Work 365 Solves Tough Customer Onboarding Issues for CSPs

Customer Onboarding Automation

New Version 1.8 Simplifies Deal Closing Process from Sales to Support

(November 7, 2018, Reston, VA) – IOTAP, a leading Gold-Certified Microsoft partner, has just released the newest update to its popular Work 365 Customer Engagement Platform for Microsoft Partners and Cloud Service Providers (CSP). These updates allow CSPs to manage sales incentives, provision customer bundles and subscriptions, and track and create Microsoft Cloud Agreements from a single productivity platform built into Dynamics 365.

Version 1.8 streamlines the disjointed processes of Sales, Onboarding and Service provisioning right from the Dynamics 365 CRM system. Microsoft CSP Partners would have to move between different Sales quotation systems, Provisioning systems like the Partner Center, and Accounting Systems to service their customers.

Within minutes, a Partner can close a sales opportunity, create the Tenant, provision full-service bundles and products, track and record the customer Agreement, setup an Incentive plan and enable self-service for their customers right from within their Dynamics 365 System.

Cloud sales provide a tremendous opportunity but implementing Billing Automation, Sales Incentive plans, Onboarding Customers and making sure the contracts and agreements are in place is time-consuming,” says Ismail Nalwala, IOTAP CEO. “Work 365 version 1.8 streamlines these processes with a few simple steps in minutes.

Work 365 is built on Dynamics 365 and helps partners in the Microsoft ecosystem grow revenue, provide exceptional customer service, and increase profit margins. Work 365 was recently featured in the “Partner Spotlight” for Microsoft’s monthly Business Applications Community call and is listed in the Microsoft AppSource and part of Microsoft’s One Commercial Partner (OCP) Catalog.

Existing customers can find out how to upgrade to Work 365 version 1.8 here https://help.work365apps.com/knowledgebase/upgrade-steps-

If you’d like to learn more about Work 365’s features including customer service, sale management, billing/invoicing and more from our webinars https://www.work365apps.com/work-365-live-demo-webinar/.

About IOTAP: 

IOTAP provides solutions and services to connect, communicate and collaborate with your internal and external customers, partners and peers across your organization. To learn more about IOTAP, visit https://www.iotap.com.

Contact
Ismail Nalwala
CEO, IOTAP
info@iotap.com
+1703-884-3363

Click on the link to view the published Press Release Work 365 Solves Tough Customer Onboarding Issues for CSPs

Work 365 Available through Microsoft AppSource for CSP Partners

CSPs now have Easier-Than-Ever Access to Work 365 to help scale, grow and run their cloud business

(July 25, 2018, Reston, VA) – Microsoft Gold-Certified Partner IOTAP Inc. announced today that Work 365, a customer experience platform for Microsoft Partners and Cloud Solution Providers (CSP), is now available through Microsoft’s AppSource.

Launched in March of this year, Work 365 helps Microsoft Partners building a recurring business grow revenue, provide exceptional customer service, and increase profit margins by unifying common operational and support activities within a single application. Work 365 is built on Dynamics 365, offering Microsoft partners and CSPs an opportunity to further leverage their Dynamics 365 Internal Use Rights to run their Cloud Business successfully.

Since it’s launch, Work 365 has been profiled by Redmond Channel Partner and Channelnomics as an innovative solution for CSPs looking to streamline challenging operational areas such as:

• Cloud Service and Subscription Management
• Customer Service and Incident Management
• Billing and Invoicing
• Self-service and Automatic Provisioning
• E-commerce and Payment Solutions

Work 365 provides the Billing and Service Automation that is required for Partners to scale their business,” says IOTAP’s CEO Ismail Nalwala. “It automates your back-end processes like quantity tracking, billing, provisioning so you can focus on creating unique service and product offerings that help you stand out and grow. Work 365 helps partners achieve the billing automation required for direct billers in the CSP program. Having Work 365 available on AppSource creates that additional channel for Microsoft partners and IT services firms running Dynamics 365 to engage in the trial for their business.

See for yourself how Work 365 apps helps deliver exceptional customer service, increase profit margins and streamline accounting and sales: https://bit.ly/GetWork365

To learn more about Work 365, visit: https://www.work365apps.com

Work 365 is a customer experience solution built on Dynamics 365 for direct and indirect CSPs. It helps deliver exceptional customer service by simplifying the sales and billing process so that Partners can focus on creating unique service and product offerings that help them differentiate and scale.

 

About IOTAP: 

IOTAP provides solutions and services to connect, communicate and collaborate with your internal and external customers, partners and peers across your organization. To learn more about IOTAP, visit https://www.iotap.com.

 

Contact
Ismail Nalwala
CEO, IOTAP
info@iotap.com
+1703-884-3363

Click on the link to view the published Press Release Work 365 Available through Microsoft AppSource for CSP Partners

Innovative New Solution Helps Microsoft CSP Partners Deliver Exceptional Customer Service

Work 365 eliminates billing and invoicing challenges for Microsoft CSP Partners.

RESTON, Va. – March 1, 2018 – Today, Microsoft Gold-Certified Partner, IOTAP announced the launch of its innovative Work 365 Apps, a fully integrated customer experience platform for Microsoft Partners and Cloud Solution Providers (CSP) built on Dynamics 365.

Work 365 helps Microsoft CSP Partners to grow revenue, provide exceptional customer service, and increase profit margins by unifying common functional areas in a single solution. These areas include:

  • Billing and Invoicing for Cloud and Subscription Service
  • Customer Service and Incident Management
  • Self Service and Automatic provisioning
  • E-commerce and payments

Ismail Nalwala, IOTAP‘s co-CEO said,

“This system was built to overcome the challenges that Microsoft CSP Partners face every day when handling customer billing, subscription, and service management.”

“Our solution is built on Dynamics 365 using the Partner’s IURs, which allows the partner to keep ownership of all the data. Dynamics 365 is at the core of the digital transformation agenda and partners that use Dynamics 365 to run their business will be able to help their own customers with these initiatives.”

Work 365 empowers Microsoft to direct and indirect CSPs to deliver exceptional customer service experiences by simplifying the sales and billing process so that Partners can focus on creating unique service and product offerings that help them stand out and grow.
To learn more about Work 365 or register for a demo, visit – www.work365apps.com.

Release dates for WORK 365 apps which are compatible with the Latest CRM version 9.0

Now that we have the new version of CRM 9.0 available, below are the tentative dates for the respective WORK 365 Apps which would be compatible with the latest CRM.

Report Scheduler– 7th Dec

 

Attachment Manager– 7th Dec

 

Email to Case automation– 22nd Jan

 

Record Clone–  is done (but waiting for On-premise release of CRM 9.0)

 

1 Click Pdf–  28th Jan

 

Note: Click on the respective App to view their latest versions

WORK 365 is introducing: Delegated Admin App, the answer to complex administrative systems.

Delegated Administration by WORK 365 improves the experience of Office 365 administration, allowing for a smooth and cohesive monitoring and management of all domains and accounts. As companies and organizations become more complex with multiple domains, administrative access and management get more difficult to control. Currently, Office 365 domain privileges are all or nothing – an individual either has access to all domains or none at all. Delegated Administration solves this problem by allowing organizations to delegate administrative control over specific domains or groups, which erases the need for having company-wide administrators.

A detailed guide on how to initiate the trial for this App  is given in the Knowledgebase section

WORK 365 today announced the release of the new Attachment Manager app for Microsoft Dynamics 365

All businesses and organizations at some point face the same problem – too much data and not enough storage. The standard solution is to just purchase more storage; we’ve all done this at one point whether it be for our computer hard drives, SD cards for phones and cameras, or upgrading current storage capacity online. This solution, however, is not only inefficient but also can be extremely costly, with CRM users often spending on average $5 per gigabyte per month on Dynamics 365.  

The Attachment Manager App by WORK 365 solves this issue by tackling the problem at its root: the attachments themselves. Using Attachment Manager, any attachments sent or received in Dynamics 365 will automatically be relocated to Azure BLOB storage outside of Dynamics CRM. Any attachments of notes created will similarly be relocated; the attachments of email or notes will then be replaced in Dynamics 365 with a link that will take you directly to the file saved in Azure BLOB storage once opened.

Click on the link to view the published Press Release WORK 365 Uses Azure to Slash Dynamics 365 Storage Costs

WORK 365 Announces Newest Release of Report Scheduler for Microsoft Dynamics CRM

Tool Saves Sales and Marketing Teams Hundreds of Hours by Automating Reporting

(6/23/16, Vienna, VA) WORK 365, a leading Microsoft Dynamics CRM Apps developer, is pleased to announce the release of the latest version of its Report Scheduler add-on for Microsoft Dynamics CRM. Report Scheduler is just one of the many products from WORK 365 that allows users of Microsoft Dynamics CRM to simplify their daily processes through responsive customization. Report Scheduler will save Microsoft CRM users hundreds of hours by giving them the power to easily schedule the creation and sending of customized reports through automatic email delivery. The latest release integrates important customer feedback received by WORK 365 to ensure the highest levels of user friendliness and efficiency.

Report Scheduler allows users to easily create and schedule CRM report views within Dynamics and automatically send that view data to their colleagues, including non-CRM users. The Add-On is available for Dynamics 2011, 2013, 2015, and 2016 and provides CRM users with a significant time savings by eliminating the need to manually pull data from the out-of-the-box solution based on inbound requests. Report Scheduler has been well received by sales and marketing teams, IT administrators, and senior-level managers who rely on regular performance measurement through reports and dashboards but have been frustrated by time-consuming Dynamics CRM data administration required to keep their teams informed in the past.

 

One of the newest features of Report Scheduler providers the functionality to deliver data attachments, so users can receive CSV or TXT files that can easily be opened with Microsoft Excel. While Report Scheduler already sends data in the automatically generated email body, the attachment option can also be useful when there is a need to create backups within a regular data integrity effort.

 

Report Scheduler is just one of the unique Microsoft Dynamics CRM Add-On solutions provided by WORK 365. WORK 365 also offers complete installation and support of software solutions for small businesses and large enterprises alike. To learn more about how the Report Scheduler add-on solves the common challenge of data reporting and regular delivery, any interested user of Microsoft Dynamics CRM can sign up for a free trial of Report Scheduler.

WORK 365 Introduces 1-Click PDF Add-On for Microsoft Dynamics CRM

WORK 365 introduces the 1-Click PDF App, a productivity solution for Microsoft Dynamics CRM that converts CRM data and reports into PDF, Word and Excel documents in just 1-Click.

The 1-Click PDF Add On is designed to enhance productivity, and can be used to generate PDF quotes, orders, invoices, mail-merge, account summary, contact profile, work orders, reports, and charts, in just one click. Document generation using 1-Click PDF works via a button in the ribbon on top of a grid or form, or via a button within the form. The functionality presents convenient options and three free templates, saving time and enhancing efficiency for users.

“Generating a document from CRM is sometimes challenging and involves several steps, sometimes upwards of 5 to 8 clicks…the 1-click pdf automates this and allows the user to do this in 1 single click. This is an instant productivity boost for all CRM users!” said Ismail Nalwala, CEO, IOTAP Inc.

Key Features of the 1-Click PDF Add On include:  

  • Easy configuration and setup
  • Generate PDF, Word as well as Excel documents from reports
  • Runs from form as well as grid
  • Ability to save the document locally
  • Ability to save the document directly to notes
  • Ability to attach the document automatically in a new email – ready to send

The add-on is available as a free version as well as paid one. Please click here for more information.