FieldGenius × Microsoft Dynamics 365

Using Microsoft Dynamics 365 as CRM or ERP? FieldGenius connects to Dynamics 365 so accounts, opportunities, contracts and work orders sync seamlessly with your schedule.

Using Microsoft Dynamics 365 as CRM or ERP? FieldGenius connects to Dynamics 365 so accounts, opportunities, contracts and work orders sync seamlessly with your schedule.

The pain points we solve

Two systems, two truths

Data in Dynamics and in the schedule drift apart.

Slow flow to operations

Without integration it takes too long for a won deal to be scheduled.

How FieldGenius handles this

Automatic flow

Won opportunities become work orders and appear in the schedule immediately.

Full history

Every job appears on the Dynamics account for a complete customer view.

Relevant features

OAuth via Azure AD

Secure connection via Azure AD, managed at tenant level.

Multi-module support

Sales, Customer Service and Business Central are supported.

Field mapping

Custom entities and fields can be mapped.

Frequently asked questions

Which modules do you support?

Dynamics 365 Sales, Customer Service and Business Central. Other modules on request.

Is the integration suitable for large tenants?

Yes. The integration is bulk- and delta-friendly and supports paging.

Can we use our own Azure app?

Yes. We support both our own and a customer-specific Azure app registration.