robust connections

Data Types

• Standard info (names, addresses) – easy to match up
• Custom fields – need mapping
• Special formats – may need conversions or more

Business Rules

• Simple workflows – quick to set up in the new system
• Complex approval processes – need more configuration
• Multiple departments – needs careful planning

Common integrations with Dynamics Field Service

Some of the systems which Dynamics Field Service commonly integrates with:

Other integrations

Field Service can also connect with:

• IoT sensors and devices
• Vehicle tracking systems
• Electronic signature tools
• Payment systems
• Stock control software

Each of these connections will offer:

• Real-time data sync
• Customisable field mapping
• Error handling and notifications
• Audit trails
• Secure data transfer

These integrations use technology like:

• REST APIs
• OAuth authentication
• Azure Logic Apps
• Custom connectors
• Web services

Why is Microsoft’s Field Service so good to integrate with other apps?

• It’s built on the Power Platform which makes custom connections easier
• It uses common data standards that other systems recognise
• Has the largest network of pre-built connectors
• Offers powerful tools to customise integrations
• Provides UK-based data centres for better performance

Does Field Service support mobile devices?

Yes, your engineers can use the Field Service mobile app on:

• iOS devices (iPhone and iPad)
• Android phones and tablets
• Windows tablets
• Ruggedised devices

Real-World Benefits

Our customers tell us that these things are better after connecting their systems:

• No more double-entry of data
• Faster invoice processing
• Better stock control
• More accurate scheduling
• Happier customers

Success Stories

Lexmark

Integrating Dynamics Field Service with Sales and Customer service

Read about the integration

Phihong

Integrating Dynamics Field Service with Customer service and using the Field Service mobile app

Read about the integration