Dynamics 365 CRM Apps
Search…
⌃K
Dynamics 365 CRM Apps
Search…
⌃K
Inogic Productivity Apps
Maplytics
Alerts4Dynamics
Attach2Dynamics
Auto Tax Calculator
Business Process Checklist
Click2Clone
Click2Export
Undo2Restore
Gamifics365
InoLink
Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
Subscription and Recurring Billing Management
What's New!
Installation
Getting Started
Prerequisites
Setup Areas
Functional Roles
Functional Contacts
Attachable Reports
Location
Payment Terms Definition
Configuration
Use Cases
Billing - Invoices/Orders
Features
How-to Guides
Uninstallation
FAQs
Video Library
User Adoption Monitor
Powered By GitBook

Setup Areas

After defining the global settings in App Settings, next comes the Subscription Management area. It consists of all the entities that is required to manage the numerous subscriptions in an organization. In order to successfully configure a schedule for managing subscriptions or sending reminders, it is necessary to define the following basic elements beforehand:
  • ​Functional Roles​
  • ​Functional Contacts​
  • ​Attachable Reports​
  • ​Location​
  • ​Payment Terms Definition​
​
Previous
Add-Ons
Next
Functional Roles
Last modified 1yr ago
Copy link