Technology & Software
From pipeline to recurring revenue, recognized correctly.
We set up Dynamics 365 for technology and software companies selling subscriptions, services and licenses.
What we hear
The problems we hear
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Subscription renewals are billed from a spreadsheet.
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Revenue recognition schedules are maintained by hand.
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Deals closed in CRM are re-entered into accounting.
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Recurring revenue and churn numbers disagree by source.
Our work
What we set up
- Recurring and subscription billing with renewalsBusiness Central
- Deferral and revenue recognition schedules in the ledgerBusiness Central
- Opportunities and quotes in CRM flowing to ordersCRM & Customer Engagement
- Recurring revenue reporting from one sourceBusiness Central
Process
How a project runs
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01
Discover
We learn how your business runs today and where the system gets in the way.
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02
Design
We map processes to Dynamics 365, agree on scope and plan the data move.
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03
Implement
We configure, migrate, integrate, test and train before go-live.
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04
Support
We stay after go-live with fixes, improvements and guidance.