Course curriculum

  • 1

    Introduction

    • Welcome to this course!

    • Introduction to Subscription Management and LISA

    • Dynamics 365 FinOps dependencies and module integration

    • LISA Main Menu Components

    • Subscription classifications

    • Subscription types

    • Subscription user roles

  • 2

    Configuring LISA

    • Configuring program types

    • Configuring subscription fields on product entity

    • Configuring subscription commercial templates

    • Configuring billing posting profiles

    • Configure subscription management parameters

    • Configure price indexing

    • Configure periodic batch processes

  • 3

    Subscription Management

    • Managing 'Per unit' subscription plans

    • Managing 'Consumption' subscription plans

    • Managing 'Perpetual + Enhancement Plan' subscription plans

    • Managing add-ons and other validations

    • Subscription templates and copies

  • 4

    Advanced Subscription Management Features

    • Quotation to cash flow

    • Project management module integration

    • Accrual schemes integration

    • Revenue recognition module integration

    • Price indexing in action

    • Working with request for payments

    • Working with renewals

    • Working with delivery schedules

    • Working with product entitlements

    • Bonus Lesson: product entitlements splitting

    • Working with project sales orders and hours entitlements

    • Working with customer meters in consumption subscriptions

  • 5

    Reporting, BI and Analytics

    • Entity Relationship Diagram

  • 6

    Deployment

    • Deployment

    • Release Cadence, Strategy and Compliance