Customizing Dynamics 365 by Sanjaya Yapa

Author:Sanjaya Yapa [Yapa, Sanjaya]
Language: eng
Format: epub, mobi
ISBN: 9781484243794
Publisher: Apress
Published: 2019-04-10T04:00:00+00:00

Figure 5-7Creating a membership record

Figure 5-8Created membership subscription

You can do many things with this process. For instance, when the subscription is created, until it is paid, you could trigger a workflow that waits until the due date and sends an e-mail to the member saying the subscription is not paid. The workflow will stop if the subscription status is set to Paid. Another scenario would be to set the subscription status to Paid if the related payment is completed. The takeaway from this is that no matter how complex the scenario is, you can implement it using these advanced customizations of Dynamics 365.

You will need to investigate the other side of this on your own. If you do not map your processes correctly, it will be maintenance nightmare and will have a big impact on the performance. Even though you have a lot of flexibility to extend the application, you need to use that flexibility with care.

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