---
title: 'Microsoft Dynamics 365 for Finance and Operations + Housecall Pro'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-housecall-pro/'
date: '2026-06-19T10:09:07-04:00'
modified: '2026-06-19T10:09:07-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics 365 for Finance and Operations to Housecall Pro, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Housecall Pro. 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 Microsoft Dynamics 365 for Finance and Operations and Housecall Pro, giving field service teams access to ERP customer, equipment and order data from inside Housecall Pro. Service managers can track which jobs have been invoiced in Microsoft Dynamics 365 for Finance and Operations by viewing financial status inside Housecall Pro.

## What syncs

- Sync Housecall Pro Jobs to Microsoft Dynamics 365 for Finance and Operations for Invoicing
- Update Microsoft Dynamics 365 for Finance and Operations Customer Accounts from Housecall Pro Account Data
- Sync Microsoft Dynamics 365 for Finance and Operations Trade Agreements to Housecall Pro for Quoting
- Import Housecall Pro Estimates into Microsoft Dynamics 365 for Finance and Operations as Sales Quotations
- Sync Microsoft Dynamics 365 for Finance and Operations Vendor Accounts to Housecall Pro Parts and Supplier Data
- Connect Housecall Pro Invoices to Microsoft Dynamics 365 for Finance and Operations Customer Invoices

## Why Commercient

### Parts and inventory visibility

Sync Microsoft Dynamics 365 for Finance and Operations On-hand Inventory and Released Products to Housecall Pro so field teams can check part availability and pricing before ordering or committing to a job scope.

### Job-to-invoice workflow

Connect completed Housecall Pro Jobs to Microsoft Dynamics 365 for Finance and Operations invoicing so billing cycles are shorter and Customer Invoices are created automatically once jobs are approved.

### Pricing and contract visibility

Sync Microsoft Dynamics 365 for Finance and Operations Trade Agreements and contract terms to Housecall Pro so technicians can quote accurately and access customer-specific rates from inside the field service platform.

### New customer setup

Connect Housecall Pro new customer records to Microsoft Dynamics 365 for Finance and Operations Customer Accounts so customers added in the field service platform are immediately available for billing and order management in the ERP.

## About Microsoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 Finance and Operations is a cloud ERP for mid-size and enterprise businesses, managing global financials, supply chain, manufacturing, HR and operations.

## About Housecall Pro

Housecall Pro is a field service management platform for home service businesses, managing scheduling, dispatching, invoicing, customer communication and payment collection.

## Frequently asked questions

### How often does the Microsoft Dynamics 365 for Finance and Operations and Housecall Pro 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 Microsoft Dynamics 365 for Finance and Operations Customer Invoices and Customer Payments status be viewed in Housecall Pro?

Yes, Commercient can surface Microsoft Dynamics 365 for Finance and Operations Customer Invoices and payment status inside Housecall Pro so field teams and managers can see customer account balances and billing history during or after a job.

### Can Microsoft Dynamics 365 for Finance and Operations Trade Agreements sync to Housecall Pro for field quoting?

Commercient can sync Microsoft Dynamics 365 for Finance and Operations Trade Agreements and customer-specific rates to Housecall Pro 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 Microsoft Dynamics 365 for Finance and Operations and Housecall Pro?

Commercient can support two-way data flow for Customer Accounts, Released Products, Jobs and Customer Invoices between Microsoft Dynamics 365 for Finance and Operations and Housecall Pro when configured. Exact two-way capabilities depend on the systems and integration scope.

### Can Microsoft Dynamics 365 for Finance and Operations Purchase Orders be created from Housecall Pro Jobs parts requirements?

Commercient can support connecting Housecall Pro parts requirements from Jobs to Microsoft Dynamics 365 for Finance and Operations Purchase Orders when included in scope. This allows field service jobs to trigger ERP procurement workflows automatically.