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Selling SaaS with Dynamics 365 Sales

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Posted on by Ivan.K.

My company sells a SaaS product.

We are using Dynamics 365 Sales and want to sell the product as a monthly subscription.
What I tried to do is add multiple quotes to a customer for each month. I doubt this is the right way to do this and want to ask if there is a OOB functionality to handle subscriptions with Dynamics 365 sales?

If not, could someone kindly point me in the right direction on how to achieve this?

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JohanAussenac 10 on at

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RE: Selling SaaS with Dynamics 365 Sales

Yeah that's a top notch questions. I was trying to do the same - that's too bad there isn't a native option. I would love as a SaaS company to do that.

Anybody has a lead on how to achieve that ? Or a flow template ? That would be lovely :)
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Moximox 2 on at

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RE: Selling SaaS with Dynamics 365 Sales

Hi

No unfortunately there is no oob solution within Sales to achieve this but with some minor customization and flows this is absolutely possible to achieve and a common request from customers.

regards

mox