Field Service and Project Operations used to live in separate worlds: one running the work, the other tracking the money. That gap meant delayed insights, manual fixes, and zero real-time control over margins. With the new unified financial model in Dynamics 365, that changes.
Work orders, labour, and materials now flow straight into project financials. One system, one view, no reconciliation overhead.
In this session, we'll see how “better together” actually looks in practice. You’ll see how linking work orders to projects turns fragmented service delivery into a connected, end-to-end lifecycle - from dispatch to invoicing.
We’ll focus on real scenarios where this matters: long-running service engagements, complex installations, and outcome-based contracts where margins are won or lost in execution.

You’ll walk away with:

- A clear understanding of how the integration works
- Where the unified financial model actually changes the game
- How to get real-time visibility on cost, revenue, and margins
- What to avoid when implementing
- How to structure service-driven projects that scale

If you’re still reconciling service and finance after the fact, this session will show you why that’s a problem, and how to fix it.