The subscription economy is experiencing explosive growth, with forecasts predicting it will surpass $1.5 trillion by 2025.
But here’s the reality: managing recurring revenue isn’t just about sending invoices; it’s about ensuring renewals, handling trials, managing taxes, proration, and keeping revenue predictable.
If you’re still juggling spreadsheets, manual reminders, or rigid systems, you’re already at risk of revenue leakage, churn, and compliance headaches.
Here are 5 signs your subscription billing process won’t survive the future, and how Subscription & Recurring Billing Management for Dynamics 365 CRM can help you fix it.
Sign 1: Manual Billing Is Slowing You Down
Problem: Converting Quotes or Orders into subscriptions manually drains time and introduces errors. Missing a renewal means missed revenue.
Key Solution:
- Automatically convert Quotes, Orders, or Opportunities into subscription schedules inside Dynamics 365 CRM.
- Set billing frequencies (weekly, monthly, quarterly, annually) and let the system generate invoices/orders as per schedule.
- Reduce manual work and errors while keeping all data in CRM.
If your billing depends on human reminders, you’re already behind.
Sign 2: Complex Pricing Models Break Your System
Problem: Flat fees are simple, but modern customers expect tiered, usage-based, and hybrid pricing. Manual adjustments create chaos.
Key Solution:
- Supports flat-fee, tiered, volume, per-unit, and stairstep pricing models.
- Proration support ensures fair billing when customers upgrade, downgrade, or switch plans mid-cycle.
- Add-ons and bundles can be configured without custom coding.
Stay flexible without breaking billing cycles.
Sign 3: Renewals, Trials, and Reminders Are Missed
Problem: Missed trial expirations or renewal dates can result in churn and lost revenue, while manual email follow-ups are inefficient and hard to scale.
Key Solution:
- Trial tracking inside Dynamics 365 CRM with automatic extensions if needed.
- Automated renewal reminders for both users and customers.
- Delay charge schedules for overdue or postpaid billing.
Never lose a customer to a missed renewal again.
Sign 4: No Clear Insight into Subscription Health
Problem: Without visibility into MRR, ARR, churn, and ARPU, you can’t forecast revenue or spot red flags early.
Key Solution:
- Real-time dashboards for subscription KPIs (MRR, ARR, churn rate, CLTV, active subscribers).
- Track renewals, cancellations, subscription lines, and margin schedules in one view.
- Drill into invoices, add-ons, and forecasts—all within CRM.
Make smarter decisions with data, not guesswork.
Sign 5: Taxes, Cancellations & Compliance Cause Headaches
Problem: Global taxes, cancellations, and refunds complicate billing. Manual fixes = errors and compliance risks.
Key Solution:
- Tax schedules and Avalara AvaTax integration ensure accurate tax calculation.
- Manage cancellations, revisions, and upgrades without breaking billing schedules.
- Margin schedules simplify revenue sharing with partners or resellers.
Stay compliant while scaling globally.
Why Inogic’s Subscription & Recurring Billing Management App?
Because it transforms Dynamics 365 CRM into a subscription revenue engine.
- Automate invoicing, renewals, trials, and reminders.
- Support complex pricing models and proration.
- Get instant insights with revenue dashboards.
- Handle taxes, cancellations, and revisions with ease.
- Scale subscriptions without scaling chaos.
Ready to take the stress out of billing? Start your 15-day free trial of Inogic’s Subscription & Recurring Billing Management App today from our website or Microsoft Appsource
Prefer a guided walkthrough? Book a personalized demo and watch the difference unfold in real time. Have questions? Reach out to us at crm@inogic.com – we’re always happy to help.
The post 5 Signs Your Subscription Billing in Dynamics 365 Is Failing (And How to Fix It) appeared first on CRM Software Blog | Dynamics 365.
