Work 365 Newsletter November 2020


Looking ahead in 2020

2020 is winding down!

2020 was a year packed with news from all around the world. We are grateful to have the opportunity to continue to release new versions of Work 365 and grow our team to support our users. Here are your some of your Work 365ers on a company call around Halloween.

halloween-costumes-teams


Work365 Release

What’s Inside 3.5? Here are some highlights!

  • Support for more languages through the Self-Service portal
  • Advanced Subscription management and Contract pricing capabilities
  • More Payment Processor Integrations
  • T&M billing and unified service billing on one invoice

.. And Much More!


Work 365 Spotlight

Here’s some stuff you may have missed!

  • Your coop funds can be used to pay for investments in Work 365:
  • Past Online Webinar and Events:
  • Recent Survey: In a recent survey we conducted
    • approximately 90% of partners who have a Billing Automation and Self-Service portal were excited about the Microsoft performance standard requirement.
  • Referral Program: If you think others could benefit from your experience and usage of Work 365 take advantage of our Referral Program.

Take the Work 365 Assessment

Work 365 helps you manage and grow Subscription based revenue. There is a direct ROI and benefit of using a system like Work 365. See how you could be doing with this assessment. Take the assessment here.

Register today

Leverage the Work 365 Course

Found directly in the application, the Role-based content offers users of the application training and helpful tips and guidance on Work 365 capabilities.

course


Announcements

Announcements: Microsoft’s New Performance Standard for CSP partners

Direct Bill Partners will need to meet a revenue threshold of 300k to stay in the Direct Bill program. The requirement will go into effect in January of 2021 and some partners may be considering their options. Read More..

Referral Program


Work 365 Events

Register for the upcoming webinar on December 10th

Discussion on using Work 365 and driving ROI

Work 365 Training Sessions: Join our bi-weekly training sessions! ​​​

This training is private bi-weekly training for Work 365 users. Learn how to use Work 365 in various methods, best practices, and insights you have not seen before! Sign up here.

Live Training


Latest Blogs

Subscription-based businesses grow by expanding their customer base and simultaneously providing new services for existing customers. The only way to build a successful recurring, subscription-based business is through the deployment of the right tools.

Humans are error-prone and don’t want to do repetitive tasks. No matter what kind of safeguards are in place, expensive mistakes are likely to happen as you scale and grow.

Feedback and Reactions from CSP Partners

Options for Direct Bill CSP Partners with Microsoft’s New CSP Requirements

Three Steps to Accelerate your CSP revenue

8 Signs you need to Invest in your CSP business

Read more like these articles here.

Work 365 Newsletter June 2020


Together
In this Together

Over the last few months, we have all adopted a new way of life.

Wishing you and your loved ones good health and safety,

Ismail Nalwala and Work 365 Team


Work365 Spotlight
What is Inside 3.1? Here are some of the highlights!

  • Provisioning
    • More Intelligence with Provisioning
    • Visibility into the Synchronization between Partner Center and Work 365
  • Billing
    • We support Invoicing now in French, Dutch, Spanish, German, Russian, and Portuguese
  • Payments
    • Work 365 Payment Processor with PayNow

release3.1

Watch our video with the latest changes


Information you Should Know
Here is Some Stuff you may Have Missed!

Extend Work 365 with PowerApps Automate: Expand your Work 365 App capabilities using PowerApps, PowerPortal, PowerAutomate, and PowerBI to manage processes and drive outcomes. From license change notifications to complex business processes.

Collecting Cash Fast is one of the key metrics for building a successful recurring revenue business. Very often the longer it takes to collect cash the higher the risk of collecting that cash correctly. Collect payments automatically through cards using integrations to Global leaders in payment services.


CSP News
Microsoft Partner Agreement Implementation Update Applicable

All partners in the CSP Program should have accepted the agreement for all of their transacting CSP tenants.

To help prevent any disruption to business, Microsoft decided to extend the next phase of implementation. If you have not done so already, please complete the following actions. CSP Overview in Partner Center.


Online Webinars and Events
Online Webinar and Events

Accounting Integration with your Work 365 Billing System: Building recurring revenue means being able to invoice on flexible schedules including monthly, annual, and sometimes quarterly frequencies.

Reconciliation in Work 365: One very important question we get very often from Finance and Accounting teams is how does Work 365 help with CSP reconciliation?

Reconciliation of vendor invoices is an important accounting function and in the Microsoft CSP partner world, that means reconciling your customer billing with your invoices from Microsoft or your distributor.


Take the Work 365 Assessment

The Work 365 assessment helps you gain perspective on the benefits and costs associated with running a Subscription-based CSP business. Take the assessment now and then again a few months and compare your results to analyze the progress you have made. Take the assessment here.


Leverage the Work 365 Course

Found directly in the application, the Role-based content offers users of the application training and helpful tips and guidance on Work 365 capabilities.

course


Referral Program


Work 365 Events

Work 365 Training Sessions: Join our bi-weekly training sessions! ​​

Learn how to use Work 365 in various methods, best practices, and insights you have not seen before! Sign up here.

Live Training


Work 365 Webinar: Renewal Management for Recurring Revenue

In this event, you will learn how to get started with Renewal Management!

  • Best Practices – Who should be responsible for Renewals
  • Automating Renewals
  • Managing dates and pricing around renewals using Work 365

Register now to learn about management and best practices for Recurring Revenue.

Thursday, June 18th, 11:00 AM – 11:45 AM EST

Register today


Latest Blog Article

Extend Work 365 with PowerApps Automate

Work 365 is built on the PowerApps platform as a native Dynamics Application. With Automatic provisioning capabilities changes to licenses from within the Dynamics 365 application get provisioned automatically to the Microsoft Partner Center and distributors like TechData and Synnex.

This also means that your end customers who use the Work 365 self-service portal can add or reduce the number of licenses and have them provisioned directly with the providers.

Changes to licenses from the Portal get synced back to Work 365 and then provisioned automatically. From a service standpoint, it is very important that these provisioning changes are tracked and managed.

Read More >>>

KB Article >>>

Work 365 Newsletter January 2020


Looking ahead in 2020
Goodbye to 2019 and Getting going with 2020!

2019 was an exciting year for Work 365. We were at many of the events throughout the year:

  • Business Applications Summit in Austin
  • Directions in Las Vegas
  • Inspire in Las Vegas
  • Extreme in Orlando
  • Summit in Orlando

We iterated through 4 releases of the application from January to our release in October 2019. We built integrations, developed new capabilities, addressed technical and security requirements and scaled our infrastructure to accommodate the users of Work 365.

team2020

Your Work 365 Customer Success Team “Chilling” at TopGolf in Ashburn VA!

Thank you for being part of the journey with us in 2019.

Outlook for 2020

Our focus in 2020 is going to be to continue to help you scale with Work 365. We are doing this through our investments in revenue generation and payment collection processes.


Work365 Spotlight
What is Inside 3.0? Here are some of the highlights!

  • “¿Hablas Español?” Work 365 is now available in Spanish
  • Microsoft Customer Agreement Acceptance through the Self-Service Portal
  • CSP Price Lists Integration with your Dynamics Product Catalog
  • More Payment Processor Integrations
  • Inbuilt Role based Training Content
  • Modern Commerce and Azure Plan Support for Billing

Work 365 Release
Here is Some Stuff you may have missed!

  • Product Launch: Sync was launched in August of 2019 as a light weight setup for Work 365 and a way to start providing Self-service to your end customers with automatic provisioning to Partner Center and Distributors.
  • Online Webinar and Events:
  • Referral Program: If you think others could benefit from your experience and usage of Work 365 take advantage of our Referral Program.
  • Support and Consultation services to help you get the most of your investment.

Take the Work 365 Assessment

The Work 365 assessment helps you gain perspective on the benefits and costs associated with running a Subscription based CSP business. Take the assessment now and then again a few months and compare your results to analyze the progress you have made. Take the assessment here.

Register for the upcoming webinar on Accounting System Integration with Work 365!

Register today


Leverage the Work 365 Course

Found directly in the application, the Role-based content offers users of the application training and helpful tips and guidance on Work 365 capabilities.

course


Announcements
Announcements: Microsoft’s New Commerce Experience and Understanding the Azure Plan

Partners will need to have their customers confirm acceptance of the Microsoft Customer Agreement by January 31st, 2020. If these agreements are not signed, no new subscriptions can be added or license counts changed in Partner Center.

Here are the 3 methods of confirming the MCA:

  • Attestation through Partner Center
  • Attestation through APIs like Work 365
  • Sending the agreement link to accept the terms of the agreement through the Microsoft 365 Admin Center

Partner Earned Credit (PEC) in the new commerce experience is earned at the Resource level of an Azure tenant. If partners manage the tenant at the resource group or subscription level, they receive PEC on all resources within those containers. Reader level access to resources do not qualify for PEC.

Once access is granted, Partners should ensure they will earn PEC for that customer’s Azure subscription by tying it back to the Partner’s MPN ID.

Partner Requirements

  • Billing relationship with MSFT
  • Provision the subscription
  • 24/7 operational control of the Azure resources in CSP (Azure Admin access)

On the Microsoft price list, all items will be listed at retail price with a monthly exchange rate for the existing 16 supported currencies:

  • AUD, GBP, CNY, EUR, JPY, NZD, RUB, CHF, BRL, CAD, DKK, INR, KRW, NOK, SEK, TWD. Any currency not listed will be billed in USD.
    • Then any earned PEC is taken off the total invoice amount as a net charge.

For existing Microsoft Azure subscriptions, Partners will continue to receive separate reconciliation files for usage and license based subscriptions. However, moving forward in the new commerce model, any new subscriptions created for the following offers will be consolidated to one recon file:

  • Offers consolidated to one recon file: Microsoft Azure, Azure Plan, Azure reservations, server subscriptions, marketplace offers
  • Partners will have a single recon file per currency

Understanding the Azure Plan vs. Microsoft Azure

Microsoft Azure will be available through Nov 1st, 2020. Thus customers currently consuming Microsoft Azure will need to be transitioned over to the new Azure plan before that period.

Partners purchasing a new Azure offer in Partner Center must choose between Microsoft Azure or the Azure plan. Partners will not be able to provision both offerings at the same time.

Provisioning the Azure plan: Partners choosing the Azure plan must ensure the terms of the Microsoft Customer Agreement are accepted. Resellers will have a one time provisioning of the Azure plan per customer via Partner Center. The Azure plan acts as a container for all Azure subscriptions. When the Azure plan is provisioned, an Azure subscription underneath the Azure plan is created by default.

  • To provision additional Azure subscriptions, Partner’s would NOT provision additional Azure plans. Instead, additional Azure subscriptions can be created under the customer’s existing Azure plan through the Azure Management Portal.

Transitioning a Microsoft Azure subscription to the Azure Plan:

  • If customers have existing Microsoft Azure subscriptions, Partner resellers will need to transition those subscriptions to the new Azure plan.
  • Partners transitioning the original Microsoft Azure offer to the Azure plan can initiate the transition directly in Partner Center. There is no customer action required.
    • In Partner Center, there will be a button on the Microsoft Azure subscription to transition to the Azure plan. After hitting the button, Partner Center will direct Partners to the Azure Management Portal for the transition to be processed and completed.

Managing Azure Resources for PEC (Partner Earned Credit):

  • To earn PEC on Azure plan subscriptions, Partners must, at minimum, have AOBO (Admin On Behalf Of) Access at the resource level.
    • Direct CSP Partners or Indirect Providers provisioning new Azure subscriptions are automatically assigned AOBO rights to perform administrative tasks on the customer’s Azure AD tenant on behalf of the customer.
      • Customers do not have admin rights unless provided by the Partner; however, customer’s do have the ability to remove a Partner’s AOBO access.
      • Indirect CSP Partners: For Indirect CSP Partners to gain access, their Direct Providers must give AOBO rights to the Indirect CSP Partner.
  • Azure resources can also be managed through RBAC (Role-Based Access Control):
    • RBAC is assigned to specific users where the appropriate RBAC roles can be assigned at the resource level (ie. resource, resource group, subscription).

Referral Program

 

Work 365 Events

Work 365 Training Sessions: Join our bi-weekly training sessions! ​​​

Learn how to use Work 365 in various methods, best practices, and insights you have not seen before! Sign up here.

Live Training


Work 365 Webinar: Accounting Integration with Your Work 365 Billing System

This session will cover best practices around integrating your Work 365:

  • Billing System with your Accounting system
  • Entities and Records that you integrate with your Accounting System
  • Tools and Options to Integrate your Billing and Accounting System
  • Managing Deferred Revenue for Annual and Quarterly invoices
  • Best practices around the invoicing life cycle

Thursday Feb 20th 11:00 AM – 11:45 AM EST

Watch the Recording now (1)


Latest Blogs

How Manual Processes in Your Business Can Be Hindering your Growth

Subscription-based businesses thrive through growth from their existing customer base while simultaneously continuing to acquire new customers. It’s a cumulative effect, each customer is a building block. Once you get the grasp of this the only way to build a successful Recurring, Subscription-based business is through automation and the deployment of the right tools for your internal teams and your customers.

Humans are error-prone and they don’t want to do repetitive tasks. No matter what kind of safeguards are in place, expensive mistakes are likely to happen as you scale and grow. Automated processes for billing, subscription management and invoicing are the foundational elements to grow a Subscription-based business model through recurring revenue.

Read more from this article here.

 

Work 365 2.7 Fall 2019 Release

Version 2.7 addresses the core needs around business insights and self-service.

Work 365 Newsletter March 2019

Inside Work 365

Work 365 Spotlight

Upcoming Version 2.5 with New and Exciting Features

Work 365 Version 2.5 will contain many exciting features and will be available for Partners mid-late April. Some features to highlight:

CSP Microsoft Announcements 

  • March 2019 is the deadline for Direct CSP Partners to meet the new program requirements. Partners are required to have
    • Purchased a support plan: Either Advanced Support for Partners or Premier Support for Partners
    • At least one managed service, IP service, customer solution or application
    • Minimum infrastructure capabilities, including billing, credit check, customer support resources
      • This includes enabling self-service to customers
    • Proven growth and performance in these areas: usage, consumption, customer success management, customer base growth, Microsoft platform, and solution selling, revenue performance and growth
  • If Microsoft determines these requirements as not being met, Direct Partners will no longer be eligible to provision licenses for customers directly with Microsoft, and they will need to transition to a CSP indirect reseller.

Event

Work 365 Training Sessions

Bi-weekly Training Sessions

These sessions are useful for all levels of Work 365 users. We are looking for feedback on what questions you have, and specific examples or situations are highly encouraged. Furthermore, these sessions will be open-ended to address all questions Partners have. To submit feedback or a question you would like us to address, please send it here.

Register your feedback at https://bit.ly/Work365Feedback

Register for bi-weekly training sessions at https://bit.ly/Work365Training

Latest Blogs

Work 365 Version Handles Microsoft’s New Control Panel Vendor Program Security Requirements and MFA

Microsoft recently announced new mandatory security requirements that tackle potential security risks from unauthorized access to the Microsoft Partner Center, the CPV program. A Control Panel Vendor (CPV) is an independent software vendor that develops applications for use by Cloud Solution Provider (CSP) partners to enable them to integrate their systems with Partner Center APIs.

The new security model from Microsoft is based on the requirements:

  • CPV Vendors and the tenants cannot store credentials
  • API based access must provide the purpose of impersonating credentials to access partner center
  • Use a consent framework to receive permissions
  • The systems and CPVs must be able to support any future requirements
  • Both human and system admin CPV users must use multi-factor authentication to access the partner center

Click here to view the complete blog.

Work 365 Newsletter February 2019

Inside Work 365

Work 365 Spotlight

Latest Release 2.1

Work 365 version 2.1 has the following new features!

  • Fully compliant with MFA and security requirements for Partner Center
  • Notification Alert on Reseller Request when customer’s sign the MCA
  • Invoice Run Reports (preview mode)

Work 365 Release

New Version 2.1 Addresses Microsoft’s latest Partner Center Security Requirements and Provides Invoice Run Reports

Work 365 is compliant with Microsoft’s Partner Center Security Requirements. Get the details here Work 365 Security Changes for Direct Partners using the Partner Center. Upgrade Now to version 2.1 through the Help & About page. To set up the 2.1 integration with Partner Center, follow the documented instructions: Configuring Microsoft Partner Center Provider.

Work 365 v2.1 produces Invoice Run Reports through the Work 365 Labs initiative. These reports give you quick access to invoicing statistics and most error and success statistics.

Join us on March 7, 2019, at 11 am EST to learn more about Self-Serice and e-Commerce capabilities in Work 365- Register here at https://bit.ly/Work365Webinar

CSP Microsoft Announcements 

Billing Change for Azure reservations & server subscriptions:

  • Effective March 1, 2019, Microsoft is changing the billing cycle for Azure reservations & server subscriptions from the 1st to the end of the calendar month.
  • Currently, the billing cycle is based on the partner’s billing period and this change affects the invoice availability from the partner’s billing end date +3 days) to the 8th of the calendar day (UTC) of the following month.
  • The change is applicable to all Direct bill partners and Indirect providers and covers Azure reservations and Server subscriptions only. Other billing remains as they are, although it is indicated that they will align with this new format at some future date.
  •  Please refer to this Yammer thread for more information.

CSP Direct Bill Requirements, and Indirect Transition Capability:

  • In 2018, Microsoft announced the new Direct bill CSP requirements. Go to this Yammer post to see the announcement. To review these requirements, you can reference the CSP Program FAQ v3 here. Microsoft recently announced that “Starting March 2019: all direct bill partners past their CSP onboarding anniversary month without meeting the direct bill requirements will be restricted to add new customers or new subscription-only as an indirect reseller. These (Partners can still manage the existing customer subscriptions in the same tenant but will not be able to add new customers or subscriptions as a direct bill Partner).”
  • Microsoft also highlighted a new CSP reseller transition capability that allows direct CSP Partners to work with an indirect reseller using the same tenant. This capability will be available for Partners with September to December anniversary dates. Note: Once Partners enroll as an indirect reseller using the new capability, there will be no option to reverse one’s status as a direct bill the only tenant. Partners should fully evaluate business needs before enrolling as an indirect reseller.

Partner Center Security Requirements:

  • Microsoft previously announced that MFA will be enforced for Partner Center access starting February 4, 2019. The compliance deadline has been postponed by Microsoft until a new deadline date is announced. Partner accounts that access the Partner Center UI and/or use the API must have multifactor authentication enabled. In addition, the MFA solution needs to be Azure AD compatible. Partner’s having Azure AD Premium Plan 1 or higher will be able to leverage this to meet the MFA requirements. Partner’s that work with a CPV (Control Panel Vendor) such as Work 365 will need to provide consent from an MFA enabled account for the CPV solution to continue working for the partner. Refer the FAQ for details.

Microsoft Cloud Agreements:

Microsoft extended the deadline for compliance with the Microsoft Cloud Agreement (MCA) for partners accesing their customer information and Partner center through the API. Beginning March 22, 2019 Work 365 will enforce the cloud agreement acceptance.

Event

Work 365 Training Sessions

Bi-weekly Training Sessions

These sessions are useful for all levels of Work 365 users. We are looking for feedback on what questions you have, and specific examples or situations are highly encouraged. Furthermore, these sessions will be open-ended to address all questions Partners have. To submit feedback or a question you would like us to address, please send it here.

Register your feedback at https://bit.ly/Work365Feedback

Register for bi-weekly training sessions at https://bit.ly/Work365Training

Latest Blogs

CPV Solution for Payment Collections and Recurring Billing with Work 365

Work 365’s automated billing and payment management system allows Partners and CSPs to streamline accounting and sales by having all aspects of the billing management in one place. Partners can provision new customer accounts with the pricing and sales information that was used to win an opportunity in just a few clicks using the Customer Account Provisioning Wizard. Finance and Accounting can use Work 365 to

  • Review provider invoices
  • Reconcile vendor bills with customer services
  • Manage invoices
  • Receive payments for the Billing Contracts that are set up in the system through the ability to create customer payment profiles and collect money.

Click here to view the complete blog.

Work 365 Newsletter January 2019

First off, a very Happy New Year! We are excited to kick off 2019 with our first newsletter and some exciting announcements. We finished 2018 with the release of version 2.0 thanks to all the great feedback we received from Partners. Last year was full of CSP program changes and updates and we are happy to report that we kept up with them!

  • Microsoft started the year out with the Billing re-alignment for CSP partners (no more free periods)
  • Direct Partners needed to invest a Billing Automation System, and Advance Support for Partners
  • Acceptance of Microsoft Cloud Agreements was enforced in November
  • Product changes – more products are available through the CSP program
  • Azure Program changes with the availability of Reserved Instances

Our focus in 2018 was Scaling the cloud business with Profitability in mind. Our efforts through the year culminated in version 2.0 which was focused on streamlining internal partner operations like Billing, Subscription Management, Provisioning, Bundling and Payment collections.

Current Motion and Development

Our efforts in 2019 will be around enabling outstanding customer experiences. We will leverage the power of Dynamics 365, e-commerce, Azure and AI to create Self-service scenarios for your end-customers. Looking forward to seeing you at the Philadelphia IAMCP New Kick-off event! Thank you for your support and look forward to seeing you at one of the upcoming events throughout the year!

– Ismail Nalwala
Follow on LinkedIn

Inside Work 365

Work 365 Spotlight

Latest Release 2.0

Work 365 version 2.0 has many new features!

  • Process customer payments for any invoice in Work 365 using Authorize.net
  • Includes Billing Contract level support for Processing of Refunds
  • Complete subscription life-cycle management from with Work 365 from provisioning to suspension and de-provisioning
  • Address Microsoft’s new Partner Center API security requirements due to the integration between Work 365 and Partner Center
  • Advanced error handling for Provisioning Failures. The license changelogs will show error details.
  • Enhanced Billing Contract Forms includes Agreements, Invoices and Contract Values

Track all your Provider Invoices data in Work 365. Provider invoices include License data from Partner Center for ease of license reconciliation.

Work 365 Release

New Version 2.0 Enables Partners to Manage Customer Payments within Work 365

Partners can now manage payment profiles and process payments in Work 365. A Work 365 payment profile will include a name “credit card ending in xxxx,” Account Name, a processor number reference, and date history. Payment profiles can either be created by the Partner or by sending a profile request directly to the customer. Work 365 payment processing is fully PCI compliant! Credit Card data is not stored or saved within Work 365 Application. The payment profile request can be branded.

When you are ready to charge the customer, just click on “Charge Invoice” button that appears on the top of the invoice form, select an existing payment profile and enter the amount to charge. The full invoice amount will automatically populate, but partial payments are also an option.

Announcements

Work 365 Pricing Changes

Effective January 1st, 2019, Work 365 will be available on an Annual pricing basis. Current users of Work 365 will have the option of maintaining their monthly subscriptions or moving to the new annual model.

CSP Microsoft Announcements 

Microsoft has announced that MFA will be enforced for PartnerCenter access starting February 4, 2019. Partner accounts that access the PartnerCenter UI and/or use the API must have multifactor authentication enabled. In addition, the MFA solution needs to be Azure AD compatible. Partner’s having Azure AD Premium Plan 1 or higher will be able to leverage this to meet the MFA requirements. Partner’s that work with a CPV (Control Panel Vendor) such as Work 365 will need to provide consent from an MFA enabled account for the CPV solution to continue working for the partner. Refer the FAQ for details.

Event

Work 365 Training Sessions

Bi-weekly Training Sessions

These sessions will be designed for Work 365 beginners, intermediate, and advanced users. We are looking for feedback on what questions you have, and specific examples or situations are highly encouraged. Furthermore, these sessions will be open-ended to address all questions Partners have. To submit feedback or a question you would like us to address, please send it here.

Register your feedback at https://bit.ly/Work365Feedback

Register for bi-weekly training sessions at https://bit.ly/Work365Training

Latest Blogs

Sales Incentive Management with Work 365

Why Have Sales Incentives? High-performance sales team know the answer to this and generally, any organization trying to achieve goals knows incentives work to motivate our teams and create a competitive environment.

So incentive plans are important for several reasons:

  • Acknowledgment of Milestones and Achievements
  • Exceeding sales goals
  • Fostering teamwork
  • Improving employee retention
  • Motivating sales staff
  • Rewarding employees
  • Rewarding extraordinary Service and Top performers

Click here to view the complete blog.

Work 365 Newsletter November 2018

Work 365 Spotlight

Upcoming release 2.0 – Available Early December

Work 365 version 2.0 has many new features to look forward to! Microsoft CSPs will now be able to:

  • Process customer payments for any invoice in Work 365.
  • Manage license reconciliation across Providers.
  • Leverage enhanced customer reports and change logs on the self-service portal.
  • Address Microsoft’s new Partner Center API security requirements due to the integration between Work 365 and Partner Center.
  • Provision customers for Partner Center set up billing contracts, and provision licenses all within the Work 365 allowing Partners to manage the entire deal closing process for sales within one solution.

Work 365 Release

New Version 1.8 Simplifies Deal Closing Process from Sales to Support 

Through the new Work 365 Onboarding workflow, Work 365 users can now close deals easier and faster than ever! After a deal is closed, Work 365 users can provision tenants, set up customer billing contracts and subscriptions, and provision licenses all within Work 365! This cuts downtime and energy spent moving between different systems during the deal closing process allowing Partners to scale their business quicker and more profitably.

To see the detailed process on the customer Onboarding Workflow, you can check out this published Press Release Work 365 Solves Tough Customer Onboarding Issues for CSPs


Announcements

CSP Microsoft Announcements 

Microsoft has introduced a new security model for access to Partner Center APIs. This model is built on the Azure AD consent framework and is aimed at eliminating the need for providing user credentials to access the Partner Center APIs. This is especially relevant in the case of partners that use a Control Panel Vendor (CPV); which is a third-party ISV (such as Work 365) that provides billing and automation services to CSP partners. In an effort further, improve security, CPVs will now be required to register with Microsoft. The implementation date of this is 12-Dec-18, and the enforcement date is 4-Feb-19.

Microsoft also announced that Multifactor Authentication (MFA) will be mandatory for access to the Partner Center portal. CSP partners that connect to the Partner Center portal will now be required to have an MFA solution (Microsoft or Third Party) before they will be able to log in and perform operations from within the Partner Center portal. This will be enforced as of 4-Feb-19.

The deadline for tracking the signing of the Microsoft Cloud Agreement (MCA) came into effect on 7-Nov-18. While executing the MCA was always a part of the CSP agreement, Microsoft now requires that the MCA details be tracked in Partner Center. For those that are using Partner Center APIs, this deadline is extended until 22-Mar-19.

Finally, Microsoft has tweaked the process for CSP authorization. The invitation link of CSP authorization now points to Microsoft Store for Business and has an option to remove Delegated Administration. Until now, Partners got DA privileges when they got authorized as a CSP for a tenant. With this change, partners are now able to select whether they want to get DAP access on a customer tenant.


Event

Join us at eXtreme365 in Austin, Texas


Latest Blogs

Seven Pros and Cons of Microsoft’s Change to Default Office 365 Delegated Admin Privileges (DAP) for Partners in the Partner Center

Microsoft has been making an investment and change in the CSP program. Some of these changes are program changes and technology changes to better align the channel.

Some of the recent changes include Advanced SupportBilling Automation, Microsoft Cloud Agreements which we covered in our previous webinar and now Beginning November 1, Delegated Admin Privileges (DAP) are no longer automatically granted by default.

Click here to view the complete blog.

 

Learn How Work 365 will automate your CSP business!

Sign Up for Latest Work 365 Webinar

Work 365 Newsletter October 2018

Work 365 Spotlight: Upcoming release 1.8

  • Microsoft CSP Cloud Agreements with clients will be updated within Work 365! Due to Work 365’s integration with Partner Center, Direct CSP Partners will no longer need to update the agreement status directly in Partner Center and can make any changes through Work 365.
  • Managing Payments: Partners will be able to add credit card information to a client’s billing contract, and accept payments.
  • Invoice Integration: Work 365 will have invoice integration with Xero, Quickbooks, and Microsoft Business Central.

To learn more about managing payments and the invoice integrations with Work 365, sign up for our next webinar: Managing Payments and Invoice Integration using Work 365.

Work 365 Release: 1.5.2 Details

If you have not updated your system yet be sure to update to Work 365 version 1.5.2. which features some minor updates.

  • Self Service Portal: The self-service portal in Work 365 now includes usage-based subscriptions under subscription types allowing Partners to see Azure reports and analytics on customer consumption. It’s an excellent way for clients to track their own monthly consumption of Azure to maintain usage costs.
  • Customer Invoices: The self-service portal now also includes generating customer invoices through Work 365 which allows customers to easily know what they are being billed each month without having to ask their providers.

Additionally, here are some minor updates:

    • Miscellaneous bugs
    • Some backend revamped configurations
    • A new field entry in Billing Contracts: ‘Next Invoice Date‘. This field is automatically generated by the system when the scheduled invoice date is triggered
    • Auto-send invoice functionality enables customers to receive an invoice from Work 365 automatically
  • Manual Provider no longer updates the status of ChangeLog, it only sends out reminder emails
  • Ability to reset service credentials

To update your system, you can download the latest version 1.5.2 zip file directly in Work 365 by going to Work 365 > Administration > Help & About; however, the latest features for the self-service portal are not available by zip file on the Help & About page. If you are currently using the self-service portal and would like to download the latest features, please reach out to Work 365 Ready.

New Customer Experience for DAP

Beginning Nov. 1, when Partners use Partner Center to connect with customers, they will have the option to choose whether their relationship with them includes Office 365 Delegated Admin Privileges (DAP). Prior to this change, all new relationships included Office 365 DAP by default, and the removal of DAP in Office 365 occurred after the reseller relationship was established. Furthermore, instead of being directed to the Microsoft Office Admin Portal when accepting reseller relationship invitations, customers will now be directed to the Microsoft Store for Business.

Whether Partners choose to include Office 365 DAP for new customers (a setting which must be checked off in Partner Center) will influence the landing page customers to see in the Microsoft Store for Business. For the Microsoft Store for Business experience with DAP, customers will accept DAP privileges as usual. For the Microsoft Store for Business experience without DAP (again an option that must be checked off in Partner Center), customers will accept a reseller relationship that does not include DAP. In other words, DAP is not mentioned in the invitation, and customers will need to assign Partner permissions themselves in Office 365 and Azure.

Next Steps

  • Starting Nov. 1, 2018 Partners must choose whether to include DAP when establishing new reseller relationships using Partner Center.
  • Send invitations using the appropriate links.
  • Ensure you update existing documentation to reflect the new experience.

We will discuss these changes in our next Work 365 Webinar if you would like to learn more. Any additional information on this topic will be shared in our Work 365 Yammer Group.

Tip of the Month

Bundle different types of subscriptions as differentiated product offerings!  

Work 365 allows Partners to bundle together license based subscriptions, usage-based subscriptions, and even service-based subscriptions. What this means is that Partners can create bundles incorporating Microsoft licensed products and usage products like Azure, third-party vendor products, packaged IP, and services such as support and migration services in the Work 365 application.

To create bundles like these, Partners create a parent subscription with the name of the bundle and then child subscriptions, the various products, and services included in the bundle, are added and linked to the parent subscription. Anytime a customer wants to add licenses to their subscription all the Partner has to do is add the licenses to the parent subscription and the child subscriptions are automatically updated. When the invoice is automatically generated the only subscription information that shows comes from the parent. This allows Partners to send simplified invoices that only show the product bundles they provide and not the various products and services included within the bundle.

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