Dynamics 365 Field Service Integrations

The Asset Guardian (TAG) Mobi, an AI-powered EAM solution embedded in Microsoft Dynamics 365 Business Central, now enhanced with mobiMentor AI to help maintenance teams maximize wrench time. TAG Mobi helps teams manage assets, schedule maintenance, dispatch work orders, and complete field work from one mobile-ready platform. With IoT and SCADA integration, teams can turn asset signals into maintenance action by monitoring conditions, reducing alert noise, and triggering work orders when issues need attention. Key features include: • Asset Lifecycle Management: Extend equipment life • Preventive & Predictive Maintenance: Reduce failures and downtime • Work Order Management: Simplify dispatch, tracking, and completion • Reporting: View KPIs, costs, and performance • IoT Monitoring: Connect asset signals to alerts and work orders With AI-driven workflows and voice-enabled execution, TAG Mobi helps teams spend less time on admin work and more time maintaining critical assets

Most businesses have plenty of software and data - it just doesn't work together. Off-the-shelf tools don't fit. Custom development is slow. AI projects fail because the data underneath isn't ready. Rayven connects IT, OT, IoT, files, APIs, and any other system into an AI data fabric - then lets you build custom apps, AI agents, automations, and dashboards on top. Works with what you already have. What gets built: custom apps, AI agents, predictive analytics, workflow automations, dashboards, and portals - all configured specifically for your business. Serves businesses from growth-stage to enterprise across 24+ industries globally. Delivery: DIY, Done-For-You (fixed scope, fixed price, two to 12 weeks) + Hybrid. More than 600 pre-built connectors. Ten native AI capabilities. More than 240 deployments live. Rated 5/5 across 140+ reviews.

mainsim CMMS is maintenance management software that helps teams replace pen-and-paper processes, phone calls, and spreadsheets with a centralized digital platform. The system supports ticketing, work orders, asset management, preventive maintenance, maintenance planning, spare parts warehouse management, reporting, analytics, and mobile access. Teams can use mainsim to collect maintenance requests, monitor interventions in real time, organize asset records, automate inspections, manage regulatory deadlines, and keep technicians connected in the field. The platform also includes supplier management, SOPs and checklists, work permits, document management, workflow automation, budget tracking, room and resource booking, and production data integrations. mainsim’s Smart Assistant adds integrated AI capabilities to help improve operational efficiency and support maintenance decision-making.

SensePass is a unified payment gateway and connector that links your business systems to the entire payments ecosystem (100+ payment methods) through one integration. Built for NetSuite and Microsoft Dynamics 365 (Business Central, Finance & Operations, Commerce), SensePass also connects with Shopify, BigCommerce, Oracle Xstore, Aptos, and more. Accept 100+ payment methods — credit and debit cards, digital wallets (Apple Pay, Google Pay, PayPal, Venmo), BNPL and financing (Klarna, Affirm, Afterpay), bank transfers (ACH, pay-by-bank), and crypto — through 50+ processors, with no lock-in to a single acquirer. SensePass includes a full suite of payment products: a payment gateway, Tap and Pay (chargeless in-person payments), Pay by Link (secure payment links for invoices, phone, and remote sales), and compliant credit card surcharging. Every transaction reconciles automatically back into your ERP. One connector. Every way to pay, online and in person.

My DSO Manager is an AI-powered SaaS platform designed to optimize credit and collections management, reduce DSO, and accelerate cash flow for finance teams worldwide. Fully interoperable with any ERP, CRM, payment solutions, credit insurers, financial data providers and etc., the platform delivers end-to-end control of the credit management process. Key capabilities include customisable dunning workflows, real-time monitoring of balances and disputes, credit scoring, advanced analytics, automated collection actions and MAIA AI. My DSO Manager is fast to deploy through Smart Upload and supports multi-entity, multi-currency, and multilingual environments, making it suitable for both mid-sized companies and global enterprises. Built by credit management experts and a dedicated in-house IT team, the platform centralizes collaboration between finance, sales, and customer service teams around a shared, real-time view of customer risk.

Obzervr is an Digital Work Order Software providing an intuitive field service automation solution to enable the productive mobile worker. Obzervr is designed to help you easily capture photos and notes, record the site and project details, and monitor the status of equipment and work instructions. Record all findings in one easy-to-use app to speed up a resolution in the office. Obzervr connects to ERPs (like D365, SAP, and Pronto) in work planning, automatically importing work such as maintenance work order and operational tasks. You can now dispatch your work in one single system and expect a high level of accuracy.

Azumuta is the leading platform for the connected worker in the manufacturing industry. Merging traditional methodologies with cutting-edge technology, the platform connects and empowers the workforce through a no-code, integrated suite equipped to enhance different shop floor operations, augments the workers' skills, and overall operational efficiency. Azumuta offers digital work instructions, in-line quality assurance, a complete skills matrix & training module, among other services. Managers and team leaders gain full visibility into all processes managed by Azumuta through visual and dynamic dashboards. Manufacturing companies using Azumuta are at the forefront of a rapidly evolving industry.

Resco Inspections+ is an advanced mobile forms solution crafted for teams that need reliable data collection—especially if current paper processes or mobile tools aren’t meeting your standards for flexibility and versatility. Inspections+ lets you seamlessly convert audits, inspections, surveys, and checklists into digital formats that enhance safety, compliance, and ease of use. With seamless Dynamics 365, Power Platform, Business Central, or Salesforce integration, Inspections+ brings critical CRM/ERP data right to the field. Its offline-first architecture ensures that technicians, auditors, frontline workers, and inspectors can capture and update data even without internet access, whether on remote construction sites, oil rigs, garages, or in densely populated urban areas with inconsistent connectivity. The platform also includes an advanced questionnaire designer with smart questions, business logic, rules, and media capture, allowing full customization without coding skills.

BUILDFitters, the ultimate construction management software designed to streamline your projects and enhance efficiency. With BUILDFitters, you can effortlessly oversee every aspect of your construction projects, from initial planning to completion. This robust software offers a comprehensive suite of features to manage resources, schedules, budgets, and communication effectively. Seamlessly collaborate with your team, subcontractors, and clients in real-time, ensuring everyone is on the same page and projects stay on track. With BUILDFitters, you can effortlessly create detailed project plans, allocate tasks, and track progress. The intuitive interface allows you to visualize project timelines, milestones, and critical paths, enabling proactive decision-making and efficient resource allocation. Stay in control of your project finances with BuildFitters' budgeting and cost tracking tools. Monitor expenses, analyze cost trends, and generate accurate reports to

Take advantage of information from Dynamics 365 Field Service or capture asset information and integrate it with Microsoft Power Platform or other enterprise applications. Avoid unnecessary travel and reduce costs and delays with remote inspections combining video, screenshots, and annotations on your devices. Launch Dynamics 365 Remote Assist mobile directly from a Field Service mobile booking and post call info to the associated work order's timeline.

Find all relevant content in a split second, regardless of storage location. Connect your Microsoft Dynamics 365 environment with AXtension® Content Gate and create a single point-of-truth for all content in your organization. AXtension® Content Gate is built for every member of your team to manage and share content within a single point of truth. Create a single point of truth for the content in your organization across Microsoft Dynamics 365 apps, by having all relevant content displayed in one overview, in one click. Create a single procedure for storing content related to your business processes in a fast and convenient way. Choose the storage system that best supports your document requirements. Add content by simply dragging ‘n dropping it to AXtension® Content Gate, or even automatically store content by utilizing the API with the built-in integration with the Microsoft Power Platform. Secure your files and grant access to documents based on the role within the organization.

Optimize your farm operations by keeping track of inventory, planning seasonal harvest and accounting for costs and labor with AgriERP Whether you have fruit orchards, vegetable farms, cattle farms, sow farms, poultry farms, or ranches, we enable you to streamline your farm and field operations with our top of the line Agri ERP solution. Leverage the chance to maximize your productivity, minimize your wastage, and keep everything under your control. With AgriERP you can transform your farms and ranches into smart farms. We have one of the strongest research and development departments in the in the Agri-Tech Industry, having successfully implemented many ERPs and farming software solutions for small and large farms alike. AgriERP has been a great success because it’s powered by Microsoft Dynamics 365 and specifically customized to fulfill the operational and managerial needs of every farm and ranch.

Meet Ema, a universal AI employee who boosts productivity across every role in your organization. She is simple to use, trusted, and accurate. Ema’s the missing operating system that makes generative AI work at an enterprise level. Using a proprietary generative workflow engine, Ema automates complex workflows with a simple conversation. She is trusted, and compliant and keeps your data safe. EmaFusion model combines the outputs from the best models (public large language models and custom private models) to amplify productivity with unrivaled accuracy. We believe everyone could contribute more if there were fewer repetitive tasks and more time for creative thinking. Gen AI offers an unprecedented opportunity to enable this. Ema connects seamlessly with hundreds of enterprise apps, with no learning curve. Ema can work with the guts of your organization, documents, logs, data, code, and policies.

Atfinity is an award winning no-code platform designed for financial institutions to automate, orchestrate, and optimise client processes. Atfinity makes it possible to quickly build and deploy automated workflows tailored to unique requirements thanks to its intuitive no-code approach. Processes are built in days instead of months and changes are made in hours instead of days. This allows fast adaptation to evolving needs and to respond quickly to regulatory changes. A comprehensive suite of services enables seamless integration of core banking systems or KYC/KYB/AML tools and creates a connected ecosystem. During new client onboardings, the API Framework links Atfinity to the CRM, ID verification provider and document software. When a new CRM record is created, Atfinity triggers ID verification and generates welcome documents upon completion. The software meets strict security standards (ISO27001 certified) and client information is protected at all times.

Sales and Field Service Territory Mapping for Dynamics 365, Power BI, & Excel Made Easy! #1 rated mapping and territory management solution on Microsoft AppSource. EasyTerritory is the leading web-based mapping software for sales territory management, service territory capacity planning, and geospatial business intelligence for Microsoft Dynamics 365, Excel, and Power BI. EasyTerritory is the leading sales territory management software to add to your Microsoft Dynamics 365 implementation. Not using Dynamics 365? That’s okay, EasyTerritory supports Excel, Power BI, SQL Azure as well. EasyTerritory is being leveraged in many industries including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceutical, bio-med, and more. Simplifying territory mapping and management is the primary problem we set out to solve! Using EasyTerritory, your sales managers can build and realign their sales rep territories on an interactive map.