Part 1 of Dynamics Workflows is an overview of the solution and short description of each of the workflow functions included in Dynamics Workflows (Read Here….). In Part 2 I demo a real-life business processes implemented with Dynamics Workflows and its associated Recurring Invoices CRM solution.
Organizations that provide periodic services to their customers need a Dynamics CRM system that creates an automated recurring invoice to bill their customers for the services they provide them. Automating Recurring Invoices is a CRM solution that automatically creates invoices based on Invoice templates and Invoice Line-Items Templates, once every week, month, or any predefined period of time. The solution comes with 2 customized entities and can be downloaded from this URL:
Invoice Template, which stores the details of the Account to bill, price list and billing cycle
Invoice Line Item Template, which is linked to Invoice Template (One Invoice can be linked to many Invoice Line Items) and it stores the Product (either CRM product or write-in product), quantity price & tax.
The Recurring Invoice Workflow is started on demand and it will repeat itself every billing cycle. The workflow has the following steps (Image 1 below):
- Timeout until Invoice Template=Next Billing Date
- Invoice Create – This input form stores the details of how to create new invoice based on the invoice & invoice line item templates (Image 2 below)
- Update Record Invoice Template- if there is any error found during this workflow process
- Check what is the billing cycle (in this example check if it is a monthly billing cycle)
- If it is a monthly billing cycle, calculate Next Billing Date and update this field in the Invoice Template record (image 3 below)
- Start child workflow- loop again through same process on next billing cycle
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by DNN Integration Dynamics CRM--------------------------------------------------------------------------------------------------------
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