The Meat and Potatoes of Dynamics 365 Service Subscriptions

Today, we are discussing Service Subscriptions in Microsoft Dynamics 365 for Operations (formerly known as Dynamics AX). Service Subscriptions are all around us as equipment maintenance, software as a service, television or phone service, fitness club memberships, financial services, and landscaping to name a few. 

A Service Subscription is used in Dynamics 365 to document an agreement with a customer to provide some type of Service or Product on an agreed upon schedule or interval for a specified period of time. The Subscription fees are then invoiced to the customer as transactions according to a Period Type.

Service Subscriptions are created in two ways in Dynamics 365:

• From the Service Subscription form

• From a project (Time and Material type)

Prerequisites for Service Subscriptions are:

• Period Type 

• Sales Currency

• Fee Categories

• Subscription Groups

• Project (if creating directly from Service Subscription form)

Once the Service Subscription is created, the Service Subscription Fee(s) can be entered.

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