As you’re evaluating Rockton’s latest development for Dynamics 365, , you will see that it can manage all of your recurring invoices, automate reminders sent to your customers regarding their upcoming or past due payments, and even handle penalty calculation. While those aforementioned features are the star of the show, did you know there are many other features included with this application to improve your Dynamics 365 experience?
Document Conversion
In the past few years, the Dynamics 365 team released what they call: Word Templates. If you’re unaware, these are Microsoft Word files that you design, customize, and upload to CRM. Once uploaded, users have the ability to generate reports for entities using this report and have it populate with data from the record.
These templates are very powerful and much easier to update and maintain than SSRS reports, however, there is one glaring disadvantage: they produce word files (docx). Now, included with Recurring Billing, users have the ability to convert a .docx file to a .pdf, all with just a simple Workflow step. This gives users the functionality of the word templates with the security and professionalism of a PDF.
Ability to run a Workflow on all Associated Records
This feature may be utilized more for advanced users, but it’s still worth a look! For example, on an Account record, whenever you change the Primary Contact field, you would also like to update all of the Cases associated with the Account’s Contact field to reflect this new value. With out of the box CRM functionality, there isn’t an easy way to do this.
Enter Recurring Billing, where users get a new entity called Workflow Launcher and a workflow step called Launch Child Workflows. With these two components, users can quickly create a workflow that automate this process upon updating the Primary Contact and saving.
Automate Any Workflow
Perhaps you don’t have a billing need requiring the automation that our product was intended for, but you may have other automation needs. Let’s say you want to have an email sent every other week reminding your team to enter in their time entries for payroll.
With a new entity called Workflow Trigger and a simple dialog, included in Recurring Billing, it has never been easier to run any workflow for a pre-determined time period. This feature is able to increase efficiency for business processes both internally and externally.
Written By Mike Watt, Developer at .
