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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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Moximox 4 on at

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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

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JohanAussenac 10 on at

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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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