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Dynamics 365 Customer Service Overview and Out-of-the-Box Features

February 15, 2024

Do you have Project based contacts which cover not only Services but Physical Items as well?


Microsoft Dynamics 365 Finance does a great job for housing inventory, running a warehouse, and performing the accounting for all your Projects.  Dynamics 365 Field Service on the other hand is excellent for scheduling resources and allowing them to perform work and update work done, time taken and parts used.

Join Arush Kuthiala, Dynamics 365 Consultant, and Kayla Rhode, Dynamics 365 Solution Architect, as they reprise their highly rated session at Summit 2023.  We hope you will also benefit from their webinar and take advantage of the Live Q&A section.

This webinar will cover how these products can be used together to give you the best of both worlds when running a Project business.  In this live demonstration you will see:

  • The set up of a Project and purchasing of inventory in D365 Finance
  • The consumption of that item as well seeing the time entry happen in Dynamics 365 Field Service
  • And finally, we will invoice the Project out of D365 Finance
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Dynamics 365 Field Service - Overview and Out-of-the-Box Features
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