April 27-29th - Join Us at Directions in Orlando at Booth S12 - For BC partners ready to get control, cut chaos, and grow

The Most Powerful
CSP Management Platform for Microsoft Partners

Name: Work 365
Price range: $

Work 365 automates billing, NCE renewals, and customer self-service — giving Microsoft CSPs complete control and visibility on the Power Platform.

Next Webinar | Thursday, Jun 25

From Local IT Provider to Global Partner of the Year How Infinity Group grew 60% on the same headcount by fixing the data foundation first.

Trusted by Leading Microsoft Partners Across the Globe

Microsoft Partners, You Deserve Better.

Billing, pricing, and keeping up with Microsoft’s changes- it’s a lot.
If you’re spending hours wrangling invoices and chasing data, Work 365 is your way out.

Why Work 365 is Your Best Choice

Imagine a world where billing runs itself, insights come automatically, and you don’t have to “figure it out” every time Microsoft updates its pricing. That’s Work 365.

Effortless Microsoft Integration: Natively built on Microsoft Dynamics & Power Platform leveraging your existing tech stack.

Built for CSPs:

Manage subscriptions, monitor usage, and improve customer experience with specialized tools.

Always-On Support:

A dedicated and proactive team made up of leaders in your field.

Data You Can Act On:

Real-time insights to guide smarter business decisions.

Smart Features for Effortless CSP Management

Provisioning & Subscriptions

Create bundles and manage add-ons, recurring, usage-based, and one-time subscriptions with flexible terms.

Self Service

Provide unique customer experience, automate provisioning and reduce internal burden with Self-Service.

Billing & Invoicing

Automate invoicing, ensure accuracy, and streamline your entire billing process for timely payments

Pricing Strategies

Set pricing strategies with markups or discounts, and apply to products, customers, or subscriptions seamlessly.

CSP Navigator

Explore the entire Microsoft CSP catalog, manage and provision products and subscription price changes.

Renewal Management

Streamline subscription renewals ensuring timely and accurate contract renewals to maximize customer retention

Native Integrations with the platforms you already use

We have integrations with Microsoft and leading Distributors, Accounting and ERP systems, Payment processors, and PSA systems.

Built on

Microsoft Partner Center & Other Distributors:

Accounting/ERP:

Dynamics 365 Business Central | QuickBooks | myob | Dynamics 365 Finance & Operations

Payment Systems:

Authorize.Net | Stripe | GoCardless

PSA Systems (MSPs):

ConnectWise | Autotask

Tax Systems:

Avalara

Making Business Smoother - One Invoice at a Time

“Because of the operational efficiency, we were able to scale up to 300% growth without adding any additional headcount.”

"Removing manual and error-prone processes plugged revenue leakage by 2–3%, helping us recover the cost in the first three months."

“We did our analysis pretty rigidly. It was about understanding which solution best met our needs, and Work 365 checked all the boxes, especially regarding billing automation and customization"

“It’s far more than just a billing system; it’s the backbone of how we manage our Microsoft CSP business.”

“I think engineering out the ability to have multiple sources of truths and having Work 365 to be the source of truth...has eliminated that problem for us. That was one of our biggest pain points”

“I measure success by looking at the time my team saves. And Work 365 lets us grow without needing more people. That’s gold.”

Transform the Way You Work

Before Work 365

Manual workflows slowing you down

Disonnected systems creating chaos

Limited insights leading to guesswork

Customers frustrated by billing errors

After Work 365

Fully automated billing

Built on Microsoft Dynamics & Power Platform

Real-time, actionable data at your fingertips

Customers happy and growing

Frequently Asked Questions

What is Work 365, and how does it benefit my business as a CSP?

Work 365 is a suite of applications designed to enhance business operations, particularly for Microsoft CSPs using Dynamics 365. It offers tools for billing automation, CRM, subscription management, analytics, and more—helping CSPs streamline operations, improve customer engagement, and scale effectively.

How does Work 365 integrate with existing CSP systems?

Work 365 integrates seamlessly with Microsoft Dynamics 365 and other major business platforms. It uses APIs and connectors to create a unified CSP ecosystem, enabling efficient data flow across CRM, billing, and provisioning systems.

Can Work 365 help automate CSP billing processes?

Yes, automated billing is a core feature of Work 365. It simplifies CSP billing by generating accurate invoices, reducing manual work, minimizing errors, and ensuring timely billing for license- and usage-based subscriptions.

What analytics and reporting features does Work 365 offer for CSPs?

Work 365 provides real-time analytics and reporting tools tailored for CSPs. Users can monitor performance metrics, track subscription usage, and make data-driven decisions to optimize profitability and service delivery.

Is Work 365 compliant with CSP industry regulations?

Yes, Work 365 supports compliance with major regulatory standards such as GDPR. It includes security features and data management capabilities to help CSPs meet industry-specific legal requirements.

How scalable is Work 365 for growing CSP businesses?

Work 365 is built to scale with your CSP business. Whether you’re managing a few clients or thousands of subscriptions, it adapts to your operational needs, supporting sustained growth without increasing overhead.

How does Work 365’s pricing work for CSPs?

Work 365 offers flexible pricing plans based on your selected tier and number of billing contracts. Custom pricing is also available depending on business needs. Contact our Sales team for tailored CSP pricing.

Are there any setup fees for CSPs using Work 365?

Yes, setup fees may apply depending on your implementation requirements. Our Sales team will provide a detailed estimate based on your specific CSP use case.

Your Billing. Your Rules. Work 365 Makes It Effortless.

Manual Billing is Draining Your Time and Money – Switch Today!