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Microsoft Dynamics 365 and MaintainX

Overview

Sync parts and inventory between MaintainX and Microsoft Dynamics 365 to get real-time stock visibility, prevent stockouts, and streamline maintenance, finance, and procurement workflows.

Custom integration, built and managed by MaintainX.

Key features

  • Automatically update quantities in Dynamics 365 when parts are restocked or used in work orders in MaintainX
  • Monitor inventory levels across multiple sites and set minimums with alerts when stocks run low.
  • Keep track of parts, with added context from photos, descriptions, costs, locations, and QR/barcodes
  • Simplify purchase orders from initiation through approval and fulfillment.
  • Maintain a digital audit trail and run reports to improve forecasting and capital planning.

How it works

1. Contact us

Book a tour or contact your Account Manager.


2. Scope the integration

Every business operates differently, and so do its systems. That’s why we work with your team to define requirements, scope the project, and design integrations that fit your workflows—ensuring the final solution meets your needs.


3. Review SOW & quote

A detailed Statement of Work (SOW) and cost estimate will be provided before configuration begins.


4. Configuration & testing

We’ll build, test, and validate integration flows in a staging environment before go-live.


5. Go live & support

After deployment, we provide ongoing support to ensure the integration runs smoothly.

Requirements

  • Must have a Microsoft Dynamics 365 plan.
  • Must have MaintainX's Enterprise Plan.

FAQs

What is a systems integrator (SI), and why would I need one?

A systems integrator (SI) is a third-party expert who configures and connects different software systems to work seamlessly together exactly when you need it.

Can I configure the integration myself, or is an SI required?

Yes, you can. We provide comprehensive API documentation that your IT/developer resource or a third-party integration service provider can use to configure your ERP integration.

About
Microsoft Dynamics 365
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Take control of your parts inventory

Gain visibility into parts usage, with up-to-date quantities and a digital audit trail in MaintainX and Dynamics 365. Eliminate critical parts shortages and streamline the purchasing process across all sites.

Managed by:
MaintainX

Links:
Contact Support
API Documentation

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