---
title: 'Plex + Microsoft Dynamics 365 Field Service'
url: 'https://www.staging38.commercient.com/product/plex-microsoft-dynamics-365-field-service/'
date: '2026-06-19T10:46:43-04:00'
modified: '2026-06-19T10:46:43-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Plex to Microsoft Dynamics 365 Field Service, giving your team access to Plex 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 Plex 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. Field teams get accurate customer context before each job, with Plex account and order history visible in Microsoft Dynamics 365 Field Service.

## What syncs

- Access Plex Parts and Container Quantities from Microsoft Dynamics 365 Field Service
- Create Plex Customer Orders from Completed Microsoft Dynamics 365 Field Service Jobs
- Sync Microsoft Dynamics 365 Field Service Jobs to Plex for Invoicing
- Update Plex Customers from Microsoft Dynamics 365 Field Service Account Data
- Sync Plex Price Lists to Microsoft Dynamics 365 Field Service for Quoting
- Import Microsoft Dynamics 365 Field Service Estimates into Plex as Quotes

## Why Commercient

### Service history and invoicing

Access Plex AR 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 Plex Parts 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 Plex Container Quantities and Parts to Microsoft Dynamics 365 Field Service so field teams can check part availability and pricing before ordering or committing to a job scope.

### Job-to-invoice workflow

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

## About Plex

Plex is a cloud manufacturing ERP for automotive and industrial manufacturers, managing production, quality, supply chain, inventory and financial operations.

## 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 completed Microsoft Dynamics 365 Field Service Jobs create Plex Customer Orders or AR Invoices?

Commercient can support creating Plex Customer Orders or AR 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 Plex Parts and Container Quantities be accessed from Microsoft Dynamics 365 Field Service?

Yes, Commercient can sync Plex Parts and Container Quantities 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 Plex 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 Plex AR Invoices and Cash Receipts status be viewed in Microsoft Dynamics 365 Field Service?

Yes, Commercient can surface Plex AR 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 Plex Price Lists sync to Microsoft Dynamics 365 Field Service for field quoting?

Commercient can sync Plex 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.