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Tracking a Won Opportunity Client Subscriptions

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Posted on by Community Member Microsoft Employee

New to CRM and I'm tasked with trying to capture our Accounts Subscription Timeframe/Fee/Application in CRM.

We have an opportunity we won, the account has a 2 years subscription for a specific production, when the 2year time frame is up and they need to renew subscription, would this be a new Won Opportunity that would have to be generated and the Est. Close Date be when the Subscription is up?

Again, I'm New to CRM and my company is new to using CRM the way it should be used. So i'm trying to figure out how to go about capturing this information the correct way. If anyone could provide assistance or point me to a Document or video that deals with what i'm tasked with, I would appreciate it.

Thanks.

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Inogic 24,094 on at

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RE: Tracking a Won Opportunity Client Subscriptions

Before implementing a proper solution in CRM you first need to jot down your requirement. You must need to figure out the Data structure i.e. the entities which can be used or if any new Custom Entity needed to be created.

Now coming on to the above scenario whether you need to create a new Opportunity , then for that if it is for the same Product then using a workflow to be fired on Subscription complete date you may reopen the same Opportunity and update the Est Close Date as you want.

Thanks!