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We are moving to D365, and we sell subscriptions of items to customers. We need a solution to keep track of the subscriptions we sell, the renewal date of the subscription, the amount to charge and method of payment of the subscriptions. In addition, we need to have reporting that shows how many subscriptions have been sold, how many are due to renew this month, and the amount of money collected from subscriptions for every given month for every given subscription that we sell. Finally, we sell subscriptions in monthly, semi-annually, and annually cycles. We want to know what has worked for your companies to manage your subscription sales.
We request you to check out our ISV solution named Subscription And Recurring Billing Management.
This solution is specially designed for subscription-based businesses to seamlessly manage, streamline subscription and recurring billing process within Dynamics 365 CRM.
Below are the features that Subscription and Recurring Billing has to offer.
• Provision to create multiple pricing plans and add-ons that customers can choose from• Support for different Pricing models with different currencies• Provision to calculate subscription charges on pro-rata basis• Supports end to end management of respective customer’s subscription cycle• Revenue Analysis through comprehensive Dashboards• Keep track of customer trial period for various subscriptions• Set up Delayed Charge Schedules for penalty calculation on overdue invoices• Set up Margin Details to give your partners or resellers a percentage margin on every sale happened through them• Schedule automatic reminders to your customers regarding their upcoming or past due payments• Flexibility to define the set of people who should be receiving Billing emails or who should be receiving emails about overdue payment, etc.• Create specific Tax Schedules and Tax Details to calculate taxes for OOB entities• Seamless integration with AvaTax from Avalara for tax calculations
We would request you to take up a trial from here.
You can refer to our docs to further help you evaluating our solution.
Hope this helps.
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