Share via


Connect Field Service to finance and operations

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Jan 2026

Business value

Your Field Service team can now connect directly to finance and operations through Microsoft’s dual-write integration. Labor and material usage from work orders flow into finance and operations as costs and financial actuals, ensuring your enterprise resource planning system reflects accurate, field-driven data. This connection reduces manual effort, improves financial tracking, and speeds up billing, all without changing how technicians work in the field.

Feature details

Field Service now integrates with finance and operations through Project Operations.

In this model, products and services you capture on work orders in Field Service flow into Project Operations as estimates, actuals, and materials usage lines on projects. The data includes cost and pricing information. The system uses existing integration to write this data to finance and operations. These records show internal estimated and actual costs. For Time and Materials projects, they also show unbilled sales. This integration aligns with the Master Planning process in Supply Chain, so you can plan raw materials for service scenarios. The integration respects company alignment and ensures legal entity consistency across systems. Technicians keep working in Field Service without any changes to their workflow.

Because this integration supports schema extensibility, you can add custom fields or entities in Field Service and have that data flow through Project Operations into finance and operations. This capability gives your teams the flexibility to tailor the integration to your unique reporting and operational needs.

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.