Dynamics 365

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What is Dynamics 365?

Microsoft Dynamics 365 is a cloud-based suite of ERP and CRM applications built for enterprise organizations. Teams use Dynamics 365 to manage finance, supply chain, procurement, HR, field service and operations — with AI-assisted workflows and native integration across Microsoft 365 tools like Excel, Teams and Outlook.

What can you do with Coast + Dynamics 365?

By connecting Coast with Dynamics 365, maintenance and operations teams can keep work order data synchronized with the ERP systems that finance and procurement teams rely on. That means less duplicate data entry, tighter alignment between maintenance spend and financial reporting and faster processing of parts requisitions tied to real work.

 

For example, when a work order closes in Coast with labor hours and parts consumed, that data can flow directly into Dynamics 365 — updating asset records, triggering purchase orders for restocked parts or feeding maintenance cost data into financial reporting dashboards.

 

Key benefits:

 

  • Sync completed Coast work orders with Dynamics 365 financial and operations modules.
  • Trigger parts procurement and purchase orders directly from Coast work order management workflows.
  • Eliminate duplicate data entry between maintenance and ERP teams.
  • Improve visibility into maintenance spend across finance, procurement and operations.
  • Connect asset inventory management in Coast with supply chain data in Dynamics 365.
  • Centralize maintenance and enterprise operations data for more accurate reporting.

What are the requirements to use this integration?

  • Coast Enterprise subscription
  • Coast admin permissions only
  • Open API integration