Software as a Service Item Business Central

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Posted on by Community Member Microsoft Employee

Hi, we are new to Dynamics 365 and Business Central, and getting set up. I need to create an item, a non inventory item. We are a software company and license our product as an annual subscription.

Has anyone had to set up an item like this, and could you provide some insight?
Related, we will be connecting Business Central to Dynamics 365 Sales, and as part of the item set up we also need to set up our pricing matrix. Am not sure if this is done inside business central or dynamics 365, so any direction there would be appreciated.

Thanks,

John

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black_s 323 on at

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Software as a Service Item Business Central

Hi,

You can set up all your various products in BC as items as a service.

Then have different units of measure e.g MONTH, QUARTER, YEAR

Then you can set up your price list for each item using these units of measure.

You can do all these setups in BC for orders, invoicing then just use your 365 for CRM - opportunities, leads, quotes etc. Additionaly, you can link your CRM with BC365 using coupling to pull all the sales quotes in CRM to BC365
ploo 28 on at

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Software as a Service Item Business Central

Hi John

Do you have Business Central Premium license to use Service Management for the Contract billing?

The other option is to use Project Operations within Dynamics 365 - this gives a project contract for each service item so that you can schedule billing dates much like tasks in the "project" contract.