---
title: 'Applied Epic + Microsoft Dynamics 365 Field Service'
url: 'https://www.staging38.commercient.com/product/applied-epic-microsoft-dynamics-365-field-service/'
date: '2026-06-19T09:57:01-04:00'
modified: '2026-06-19T09:57:01-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Microsoft Dynamics 365 Field Service, giving your team access to Applied Epic data directly within Microsoft Dynamics 365 Field Service. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Microsoft Dynamics 365 Field Service, giving field service teams access to ERP customer, equipment and order data from inside Microsoft Dynamics 365 Field Service. Completed Microsoft Dynamics 365 Field Service jobs can create Applied Epic invoices or orders when included in scope, removing post-visit data entry.

## What syncs

- View Applied Epic Invoices and Sales Orders in Microsoft Dynamics 365 Field Service
- Access Applied Epic Items and Inventory from Microsoft Dynamics 365 Field Service
- Create Applied Epic Sales Orders from Completed Microsoft Dynamics 365 Field Service Jobs
- Sync Microsoft Dynamics 365 Field Service Jobs to Applied Epic for Invoicing
- Update Applied Epic Customers from Microsoft Dynamics 365 Field Service Account Data
- Sync Applied Epic Price Lists to Microsoft Dynamics 365 Field Service for Quoting

## Why Commercient

### Work order and job management

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

### Service history and invoicing

Access Applied Epic 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 Applied Epic 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 Applied Epic 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.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## 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.

## Frequently asked questions

### Can Applied Epic Customers sync to Microsoft Dynamics 365 Field Service customer records?

Yes, Commercient can sync Applied Epic Customers to Microsoft Dynamics 365 Field Service so field technicians have access to current ERP customer data from inside the field service platform. Exact field mapping and sync frequency are configured per project.

### Can completed Microsoft Dynamics 365 Field Service Jobs create Applied Epic Sales Orders or Invoices?

Commercient can support creating Applied Epic Sales Orders or Invoices from completed Microsoft Dynamics 365 Field Service Jobs when included in the integration scope. This reduces post-visit data entry and accelerates billing cycles. Two-way workflow depends on project configuration.

### Can Applied Epic Items and Inventory be accessed from Microsoft Dynamics 365 Field Service?

Yes, Commercient can sync Applied Epic Items and Inventory to Microsoft Dynamics 365 Field Service so field technicians can reference parts, pricing and stock availability from inside the field service platform.

### How often does the Applied Epic and Microsoft Dynamics 365 Field Service integration sync?

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.

### Can Applied Epic Invoices and Payments status be viewed in Microsoft Dynamics 365 Field Service?

Yes, Commercient can surface Applied Epic Invoices and payment status inside Microsoft Dynamics 365 Field Service so field teams and managers can see customer account balances and billing history during or after a job.