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Pax8 Integration

Pax8 billing, unified in one revenue operations platform.

Name: Work 365
Price range: $

Bring your Pax8 subscriptions, products, and billing data into Work 365. Reconcile distributor charges, automate customer invoicing, and run your direct and indirect business from the same engine.

Native to Dynamics 365Multi-currencyDirect and indirect in one system

Pax8 data syncing into Work 365

Pax8

Subscriptions, products, billing

Synced

↓ Reconciled on Dataverse

Work 365

Reconcile, price, invoice

Processing

↓ Invoice generated automatically

✓

Your customers

Accurate, on-time billing

Billed

Native connector

Billing motions

Manual reconciliation

One Engine Both Motions

Run Pax8 indirect billing and Microsoft direct-bill from a single platform, not two disconnected tools.

Reconcile with Confidence

Match Pax8 subscriptions and charges against what you bill your customers, automatically.

Native to Dynamics 365

Built on Dataverse and Power Platform. Your billing lives where your business already runs.

Multi-currency by Default

Bill customers across regions in their own currency without a separate system.

What you can do

Run Pax8 billing from your revenue operations platform

Connect the connector once and your distributor data works the way the rest of your business does.

Reconcile Pax8 billing automatically

Bring distributor charges into Work 365 and match them to customer billing, so margin stops slipping through the gaps.

One catalog across every source

Sell Pax8 products, the full Microsoft catalog, ISV add-ons, and your own services from a single product catalog.

Bill the way your deals are structured

Recurring, usage-based, hybrid, time and materials, or one-time. The billing model follows the deal, not the tool.

Run direct and indirect side by side

Partners who buy both ways manage everything in one system instead of reconciling across two.

How it works

From Pax8 to a finished invoice

Step 1

Connect

Link your Pax8 account to Work 365 in a guided setup.

Step 2

Sync

Subscriptions, products, and billing data flow into Dataverse.

Step 3

Reconcile

Distributor charges are matched against customer billing.

Step 4

Bill

Accurate invoices go out automatically on your schedule.

Proof

What partners get from one connected platform

2 to 3%

revenue leakage recovered

Recovered margin that was quietly slipping through reconciliation gaps, with return on investment inside three months.

GadellNet

4 fewer

finance operations roles needed

“Watertight billing. That nervousness around revenue leakage has gone away.” Paula McTeer, Head of Finance Operations, TSG

TSG

300%

CSP growth without adding headcount

Scaled subscription volume threefold while keeping the same operations team in place.

Innovia Consulting

Evaluating the fit

Questions partners ask

Can I run Pax8 indirect billing and Microsoft direct-bill in the same system?+

Yes. Work 365 supports Microsoft Partner Center alongside distributor connectors like Pax8, so partners who buy both ways run everything through one platform.

Does Work 365 reconcile Pax8 charges against customer billing?+

Yes. Distributor subscriptions and charges sync into Work 365 and are matched to what you bill your customers, which is where most revenue leakage is recovered.

Is Work 365 multi-currency?+

Yes. You can bill customers in their own currency across regions from one platform, without standing up a separate billing system per market.

Is the integration native to Dynamics 365?+

Yes. Work 365 is built natively on Microsoft Dataverse and Power Platform, so your distributor billing data lives in the same system as the rest of your business.

Can I bill my own services and ISV products alongside Pax8 subscriptions?+

Yes. One product catalog spans the Microsoft CSP catalog, ISV add-ons, and your own services and products.

What billing models are supported?+

Recurring, usage-based, hybrid, time and materials, and one-time billing are all supported, so the model fits the deal.