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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Recurring query

Customer experience | Sales, Customer Insights,...

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Recurring query

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Posted on by SB-10071737-0

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Hi all,

I'm looking to generate some sales quotes that are either to be billed on a monthly recurring or quarterly recurring basis, but I can't seem to find a way to do this. So far my one-off sales have been perfect, but I'm unsure how to get these recurring items in.

For example, if I created a quote that was just the monthly costs, my forecast in the dashboard would be way off; equally if I did a 1 year price and then had this changed when it goes to invoice (we use Xero) then again it would be all over the place.

Is there a good and simple option for this by chance?

Thanks.

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