Dynamics 365 CRM Subscription Billing Solution for Modern Service-Based Businesses!

“The first line is free, but the rest should be billed.”
“Some customers don’t pay—but we still need to track the service.”
“Zero-dollar items still need to be provisioned.”

These may sound like simple billing rules, but implementing them inside Dynamics 365 CRM? That’s where most small and mid-sized businesses hit a wall.

You need a billing solution that handles promos, free users, and zero-dollar add-ons, without expensive integrations or custom code. That’s exactly where a native solution like Subscription and Recurring Billing Management (SRBM) for Dynamics 365 steps in.

The Billing Complexity No One Talks About

Billing isn’t just about monthly invoices anymore.

Today’s service-based businesses deal with:

• Time-bound discounts like “first year free”
• Zero-dollar plans for government or internal customers
• Provisioning codes that must be tracked, even if they’re free
• Bundles and add-ons with mixed pricing

These edge cases are everyday realities. But without a proper subscription solution for Dynamics 365, most teams end up relying on manual workarounds, risking errors, revenue leakage, and compliance issues.

Why SMBs Need a Native, Lean Billing App

Most small and mid-sized businesses (SMBs) don’t have the luxury of maintaining separate billing infrastructure or custom-coded logic. You need something simple, native, and flexible—a recurring billing app for Dynamics 365 that works with your data, not around it.

That’s where Subscription and Recurring Billing Management (SRBM) by Inogic becomes relevant.

Rather than pushing you into a new platform, SRBM works natively within Dynamics 365 CRM and addresses real-world subscription needs such as:

• Tiered and volume-based pricing
  SRBM allows you to set up plans where the first unit is billed at 100% discount for a set period (e.g., 12 months), and all subsequent units are charged full price.
• Time-bound promotional pricing
  Promotions like “free for the first year” can be automated without custom logic.
• Zero-dollar subscriptions for internal or government entities
  Even for customers who aren’t billed—like internal users or municipal contracts—SRBM generates zero-dollar 0 invoices and tracks usage, so every subscription is audit-ready and visible in CRM.
• Bundled or provisioning-only SKUs
  Many services include zero-dollar add-ons (like a DVR code or voicemail box) that don’t affect pricing but are essential for provisioning. SRBM ensures these are tracked as SKU-level items.
• Auto-generate recurring invoices with complete subscription history
  Set it once—SRBM takes care of the rest, whether billing monthly or annually.

And since it’s built inside Dynamics 365, your sales, service, and finance teams all work from the same platform, no sync issues, no duplicate records, and no disconnected logic.

Why SRBM is the preferred app for subscription and recurring billing in Dynamics 365!

SRBM offers all the essential tools small to mid-sized businesses need to manage subscriptions and recurring billing without leaving Dynamics 365 CRM.

• Workflow Triggers: Automate custom actions (like sending alerts, updating statuses, or initiating renewals) using Power Automate workflows triggered by subscription events.
• Proration Handling: Adjust charges accurately when subscriptions start, pause, resume, or cancel mid-cycle, ensuring fair, compliant billing.
• Revision Management: Seamlessly update subscription terms, prices, or quantities without disrupting the active billing cycle, ideal for plan upgrades or mid-term changes.
• Subscription Cancellation: Instantly terminate subscriptions and prevent further billing. Supports both immediate and scheduled cancellation logic.
• Free Trials: Offer trial periods for specific plans or customers, and automatically switch to paid subscriptions once the trial expires.
• Revenue Analysis: Track earned revenue over time, forecast recurring income, and view customer-level billing insights, all inside Dynamics 365 CRM.

Conclusion

You shouldn’t need to outgrow your CRM just to support recurring billing logic. With a purpose-built recurring billing Dynamics 365 app like SRBM, you can scale subscriptions, stay in control of your subscription lifecycle, all from inside the system you already use.

Ready to simplify your subscription billing in Dynamics 365 CRM?
Start your free 15-day trial of SRBM by downloading today from Inogic website or Microsoft AppSource.

Want to learn more?

• Visit our product documentation
• Watch the SRBM overview video for a quick walkthrough

Have questions?
Reach out to us at crm@inogic.com. We’re happy to help you streamline subscription management in Dynamics 365 CRM.

The post Dynamics 365 CRM Subscription Billing Solution for Modern Service-Based Businesses! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

Original Post https://www.inogic.com/blog/2025/07/dynamics-365-crm-subscription-billing-solution-for-modern-service-based-businesses/