Subscription Plan Sources
Besides creating subscription plans manually (or manually using the wizard) in the Subscription management cockpit there are other processes which trigger the creation of subscription plans and lines. These are:
- Custom LISA web services – these expose both a JSON and SOAP endpoint. For more information on such endpoints please review the Integration lesson.
- LISA entities – these are used in DIXF imports and as oDATA endpoint. Data entities are also used by dual-write which is the primary technology developed by Microsoft to keep data synchronized between Microsoft Dynamics 365 Finance and Operations and Microsoft Dataverse which hosts the Customer Engagement (CE) apps.
- Sales Quotations – It is possible to create a sales quotations of type subscription which when confirmed creates a subscription plan.
- Project Quotations and Projects – By adding an WBS activity of type item which is of type subscription product you can then trigger the creation of a subscription plan through the “Transfer from WBS to subscription” button.
- Sales Orders – If a released product is configured to auto generate subscriptions, a subscription plan is created upon invoicing a sales order which has sales lines containing these released products. These are based on a subscription template which is also linked to the released product. This functionality also works on Commerce/Retail sales orders, effectively allowing a subscription plan to be created from the POS.
- Subscription copies – If you copy a subscription plan this results in the creation of a copy of that subscription plan
- Subscription templates – You can expedite the process of subscription creation by starting from a subscription plan template
- Intercompany subscriptions – When configured as such, a subscription plan created in one legal entity can trigger the creation of a subscription in another legal entity (December 2020 release onwards)
- Dynamics 365 Project Operations – Subscription plans can be triggered from a project created with Dynamics 365 Project Operations.
The diagram below summarised the subscription plan sources discussed above.
