![graph, chart, growth](https://btss.ca/wp-content/uploads/2020/05/graph-chart-growth-3068300-150x150.jpg)
With these challenging economic times, its good to be flexible!
Help finance customers directly by creating payment options to ensure you get paid.
Great option for larger invoices ;
Ex: season ticket holders, annual insurance premiums, furniture, automotive, lease agreements, etc.
![](https://btss.ca/wp-content/uploads/2020/05/Help-them-decide-150x150.jpeg)
Let sales people work with customers to review various
payment plans in CRM.
Find the plan that fits their budget!
Help finance them..
![calendar, date, month](https://btss.ca/wp-content/uploads/2020/05/calendar-date-month-1763587-150x150.jpg)
Create scheduled payments in CRM.
Have everyone on the same page about when payments are due.
![bulletin board, laptop, computer](https://btss.ca/wp-content/uploads/2020/05/bulletin-board-laptop-computer-3233653-150x150.jpg)
Track collection activities in CRM;
Phone calls, emails, appointments, conversations.
Share within your organization.
![marketing online, social media, online](https://btss.ca/wp-content/uploads/2020/06/marketing-online-social-media-online-1427786-150x150.jpg)
Create acceptable payment methods and payment options within CRM.
Take payments or give credits on sales invoices and scheduled payments in CRM.
![coins, calculator, budget](https://btss.ca/wp-content/uploads/2020/06/coins-calculator-budget-1015125-150x150.jpg)
Maintain up to date customer balances and aging in CRM.
Use credit limit and credit hold features if overdue.
Payment Plans for Dynamics 365 Sales
![](https://btss.ca/wp-content/uploads/2020/06/MenuPaymentsandPlans-e1592956418114.jpg)
![](https://btss.ca/wp-content/uploads/2020/06/Main.jpg)
Payment Plans app is inserted on left side of main Microsoft Dynamics CRM menu . Add the managed solution into default CRM and then navigate to Scheduled Payments UI App to start using.
Microsoft Dynamics 365 Sales Professional and Office 365
Working Remotely?
![](https://btss.ca/wp-content/uploads/2020/05/Meeting-in-Teams-Infographic-01-696x887-1-e1590177342817.jpg)