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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, creating a seamless connection between service delivery, project management, and financial operations.
With this integration, products and services captured on work orders in Field Service automatically flow into Project Operations as estimates, material usage lines, and actuals, including both cost and pricing information. This automation ensures financial data remains accurate, consistent, and readily available in finance and operations, reducing manual entry and improving visibility into project profitability.
The integration maintains company alignment and legal entity consistency across systems, ensuring compliance and data integrity. Technicians can continue using Field Service without any changes to their workflows.
The solution supports schema extensibility, allowing organizations to add custom fields or entities in Field Service and have that data flow through to Project Operations and finance and operations. This flexibility enables teams to tailor reporting, analytics, and business processes to match their specific 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.