Set up and work with subscription billing in Dynamics 365 Finance

Overview

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