SERVICETRADE X MICROSOFT DYNAMICS 365
One Record, Synced with Dynamics 365
Customers, invoices, timecards, and procurement flow between ServiceTrade and Microsoft Dynamics 365 with the right accounts, dimensions, and tax codes already attached. Field operations and finance work from one source of truth, with no double entry and no month-end reclassification.
Customer and Account Records
Companies
Customers
Locations
Ship-to Addresses
Contacts
Contacts
Customer Status
Active / On Hold / Inactive
Base Financial Configuration
Account Configuration
BC Company Setup
GL Account Routing
Chart of Accounts
Item Catalog
Items
Payment Terms
Payment Terms
Tax Configuration
Tax Groups, Tax Areas, Tax Codes
Dimension Setup
Dimensions and Dimension Values
Departments / Teams
BC Dimension Values
Accounts Receivable
Approved Invoices
Sales Invoices
Invoice Line Items
Sales Invoice Lines
Voided Invoices
Sales Credit Memos
Credit Memos
Sales Credit Memos
Library Items
Items (Catalog Match)
Invoice Posted / Failed Status
BC Posting Result
Invoice Payment Status
Payment Application / Settlement
Reporting Dimensions
Service Lines
Department Dimension
Office / Branch
Location / Branch Dimension
Jobs
Job Dimension
Technicians
Employee Dimension
Cost Codes
Job Tasks
Posting Rules
GL Accounts
Labor and Job Costing
Approved Timecards
Time Registration / Job Journal Entries
Technicians
BC Employees
Hour Types (Regular, OT, PTO)
Resource / Time Codes
Cost Codes
Job Tasks
Job Service Line
Department Dimension
Procurement and Inventory
Vendors
Vendors
Items (Purchasable)
Items
Purchase Orders
Purchase Orders
Shipment Receipts
Purchase Receipts
AP Invoices
Purchase Invoices
AP Status (Approved / Paid)
Purchase Invoice Status
Stock Adjustments
Item Journal Entries
Inventory Consumption
GL Journal Entries
Testimonial
“Running my business with ServiceTrade and Sage Intacct has reduced my days of sales outstanding by 80%!”
SELF-SERVICE GL ACCOUNT MAPPING
Finance owns the posting rules, so your team can update mappings as your chart of accounts evolves, and every invoice, receipt, and journal entry lands on the right GL accounts with no reclassification at close.
INTEGRATION SYNC LOG
Every invoice, customer update, and journal entry leaves a clear trail so your team can answer “did it make it into Intacct?” in seconds, not hours.
Key Benefits
Key Benefits of ServiceTrade and Microsoft Dynamics 365 Integration
One Customer Record, Zero Rework
Customer, location, and contact records sync both ways, so a change in either system shows up in the other automatically with audited conflict resolution.
Invoices Land Ready to Post
Approved invoices flow into Dynamics 365 with GL accounts, dimensions, and tax codes already assigned, so AR stops re-keying invoices that finance already approved.
Errors Caught Before They Cost You
Pre-post validation flags missing customers, invalid tax codes, and unmapped GL accounts before invoices reach Dynamics 365 so failures stop the source record instead of breaking the close.
Voids and Credits, Cleanly Reversed
Voiding an invoice in ServiceTrade creates the offsetting credit memo in Dynamics 365 automatically, so your AR ledger stays balanced without manual reversal entries.
Payment Status, Visible in ServiceTrade
Payments applied in Dynamics 365 reflect in ServiceTrade in near real-time, so operations sees paid versus unpaid without calling AR.
Approved Time Reaches Dynamics 365 Payroll
Approved timecards flow into Dynamics 365 with employee, job, and cost-code mapping, ready for payroll and job costing without manual entry.
FAQs
common questions
What data flows between ServiceTrade and Dynamics 365?
ServiceTrade syncs customers, locations, contacts, jobs, approved invoices, credit memos, voids, and approved timecards into Dynamics 365. Invoice lines carry your service line, branch, and job context as Dynamics 365 dimensions. Customer, vendor, and item updates in Dynamics 365 flow back into ServiceTrade and PartsManager. With PartsManager connected, the full procurement cycle (POs, receiving, AP invoices, inventory adjustments) syncs as well.
Do I need an existing Dynamics 365 tenant?
Yes. The integration connects to your existing Dynamics 365 environment. During setup, your implementation team configures the mapping between ServiceTrade data and your Dynamics 365 chart of accounts, dimensions, payment terms, and tax setup so coding lines up with your specific configuration.
How frequent is the sync?
Most syncs are near real-time. Approved invoices post to Dynamics 365 within five minutes, and master data changes propagate within one sync cycle. Scheduled reconciliation runs catch anything the real-time path may have missed. There is no overnight wait, no manual file uploads, and no batch jobs to babysit.
What happens when a sync fails?
Failed records are flagged with actionable error context: missing customer, invalid tax code, unmapped GL account. The integration retries transient failures automatically, and your team can manually retry any record from the sync log without re-running the full pipeline. Idempotency is guaranteed, so retries never create duplicates.
Does the integration require custom AL extensions in Dynamics 365?
No. The integration is built on Dynamics 365’s standard APIs and OData web services. There are no AL extensions to install, maintain, or upgrade, so your IT team is not on the hook for custom code in Dynamics 365.
How are conflicts resolved when both systems update the same record?
Master data sync uses audited last-write-wins conflict resolution. The most recent update wins, and the loser is logged with field-level metadata so finance can trace any change. System-of-record rules can be set per field (for example, Dynamics 365 always wins on tax setup, ServiceTrade always wins on service-site address) when your team needs tighter control.
Does the integration handle credit memos and voided invoices?
Yes. Voiding an invoice in ServiceTrade creates an offsetting Sales Credit Memo in Dynamics 365 automatically, and credit memos issued in ServiceTrade post as Sales Credit Memos in Dynamics 365, so AR stays reconciled without manual reversal entries.
How does payment status show up in ServiceTrade?
When a payment is applied in Dynamics 365, the corresponding invoice is marked paid (or partially paid) in ServiceTrade in near real-time. Payment reversals, voids, and NSF events reopen the invoice in ServiceTrade, so operations always sees an accurate AR picture.
What does the procurement cycle look like with PartsManager?
Vendors and purchasable items sync from Dynamics 365 into PartsManager (Dynamics 365 is system of record). POs created in PartsManager appear in Dynamics 365 as Purchase Orders. Receipts in PartsManager generate Purchase Receipts in Dynamics 365, supporting three-way match. AP invoice creation can be turned on per account, with status (approved, paid) flowing back to PartsManager. Stock adjustments and inventory consumption post to Dynamics 365 as item journal and GL entries.
How does field activity show up in Dynamics 365 reporting?
Service lines, branches, jobs, and technicians map to Dynamics 365 Dimensions on every invoice line, time entry, and journal entry. Your finance team can run profitability reports by department, location, project, or employee without re-coding records or building spreadsheets to bridge the gap.
Can the integration match my Dynamics 365 setup?
Yes. Your Dynamics 365 financial structure drives the integration. Chart of accounts, dimensions, payment terms, tax groups, and tax areas are read from Dynamics 365 and applied automatically. The GL Self-Service Mapping Console lets finance own the routing rules, so when your COA evolves, the mapping evolves with it without engineering involvement.
How is this different from a custom file import or third-party connector?
The integration is event-driven and built on Dynamics 365’s standard APIs. Changes flow in seconds to minutes, not overnight. There are no manual files to upload, no batch failures buried in a folder, and no engineering ticket required to fix mapping drift. Failures surface where your team can act on them, with full audit trail and self-service retry.