---
title: 'Comarch ERP Optima + Microsoft Dynamics 365 Field Service'
url: 'https://www.staging38.commercient.com/product/comarch-erp-optima-microsoft-dynamics-365-field-service/'
date: '2026-06-19T10:04:16-04:00'
modified: '2026-06-19T10:04:16-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Comarch ERP Optima to Microsoft Dynamics 365 Field Service, giving your team access to Comarch ERP Optima 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 Comarch ERP Optima 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. Parts and equipment data held in Comarch ERP Optima can be accessed from Microsoft Dynamics 365 Field Service to support accurate job quoting and parts ordering.

## What syncs

- Update Comarch ERP Optima Customers from Microsoft Dynamics 365 Field Service Account Data
- Sync Comarch ERP Optima Price Lists to Microsoft Dynamics 365 Field Service for Quoting
- Import Microsoft Dynamics 365 Field Service Estimates into Comarch ERP Optima as Quotes
- Sync Comarch ERP Optima Vendors to Microsoft Dynamics 365 Field Service Parts and Supplier Data
- Connect Microsoft Dynamics 365 Field Service Invoices to Comarch ERP Optima Invoices
- Sync Comarch ERP Optima Customer Payment Status to Microsoft Dynamics 365 Field Service

## Why Commercient

### Job-to-invoice workflow

Connect completed Microsoft Dynamics 365 Field Service Jobs to Comarch ERP Optima invoicing so billing cycles are shorter and Invoices are created automatically once jobs are approved.

### Pricing and contract visibility

Sync Comarch ERP Optima Price Lists and contract terms to Microsoft Dynamics 365 Field Service so technicians can quote accurately and access customer-specific rates from inside the field service platform.

### New customer setup

Connect Microsoft Dynamics 365 Field Service new customer records to Comarch ERP Optima Customers so customers added in the field service platform are immediately available for billing and order management in the ERP.

### Payment and balance status

Surface Comarch ERP Optima Payments and outstanding invoice balances inside Microsoft Dynamics 365 Field Service so technicians and managers know a customer's payment status before completing a job or taking payment.

## About Comarch ERP Optima

Comarch ERP Optima is a business management system for small and mid-size companies in Poland, managing accounting, inventory, sales, HR and CRM functions.

## 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 Comarch ERP Optima Invoices and Payments status be viewed in Microsoft Dynamics 365 Field Service?

Yes, Commercient can surface Comarch ERP Optima 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.

### Can Comarch ERP Optima Price Lists sync to Microsoft Dynamics 365 Field Service for field quoting?

Commercient can sync Comarch ERP Optima Price Lists and customer-specific rates to Microsoft Dynamics 365 Field Service so technicians can provide accurate quotes in the field. Exact capabilities depend on the platforms and project scope.

### Does Commercient support two-way data flow between Comarch ERP Optima and Microsoft Dynamics 365 Field Service?

Commercient can support two-way data flow for Customers, Items, Jobs and Invoices between Comarch ERP Optima and Microsoft Dynamics 365 Field Service when configured. Exact two-way capabilities depend on the systems and integration scope.

### Can Comarch ERP Optima Purchase Orders be created from Microsoft Dynamics 365 Field Service Jobs parts requirements?

Commercient can support connecting Microsoft Dynamics 365 Field Service parts requirements from Jobs to Comarch ERP Optima Purchase Orders when included in scope. This allows field service jobs to trigger ERP procurement workflows automatically.

### Can Microsoft Dynamics 365 Field Service Jobs job costs flow back to Comarch ERP Optima for financial reporting?

Commercient can support syncing Microsoft Dynamics 365 Field Service Jobs labour, parts and cost data back to Comarch ERP Optima when included in scope. This helps finance teams report on service margins and job profitability from ERP records.