Accessing Custom Subscription Views in Work 365

Applies to: Work 365, Dynamics 365
Audience: Administrators, Billing Teams, Subscription Managers

Overview

Effectively managing subscriptions in Work 365 is essential for accurate billing and customer satisfaction. Custom views allow users to tailor the display of subscription data to meet specific business needs. This guide provides step-by-step instructions on accessing a custom subscription view directly from a Billing Contract record.

Steps to Access a Custom Subscription View

1. Navigate to the Billing Contract

✅ Log in to your Work 365 environment.
✅ Use the area selector at the bottom of the left-hand navigation pane to switch to either:

✔ Subscription Management
✔ Billing and Invoicing

✅ Select Billing Contracts from the navigation menu.
✅ Open the specific Billing Contract record for which you want to view subscriptions.

2. Access the Subscriptions Tab

✅ Within the Billing Contract record, navigate to the Subscriptions tab.
✅ This tab displays all subscriptions associated with the selected Billing Contract.

3. Switch to the Custom View

✅ In the Subscriptions tab, locate the view selector (typically found near the top-right corner of the subscriptions list).
✅ Click on the current view name to open the dropdown menu.
✅ From the dropdown, select See Associated Records.
✅ In the new window that opens, click on the view selector again and choose your previously created custom subscription view from the list.

Creating a Custom Subscription View

If you haven't created a custom subscription view yet, follow these steps:

1. Navigate to Advanced Find

✅ In Work 365, click on the Advanced Find icon (usually represented by a funnel or located under the settings menu).

2. Define the New View

✅ In the Advanced Find window, select Subscriptions as the entity.
✅ Click on New to create a new view.
✅ Add the desired filters and columns to tailor the view to your requirements.

3. Save the Custom View

✅ After configuring the view, click on Save As.
✅ Provide a meaningful name for the custom view to easily identify it later.

Important Considerations

Permissions: Ensure you have the necessary permissions to create and access custom views. If you encounter access issues, contact your system administrator.

Default Views: While custom views offer flexibility, be cautious when setting them as default views, especially if multiple users access the system. Ensure that changes align with organizational policies.

Conclusion

By following these steps, you can efficiently access and manage custom subscription views within Billing Contract records in Work 365, enhancing your subscription management processes and ensuring greater visibility into billing data.