A Complete Solution to Help Your MSP Business Scale

Name: Work 365
Price range: $

Work 365 automates subscription management, invoicing, and payments for recurring services delivered by MSPs.
Streamline your sales, operations, and finance processes with a unified billing automation platform designed to scale your IT services business.

Easily manage your billing contract lifecycle, service agreements, subscriptions, helpdesk integrations, and accounting workflows—all from one place.

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Delivering Cloud, Licensing and Managed Services?

MSPs face unique operational challenges—juggling vendor catalogs, custom pricing models, and service contracts across multiple platforms.

Work 365 offers robust billing automation and subscription management, with deep integration into Microsoft Partner Center and third-party PSA/ITSM tools, such as ConnectWise and Autotask.

Focus less on billing complexity and more on client success and service delivery excellence.

Common MSP Challenges We Solve

Flexible billing for managed services: monthly, quarterly, or annual contracts

Tracking bundled services, licenses, and custom pricing

Managing customer self-service for provisioning and support

Reconciliation across vendors, cloud platforms, and service tiers

Maintaining profitability with accurate service billing and renewals

Reducing manual invoicing and errors in usage-based billing

Why MSPs Choose Work 365

Whether you offer Microsoft 365, Azure, or a mix of cloud + managed services, Work 365 helps MSPs automate their back office so you can focus on scaling operations.

Stay compliant with Microsoft’s evolving CSP requirements
Bundle your services with SaaS products and licenses
Automated payments and collections using Stripe, PayPal, or EFT
Real-time insights into profitability and service margins
Integrate with PSA tools like ConnectWise & Autotask for ticket-to-bill accuracy

Work 365 is a certified Microsoft Control Panel Vendor (CPV) and is trusted by MSPs and CSPs worldwide.

Capabilities that transform CSP Management and Automation

MSP Billing and Accounting

Manage recurring and one-time service billing in a single system
Set flexible billing terms (monthly, quarterly, annually)
Multi-currency and multi-location invoicing support
Support for tiered pricing and volume-based services

Provisioning and Service Delivery

Provision Microsoft licenses directly via Partner Center
Automate subscription changes, upgrades, and quantity adjustments
Connect service items with your PSA/ticketing tool for unified billing

Profitability and Reporting

View consolidated profitability across vendors and service lines
Use customizable dashboards for business visibility
Automate reporting, alerts, and renewal workflows

Microsoft CSP Subscription Management and Billing Automation Platform

The Work 365 Difference for MSPs

Your data stays with you – full control over pricing and customer info
Simple, transparent pricing model – pay for platform value, not invoice volume
Built on Dynamics 365 & Power Platform – works with your existing tech stack
Purpose-built for MSPs and CSPs – trusted by 250+ partners globally

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Integrations with Providers

Trusted by leading companies around the globe

The best way to manage a Microsoft CSP Practice

“With well over 100% YoY growth in our our CSP business, we have been forced to adapt quickly and continue to bring new billing and service management features to our customers. Since we were already using Dynamics as our CRM platform, selecting a billing and provisioning system based on Dynamics was an easy decision to make. The Work 365 system, however, is far more than CSP billing in CRM. It’s a completely built out and fully featured back end for a Microsoft CSP practice of nearly any size. It’s clear from the first day you begin onboarding that the folks behind this system are in the business themselves and have a perfect understanding of what matters most.”

- Mike Prachar

Great tool for Doing Microsoft Cloud Service Partner

“Work 365 is a great and innovative add-on for Dynamics 365 for Microsoft CSPs. It has all the features which enable CSPs to scale quickly with minimum resources. The support for Implementation is Exemplary. A must add-on for Dynamics 365 and Cloud business. Thanks a lot for superb support.”

- Gandhavadi Gopinath

Great Dynamics Integration

“As a direct CSP partner with Microsoft, we needed a tool to tie in the Partner Center with our Dynamics system AND integrate with QuickBooks online. This tool did it all for us! The onboarding team was great and guided us with implementation and customizations. Super easy and a great tool.”

- Jim Richardson

Great Solution for Managing our Subscriptions with ease!

“We recently switched to Work 365 from another online marketplace provider and we couldn’t be happier. We’re now able to easily and quickly get customers set-up, provisioned, notified, billed, and collected all from the Work 365 App. Making adjustments to subscriptions is easy and really quick, with a seamless connection to Partner Center. Payment set-up for our customer’s Credit Card and ACH is secure and so easy to do. We’ve been live for a week and have already.”

- Kyle Collins

A great solution that allows taking advantage of Partner Benefits

“Great solution that meets all the requirements that Microsoft requires and that allows us to succeed as a CSP partner. Great work team, from installation to support have helped us work with Work365.”

- Jesús Gilberto Verástegui Mancillas

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Frequently Asked Questions (FAQs)

What makes Work 365 different from other billing platforms for MSPs?

Work 365 is purpose-built for MSPs and CSPs in the Microsoft ecosystem. Unlike generic billing platforms, it integrates directly with Microsoft Partner Center, PSA tools like ConnectWise & Autotask, and supports complex subscription models, usage-based billing, and multi-currency invoicing—all on top of Dynamics 365 and the Power Platform.

Can I use Work 365 with both direct and indirect Microsoft CSP relationships?

Yes. Work 365 supports Direct CSP, Indirect Reseller, and Distributors. You can manage customer provisioning, automate billing, and reconcile usage data whether you’re billing through Microsoft directly or via a distributor.

Does Work 365 support integrations with ConnectWise or Autotask?

Yes. Work 365 offers integration options with ConnectWise and Autotask, allowing MSPs to sync service tickets, contract items, and automate billing processes—ensuring accuracy from ticket to invoice.

Can I offer flexible billing terms (monthly, quarterly, annual) to clients?

Absolutely. Work 365 lets you create and manage custom billing terms per customer or product. This includes monthly, quarterly, or annual billing, as well as mid-cycle license changes, auto-renewals, and prorated adjustments.

How does Work 365 help with Azure usage reconciliation?

Work 365 automatically pulls Azure metered usage and RI data from Partner Center or distributors. It then calculates charges, applies markups, and generates consolidated, branded invoices—eliminating the need for manual spreadsheets or reconciliation.

Your Path to Seamless MSP Billing Starts Here

Automate your services, simplify license management, and grow recurring revenue—all in one place.

Schedule Your Demo Today