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Set up and work with subscription billing in Dynamics 365 Finance

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses

Course Description

Overview

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  • Module 1: Learn about subscription billing in Dynamics 365 Finance.

    In this module, you will:

    • Learn how to set up the subscription billing feature in finance and operations apps.
    • Learn how to create billing schedules.
    • Learn how to create milestone billing.
    • Conceptualize and create deferral templates.
  • Module 2: Learn how to automate renewals by using recurring contract billing in Dynamics 365 Finance.

    In this module, you'll:

    • Learn about the billing schedule scenario and features.
    • Create a billing schedule.
    • Implement milestone billing into your billing schedule.
    • Learn how to specify and implement revenue allocation to a sales order and billing schedule.
    • Learn how to use the Support and renewal functionality.
    • Learn how to implement the Unbilled revenue functionality to items.
    • Learn how to create a Consumer price index schedule.
    • Learn how to terminate a billing schedule.
    • Learn how to use the Revenue split functionality.
  • Module 3: Learn about revenue and expense deferrals in Dynamics 365 Finance.

    In this module, you'll:

    • Set up revenue and expense deferrals.
    • Learn about deferral posting methods.
    • Create a deferral schedule.
    • Learn about deferral default transactions.
  • Module 4: Learn how to set up individual tracking for subscription billing revenue in Dynamics 365 Finance.

    In this module, you'll:

    • Learn how to set up multiple element revenue allocation.
    • Discover the various standalone selling price origin options.
    • Learn how to use multiple element arrangement (MEA) templates.

Syllabus

  • Module 1: Module 1: Get started with subscription billing in Dynamics 365 Finance
    • Introduction
    • Enable subscription billing
    • Create billing schedules
    • Milestone billing
    • Terminate billing scheduling
    • Set up revenue and expense deferrals
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Recurring contract billing in Dynamics 365 Finance
    • Introduction
    • Create a billing schedule
    • Milestone billing
    • Revenue allocation
    • Support and renewal items
    • Unbilled revenue
    • Terminate billing scheduling
    • Revenue splits
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Revenue and expense deferrals in Dynamics 365 Finance
    • Introduction
    • Set up revenue and expense deferrals
    • Deferral posting methods
    • Create deferral schedules
    • Deferral default transactions
    • Exercise - Recognize revenue for one deferral schedule
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Set up multiple element revenue allocation in Dynamics 365 Finance
    • Introduction
    • Set up multiple element revenue allocation
    • Multiple element arrangement templates
    • Check your knowledge
    • Summary

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