GDPR Compliance

We use cookies to ensure you get the best experience on our website. By continuing to use our site, you accept our use of cookies, privacy policy and terms of service.

JOB MARGIN 365 · FOR DYNAMICS 365 FIELD SERVICE

Know which work orders actually make money.

Job Margin 365 brings work order cost and margin reporting to Microsoft Dynamics 365 Field Service — with no ERP integration, no Power BI, and no Microsoft Fabric capacity to buy.

Installs in your own tenant · No Power BI or Fabric · No Project Operations · Microsoft Partner

Job Margin 365 work order form in Dynamics 365 Field Service showing a completed boiler and pump service with a Job Margin panel: $1,980 revenue less labor, material and overhead costs leaves a $950 margin at 48 percent
— The problem

Microsoft is retiring the way Field Service costs used to flow

Microsoft deprecated the Field Service to Dynamics 365 Finance & Operations integration on 1 December 2025, with support ending 28 February 2027. The sanctioned replacement, Dynamics 365 Project Operations, is a license most Field Service customers do not carry.

That leaves service teams without a supported way to answer a basic question: did this job make money? Today that means quoting blind, no clear view of which agreements lose money, and a hard 2027 deadline bearing down.

Field Service → Finance & Operations integration
Deprecated 1 December 2025
Support ends 28 February 2027

After this date there is no Microsoft-supported path for work order costs to reach Finance & Operations without a Project Operations license.

— The solution

Job Margin 365 answers the question, inside the Field Service you already run

Define your loaded labor rates once. As work orders close, Job Margin 365 automatically computes cost, revenue, and margin on every job — labor, materials, overhead, and warranty recovery — then rolls the numbers up to your agreements so you can see which contracts earn and which bleed.

It reports margin. It is not accounting: invoicing, AP/AR, tax, and the general ledger stay in your existing finance system.

Effective-dated rate cards

Loaded labor cost and bill rates by resource and shift band. When rates change, history keeps the rate that applied at the time.

Automatic work order margin at close

Revenue, labor, material, overhead, warranty recovery, and margin percent, written the moment the work order completes. No spreadsheet.

Revenue-to-margin waterfall

A clear breakdown from revenue down to margin, right on the work order form where your dispatchers and service managers already work.

Overhead rules

Flat per job, percent of labor, or per labor hour, scoped by territory, work order type, or agreement.

Warranty recovery tracking

Manufacturer claims recorded against the job they came from, reducing net cost where it was actually incurred.

Agreement roll-ups

Margin per contract, plus a Ten Least Profitable Agreements view that surfaces your worst performers first.

Dashboards and views, no Power BI

Replaces the Field Service cost reports Microsoft retired, built on native Dataverse views and charts. No Power BI license, no Fabric capacity.

Multi-currency

Margin is computed in each work order's currency using the exchange rates you already maintain in Dynamics 365.

— How it works

Three steps from rate card to margin

Technicians and dispatchers keep working exactly as they do today. The costing happens on its own.

01.

Set up rate cards

Enter loaded labor cost, bill rate, and burden by resource and shift band. Rates are effective-dated, so history stays accurate when your costs change.

02.

Work as usual

As technicians book time and parts, costs are captured against the work order. Labor is priced automatically from the rate card that applies on that date.

03.

Close and see the margin

When a work order completes, Job Margin 365 freezes its costs, applies your overhead rule, writes the margin, and rolls it up to the agreement. The number is ready the moment the job closes.

— Why Job Margin 365

Built to sidestep the licenses, not add to them

No extra Microsoft licenses

No dependency on Project Operations, Finance & Operations, or Microsoft Fabric. Sidestepping those costs is the entire point.

Your data stays in your tenant

Job Margin 365 installs into your own Dynamics 365 environment. Nothing phones home, and there is no Craftware-hosted data store.

Extends Field Service, does not replace it

It adds its own tables and a work order form without changing Microsoft's components. Dynamics 365 Field Service is the only prerequisite.

Built by a Microsoft Partner

From the Craftware team behind Fleet Service 365 and AwarePCF, both on Microsoft AppSource.

— Pricing

Simple per-user pricing, with a 30-day free trial

Start on Microsoft AppSource. Billing runs through your Microsoft account, alongside your other Dynamics 365 subscriptions.

Job Margin 365
$47 per user / month

Named user, billed month-to-month in US dollars.

or $468 per user / year

Billed annually, about 17% less than monthly. Five-seat minimum on either plan.

  • 30-day free trial on Microsoft AppSource, no card required to start.
  • Every user of the app needs a license, including read-only users. Read-only is a security role, not a cheaper plan.
  • Prerequisite: Dynamics 365 Field Service must be installed. A base Dynamics 365 or Field Service license is required in addition to Job Margin 365.
  • Full feature set on every seat: rate cards, automatic margin, overhead rules, warranty recovery, agreement roll-ups, and the waterfall.
  • Larger teams: volume pricing is available. Contact sales.

Help Center · Privacy Policy · Terms of Use · Get it on Microsoft AppSource

Job Margin 365: FAQs

  • Do I need Power BI or Microsoft Fabric?

    No. Job Margin 365 uses native Dataverse views, charts, and the margin waterfall on the work order form. There is no analytics capacity to buy.

  • Do I need Project Operations or Finance & Operations?

    No. Job Margin 365 exists precisely so Field Service customers can see job profitability without them. Microsoft's deprecation of the Field Service to Finance & Operations integration, with support ending 28 February 2027, is the reason the product exists.

  • Is this accounting software?

    No. It reports margin. Invoicing, AP/AR, tax, and the general ledger stay in your existing finance system. Job Margin 365 reads your costs and revenue from Field Service and tells you what each job and agreement earned.

  • Where does my data live?

    In your own Dynamics 365 environment. The app installs into your tenant as a managed solution and transmits no customer data to Craftware. Your data never leaves your tenant.

  • Does it change Microsoft's Field Service tables?

    No. It adds its own tables, columns, and a work order form. It does not modify Microsoft's components, so Field Service updates continue to apply as normal.

  • Can it handle multiple currencies?

    Yes. Margin is computed in each work order's currency, using the exchange rates you already maintain in Dynamics 365.

  • How much does Job Margin 365 cost?

    US$47 per named user per month billed month-to-month, or US$468 per named user per year billed annually, which is about 17% less. There is a five-seat minimum, and every user of the app needs a license, including read-only users. Volume pricing is available for larger teams. It starts with a 30-day free trial on Microsoft AppSource, and you also need a base Dynamics 365 Field Service license.