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The Dynamics Billing Process

Dynamics Billing gives you complete control over each step in the billing process.

Product Catalog




& Finance

How it Works...

"Finding a billing platform that is flexible enough to meet our needs yet easily configurable was quite challenging. After reviewing and comparing over 30 options, we found that Omniware was the perfect fit."

CIO, large logistics and security company

Product Catalog Anchor

Product Catalog

The Dynamics Billing Product Catalog module provides user flexibility when introducing or changing products and service offerings. A product can be any type of plan, service, contract, bundle, or each can be hierarchical in nature.
The ease of use with the Dynamics Billing product catalog is through its intuitive graphical user interface (UI) that makes it easy to add, modify, or terminate new product offerings and services. The product catalog is easily configurable and able to synchronize with any external upstream or downstream systems.


Simplify your Pricing Management


Manage one pricing plan instead of hundreds with Dynamics Billing. By using hierarchies you can reduce the number of pricing plans you manage by building a single plan for a product. Let Dynamics Billing automatically manage the assignment of the pricing plans to each similar product in the hierarchy.




Hierarchies also give you a way to neatly and clearly bundle your offerings any which way you need.

Product Attributes

Capture Product Attributes


When creating a product, you can define a set of attributes that can be used for different purposes:

1) Store product details. Use this feature to refine your reporting or to keep organized product information.


2) Configure how a product is sold and billed for. Configure "Instance attributes" to capture important details at the point of sale (quantities, phone numbers, etc.) or "usage attributes" to instruct the system to send certain information to the billing engine - don't worry, Dynamics Billing makes this easy.


Client Data as a Pricing Factor


We've configured our CRM to allow product or client attributes to be factored in at the time of billing. This functionality gives Dynamics Billing tremendous versatility. See the Rules and Behavioral Billing in the Plans section below for more detail.

Pricing Anchor


Dynamics Billing's ability to handle any pricing model for any industry is driven by the flexibility of the billing engine.  Charge-Options and Charge Sub-Options are used together to construct advanced pricing scenarios.

We offer eight Charge Options when setting up pricing for any product or service. You can set something as simple as using a single Charge Option or something incredibly complex using multiple options.

Charge Options





(Unit Based)



(Rev. Based)

Transactional Discount






You can configure each of the above Charge Options using additional Sub-Options. This can be as simple or intricate as your business needs.

Charge Sub-Options




Basic Charge



Dynamics Billing is built directly into Microsoft Dynamics CRM and allows your Client Data to dynamically influence the pricing.

Take creative freedom to the next level by using the Rules Builder to create pricing configurations that utilize data from anywhere in the system to influence the final price.

Rule Building & Behavioral Billing

Rules Anchor


Here's a simple example showing how the user can configure a rule which allows client data to influence pricing

Here, we have client Attributes collected from CRM. Note the "VIP Status" Attribute - in this case, representing a customer loyalty rating

Then, simply configure how Dynamics Billing interprets and reflects the change. In this case, a change in VIP status causes different pricing options to be applied

In the Product Catalog, you can configure different Pricing conditions

Behavioral Billing takes Rules one step further - consumption of one product can affect how another product is billed. In the "Bundling" example below, we've shown how it works:

Behavioral Billing


Using Counters


Using aggregated product usage data, you can track consumption for any defined period. This data can then be used to apply volume discounts, volume caps, and volume commitment (true-up) charges.


Behavioral Counting


Used in conjunction with rules, you can have plans set to automatically pull counter data when calculating a charge or discount for a different product owned by the same account. The result is usage data for one product affecting the price of another.

Billing Scenarios
A few examples

Basic Subscription

Create and manage your recurring subscription charges on any daily, weekly, monthly, or annual interval




An internet provider Charges $40 per month

An Online grocer charges members $60/week

A consulting firm charges clients $3,000 per quarter

Per-Unit Recurring

Using fixed dollar amounts, charge the client based on what quantity of products or services they require. You can set this to recur at any interval. 




A SaaS firm charges customers a $50/seat per month

A phone manufacturer charges a business $500 per phone purchased 

A web hosting company is charged $200/month per server

Combining Charges

Combine any number of different pricing types to construct unique pricing configurations

$8/mo + $10/hr
(Max $80/day)

A car sharing company charges customers $8/month plus $10/hour of usage with a maximum charge set to $80/day

Charge for consumption utilizing any unit of measure

A cloud billing vendor charges clients 1.5% of monthly revenue

A hydro company charges their residential customers $0.132/kWh for usage

A phone service provider charges clients $40/month for 1,000 minutes of call time plus $0.08/min for every additional minute

Usage Based Billing

1.5% of Revenue


$40/mo + $0.08/min

A Marketing firm offers clients a quarterly services package containing consulting, social media management, and website design

A SaaS company offers the ability to select and bundle any 3 out of 8 components from a Software Suite

Marketing Services Bundle

Bundle any 3

Drive sales by creatively bundling your different product offerings


Bundling Beyond!

Dynamics Billing provides for Behavioral Billing which allows you to adjust how the pricing of one product is influenced by the consumption of another.

As an example...

Behavioral Billing

A customer purchases a bundle of services from a telco…

Phone Service

Media Streaming


Pricing can be set that, if the customer watches 5 foreign films using their movie streaming service...

...they get a, let’s say, 10% discount on all international calls made during that month. Pretty neat, eh? Note that behavioral billing is applicable to many billing scenarios, not just bundling.

Billing Anchor


The event-based billing module is highly automated, simple to operate, and outfitted with an array of options to help you produce perfect invoices.

Here is a visualization of the billing process. Simply select a bill period and execute a bill run to generate your invoices!

A & F Anchor

Accounting & Finance

Taxes and Accounting



Use Dynamics Billing's turnkey tax capabilities out-of-the-box or integrate with one of our 3rd party tax partners for your taxation requirements. 




Dynamics Billing captures relevant ledger data and makes it available in a file for accounting system integration.  APIs are also available for native integration if required. 

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