Today Is:  
HighRoad Technologies Inc. 
Elevating the IT Services Experience since 1989. We always take the HighRoad.



Founder Profile



February 5, 2024


D365 10.0.37 Bug Fixes


January 25, 2024

Click here to read the Microsoft D365 2024 Release Plan - Wave 1 Overview


HTI Services

Azure Cloud Services


D365 / DAX services

ERP Readiness Assessment, Acquisition and Project Management Services

Project Management, PMO Setup and Administration.

H.R.I.S / Payroll Services

Business Analysis, Data and Process Modelling.

Microsoft Dynamics D365/AX, Cloud and CRM Partners, Azure and D365 certified.



D365 Certified

Dynamics 365 Field Service

Have you looked at the benefits of implementing  Dynamics 365 Field Service? To discuss this option or get more information on our cloud services please click > here: HTI Dynamics 365 Services.


D365 Field Service Administrator View

Field Service Mobile App View

How are you managing your Field Service projects design, deliverables and implementation activites? You do have choices!

Click here to take a closer look at FastTrack!

Microsoft Sure Step compared to FastTrack and the Success by Design framework.

There are always choices when implementing ERP solutions. Implementing Microsoft Dynamics 365 and Field Service is no exception. Two of the most common Microsoft options would be to use their Sure Step Methodology (older, water fall oriented but proven methodology) or the current recommended 'cloud' implementation frame work, FastTrack and the Success by Design framework.

There are many integration points to D365 supply chain modules and countless configuration options to be considered. You need to create a project plan that will support your organizations business requirements. Please click here

Have you completed a 'gap anaysis' for your Field Service project and developed a plan to address these gaps?

Field Service Overview and Feature highlights.

D365 Field Service

Heads Up!

First and foremost, before getting into the specifics of D365 Field Service we need to review what is happening with D365.

Dynamics 365, Microsoft Sales Copilot, and supply chain platform 2023 release wave 2 plan.

Field Service is highly integrated with D365 Supply Chain models. This means you need to understand the changes coming in D365 in Finance and Operations, in partcular the changes that are being made to the supply chain functionality with the 2023/4 release wave 2 plan!

The 2023 release wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Project Operations, finance and operations cross-app capabilities, Human Resources, Commerce, Business Central, Guides, and Customer Insights as well as Microsoft Sales Copilot and Microsoft supply chain platform and its supporting products.

Note: Please note that this is a high-level summary. Complete details are provided in Microsoft downloadable .pdf files that total more than 1000 pages!

General availability October 1, 2023

Production deployment for the 2023 release wave 2 begins. Regional deployments will start on October 1, 2023.

Just like the previous release waves, Microsoft will continue to call out how each feature will be enabled in your environment:

Users, automatically:

These features include changes to the user experience for users and are enabled automatically.

Admins, makers, or analysts, automatically:

These features are meant to be used by administrators, makers, or business analysts and are enabled automatically.

Users by admins, makers, or analysts:

These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users. You can get ready with confidence knowing which features will be enabled automatically.

Important notes:

There are features that were not released (most modules) as identified in previous release plans. There are also new features added to this latest release plan. If you had your own release plan you will need to review all of the updates to Microsoft's current release plans and adjust your plans accordingly.

The Business Analytics preview is an important addition to the D365 Finance and Operations functional portfolio. Take some time to review it.

Back to D365 Field Service

Integration overview

Field Service integration builds on top of the 'Prospect-to-Cash' D365 end-to-end business process and associated functionality.

Microsoft explains this integration this way.

First Phase of this Integration

The first phase of the integration between Field Service and Supply Chain Management is focused on enabling work orders and agreements in Field Service to be invoiced in Supply Chain Management. The supported flow starts in Field Service, where information from work orders is synchronized to Supply Chain Management as sales orders. In Supply Chain Management, the sales orders are invoiced to generate invoice documents. 

Field Service

In addition, the information from Field Service agreement invoices is synchronized to Supply Chain Management. The Microsoft Dynamics 365 Data integrator synchronizes data by using customizable projects. Standard templates can be used to create custom integration projects where additional standard and custom columns, and also tables, can be mapped to adjust the integration and meet specific requirements. The first phase of the integration between Field Service and Supply Chain Management enables synchronization of the following items:

1. Synchronize products in Supply Chain Management to Products in Field Service
2. Synchronize work orders in Field Service to sales orders in Supply Chain Management
3. Synchronize agreement invoices in Field Service to free text invoices in Supply Chain Manmagement

To see an example of how you can synchronize a work order between Field Service and Supply Chain Management, watch the short YouTube video. How to synchronnize a work order with Microsoft Dynamics 365 integration.

Second Phase of the Integration

The additional functionality in this second phase focuses on giving field technicians insight about the inventory information from Supply Chain Management, allowing them to update inventory levels and do material transfers. In addition, companies installing or servicing sold goods will benefit from better control and visibility to the full sales and service process with integration from projects.

Functionality includes integration of:

1. Warehouse information
2. On-hand inventory information
3. Inventory transfers
4. Inventory adjustments
5. Supply Chain Management projects connected with Dynamics 365 Field Service work orders
6. Dynamics 365 Field Service work orders with link to Supply Chain Management projects, apply this project number to the sales order to allow invoicing from the project.

int first phane

The second phase of the integration between Field Service and Supply Chain Management enables synchronization using the following templates:

1. Warehouses (Supply Chain Management to Field Service) - Warehouses from Supply Chain Management to Field Service [Advanced Query]

2. Product Inventory (Supply Chain Management to Field Service) - Inventory level information from Supply Chain Management to Field Service [Advanced Query]

3. Inventory Adjustment (Field Service to Supply Chain Management) - Inventory adjustments from Field Service to Supply Chain Management [Advanced Query]

4. Inventory Transfers (Field Service to Supply Chain Management) - Inventory transfers from Field Service to Supply Chain Management [Advanced Query]

5. Projects (Supply Chain Management to Field Service) - Project list from Supply Chain Management to Field Service

6. Work Orders with Project (Field Service to Supply Chain) - Work orders in Field Service to Sales orders  in Supply Chain, with support for Project   [Advanced Query]

7. Field Service Products with Inventory unit (Supply Chain to Sales) - Supply Chain 'Sellable released products' to Sales 'Products' for Field Service, including Inventory unit

What is missing .... and why

more to come.......

We have experience working in a wide variety of industries all across the globe! These include:

Technology IndustryBio-Defense IndustryManufacturing IndustryUtilities Industry

1. Resource Companies (Oil & Gas; Mining; Forestry)

2. Bio-Defense (Life Sciences)

3. Manufacturing

4. Telecommunications

5. Retail

6. Municipal, Provincial and Federal Government Agencies

7. Technology/Software Development Companies

HighRoad Technologies

Whether we have been tasked with implementing a new ERP Solution, developing a communications strategy, setting up a Project Management Office, Managing an IT Project or Developing Data or Process Models, we have completed all of our assignments 'On Time' and 'Within Budget'. 

For more detailed information on the services we provide, please refer to the individual service pages on this web site.

Contact Information

Calgary Head Office and Red Deer County Office

General Inquiries
Contact E-Mail (Please click here): HTI - Alberta Inquiry


Please visit our partner sites

 Social Media and Chat Development Opportunity



If you are looking for information on Alberta or looking for an investment opportunity , this is the place to start!

Alberta  Click here!


Member of the Canadian Information Processing Society (CIPS).

Member of the International Institute of Business Analysis (IIBA)

Member of the Calgary Petroleum Club

MS Partner

Proud Member of the Calgary Chamber of CommerceABC