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

    • Subscription Management fields and buttons on products and released products

    • Configuring subscription commercial templates

    • Configuring billing posting profiles

    • Configure subscription management parameters

    • Configure price indexing

    • Configure periodic batch processes

    • Deep dive into subscription actions

    • A closer look at subscription plans

    • A closer look at susbcription plan lines

    • Financial dimensions logic

    • Subscription plan sources

  • 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

    • Working with "Billing Posting Profile Schedules" to recognise revenue

    • Working with "Revenue Recognition Products" to recognise revenue

    • Working with "Billing Posting Profiles Revenue Schedules" to leverage the standard D365 revrec module to recognise revenue

    • Automatic Billing Posting Profiles - configuration and usage

    • 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

    • Working with master contracts

    • Working with cancellations and reversals

    • Handling contract changes

    • LISA Supported Functionality Matrix

  • 5

    Reporting, BI and Analytics

    • Entity Relationship Diagram

  • 6

    Integrations

    • Integration

    • Dataverse integration data model PREVIEW

  • 7

    Dynamics 365 Project Operations Integration

    • Bluefort LISA Project Operations Integration Solution Guide

    • Bluefort LISA Project Operations Integration - Part 1

    • Bluefort LISA Project Operations Integration - Part 2

  • 8

    Deployment

    • Deployment

    • Release Cadence, Strategy and Compliance

    • LISA known issues

  • 9

    Release Notes

    • LISA July 2020 Release 10.0.11 - Release Notes

    • LISA September 2020 Release 10.0.12 - Release Notes

    • LISA October 2020 Release 10.0.13 - Release Notes

    • LISA December 2020 Release 10.0.14 - Release Notes

    • LISA January 2021 Release 10.0.15 - Release Notes

    • LISA January 2021 CU1 Release 10.0.15 - Release Notes

    • LISA January 2021 CU2 Release 10.0.15 - Release Notes

    • LISA January 2021 CU3 Release 10.0.15 - Release Notes

    • LISA January 2021 CU4 Release 10.0.15 - Release Notes

    • LISA January 2021 CU5 Release 10.0.15 - Release Notes

    • LISA January 2021 CU6 Release 10.0.15 - Release Notes

    • LISA January 2021 CU7 Release 10.0.15 - Release Notes

    • LISA January 2021 CU8 Release 10.0.15 - Release Notes

    • LISA March 2021 Release 10.0.16 - Release Notes

    • LISA March 2021 CU1 Release 10.0.16 - Release Notes

    • LISA April 2021 Release 10.0.17 - Release Notes

    • LISA April 2021 CU1 Release 10.0.17 - Release Notes

    • LISA April 2021 CU2 Release 10.0.17 - Release Notes