How does Dynamics 365 handle subscriptions and recurring billing?
Dynamics 365, especially with Finance & Supply Chain, has dedicated modules for subscription billing. The system can automate billing for different periods (monthly, quarterly, annually), manage price adjustments, additional services, and automatically defer revenue according to applicable accounting rules.
Can the system manage both projects and ongoing service agreements?
Yes, the platform is designed to handle a mix of business models. The project modules in Finance & Supply Chain or Business Central manage everything from planning and budgeting to time reporting and project billing. This can be combined with service and subscription modules to provide a complete picture of customer engagement and profitability.
Which ERP solution is best for us, Business Central or Finance & Supply Chain?
The choice depends on the company's size, complexity, and international presence. Business Central is often a good choice for small and medium-sized businesses looking for a broad, integrated solution. Finance & Supply Chain is aimed at larger or more complex organizations with advanced requirements for finance, logistics, project accounting, and operations in multiple countries.
Is it possible to integrate Dynamics 365 with our industry-specific systems?
Yes, Dynamics 365 is built on an open platform (Microsoft Dataverse) designed for integration. Using standardized APIs and connection tools, it is common to integrate the business system with, for example, provisioning systems, monitoring tools, or specialized billing engines to create a cohesive IT landscape.
How does Dynamics 365 support the sale of packaged solutions (hardware, software, services)?
With Dynamics 365 Sales, salespeople can configure complex quotes that include various components. The system can manage pricing, discounts, and dependencies between products and services. Integration with the ERP part then ensures that the order can be transferred to project setups or service contracts for delivery and billing.
Can Dynamics 365 handle consumption-based/XaaS billing?
For simpler subscriptions, yes – both Business Central and Finance & Supply Chain handle recurring billing. For advanced usage-based rating, meter reading, and complex pricing models, a dedicated billing platform (Zuora, BillingPlatform, Stripe Billing) is often used, which sends billed amounts to Dynamics 365 for finance and accounting.
How do we integrate Dynamics 365 with ServiceNow or Jira?
The most common pattern is for ServiceNow/Jira to own the delivery ticket (incident, problem, change) and Customer Service to own the customer communication. Integration occurs via APIs or iPaaS (Azure Logic Apps, MuleSoft) and syncs status, comments, and SLAs both ways.
Is Project Operations suitable for consulting and IT service delivery?
Yes, Project Operations is Microsoft's primary choice for IT service companies that want staffing, time reporting, project accounting, and billing in one place. It integrates directly with Sales (quote → project) and with Finance (accounting, WIP, deferrals).