Core capabilities include:
Recurring billing: Create and manage subscription contracts with flexible billing schedules (monthly, quarterly, annually).
Automated invoice generation: Automatically create invoices based on predefined schedules; supports batch processing.
Flexible pricing models: Standard, tiered-based pricing; consolidate multiple billing lines into one invoice.
Integration: Seamless flow between CE and finance and operations for invoicing and accounting; supports Dataverse-based configuration.
Advanced scenarios: Fee journal-based billing for project contracts, subscription hold or termination management, and refund handling.
This feature is enabled using a feature flag.
Business Value:
Organizations increasingly adopt subscription-based models to create predictable revenue streams and improve customer experience. This feature drives efficiency by automating recurring invoicing and reducing manual intervention. It improves financial control, supports flexibility, and positions businesses to scale subscription offerings and forecast monthly recurring revenue (MRR) more accurately.
Enabled for:
Enabled by admins/makers/marketers for end users
GA date: September CY2027
Preview date: September CY2026