Work 365 Introduces more Payment Integrations

Work 365 provides more payment automation and payment collection options through its integration with leading payment processors like GoCardless and Stripe.

Reston, VA – February 12, 2020 IOTAP, announced the release of its latest version of the Work 365 with more Payment processing options for its global user base.Work 365 is a subscription management and billing automation application built on Dynamics 365 and used by Microsoft Partners in the CSP program. Partners use Work 365 from within Dynamics 365 to automate and manage their processes for customer subscription tracking, provisioning CSP licenses and generating invoices.As a Billing Automation application Work 365 now provides additional payment collection capabilities for invoices by integrating with payment providers like Stripe and GoCardless.  

Collection of cash against subscription and recurring invoices can be challenging without automation and systems. Automatic payment systems that support Direct Debit and Credit cards have different benefits and costs. Payment functions for creating and managing payment profiles must be secure and PCI compliantWork 365 automates these tasks around profile management and cash collection in a secure PCI compliant framework.  

Stripe and GoCardless help us cover a broad range of payment collection needs for users around the world including credit cards, and direct bank transfers. They are both also important because of their user base and their capabilities around recurring payments. These integrations allow us to provide a holistic end to end solution for users of Work 365 to go from quote to cash in their Dynamics 365 application. said Ismail Nalwala, co-CEO of IOTAP.   

About IOTAP 

IOTAP is a leading Dynamics ISV. IOTAP is the creator of Work 365, the leading Subscription Management and Billing Automation solution on Dynamics 365. Work 365 helps companies align sales and billing by automating the quote to cash process as a native Dynamics 365 application. Work 365 is used worldwide for its features around subscription management, self-service, billing automation and payment management. Work 365 is a Trademark of Work 365 LLC

Contact
Paulo Theodoro
[email protected]
571-429-5171 

Click on the link to view the published Press Release: Work 365 Introduces more Payment Integrations

Work 365 Offers Simplified Automated Provisioning for Microsoft Indirect Partners

Work 365 now provides automated provisioning for Microsoft Indirect Partners that are using Synnex as their Distributor for Cloud Services.

RESTON, Va.Sept. 17, 2019 — Microsoft Gold Partner IOTAP, an IT consulting and Dynamics 365 Independent Software Vendor, today announced that its Work 365 cloud business automation application will now facilitate automated provisioning for Microsoft Indirect Partners via new integration with business-to-business IT services distributor Synnex.

Work 365 is built on Dynamics 365 for Sales and is completely integrated with the Microsoft Partner Center allowing Direct partners to directly provision, view invoices, reconcile invoices, and Bill for Usage-based services through Microsoft Partner Center. Now Work 365’s integration with Synnex allows Microsoft Indirect Partners to use Synnex’s APIs to receive similar capabilities in provisioning services as its core offering for Microsoft Direct Partners.

Under the latest changes to the Microsoft Cloud Solution Provider program, qualifying to be a Direct Partner requires cloud billing infrastructure and automated provisioning capabilities, as well as a paid support plan and the ability to provide the first level of cloud support. Partners who don’t want to or can’t take on the requirements of a Direct Partner but still want to grow their cloud business can now use Work 365 to automate and provision their services, using Synnex as the provider.

“We are excited about this integration with Synnex because of how it creates a better service offering for Indirect partners and their customers and also creates a path for some direct partners to move into using Distributors like Synnex that have API’s while still receiving the same functionality and automation to scale their business,” said Ismail Nalwala, CEO of IOTAP.

To learn more about the latest version of Work 365 as well as Work 365 Sync, visit work365apps.com.

About IOTAP

IOTAP is a Gold-certified Microsoft global partner and cloud solutions provider that offers solutions and services to connect, communicate, and collaborate with your internal and external customers and peers across your organization.

Contact
Ismail Nalwala
[email protected]
571-429-5171
Click on the link to view the published Press Release: Work 365 Offers New, Simplified Provisioning for Microsoft Indirect Partners

Learn more about how to streamline your subscription-based and usage-based business with Work 365

Work 365 Sync for Self-Service and Provisioning Automation

Work 365 Sync solves significant provisioning and customer self-service challenges faced by Microsoft Partners

RESTON, Va.Aug. 16, 2019 — IOTAP, a Microsoft Gold Partner, announced the release of its Work 365 Sync application at this year’s Microsoft Inspire Conference in Las Vegas. Work 365 Sync solves a critical service automation challenge by enabling self-service for their end-customers and provisioning automation for Partners in the CSP Program. Work 365 Sync is a lightweight easy to setup solution for partners to bring all the Partner Center and provisioning data right into Dynamics 365.

Work 365 Sync is part of the Work 365 application suite, which solves common pain points such as Microsoft license management, subscription management, and billing automation. Work 365 Sync is built on Dynamics 365 and provides integration for Direct and Indirect partners further extending the applications partners are already using. Partners start a trial and can use Sync to quickly provision subscriptions, track azure usage, manage the cloud relationship and enable self-service.

“Work 365 Sync helps Partners that are not looking for billing or invoice automation to still scale their cloud services business, for fixed annual investment,” said Ismail Nalwala, CEO of IOTAP. “As Dynamics 365 users and Microsoft Partners ourselves, we know how important self-service, provisioning and customer data is to us and our users.”

Contact
Ismail Nalwala
[email protected]
571-429-5171
Click on the link to view the published Press Release: Work 365 Sync for Self-Service and Provisioning Automation

Learn more about Work 365 Sync for Microsoft Partners in the CSP Program

Work 365 Teases New Release Ahead of Microsoft Inspire Conference

New integrations, features, and partnerships provide a holistic approach to cloud business needs for Microsoft customers

Reston, Va. – June 24, 2019, IOTAP, a Microsoft Gold Partner, recently released the newest updates to its Work 365 subscription management and billing automation solution for Microsoft Partners, CSPs, and ISVs. These features further enhance and automate sales, operations and billing needs for IT services providers and companies selling recurring services in order to scale their business. IOTAP will be showcasing these latest features at Booth 1605 during Microsoft’s Inspire Conference this July 14-18th, 2019 in Las Vegas.

Work 365 tackles common pain points such as billing automation, provisioning of custom bundles, and customer self-service. Work 365’s latest updates feature more capabilities that help Microsoft partners streamline end-to-end business processes.

The latest updates include:

Internationalization – Work 365 adapts to different languages and technical requirements, further expanding its applicability to support partners with global customers and partners operating all around the world
Global Taxes – The billing solution includes the ability to add all local and regional taxes for Partners around the world
Sales Process Automation – Integrated order provisioning capabilities now available from within the Dynamics 365 sales application
Accounting System Integrations – Work 365 users can now integrate subscription and billing operations with their accounting systems
Updated Customer Self-Service Features – The solution offers increased flexibility for self-service by end users

“This new release of Work 365 creates opportunities and possibilities for our customers and will allow for different pricing and bundling scenarios. We continue to integrate with other systems and make the sales, operations and finance process for Microsoft Partners and CSPs more efficient,” said Ismail Nalwala, co-CEO of IOTAP. “The platform is customizable, allowing cloud service providers of all sizes to scale their business. The Work 365 solution is a game-changer for businesses looking to build recurring revenue.”

These new features are part of the continues improvements IOTAP is making to Work 365. The application’s functionality will continue to expand through strategic relationships with core technology partners in the Dynamics eco-system, with more announcements to come soon.

Those interested in Work 365 can visit booth #1605 during Microsoft’s Inspire Conference this July 14-18th, 2019 in Las Vegas, USA.

About IOTAP

IOTAP is a Gold-certified Microsoft global partner and cloud solutions provider that offers solutions and services to connect, communicate, and collaborate with your internal and external customers and peers across your organization.

Contact
Ismail Nalwala
[email protected]
571-429-5171
Click on the link to view the published Press Release: Work 365 Teases New Release Ahead of Microsoft Inspire Conference

Work 365 Version 2.0 Subscription Management and Billing Automation Platform Now Available on Microsoft AppSource

Reston, VA, USA — February 4, 2019 — IOTAP, a Microsoft Gold Partner and Global Direct Cloud Solutions Provider (CSP), today announced the availability of its Work 365 version 2.0 application on Microsoft AppSource, an online cloud marketplace providing tailored line-of-business solutions. Created by IOTAP’s cloud solutions experts, Work 365 is a fully integrated customer experience platform that helps partners and CSPs increase profit margins, provide exceptional service, and grow revenue all from within a single application.

Work 365 is an ideal solution for Microsoft partners looking to scale their cloud and recurring revenue business through the Microsoft CSP program.

Work 365 provides a coordinated orchestration of sales, support, finance and billing tasks in one system to allow CSP partners to grow their business profitably by streamlining processes:

  • Automate subscription management, including billing, invoicing, refunds, and credits.
  • Create, provision, and manage custom bundles and solutions.
  • Simplify customer onboarding that includes agreement registration and bidirectional data sync with the Partner Center
  • Allow customers to manage their own licenses and subscriptions with easy-to-use self-service portals
  • Centralize management of incentives and sales commissions

Work 365 empowers cloud partners to deliver exceptional customer experiences,” said IOTAP’s co-CEO, Ismail Nalwala. “It simplifies your entire back end so that you can focus on creating unique service and product offerings that help you stand out and grow.

Kirsten Edmondson Wolfe, Senior Director, AppSource Product Marketing, Microsoft Corp., said, “We’re excited to welcome Work 365 to Microsoft AppSource, which gives our partners great exposure to cloud customers around the globe. Microsoft AppSource offers partner solutions such as Work 365 from IOTAP to help customers meet their needs faster.

Work 365 is built on Microsoft Dynamics 365, offering Microsoft partners and CSPs an extensible platform to scale and operate the entire business while streamlining billing, invoicing, sales, and customer service operations.

Get a free trial of Work 365 at its page on Microsoft AppSource.

About IOTAP

IOTAP is a Gold-certified Microsoft global partner and cloud solutions provider that offers solutions and services to connect, communicate, and collaborate with your internal and external customers and peers across your organization.  For more information on Work 365, please visit – www.work365apps.com

Contact

Ismail Nalwala

IOTAP

+1703-884-3363

[email protected]

Click on the link to view the published Press Release: Work 365 v2.0 Subscription Management and Billing Platform Now Available on Microsoft Appsource

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 here https://help.work365apps.com/documentation/billing/upgrade-work-365/

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
[email protected]
+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
[email protected]
+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 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