Connect Microsoft Dynamics 365 for Finance and Operations to Housecall Pro
Sync Microsoft Dynamics 365 for Finance and Operations customer accounts, parts data and pricing to Housecall Pro so technicians arrive prepared. Connect job completion in the field to financial records in the ERP.
The world’s most innovative companies run on Commercient
SYNC data from Microsoft Dynamics 365 for Finance and Operations to Housecall Pro and back!
*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.
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.
Trusted by teams from Fortune 500s to startups
See why more customers are choosing Commercient than any other solution
The sales team doesn’t have to constantly email finance to get the answers they need. It’s right there in the CRM. Working with Commercient was refreshing: they followed the timeline and delivered on schedule.
Edward Rochford
CEO of Ascent
Ownership has improved visibility of sales and customers, thanks to Commercient SYNC.
Ed Haniffa
Derlea Brand Foods
Commercient helps us save time, improve efficiency, avoid potential errors, and removing manual order entry. If we get 50 orders or more a day, it's difficult and time consuming to do that manually.
John Le
Northern Feather Canada
Make work flow with Commercient agents
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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.
Nick N.
4 months ago
We have been working with Commercient for over four years now and whilst initial set up was slow as we have limited resources and IT infrastructure, since implementation, it has been a breeze. Successfully passing information through from our ERP to CRM and back again. It helps our Finance team provide a better service with more connected data every day. For what they do, I don't believe there is a better option on the market. Thanks to the team, your work is very much appreciated!
Mark R.
4 months ago
Commercient has been incredibly valuable in connecting our ERP to our CRM, a process we our technical team didn't have the capacity to handle ourselves at the time. Throughout our project, every member of the Commercient team was extremely supportive and went the extra mile to assist us. I recommend Commercient to anyone looking for a solution to streamline certain business processes.
Arturo V.
4 months ago
It has been an amazing partnership so far.
Andrew K.
4 months ago
Spent years trying to make it connect Sage + Zoho, worked for a few months and never again, finally gave up and they still made us pay out the term. Now using JobRouter and much better support and service
John L.
5 months ago
Our order entry process needed a boost in efficiency and a reduction in manual entry errors, and Commercient delivered by setting up a synchronization system between our Shopify platform and our Syspro ERP system. The Commercient team, especially Ellen, Beatriz, Pranay, and Diego, were incredibly helpful throughout the process. I would recommend Commercient to anyone because they are able to familiarize themselves with your systems and synchronize them seamlessly, showing great patience and expertise throughout the process.
Kepler E.
5 months ago
We needed a solution to link our ERP system with our CRM for real-time syncing of opportunities and sales orders, and Commercient proved to be the perfect fit. Vicky from the team truly stood out, guiding us expertly through the setup and onboarding process. I would recommend Commercient for their reasonable pricing and the extensive customizations they offer to meet specific needs.
Jonathan S.
6 months ago
Commercient SYNC is a critical part of our business infrastructure. We utilize the product to bi-directionally sync our CRM and ERP systems together to create a seamless data environment for our users. The product is very reliable, and the support team is responsive.
Eric C.
6 months ago
Our goal was to connect and integrate our CRM with our ERP, and Commercient made this a seamless process. Their service and support team were responsive and always ready to assist during the entire integration process and beyond. I would recommend Commercient because their sync works superbly, providing an essential function that ensures our CRM has the necessary data our sales team needs.
Shepherd Specialty P.
8 months ago
As a customer, I found Commercient to be a valuable tool for synchronizing our accounting system, Sage, with Salesforce objects. This feature has significantly streamlined our workflow by eliminating the need for manual entry of pricing details, which has notably increased our productivity by 32% across all teams at Shepherd. I would like to especially acknowledge the commendable support we received from Beatríz González, who was consistently helpful throughout our project. While there can be challenges in the initial stages of implementation, the overall business growth and team dynamic improvements we've seen with Commercient make it a worthwhile choice for any company seeking to enhance their operations.
Frequently asked questions (FAQs)
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 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.
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.
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.
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.
