The Microsoft Quotes page provides several advanced features, which allow you to easily customize the quoting flow and optimize user experiences.
Take the following steps to create a renewal quote:
- In your Microsoft Dynamics 365 org, navigate to the Quotes layout page.
- Click the New Zuora Quote button.
- In the area of Sales Information, select the Potential customer. After a Potential customer is selected, Bill To Contact and Sold To Contact associated with this account are displayed.
- In the Quote type field, select Amend Quote. You will see a new field, Zuora Subscription to Amend when you select Amend quote.
- In the Zuora Subscription to Amend field, select the subscription you wish to amend. All subscriptions associated with the account will be displayed as soon as you select the subscription.
- Click Renew button under subscription section.
- In the resulting screen, enter the Contract Effective Date.
Contract Effective Date - The date when the contract takes effect. If the subscription includes charges that trigger at specific date points, then this date triggers charges set to the value, Upon Contract Effective.
- Click Submit.
- Click Send to Zuora.