Get control of your business with billing and invoicing automation

Streamline operational activities with advanced billing automation capabilities for your recurring business.

Technical Overview

Work 365 is powered by the Dynamics 365 Platform providing advanced automation capabilities with Power Automate, Power Apps, and Dataverse. Boost your cloud recurring business with intelligent business automation and a single integrated billing application to reduce operational burden. Get peace of mind with Work 365 while you scale

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Pricing

Explore the features of Work 365

Provisioning

Change Tracking

Billing & Invoicing

Subscription Management

Self Service Portal

User Billing History

Manage Services

Order History

Pricing Updates and CSP Product Catalog Management

Product Bundling

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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

Bill and invoice customers accurately!

Manage and automate recurring billing flow and generate accurate and timely invoices. Manage and track flexible billing terms to grow your business while Work 365 handles and automates billing operations.

Experience peace of mind

Gain control of your business and teams by implementing best practices and automation so you can spend less time managing and reviewing operational tasks, and more time focusing on your business.

Automate invoicing and bill on time, every time

Simplify and automate your invoicing. Streamline your license, subscription, usage-based, services, and one-time billing with advanced capabilities such as price indexation, tiered billing, and discounts.

Accurately track and invoice Usage-based billing

Track, reconcile and report usage-based consumption, manage taxes and billing accurately through direct integration with the Partner Center. Manage azure billing with invoice rollup based on custom groups and fields.

Streamline accounting and payment integration

Save time on internal support and integrate with leading accounting and payment systems to automate invoicing and manage faster collections. Spend energy servicing your customers with a customized experience.

Plug Revenue Leakage

Say bye to silos and disparate systems. Integrate your sales, operations, support, customer success and billing systems on one platform. Reduce time spent quoting, provisioning, reconciling and managing renewals.

The Work 365 difference

Have complete control of your data

It’s your data. We don’t host your customer or pricing data

Simple, familiar pricing model

Pay for the value from the system and not by the size of your Invoice

Built on the Dynamics 365 Platform

Bring your teams together! Leverage what you are already using.

Built by people who understand your business

Used by hundreds of partner around the world

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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