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Microsoft Dynamics 365
Procore

Connect Procore to Microsoft Dynamics 365 Field Service

Integrate Procore and Microsoft Dynamics 365 Field Service to reduce data gaps between your ERP and Microsoft Dynamics 365 Field Service. Keep records consistent and workflows connected across both systems.

The world’s most innovative companies run on Commercient

SYNC data between Procore and Microsoft Dynamics 365 Field Service

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  • Export Procore Orders and Transactions to Microsoft Dynamics 365 Field Service
  • Update Microsoft Dynamics 365 Field Service Product Data from Procore
  • Sync Procore Inventory Levels to Microsoft Dynamics 365 Field Service
  • Import Microsoft Dynamics 365 Field Service Data into Procore Records
  • Connect Procore Financial Data to Microsoft Dynamics 365 Field Service
  • Sync Procore Vendor Records to Microsoft Dynamics 365 Field Service
*Connection pairings may vary based on your platform specifications

Why Commercient?

With Commercient, you can integrate everything from basic data entry to on-premise or cloud-based end-to-end processes.

Work order and job management

Connect Microsoft Dynamics 365 Field Service Jobs completion to Procore so finished jobs trigger Change Orders or Invoices creation in the ERP without manual data entry after the visit.

Service history and invoicing

Access Procore Invoices and service order history from Microsoft Dynamics 365 Field Service so technicians and managers can see what has previously been billed and quoted for each account.

Equipment and product data

Sync Procore Items and equipment records to Microsoft Dynamics 365 Field Service so technicians can reference parts, pricing and product details from the field when completing jobs.

Parts and inventory visibility

Sync Procore Inventory and Items to Microsoft Dynamics 365 Field Service so field teams can check part availability and pricing before ordering or committing to a job scope.

Trusted by teams from Fortune 500s to startups

See why more customers are choosing Commercient than any other solution

Commercient gets the SYSPRO data to our sales team as quickly as possible. So they’re armed with information when they’re looking at leads and opportunities in Salesforce.

Virgilio Felix
Chief Operating Officer at Café Spice

We had an odd ERP system, and Commercient were one of the few that were able to really support it well.

Todd Brown
Director of Lab Products and Electronic Materials at Polysciences

The sales guys on the US side were so impressed with how we’ve been doing this that now our Netherlands office wants the same sort of feel and the same efficiency on their team.

Vashti Ramgoolam
Director of Sales Administration at AudioQuest

We have inventory, buy/sell pricing, and customer details all synced over to Salesforce.. so Commercient definitely helps us.

Andrew Williams
General Manager at Maxijet Australia
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Make work flow with Commercient agents

Level up your Procore to Microsoft Dynamics 365 Field Service integration with Agentic AI. Securely extract, summarize, and transform your integration data.

About Procore

Procore is a construction project management platform for general contractors, owners and specialty contractors, managing projects, budgets, schedules, documents and field operations.

About Microsoft Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service is a field service management platform for scheduling, dispatching, managing work orders and tracking field technicians and service resources.

What customers have to say

Excellent 4.8 416 reviews

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Verified G2 user

★★★★★

Commercient Integration

Great customer service. Very knowledgeable in syncing Sage 300 to Salesforce. This is helping our reps in the field have access to their accounts for better visibility of what is going on.

Verified G2 user

★★★★★

One stop solution for integration of ERP with CRM

The team they put on the task is super skilled in their field and provides an amazing smooth service. Also, it is very customisable solution and the team can actually mould the solution as per your needs It has actually developed lot of formulas and database which makes the enture process of invoicing very easier

Verified G2 user

★★★★★

Flawless Sage-to-HubSpot Sync Backed by Dedicated Support

The accuracy with which the data syncs between Sage and Hubspot is spot on! Customer service is great and once it's set up, you can basically set it and forget it. I was looking for a way to sync our custom quoting from Sage into our Hubspot CRM, and Commercient made that possible, enabling us to track closure rates and enhance our follow-up process. I was particularly impressed with the dedication and assistance…

Blake, E.

★★★★★

Wonderful Service

Commercient has been so helpful with connecting our accounting software to our CRM program. Their customer service is top notch.

Verified G2 user

★★★★★

Good Sync Service

Easy to use, not much to do after setup. Customer service is very helpful. We need to transfer data between our ERP and our CRM.

Christiansen, A.

★★★★★

Good sync software

Their sync software between ERP and HubSpot is very useful. Good customer service.

Verified G2 user

★★★★★

Unique service offering with great customer service.

Our experience has been very positive. They've done a great job with syncing our ERP data into Zoho CRM, even when Zoho threw them a few curveballs (with changes on Zoho's end). They were able to navigate those changes without causing any issues on our end. Also, they have very efficient customer service - they pretty much held our hand throughout the entire process and always responded to emails promptly. We…

Verified G2 user

★★★★★

INTEGRATION WITH SAGE 300 ERP

The customer service and support was exceptional. Commercient SYNC provides integration for the ERP system and CRM software.

Craig L.

★★★★★

Great customer service

Very helpful team. They were efficient in solving my problems. The Commercient team was extremely helpful and solved my issues with their dedication and experience.

ABIGALE H.

★★★★★

INTEGRATION WITH SAGE 300 ERP

Professionalism and Expertise. Customer-centric Approach. Seamless communication. Exemplary Customer Service.

Verified G2 user

★★★★★

Ease To Order Entry

Commercient easily transfers data from Salesforce to Syspro. Data is accurate and we were able to ensure all fields are getting populated appropriately. We are benefiting by efficient data transfer to eliminate overhead.

Verified G2 user

★★★★★

Duplication error Salesforce/Sage 50

I like the ease of use between Salesforce and Sage. Customer service support was great and helped guide me to correct the issue. Joseph Anthony Menchavez was amazing at helping me. Syncing data between CRM and ERP with ease.

Luke S.

★★★★★

Integrating Salesforce + Sage = More visibility and more selling

For the most part, the Commercient sync is entirely hands-free and required very little effort from our business. Commercient is extremely professional and thorough. We have been customers for over a decade and have always experienced top-tier service and support.

Dennis M.

★★★★★

Sync Stripe with Sage 100 and stop data entry.

A positive experience that reduced our workload and increased our efficiencies. The developers are able to understand the data fields from Stripe and match it to the data field inside our ERP System.

Verified G2 user

★★★★★

Excellent solution for our Sage integration

We really love the flexibility of being able to pick as many (or as little) data fields that we need to sync over along with the ability to modify the format of the data being synced over. We are able to sync all our raw accounting data into the CRM and from CRM we are able to push sales orders into the accounting system. The sync makes it seamless for our sales team to access data in both places. The accounting…

HEULE Precision Tools

★★★★★

We sought a solution to sync data from Epicor Prophet 21 to Zoho CRM and found our answer in Commercient. The setup process, led by Matt Fischer, was straightforward and trouble-free, and we've been enjoying seamless data synchronization for about 8 months now. I would highly recommend Commercient since it has significantly improved our internal sales team's accessibility to order information on the go.

Darrell Green

★★★★★

With Commercient's help, we've been able to seamlessly integrate our CRM's, allowing for smooth information transfer between Acumatica and Zoho. The team, especially Lynnette and Fernando, has been exceptional in ensuring all our issues are resolved. I would highly recommend Commercient for their tremendous support and ability to effectively cross-integrate our CRM's.

Jon Chouinard

★★★★★

Great tool to sync your ERP and CRM

Rob Mogolov

★★★★★

Before partnering with Commercient, we were juggling two different systems to manage our business - INFOR for ERP and ZOHO for CRM. Commercient seamlessly linked these systems, improving our reporting efficiency and providing greater visibility for our sales team.

Jon C.

★★★★★

ERP Sync review

It has worked great for many years and have used it for at least 8 years. This works in the background and updates our CRM daily. Allows us to not do double entry of data. We are able to bring in inventory data along with product information easily to our CRM.

Verified G2 user

★★★★★

Effortless ERP-to-CRM Connection That Streamlines Internal Processes

Easily connects our ERP to the CRM to make internal processes easy. It allows us to not do double efforts in entering data

Verified G2 user

★★★★★

ERP and CRM Integrations

Communication - their team is very clear about needs, goals and outcomes High - we could not complete the process without them Commercient is working with us to integrate our ERP information into our CRM, giving us broader visibility into performance, inventory, and other key details across the organization.

Shane Merritt

★★★★★

We've been using Commercient to sync our ERP and CRM data since 2017. For us, it really was set it and forget it. The team helped us with the initial set up and now the information syncs effortlessly. I definitely recommend Commercient. We save so much time!

Chris Newville

★★★★★

We migrated from Sage 100 to X3 in 2018. Commercient has been instrumental to merging data from X3 to Salesforce. We've built detailed sales reports and living dashboards so our sales team can keep track of order entry, purchase orders, invoices, payments, and commissions.

Clark, D.

★★★★★

Workflow complete!

Santiago and his team were great and very instrumental in helping me set up a workflow for our members. I couldn't have done it without them!

Verified G2 user

★★★★★

Eliminates Double Syncing and Manual Data Entry—A Huge Time-Saver

A major benefit is that the integration eliminates double syncing and reduces the need for manual data entry, which saves time and greatly lowers the risk of human error. As PMI, our significant challenge was ensuring Salesforce & Quickbooks Desktop remained in sync. Thankfully, Commercient's automation drastically reduced our manual data entry time and heightened our accuracy, effectively resolving our…

Christopher Mundey

★★★★★

As PMI, our significant challenge was ensuring Salesforce & Quickbooks Desktop remained in sync. Thankfully, Commercient's automation drastically reduced our manual data entry time and heightened our accuracy.

Verified G2 user

★★★★★

ERP Insights Seamlessly Integrated into Our CRM

Bringing access and insight of our ERP system into our CRM. Monitoring realtime company wide performance.

Nick N.

★★★★★

Great product

Fantastic!! Once we were live, it's been a great experience and one I'd happily recommend to anyone. It works fantastically well, it's a great product and helps our Finance team in their day to day operations.

Frequently asked questions (FAQs)

Yes, Commercient can sync Procore Companies to Microsoft Dynamics 365 Field Service so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.

Commercient can support data flowing from Microsoft Dynamics 365 Field Service back into Procore when included in the integration scope. Direction and object coverage depend on project configuration.

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.

Yes, Commercient can sync Procore Items and Inventory to Microsoft Dynamics 365 Field Service so product data and stock information are current in both systems. Exact mapping depends on project scope.

Commercient can support bidirectional sync between Procore and Microsoft Dynamics 365 Field Service when configured. Exact two-way capabilities depend on the systems involved and the integration scope.
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Commercient is an AI-first software company based in Atlanta, that connects ERP, CRM, eCommerce, and related systems through its cloud-hosted integration platform, with reusable templates and AI-assisted tools.
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