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Install and set up Job Margin 365 (administrators)

Updated September 9, 2026

An administrator installs Job Margin 365 from Microsoft AppSource into an environment that already has Dynamics 365 Field Service, assigns a license and a security role to each user, and optionally reviews one environment variable. The whole process takes about fifteen minutes.

Before you start

  • You need a System Administrator role in the target Dataverse environment and Global or Billing admin rights in Microsoft 365 to assign licenses.
  • Dynamics 365 Field Service must already be installed in the environment. See Requirements and licensing.

1. Install from AppSource

  1. Open the Job Margin 365 listing on Microsoft AppSource and select Get it now.
  2. Sign in with your work account and choose the environment to install into.
  3. Accept the terms and select Install. The managed solution installs in the background; you can watch progress in the Power Platform admin center under Environments → your environment → Dynamics 365 apps.

Nothing in Field Service is modified. Job Margin 365 adds its own tables, columns, forms, views, and security roles.

2. Assign licenses

  1. In the Microsoft 365 admin center, go to Billing → Licenses and select Job Margin 365.
  2. Assign a license to every person who will open the app, including read-only users.

A user without a license cannot open the Job Margin app even if they have a security role.

3. Assign security roles

In the Power Platform admin center, open the environment, go to Settings → Users + permissions → Users, select a user, and assign one of:

  • Job Margin 365 - Setup for the people who own rate cards and overhead rules.
  • Job Margin 365 - User for everyone who records costs and warranty claims and completes work orders.
  • Job Margin 365 - Read Only for people who only need to see margins.

Each role is added on top of the user's existing Field Service role. Details are in Roles and permissions.

4. Review the environment variable

Job Margin 365 has one behavioral setting, Recognise Warranty On Approval, which controls whether approved warranty claims count toward recovery before the money arrives. The default is Yes. If your finance team prefers cash-style recognition, change it as described in Warranty recognition setting.

5. Hand over to the Setup user

Ask the person with the Setup role to create the first rate card. Until an active rate card covers a resource, labor cost entries for that resource cannot be saved.