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ReportHow can we automate the invoice generation process in dynamics crm and setup the renewals. Can you share some idea for doing so?
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How can we automate the invoice generation process in dynamics crm and setup the renewals. Can you share some idea for doing so?
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Hi Samira,
If you are talking about generic Dynamics CRM Invoices (without PSA or Field Service), you need to built out custom processes using Workflows/Plugins based on how you want to generate the same.
If this is in context of PSA and Field Service, you have Contract entity which handles the generation of Invoices in Dynamics 365. For starters, follow this link -
docs.microsoft.com/.../invoicing
docs.microsoft.com/.../set-up-customer-agreements
Hope this helps.
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Mohamed Amine Mahmoudi
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