# Work 365 – Cloud Billing Automation and CSP Management Platform > Work 365 is a subscription management and billing automation platform built for Microsoft Cloud Solution Providers (CSPs). It helps automate invoicing, provisioning, customer self-service, and reconciliation — all built natively on Microsoft Dynamics 365 and Power Platform. > The platform supports both Direct and Indirect Microsoft CSPs and integrates with Microsoft Partner Center, enabling seamless automation of license-based and usage-based services. Work 365 also includes tools for CRM, contract management, Azure cost visibility, and revenue recognition. ## Pages - [Finance and Operations](https://work365apps.com/solutions/finance-and-operations/) - [Directions NA 2026](https://work365apps.com/directions-na-2026/) - [CSP - Home Page - B](https://work365apps.com/csp-b/) - [CSP Billing Platform](https://work365apps.com/csp-billing-platform/) - [Frontier Partner](https://work365apps.com/frontier-partner/) - [Enterprise CSP Revenue Operations Platform](https://work365apps.com/enterprise-csp-revenue-operations/) - [CSP Billing Operations](https://work365apps.com/csp-billing-operations/) - [Directions EMEA giveaway](https://work365apps.com/directions-emea-giveaway/) - [Simply CSP Management & Billing - B Version](https://work365apps.com/landing-page/simply-csp-management-billing-b/) - [Directions EMEA 2025](https://work365apps.com/directions-emea-2025/) - [Work 365 PV](https://work365apps.com/work-365-pv/) - [Managed Service Provider (MSP) Solutions](https://work365apps.com/solutions/managed-service-provider-msp/): Automated Billing Built with CTOs In Mind Work 365 automates subscription management, invoicing, and payments for recurring services delivered by... - [Microsoft CSP Billing Automation and Subscription Management](https://work365apps.com/csp/): Automate CSP billing, invoicing, and renewals with Work 365. Built on Microsoft Dynamics and Power Platform, trusted by partners worldwide. Book a demo and simplify CSP operations. - [Work 365 Customer Activity](https://work365apps.com/work-365-customer-activity/): Manage and Grow Recurring Revenue with Confidence. Align billing with sales, streamline operations, and maximize profitability. Customer Activity ⟳ ACV:... - [CSP Management & Billing for Microsoft Partners](https://work365apps.com/landing-page/csp-management-billing-for-microsoft-partners/): We’re Work 365. Unlock new levels of efficiency with Work 365, the CSP and subscription billing platform specifically for Microsoft... - [CSP Licensing Solutions](https://work365apps.com/solutions/license-specialist/): Built by Experts, Tailored for You Work 365 is the #1 CSP Billing and CSP Management platform for Microsoft Licensing... - [Watch Work 365 Demo](https://work365apps.com/watch-work-365-demo/): Watch our 10-minute demo to see how Work 365 automates billing and subscription management. Complete the form to watch our... - [Request Demo Power](https://work365apps.com/request-demo-power/): Get ready to supercharge your business with Work 365 Power - the ultimate solution for CSP Management and Billing FEATURES:... - [Ingram Micro Integration](https://work365apps.com/integrations/ingram-micro-integration/): to enable subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and Managed Service Providers (MSPs). Are you ready... - [Avalara Integration](https://work365apps.com/integrations/avalara-integration/): Automated tax calculations and compliance made easy. Learn about Work 365 and Avalara integration. Get started today! - [Etn Category](https://work365apps.com/etn_category/) - [Etn Tags](https://work365apps.com/etn-tags/) - [Etn Speaker Category](https://work365apps.com/etn-speaker-category/) - [Terms of Use](https://work365apps.com/terms-of-use/): Terms Of Use AGREEMENT BETWEEN USER AND IOTAP Inc The IOTAP Inc Web Site is comprised of various Web pages... - [Job Opportunities](https://work365apps.com/careers/job-opportunities/) - [Work 365 Webinar for Microsoft CSP Management](https://www.work365apps.com/work-365-live-demo-webinar/): Virtual Event 11:00 AM ET | 8:00 AM PT | 4:00 PM GMT How Infinity Group grew 60% on the... - [Thank You Download](https://work365apps.com/thank-you-download/): We have received your request and the resource will be sent to the email address you provided shortly. Please check... - [Glossary](https://work365apps.com/glossary-2/) - [Partner with Us!](https://work365apps.com/partner-with-us/): Get access to the world of Billing Automation, Subscription Management, Self-Service, and Payment Solutions to differentiate, propel your Dynamics practice,... - [Partner’s Guide to Making the Most of Dynamics 365 IUR](https://work365apps.com/partners-guide-to-making-the-most-of-dynamics-365-iur/): In the article, we will learn Microsoft Partner’s benefit for Dynamics 365 and the IURs, Work 365 + Dynamics 365 understanding. - [Customer Success](https://work365apps.com/solutions/customer-success/): Avoid spending time providing general support and give better control to the customers. Let CSPs focus on areas that require more attention rather than internal support burden. - [Security as a Value](https://work365apps.com/security-as-a-value/): IOTAP Inc’s security & compliance principles guide how we deliver our products and services, enabling people to simply and securely... - [Finance and Operation](https://work365apps.com/solutions/finance-and-operation/): Avoid time-consuming manual finance operational activities with intelligent billing & invoicing automation software. Get better visibility over accounts payable and... - [Sales Management](https://work365apps.com/solutions/sales-management/): Work 365 helps cloud businesses to streamline sales process with flexible billing cycles, subscription automation. This can reduce manual efforts on the sales process. - [Download Microsoft New Commerce Experience Resources](https://work365apps.com/download-microsoft-new-commerce-experience-resources/): Download Whitepaper – Your Ultimate Guide Webinar Checklist – Your Ultimate Guide Blog Blog Blog Blog Webinar Webinar Webinar Continue... - [Are You New Commerce Experience (NCE) Ready?](https://work365apps.com/are-you-new-commerce-experience-nce-ready/): In this webinar, you will learn how Work 365 enables Microsoft Partners to become Microsoft New Commerce Experience (NCE) ready. - [Understanding the Impact of Microsoft New Commerce Experience on Billing and Operations](https://work365apps.com/understanding-the-impact-of-microsoft-new-commerce-experience-on-billing-and-operations/): Ultimate guide for understanding the impact of Microsoft new commerce experience on billing and operations. Download Now. - [ConnectWise Integration](https://work365apps.com/integrations/connectwise-integration/): to enable subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and Managed Service Providers (MSPs). Simplify subscription billing... - [Release Updates](https://work365apps.com/release-updates/): Questions? Visit our help center Our latest release notes are here Release Note → jQuery('. post-categories li a:contains("Release Notes")'). closest('.... - [Microsoft New Commerce Experience](https://work365apps.com/csp-billing/nce/): NCE is the new way for invoicing subscription-based cloud solutions to accelerate digital growth and for customers to have better-aligned... - [Request Your Trial](https://work365apps.com/work-365-trial/): Sign up for Work 365 Trial. Work 365 is a subscription management and billing automation solution for Microsoft Partners. - [New Commerce Experience Round Table](https://work365apps.com/new-commerce-experience-round-table/): We have covered Impact of New Commerce Experience on Self-Service and Policies, Overage Charges, Transitions, Renewal & Price Changes. - [Microsoft Dynamics 365 Business Central Integration](https://work365apps.com/integrations/microsoft-dynamics-365-business-central-integration/): to enable subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and Managed Service Providers (MSPs). Reduce financial barriers... - [Work 365 Office Hours](https://work365apps.com/work-365-office-hours/): Join our weekly Office Hours for personalized assistance, guidance, and knowledge sharing. Connect with Work 365 specialists to get help... - [Take Control of Your Growing Cloud Services Business](https://work365apps.com/take-control-of-your-growing-cloud-services-business/): Whether you’re an ISV or MSP, competition is fierce & Microsoft’s requirements are constantly changing. Download the eBook to understand how to grow cloud services business. - [Time and Professional Service Billing](https://work365apps.com/time-and-professional-service-billing/): Work 365 provides an easy-to-use platform that brings all your billing together in a complete, integrated solution, built on Dynamics... - [Cloud Assessment (Lite) Landing Page](https://work365apps.com/assessment-roi/): A quick look at how automation is impacting another business. What processes and efforts Microsoft Partner is using. A Sample ROI Report. - [Pricing](https://work365apps.com/pricing/): No matter where you are in your growth journey, Work 365’s flexible pricing scales with your business - contracts, revenue,... - [Microsoft Partner Incentive Co-op Funds with Work 365](https://work365apps.com/use-microsoft-co-op-funds/): Work 365 is a customer engagement application built on Dynamics and unlocks new revenue opportunities and boost client engagement. - [Revenue Subscription Reports](https://work365apps.com/revenue-subscription-reports/): Work 365 is a recurring subscription revenue automation software with reports and dashboards which can deliver the business insights you need to grow! - [CSP Navigator](https://work365apps.com/csp-billing-platform/product-catalog-management/) - [Schedule a Demo](https://work365apps.com/schedule-a-demo/) - [Taxes](https://work365apps.com/dynamics-365/taxes/): Tax Processing for Dynamics CRM. Eliminate manual calculations, increase accuracy, save time for your entire team and focus on growing your Recurring Revenue. - [Payment Processing](https://work365apps.com/payment-processing/): Work 365 is recurring payment software to streamline, automate and grow your recurring revenue globally with multiple payment methods. - [News](https://work365apps.com/news/): Stay updated with latest Work 365 Press Releases and News from the intelligent Billing and Subscription Platform for Dynamics CRM - [Case Studies](https://work365apps.com/case-studies/): Work 365 Case Studies and understand how Work 365 helped Microsoft Partners in Billing Automation and Subscription Management. Read the Work 365 Case Studies. - [Newsletter](https://work365apps.com/newsletter/): Work 365 Newsletter and Join us and stay updated with newsletter about Work 365 Products and Services. Read more. - [Webinar Archive](https://work365apps.com/webinar-archive/): Watch Work 365 Recorded Webinar Series related to Billing Automation and Recurring Subscription Management for Microsoft Partners CSPs. - [Subscription Management](https://work365apps.com/subscription-billing-automation/): Work 365 is a simplified subscription billing management automation to streamline the tracking of recurring, usage-based, and non-recurring subscriptions with flexible billing terms. - [Careers](https://work365apps.com/careers/): WORK 365 is an ISV and Microsoft Partner based in USA. If you enjoy fast-paced problem solving, multitask person, you’ll thrive at Work 365. - [Integrations](https://work365apps.com/integrations/) - [SaaS subscription management and billing software](https://work365apps.com/solutions/isv-saas-subscription-management-and-billing-software/): Work 365 is SaaS Subscription Billing Management and Automation Software and helps Dynamics ISVs manage Customer Contracts for recurring revenue while integrating with the Sales Order provisioning processes in Dynamics CRM. - [Microsoft CSP Billing Provisioning](https://work365apps.com/solutions/microsoft-csp-billing-provisioning/): Work 365 automates subscription management, invoicing and payments for your recurring business. Streamline sales, operations and finance processes with a... - [Record Clone - Microsoft Dynamics CRM](https://work365apps.com/dynamics-365/record-clone-microsoft-dynamics-crm/): Record Clone allows you to create a duplicate record with the same values as the parent record. Technical overview Works... - [Billing Automation](https://work365apps.com/csp-billing/automation/): Streamline operational activities with advanced billing automation capabilities for your recurring business. Technical Overview Work 365 is powered by the... - [Blog](https://work365apps.com/blog/): Insight for Microsoft Partners Get insights and news about the CSP program and everything to do with Subscription Management and... - [Our Technology](https://work365apps.com/our-technology/): Work 365 Apps is partner up with Microsoft Dynamic 365, Microsoft Azure and Power BI. Work 365 helps Microsoft CSP partners to grow revenue and maintain customer service. - [Marketing Automation Work 365](https://work365apps.com/marketing-automation-work-365/): WORK 365 & ClickDimensions is a complete solution for Microsoft Partners. We have an exclusive ClickDimensions Offer for Work 365 Customers. - [Self-Service Portal Branding and Setup](https://work365apps.com/self-service-portal-setup/): Customer self service portals create great customer experiences! We can bring your unique personality to your IT PowerApps portal to... - [Work 365 Onboarding](https://work365apps.com/on-boarding/): Work 365’s onboarding is structured, transparent, and designed for CSPs like you. Whether you’re an MSP, ISV, or distributor; we’ll... - [Referral](https://work365apps.com/referral/): WORK 365 is committed to helping our users scale their business and grow their recurring revenue. Put in a good word and introduce us will you - [Sync](https://work365apps.com/dynamics-365/sync/): Self-Service portal for CSP partners. Sync is built for CSP partners to enable automatic provisioning and order placement into the... - [1 Click PDF](https://work365apps.com/dynamics-365/1-click-pdf/): 1-Click PDF is a productivity solution for Microsoft Dynamics CRM that converts reports to PDF, Word or Excel documents in just 1-Click. - [Integrated Marketplace with Dynamics 365](https://work365apps.com/solutions/marketplace/): Work 365 Cloud MarketPlace allows your customers to find and purchase cloud services. Sell your products and services as a bundle with automated Invoicing and provisioning. - [Report Scheduler for Microsoft Dynamics 365 Online and On-Premise](https://work365apps.com/dynamics-365/report-scheduler-ms-dynamics-crm/): Add-on for Microsoft Dynamics 365 enables easy scheduling of data which is delivered automatically via email. Technical overview Works with... - [Email To Case Automation - Microsoft Dynamics CRM](https://work365apps.com/dynamics-365/email-to-case-automation-microsoft-dynamics-crm/): Helping your company efficiently manage the support process by automatically creating cases from emails and auto-populating case fields from the... - [Dynamics 365 Apps](https://work365apps.com/dynamics-365/): The easiest way to get Microsoft MS CRM Dynamics 365 Apps, Add-ons onto your Dynamics CRM Instance.Report Scheduler, Record Clone, Email To Case. - [Self Service](https://work365apps.com/csp-billing/self-service/): Self Service Portals Self Service is about Customer Experience. Buyers are willing to pay for a better customer experience. With... - [Recurring Billing and Subscription Management](https://work365apps.com/recurring-billing-subscription-management/): Built on Dynamics 365, Work 365 is a recurring billing system and subscription invoicing management platform for CSPs partners and helps to streamline sales, and grow monthly recurring revenue. - [Partner](https://work365apps.com/partner/): WORK 365 is committed to helping our partners grow revenue through meaningful partnerships and collaborative relationships. - [Record Clone - Release Notes](https://work365apps.com/record-clone-release-notes/): Record Clone Release Notes of Microsoft Dynamic CRM Add-on with User Guide and Download Options. Visit to know more. - [Report Scheduler- Release Notes](https://work365apps.com/report-scheduler-release-notes/): Report Scheduler Release Notes of Microsoft Dynamic CRM Add-on with User Guide and Download Options. Visit to know more. - [Email to Case Automation - Release Notes](https://work365apps.com/email-to-case-release-notes/): Email to Case Automation Release Notes of Microsoft Dynamic CRM Add-on with User Guide and Download Options. Visit to know more. - [1 Click Pdf - Release Notes](https://work365apps.com/1-click-pdf-release-notes/): 1 Click PDF Release Notes of Microsoft Dynamic CRM Add-on with User Guide and Download Options. Visit to know more. - [Downloads](https://work365apps.com/release-notes-and-downloads/): Microsoft Dynamics 365 CRM Add-ons Downloads and Release Notes, created by Work 365 Apps team. Visit for more information. - [Work 365 CSP Consult and Demo](https://work365apps.com/csp-demo/): Work 365 is an automatic provisioning and billing automation platform for CSPs. This includes Subscription Billing, Invoicing, Self Service. - [About Us](https://work365apps.com/work-365-about-us/): Work 365 is a Billing and Subscription Management application built on Dynamics 365 and Power Platform. Work 365 was developed... - [Terms and Conditions](https://work365apps.com/terms-and-conditions/): Terms and Conditions These Terms and Conditions (this “Agreement”) govern the relationship between IOTAP Inc. (the “Company”) Work 365 Subscription... - [Privacy Policy](https://work365apps.com/privacy-policy/): Privacy Policy for Work 365 the Billing Automation and Subscription application for CSP Partners using Microsoft Dynamics CRM 365 - [Contact](https://work365apps.com/contact/): Contact Work 365 for you intelligent Billing Automation and Subscription aplication for Microsoft Dynamics CRM 365 - [Videos](https://work365apps.com/videos/): Watch these demo videos for understanding of How Work 365's Azure Billing Automation, Subscription Management, Invoicing, Provisioning and Self Service Portal etc can help CSPs to scale their Cloud Business. ## Posts - [How CSP partners move from reactive reconciliation to finance-led governance](https://work365apps.com/how-csp-partners-move-from-reactive-reconciliation-to-finance-led-governance/): Reading Time: < 1 minuteFor Microsoft CSP partners, the question is no longer whether subscription billing can be automated. It... - [Microsoft confirms a separate July 1 pricing-precision change for EEA currencies](https://work365apps.com/microsoft-confirms-a-separate-july-1-pricing-precision-change-for-eea-currencies/): Reading Time: < 1 minuteInside the June Partner Center announcements, alongside the headline price increase, sits a smaller change worth... - [Microsoft's New Agent 365 Prerequisite Is Live: What It Changes for Your Billing and Provisioning](https://work365apps.com/microsofts-new-agent-365-prerequisite-is-live-what-it-changes-for-your-billing-and-provisioning/): Reading Time: < 1 minute Microsoft Agent 365 can no longer be sold as a standalone line. Here’s what the new... - [Direct vs Indirect CSP: What Actually Changes for Your Business](https://work365apps.com/direct-vs-indirect-csp-what-actually-changes-for-your-business/): Reading Time: < 1 minute“If I move to indirect, do I lose the automation I have built? ” It is... - [From Local IT Provider to Global Partner of the Year](https://work365apps.com/from-local-it-provider-to-global-partner-of-the-year/): Reading Time: 6 minutes - [EST Enforcement Is Live. July Price Increase Is Six Weeks Away](https://work365apps.com/est-enforcement-is-live-july-price-increase-is-six-weeks-away/): Reading Time: < 1 minuteMay is turning into one of the busiest months in recent memory for Microsoft CSP partners. - [Microsoft 365 July 2026 Price Increase: CSP Partner Guide](https://work365apps.com/microsoft-365-july-2026-price-increase-csp-partner-guide/): Reading Time: < 1 minute Microsoft is raising Microsoft 365 prices on July 1, 2026 across Business, Enterprise, and Frontline plans... - [Your customers already expect self-service.](https://work365apps.com/your-customers-already-expect-self-service/): Reading Time: < 1 minute Customers just assumed it would exist. And when it did, the taxi companies that required a... - [The CSP Billing Audit: 5 Numbers Every BC Partner Should Track](https://work365apps.com/the-csp-billing-audit-5-numbers-every-bc-partner-should-track/): Reading Time: < 1 minuteMost revenue leakage in a CSP practice does not announce itself. There is no failed transaction,... - [Work 365 PV 3.2 Updates: Billing, Pricing & Azure Enhancements](https://work365apps.com/work-365-pv-3-2-updates-billing-pricing-azure-enhancements/): Reading Time: 6 minutes - [Work 365 is Heading to Directions NA 2026](https://work365apps.com/work-365-is-heading-to-directions-na-2026/): Reading Time: < 1 minuteDirections North America is the one event in the Business Central calendar where the whole community... - [Work 365 DV Updates: Renewals, Payments & Billing](https://work365apps.com/work-365-dv-updates-renewals-payments-billing/): Reading Time: 6 minutes - [Beyond Automation: How Enterprise Microsoft CSPs Maintain Control at Global Scale](https://work365apps.com/beyond-automation-how-enterprise-microsoft-csps-maintain-control-at-global-scale/): Reading Time: < 1 minuteEnterprise Microsoft CSPs face a fundamentally different set of challenges than their smaller counterparts. You are... - [PSA Billing Is the Start, Not the End of CSP Billing Automation](https://work365apps.com/psa-billing-is-the-start-not-the-end-of-csp-billing-automation/): Reading Time: < 1 minuteFor most Microsoft partners, your PSA is the operational backbone of your business. It tracks work,... - [NCE, MCA, EST: Why Your CSP Platform Must Evolve Faster](https://work365apps.com/nce-mca-est-why-your-csp-platform-must-evolve-faster/): Reading Time: < 1 minuteMicrosoft ships a policy update. Partner Center changes a workflow. Your billing team inherits a new... - [EST in Microsoft CSP Partner Adoption Plans + Operational Playbook](https://work365apps.com/est-in-microsoft-csp-partner-adoption-plans-operational-playbook/): Reading Time: 6 minutes - [How Abakion Automated CSP Licensing and Billing with Work 365](https://work365apps.com/how-abakion-automated-csp-licensing-and-billing-with-work-365/): Reading Time: < 1 minuteAs Microsoft partners grow their cloud businesses, operational complexity grows with them. - [Why CSP Billing Breaks at Scale — And What Finance Teams Miss](https://work365apps.com/why-csp-billing-breaks-at-scale-and-what-finance-teams-miss/): Reading Time: < 1 minuteThe hardest part of scaling a Microsoft practice isn’t selling. It’s keeping billing, cost, and margin... - [Billing Schedules in CSP Billing: The Missing Layer Between Contracts and Invoices](https://work365apps.com/billing-schedules-in-csp-billing-the-missing-layer-between-contracts-and-invoices/): Reading Time: < 1 minuteIf you’ve ever finished monthly billing and still felt uneasy, like something slipped through, you’re not... - [Work 365 Delivers Purpose-Built Revenue Operations for Microsoft Cloud for US Government](https://work365apps.com/work-365-delivers-purpose-built-revenue-operations-for-microsoft-cloud-for-us-government/): Reading Time: 2 minutesRESTON, Va. – Feb. 9, 2026 – IOTAP Inc. , creator of Work 365, the Microsoft Revenue Operations Platform,... - [Build vs Buy: Why Infinity Group Chose Work 365 to Scale CSP Billing](https://work365apps.com/build-vs-buy-why-infinity-group-chose-work-365-to-scale-csp-billing/): Reading Time: < 1 minuteWhen Microsoft makes a change to its commercial programs, it rarely reverses course. NCE. GDAP. Monthly... - [What Is a CSP Licensing Tool and When Microsoft Partners Actually Need One](https://work365apps.com/what-is-a-csp-licensing-tool-and-when-microsoft-partners-actually-need-one/): Reading Time: < 1 minuteMicrosoft Cloud Solution Providers (CSPs) don’t usually wake up thinking we need a CSP licensing tool. - [From Manual Billing to 300% CSP Growth: Innovia Consulting’s Work 365 Story](https://work365apps.com/from-manual-billing-to-300-csp-growth-innovia-consultings-work-365-story/): Reading Time: < 1 minuteInnovia Consulting scaled its CSP business by thousands of licenses—without adding sales or support staff. That... - [Microsoft CSP Billing Automation: How Modern Partners Scale Revenue Without Losing Control](https://work365apps.com/microsoft-csp-billing-automation-how-modern-partners-scale-revenue-without-losing-control/): Reading Time: < 1 minuteor Microsoft CSP partners, growth today comes with a strategic trade-off. Many partners are weighing the... - [Why Fixing CSP Billing Made Infinity Group a Microsoft Frontier Partner](https://work365apps.com/why-fixing-csp-billing-made-infinity-group-a-microsoft-frontier-partner/): Reading Time: < 1 minuteWhen Microsoft talks about Frontier Partners, it’s easy to assume the conversation starts and ends with... - [Frontier Partner Blueprint: Platform Transformation, AI, and the Future of CSP Operations](https://work365apps.com/frontier-partner-blueprint-platform-transformation-ai-and-the-future-of-csp-operations/): Reading Time: 4 minutes - [Making GDAP Work for You: Control, Compliance and Customer Trust](https://work365apps.com/making-gdap-work-for-you-control-compliance-and-customer-trust/): Reading Time: < 1 minuteEvery CSP relies on delegated access to keep customer environments running smoothly. But that access also... - [Extended Service Terms (EST) in Microsoft CSP — What Partners Need to Know](https://work365apps.com/extended-service-terms-est-in-microsoft-csp-what-partners-need-to-know/): Reading Time: < 1 minuteMicrosoft has introduced a significant update to how CSP subscriptions behave after their term ends: Extended... - [Microsoft Ignite 2025: What CSP Partners Need to Know for 2026](https://work365apps.com/microsoft-ignite-2025-what-csp-partners-need-to-know-for-2026/): Reading Time: < 1 minuteMicrosoft Ignite 2025 delivered significant announcements that will shape how CSPs sell, manage, and support cloud... - [November 2025 Microsoft CSP Updates: What Partners Must Do](https://work365apps.com/november-2025-microsoft-csp-updates-what-partners-must-do/): Reading Time: < 1 minuteNovember 2025 CSP Update: What MSPs, CSP Partners & Billing Ops Must Act On Now November... - [How a Client Self-Service Portal Transforms Microsoft CSP Operations](https://work365apps.com/how-a-client-self-service-portal-transforms-microsoft-csp-operations/): Reading Time: < 1 minuteIn today’s Microsoft cloud ecosystem, customers expect instant visibility, self-service options, and frictionless interactions. For CSPs... - [Work 365 Renews SOC 2 Type II Compliance, Reinforcing Enterprise-Grade Security for Microsoft CSP Partners.](https://work365apps.com/work-365-renews-soc-2-type-ii-certification-for-2025/): Reading Time: 2 minutesThe re-certification underscores Work 365’s ongoing investment in secure operations and compliance, ensuring Microsoft partners can manage... - [Microsoft Customer Attestation Enforcement: Partner Impact, and Recommended Actions](https://work365apps.com/microsoft-customer-attestation-enforcement-partner-impact-and-recommended-actions/): Reading Time: < 1 minuteMicrosoft is introducing major changes to how Microsoft partners confirm that their customers have accepted the... - [Why Recurring Billing in Business Central Still Falls Short for CSPs](https://work365apps.com/why-recurring-billing-in-business-central-still-falls-short-for-csps/): Reading Time: < 1 minuteMicrosoft Business Central offers native Subscription Billing for recurring revenue, but for CSP partners, it’s only... - [Managed CSP Billing Operations: Automate Microsoft Cloud Billing](https://work365apps.com/managed-csp-billing-operations-automate-microsoft-cloud-billing/): Reading Time: < 1 minute Microsoft CSP partners sit at the heart of the cloud ecosystem, but they’re also in constant motion.... - [Microsoft FY26 CSP Promotions: What’s New and how to manage CSP promos](https://work365apps.com/microsoft-fy26-csp-promotions-whats-new-and-how-to-manage-csp-promos/): Reading Time: < 1 minuteMicrosoft’s October 2025 Promo Readiness Guide brings two major new Copilot offers and extensions of key... - [How CSPs Can Manage Billing for Multi-Entity Customers at Scale](https://work365apps.com/how-csps-can-manage-billing-for-multi-entity-customers-at-scale/): Reading Time: < 1 minuteMicrosoft Cloud Solution Providers (CSPs) face unique billing challenges when customers are themselves multi-entity organizations. - [How Multi-Entity CSPs Can Simplify Billing Across Subsidiaries and Tenants](https://work365apps.com/how-multi-entity-csps-can-simplify-billing-across-subsidiaries-and-tenants-2/): Reading Time: < 1 minuteMulti-entity organizations face one of the toughest billing challenges in finance operations: balancing centralized control with... - [Why Flexi Billing Is the Game-Changer Microsoft CSPs Have Been Waiting For](https://work365apps.com/why-flexi-billing-is-the-game-changer-microsoft-csps-have-been-waiting-for/): Reading Time: < 1 minuteBilling is the beating heart of every Microsoft Partner business, yet for many CSPs and MSPs,... - [Microsoft Attestation Deadlines – Act Before Jan 2026](https://work365apps.com/microsoft-attestation-deadlines-act-before-jan-2026/): Reading Time: 4 minutes - [New Launch: Work 365 PV 3.0 - The Ecosystem Standard for Microsoft CSP Billing](https://work365apps.com/the-ecosystem-standard-for-microsoft-csp-billing/): Reading Time: < 1 minuteMicrosoft CSPs lose 3–7% of revenue to billing errors, manual reconciliation, and disconnected systems. For a... - [EA to CSP Migration: Microsoft’s New Reality, CSP Partners’ Big Opportunity](https://work365apps.com/ea-to-csp-migration-microsofts-new-reality-csp-partners-big-opportunity/): Reading Time: < 1 minuteNov 1, 2025: Microsoft will align EA, MPSA, and OSPA Online Services pricing with Microsoft list... - [Work 365 Launches PV 3.0: The Keystone Power App for Microsoft CSPs](https://work365apps.com/work-365-launches-pv-3-0-the-keystone-power-app-for-microsoft-csps/): Reading Time: 2 minutesIOTAP Inc. , creator of Work 365, a leader in CSP Management and billing software for Microsoft... - [How Work 365 Helps Microsoft Partners Scale Without Losing Control](https://work365apps.com/how-work-365-helps-microsoft-partners-scale-without-losing-control/): Reading Time: < 1 minuteIf you’re looking to grow your CSP business, one of the first questions you’ll face is:... - [Stop Drowning In Excel: Why CSPs Need Real-time Billing Automation](https://work365apps.com/stop-drowning-in-excel-why-csps-need-real-time-billing-automation/): Reading Time: < 1 minuteExcel is great for pivot tables. It’s terrible for running a multi-million-dollar CSP business. - [Maximizing Microsoft FY26 CSP Promotions with Work 365 PV 3.0](https://work365apps.com/maximizing-microsoft-fy26-csp-promotions-with-work-365-pv-3-0/): Reading Time: < 1 minuteWhy partners are leaning harder on promos in FY26. Microsoft’s FY26 Q1 promotions are among the... - [IOTAP Named to 2025 Inc. 5000 List of America's Fastest-Growing Private Companies](https://work365apps.com/iotap-named-to-2025-inc-5000-list-of-americas-fastest-growing-private-companies/): Reading Time: 2 minutesIOTAP, the creator of Work 365, today announced that it has been recognized on the prestigious Inc. 5000 list of... - [Introducing Work 365 PV 3.0: Scale Without Chaos](https://work365apps.com/introducing-work-365-pv-3-0-scale-without-chaos/): Reading Time: 4 minutes - [Automate Everything. Watch the Exceptions.](https://work365apps.com/automate-everything-watch-the-exceptions/): We typically see two camps of partners: The pragmatists in pain — those who’ve been burned by billing errors, renewal... - [Work 365 Launches Certified Provider Integration (CPI) Program to Help Distributors and CSPs Navigate Microsoft's Evolving Ecosystem](https://work365apps.com/work-365-launches-certified-provider-integration-cpi-program-to-help-distributors-and-csps-navigate-microsofts-evolving-ecosystem/): Reading Time: 2 minutesWork 365, the leading subscription management and billing automation platform for Microsoft Cloud Solution Providers (CSPs), today... - [Dynamic Pricing Models for Co-Pilot–Enabled CSPs](https://work365apps.com/dynamic-pricing-models-for-co-pilot-enabled-csps/): “What kind of pricing models should I use with Microsoft Co-Pilot? ” It’s a common question and a tricky one.... - [Why Leading Microsoft CSPs Are Embracing Self-Service Without Losing Control](https://work365apps.com/why-scalable-csps-are-embracing-self-service-without-losing-control/): As Microsoft partners scale, expectations from customers evolve just as quickly. For many Cloud Solution Providers (CSPs), the demand for... - [Navigating Changes to Thrive as a Microsoft Partner](https://work365apps.com/navigating-changes-to-thrive-as-a-microsoft-partner/): Gain expert insights into Microsoft’s evolving partner requirements and discover how to adapt, stay compliant, and unlock growth opportunities. Microsoft’s... - [The Future of Billing – Aligning Co-Pilot Insights With Real-Time Pricing and Provisioning](https://work365apps.com/the-future-of-billing-aligning-co-pilot-insights-with-real-time-pricing-and-provisioning/): “How can I implement real-time pricing with Microsoft Co-Pilot? ” It’s a valid question, and the answer is still unfolding.... - [What Co-Pilot Misses And Why Work 365 Fills the Gap for Growing CSPs](https://work365apps.com/what-co-pilot-misses-and-why-work-365-fills-the-gap-for-growing-csps/): Microsoft Co-Pilot is gaining traction fast. With AI-driven tools embedded across Microsoft 365 and Co-Pilot Studio allowing the creation of... - [Is Your CSP Billing Ready for Microsoft Co-Pilot (And What Happens If It’s Not)?](https://work365apps.com/is-your-csp-billing-ready-for-microsoft-co-pilot-and-what-happens-if-its-not/): Reading Time: 4 minutesThere’s no denying the excitement around Microsoft Co-Pilot. From boardrooms to service desks, it’s quickly becoming the... - [Navigating the Microsoft CSP Beach: How Work 365 Keeps You on Solid Ground](https://work365apps.com/navigating-the-microsoft-csp-beach-how-work-365-keeps-you-on-solid-ground/): Imagine you’re spending a perfect day at the beach. The sun is shining, the waves are rolling in, and the... - [Stop Revenue Leakage Before It Becomes a Flood](https://work365apps.com/stop-revenue-leakage-before-it-becomes-a-flood/): Reading Time: 3 minutesYou know it’s happening. You just don’t want to admit it. Revenue leakage. Or, if we’re being... - [Work 365 Releases Version 4.8 to Help Microsoft Partners Adapt to Pricing Changes](https://work365apps.com/work-365-releases-version-4-8-to-help-microsoft-partners-adapt-to-pricing-changes/): Work 365, a leading subscription management and billing automation solution for Microsoft Partners, has launched Version 4. 8, an update... - [Dynamics Version 4.8 Release](https://work365apps.com/dynamics-version-4-8-release/): Built by Experts, Tailored for You Discover the key updates in Work 365 Dynamics Version 4. 8, designed to align... - [Power Version 2.0 Unveiled: New Features and Enhancements for CSP Management](https://work365apps.com/power-version-2-0-unveiled-new-features-and-enhancements-for-csp-management/): Built by Experts, Tailored for You Discover the latest enhancements in Work 365 Power Version 2. 0! This webinar covers... - [One Update, Endless Possibilities: Work 365 Power Version (PV) 2.0 Has Landed](https://work365apps.com/one-update-endless-possibilities-work-365-power-version-pv-2-0-has-landed/): If you’re a Microsoft Partner then managing a CSP business just became much simpler. Work 365 has rolled out PV... - [A New Era in CSP Management: Work 365 Power Version (PV) 2.0 is Here](https://work365apps.com/a-new-era-in-csp-management-work-365-power-version-pv-2-0-is-here/): For years, Microsoft partners have juggled multiple tools, dashboards, and processes to keep their CSP businesses running. The complexity of... - [Efficiently Managing GDAP & CSP with Work 365](https://work365apps.com/efficiently-managing-gdap-csp-with-work-365/): In the rapidly evolving Microsoft Cloud Solution Provider (CSP) ecosystem, security and efficiency remain top priorities. With cyber threats on... - [Unlocking the Future of Promotion Management](https://work365apps.com/unlocking-the-future-of-promotion-management/): Work 365 PV 2. 0: Simplified Access, Smarter Billing, and Complete Visibility Licensing specialists and revenue leaders need more than... - [Renewal Management, Reimagined](https://work365apps.com/renewal-management-reimagined/): A Smarter Way to Stay Ahead Let’s set the scene. It’s crunch time at the office, and your team is... - [Fusion Connect Leverages Work 365 for Scalable CSP Growth](https://work365apps.com/fusion-connect-leverages-work-365-for-scalable-csp-growth/): Fusion Connect, a leading Managed Communications and Cloud Service Provider (CSP), has successfully enhanced its operational efficiency and customer experience... - [Transform Your CSP Workflow with Work 365](https://work365apps.com/transform-your-csp-workflow-with-work-365/): Discover how Work 365, the trusted CSP management solution, empowers Microsoft Partners to: Streamline customer onboarding Manage GDAP relationships Optimize... - [Managing CSP Billing with an ERP like Business Central: A Guide for Microsoft CSPs](https://work365apps.com/managing-csp-billing-with-an-erp-like-business-central-a-guide-for-microsoft-csps/): Reading Time: 3 minutesRecently there has been a lot of activity related to Subscription Billing with Dynamics Business Applications, like... - [Achieving Accurate Billing and Streamlined Operations with Work 365](https://work365apps.com/achieving-accurate-billing-and-streamlined-operations-with-work-365/): Reading Time: 15 minutes - [Transform CSP Management: Work 365’s Latest Release](https://work365apps.com/transform-csp-management-work-365s-latest-release/): Transform CSP Management: Work 365’s Latest Release Explore the newest features and updates in Work 365 designed to enhance CSP... - [Work 365 Now Available on Pax8 Marketplace, Empowering MSPs with Enhanced CSP Management](https://work365apps.com/work-365-now-available-on-pax8-marketplace-empowering-msps-with-enhanced-csp-management/): Reading Time: 2 minutesWork 365, a premier provider of Cloud Solution Provider (CSP) management and billing automation solutions, is thrilled... - [IOTAP (Work 365) Earns SOC 2 Type II Compliance, Reinforcing Data Security Leadership](https://work365apps.com/iotap-work-365-earns-soc-2-type-ii-compliance-reinforcing-data-security-leadership/): Reading Time: < 1 minuteCertification affirms IOTAP’s commitment to protecting customer data with the highest standards of security and compliance.... - [Maximizing Partner Benefits with Microsoft Solution Designations](https://work365apps.com/maximizing-partner-benefits-with-microsoft-solution-designations/): Recorded Webinar With Microsoft’s evolving partner requirements, this session equips you with the knowledge to align your organization for success.... - [Self-Service Portal Evaluation: Key Insights for CSP Success](https://work365apps.com/self-service-portal-evaluation-key-insights-for-csp-success/): In my previous article, I shared various observations and considerations regarding Microsoft’s CSP Template for Self-Service. I’ll explore further aspects... - [Should CSPs Use Microsoft’s Self-Service Portal Template?](https://work365apps.com/should-csps-use-microsofts-self-service-portal-template/): Recently, on Microsoft boards, there was an announcement about a beautifully crafted plan with images and workflows for a Marketplace... - [Expert Insights on Microsoft 365’s Self-Serve Template & Action Plan](https://work365apps.com/expert-insights-on-microsoft-365s-self-serve-template-action-plan/): Recorded Webinar In this webinar, we dive deep into Microsoft 365's Self-Serve Template and Action Plan, designed to help partners... - [IOTAP (Work 365) Announces Integration with TDSynnex StreamOne Ion for advanced CSP and Billing Management for Microsoft Indirect Resellers](https://work365apps.com/iotap-work-365-announces-integration-with-tdsynnex-streamone-ion-for-advanced-csp-and-billing-management-for-microsoft-indirect-resellers/): Reading Time: 2 minutesStreamlining CSP Management: Work 365 Integrates with TD Synnex StreamOne Ion for Enhanced Billing and Subscription Automation... - [Unleashing Flexibility and Control with the Latest Work 365 Release 4.5 (Dynamics)](https://work365apps.com/unleashing-flexibility-and-control-with-the-latest-work-365-release-4-5-dynamics/): We are excited to announce the latest release of Work 365, designed to provide Microsoft CSPs with enhanced flexibility and... - [Aligning Billing with Sales for MSPs (Process, Tools and Mindset)](https://work365apps.com/aligning-billing-with-sales-for-msps-process-tools-and-mindset/): Reading Time: 5 minutesMany, in fact, most MSPs today have less than 100 customers or less than $2 million in... - [The Power of Controlling Your Business Data](https://work365apps.com/the-power-of-controlling-your-business-data/): Recurring revenue is the most valuable revenue on a company’s income statement. SaaS companies have always known this and include... - [Essential Tooling for Microsoft MSPs](https://work365apps.com/essential-tooling-for-microsoft-msps/): Managed Service Providers (MSPs) focused on Microsoft need the right tools to manage, optimize, and scale their services effectively. Here’s... - [Transforming Partner Opportunities with Microsoft's AI Cloud Partner Program](https://work365apps.com/transforming-partner-opportunities-with-microsofts-ai-cloud-partner-program/): The Microsoft Partner Program has been enriched by the recent changes that are powered by AI and bring new opportunities... - [Mastering Billing and Subscription Strategies for Microsoft Partners](https://work365apps.com/mastering-billing-and-subscription-strategies-for-microsoft-partners/): Reading Time: 10 minutesBuilding Blocks of Revenue The Three Amigos Billing and Subscription Strategies Billing Methods Customer Requirements Term/Contract-Based Billing... - [Introducing Pricing Strategies: Tailored for Microsoft CSP Partners](https://work365apps.com/introducing-pricing-strategies-tailored-for-microsoft-csp-partners/): Reading Time: 3 minutesMicrosoft partners operate in a dynamic and competitive environment where an effective pricing strategy is crucial for... - [The Value of Recurring Revenue, Sales and Customer Data on Power Platform](https://work365apps.com/the-value-of-sales-service-subscription-and-customer-data-on-power-platform/): Reading Time: 6 minutes - [Navigating Challenges: Why I Pivoted the Business by Ismail Nalwala](https://work365apps.com/navigating-challenges-why-i-pivoted-the-business-by-ismail-nalwala/): This article chronicles Work 365’s journey from failed ventures to triumph, emphasizing lessons in product-market fit, resilience, and knowing when to pivot. - [Power Up your Subscription Management and CSP business](https://work365apps.com/power-up-your-subscription-management-and-csp-business/): We launched Work 365 Power, it's our latest innovation designed to help you manage your CSP business, and subscriptions with control, flexibility, ease of use, and on an AI-enabled modern platform. - [Work 365 Announces Launch of “Work 365 Power,” Subscription and Billing Management Worthy of the Power Platform](https://work365apps.com/work-365-announces-launch-of-work-365-power-subscription-and-billing-management-worthy-of-the-power-platform/): Reading Time: 2 minutesThe new Work 365 Power aims at enhancing subscription and billing management. RESTON, Va. – April 10,... - [A Webinar Recap of Sales Tax Management with Work 365 and Avalara Integration](https://work365apps.com/sales-tax-management-with-work-365-and-avalara-integration/): Learn how Work 365 seamlessly integrates with Avalara to simplify sales tax management. Read more. - [Work 365 and Avalara Integration for Billing and Invoicing](https://work365apps.com/work-365-and-avalara-integration-for-billing-and-invoicing/): Explore Work 365 and Avalara integration. Designed for Work 365 users, this session will feature a live demonstration, insights into the implementation process, and streamline your billing and invoicing. - [8 Challenges MSPs Face in Growing Their CSP Business and How to Overcome Them](https://work365apps.com/8-challenges-msps-face-in-growing-their-csp-business-and-how-to-overcome-them/): While some MSPs worry about shrinking margins in the Microsoft business, particularly as incentives change, the Microsoft cloud services business—especially... - [IOTAP (Work 365) Announces Integration with Ingram Micro for advanced billing and subscription management for Microsoft CSP Partners](https://work365apps.com/iotap-work-365-announces-integration-with-ingram-micro-for-advanced-billing-and-subscription-management-for-microsoft-csp-partners/): Reading Time: 2 minutesRESTON, Va. – Nov. 8, 2023 – Work 365, a leading subscription and billing management solution, announced an integration... - [Direct Billing vs. Indirect Reselling: Which Path Suits Your Business Best?](https://work365apps.com/direct-billing-and-indirect-reselling/): In this blog, you will learn what top MSPs and ISVs are thinking about Microsoft Direct Billing and Indirect Reselling with pros and cons. - [Unveiling the Power of Work 365: A Partner Solution Showcase at SummitNA](https://work365apps.com/unveiling-the-power-of-work-365-a-partner-solution-showcase-at-summitna/): The subscription-based services and other recurring billing activities have risen to the top among the necessary components of a business... - [IOTAP (Work 365) Announces the Completion of SOC 2 Type 2 Compliance](https://work365apps.com/soc-2-type-2-compliance/): RESTON, Va. – Oct. 11, 2023 — IOTAP Inc. announced today that it has achieved SOC 2 Type II compliance... - [Simplifying Sales Tax Compliance: Work 365's Certified Avalara Integration](https://work365apps.com/sales-tax-compliance-and-avalara-integration/): Reading Time: 15 minutes - [IOTAP (Work 365) Enhances Invoicing Solution with Integration of Avalara's Tax Calculation Engine](https://work365apps.com/invoicing-solution-with-integration-of-avalaras-tax-calculation-engine/): Reading Time: 2 minutesRESTON, Va. – Oct. 10, 2023 — IOTAP Inc. , the creator of Work 365, a leading... - [Being Direct-Bill or Indirect Reseller: What’s right for you?](https://work365apps.com/being-direct-bill-or-indirect-reseller-whats-right-for-you/): At Work 365, we understand the challenges that both Direct-Bill and Indirect Resellers face when moving licenses within the Microsoft CSP program. - [IOTAP strengthens partnership with Crayon enabling advanced billing and subscription management capabilities for Microsoft Partners](https://work365apps.com/iotap-strengthens-partnership-with-crayon-enabling-advanced-billing-and-subscription-management-capabilities-for-microsoft-partners/): Reading Time: 2 minutesRESTON, Va. – June 20, 2023 – Work 365, a leading subscription and billing management solution, announced an integration with Crayon, a... - [Managing Azure Growth and Billing with Work 365](https://work365apps.com/managing-azure-growth-and-billing-with-work-365/): Our recent webinar focused on managing Azure growth and overcoming associated billing challenges. We had a panel of industry experts and successful partners who shared valuable insights and best practices for automating Azure billing, mitigating risk, and supporting continued growth. ## CM Tooltip Glossary - [Azure Billing](https://work365apps.com/glossary/azure-billing/): Azure is a cloud computing platform offered by Microsoft that allows businesses and organizations to host a wide range of... - [PSA](https://work365apps.com/glossary/psa/): Professional services automation (PSA) systems are software tools that are used to manage the delivery of professional services, such as... - [Invoice Reconciliation](https://work365apps.com/glossary/invoice-reconciliation/): Invoice reconciliation is the process of comparing invoices to other records, such as purchase orders or receipts, to ensure that... - [Reconciliation Based Billing](https://work365apps.com/glossary/reconciliation-based-billing/): Reconciliation-based billing is a method of billing that is based on the reconciliation of usage data with the terms of... - [Revenue Leakage](https://work365apps.com/glossary/revenue-leakage/): Revenue leakage refers to the loss of potential revenue that occurs due to various factors such as errors, inefficiencies, or... - [Subscription Revenue Leakage](https://work365apps.com/glossary/subscription-revenue-leakage/): Subscription revenue leakage refers to the loss of revenue that business experiences due to issues such as billing errors, customer... - [Revenue Recognition](https://work365apps.com/glossary/revenue-recognition/): Revenue recognition is the process of recognizing revenue in the accounting records of a business. This typically involves determining when... - [Renewal Management](https://work365apps.com/glossary/renewal-management/): Renewal management is the process of managing the renewal of contracts, subscriptions, or other agreements. This can include tasks such... - [Microsoft 365](https://work365apps.com/glossary/microsoft-365/): Microsoft 365 is a subscription-based service that provides access to a range of productivity and collaboration tools and services from... - [Dynamics 365](https://work365apps.com/glossary/dynamics-365/): Dynamics 365 is a cloud-based business application platform from Microsoft that provides a range of tools and services for managing... - [Microsoft Partner Center](https://work365apps.com/glossary/microsoft-partner-center/): Microsoft Partner Center is a portal that provides resources and tools for Microsoft partners. It is a one-stop-shop for managing... - [Azure Plan](https://work365apps.com/glossary/azure-plan/): Azure Plan is a term that may refer to a specific type of pricing plan or subscription option for Microsoft... - [Azure Reserved Instance](https://work365apps.com/glossary/azure-reserved-instance/): An Azure Reserved Instance is a type of pricing option for certain Azure virtual machine (VM) and Virtual Private Network... - [Perpetual Software](https://work365apps.com/glossary/perpetual-software/): What is a perpetual license for software? Perpetual software is software that is licensed to a customer for an indefinite... - [Microsoft Enterprise Agreement Plan](https://work365apps.com/glossary/microsoft-enterprise-agreement-plan/): The Microsoft Enterprise Agreement (EA) is a volume licensing program for businesses with more than 250 computers that want to... - [Microsoft LAR](https://work365apps.com/glossary/microsoft-lar/): A Microsoft LAR (Large Account Reseller) is a type of Microsoft partner that specializes in selling and supporting Microsoft products... - [Microsoft Control Panel Vendor](https://work365apps.com/glossary/microsoft-control-panel-vendor/): The Microsoft Control Panel Vendor (CPV) program is a program for Microsoft partners who offer cloud services to customers through... - [CPV](https://work365apps.com/glossary/cpv/): The Microsoft Control Panel Vendor (CPV) program is a program for Microsoft partners who offer cloud services to customers through... - [Microsoft Coop Guide](https://work365apps.com/glossary/microsoft-coop-guide/): The Microsoft Coop Guide is a resource for Microsoft partners that provides guidance on how to effectively use Microsoft’s co-marketing... - [Provider Invoice](https://work365apps.com/glossary/provider-invoice/): A provider invoice is a bill that is issued by a provider to a customer for goods or services that... - [Billing Automation](https://work365apps.com/glossary/billing-automation/): Billing automation refers to the use of software and technology to streamline the billing process for businesses. This can include... - [CSP Automation](https://work365apps.com/glossary/csp-automation/): CSP automation refers to the use of software and technology to automate various tasks and processes related to being a... - [Subscription Management](https://work365apps.com/glossary/subscription-management/): Subscription management is the process of managing the various aspects of a subscription-based business model. This can include tasks such... - [Payment Processing](https://work365apps.com/glossary/payment-processing/): Payment processing refers to the process of accepting and handling electronic payment transactions for goods and services. This can include... - [Self-Service Portal](https://work365apps.com/glossary/self-service-portal/): A self-service portal for CSP (cloud service provider) is a web-based platform that allows customers to access and manage their... - [Managed Service Provider](https://work365apps.com/glossary/managed-service-provider/): A managed service provider (MSP) is a company that provides a range of IT-related services to businesses on a contract... - [VAR](https://work365apps.com/glossary/var/): A Microsoft Value Added Reseller (VAR) is a company that resells Microsoft products and services to customers. VARs typically add... - [System Integrator](https://work365apps.com/glossary/system-integrator/): A system integrator is a company that specializes in designing and building complex systems by combining various components or subsystems.... - [Provider](https://work365apps.com/glossary/provider/): A provider is a person or organization that supplies a product or service. In the context of business, providers are... - [IURs](https://work365apps.com/glossary/iurs/): IURs, or Internal Use Rights (IURs), are a type of license that allows Microsoft partners to use Microsoft products and... - [NCE](https://work365apps.com/glossary/nce/): The New Commerce Experience (NCE) ‘per seat’ model for Microsoft 365, Dynamics 365, Windows 365, and Power Platform subscriptions is... - [B2B](https://work365apps.com/glossary/b2b/): Business to business (B2B) sales are transactions between two businesses rather than between a business and an individual consumer for... - [SaaS](https://work365apps.com/glossary/saas/): Software as a service (SaaS /sæs/) is a software licensing and delivery model in which software is licensed on a... - [Co-op](https://work365apps.com/glossary/co-op/): Cooperative (co-op) marketing funds are funds that you earn through Microsoft Incentive Programs by claiming reimbursement for activities that support... - [CRM](https://work365apps.com/glossary/crm/): Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. - [ISV](https://work365apps.com/glossary/isv/): An independent software vendor (ISV) is a company that develops and sells software products. These products can be standalone applications... - [CSP](https://work365apps.com/glossary/csp/): The Microsoft Cloud Solution Provider Program (CSP) enables partners to directly manage their entire Microsoft cloud customer lifecycle. - [MSP](https://work365apps.com/glossary/msp/): A managed service provider (MSP) is a third-party company that remotely manages a customer’s information technology (IT) infrastructure and end-user... # # Detailed Content ## Pages - Published: 2025-11-13 - Modified: 2025-11-13 - URL: https://work365apps.com/csp-billing-operations/ CSP Billing Operations - Work 365 ProductsProduct ManagementSimple and intelligent product catalog managementProvisioning & SubscriptionCreate Bundles, Manage Add-ons. Manage recurring, usage-based, and non-recurring subscriptions with flexible billing termsBilling AutomationScale your recurring revenue and automate your billing and paymentsPaymentsStreamline, automate and grow your recurring revenue globally with multiple payment methodsSelf-ServiceProvide unique customer experience, automate provisioning and reduce internal burden with Self-ServiceWork 365 Power#1 CSP Management and Billing Platform purpose-built for CSP Growth and powered by Microsoft Dataverse.Azure BillingSimplify your Azure billing with Work 365 – the most advanced Azure billing solution for Microsoft Cloud Solution Providers.SyncSelf-Service Portal for CSP Partners. Sync is built for CSP Partners to enable automatic provisioning and order placement into the Provider.AddOnsRecord CloneReport SchedulerEmail To Case AutomationSolutionsBy IndustriesMicrosoft CSPISV/SaaSBy RoleLicensing SpecialistTechnology LeadersSales ManagementFinance & OperationCustomer SuccessIntegrationsPricingPartnersResourcesEducationBlogNewseBooks and WhitepapersNewsletterServicesOnboarding & ConsultingSelf-Service Portal Branding and SetupRevenue Subscription ReportsEventWeekly DemoUpcoming WebinarsWebinar RecordingsCustomersCase StudiesReferral ProgramVideosHelp & SupportSupport & Learning HubCRM Add-OnsBook a Demo Menu Menu Your CSP Billing, Fully ManagedWork 365 automation + IOTAP’s expert team: a unified engine that delivers clean, reliable, audit-ready CSP operations. Book a Demo Download the Overview Why Partners choose CSP Billing Operations Billing knowledge trapped with one person. When that person leaves, billing stops. Microsoft changes never stop (pricing, APIs, NCE rules). Systems alone can’t keep up, they need active upkeep and clean data. Revenue at risk from missed renewals and delayed invoices." Work 365 is that killer app built on Power Platform for leading Microsoft frontier Partners that want to reimagine and scale their... - Published: 2025-08-06 - Modified: 2025-08-07 - URL: https://work365apps.com/solutions/managed-service-provider-msp/ A Complete Solution to Help Your MSP Business Scale Work 365 automates subscription management, invoicing, and payments for recurring services delivered by MSPs. Streamline your sales, operations, and finance processes with a unified billing automation platform designed to scale your IT services business. Easily manage your billing contract lifecycle, service agreements, subscriptions, helpdesk integrations, and accounting workflows—all from one place. Schedule a Demo Delivering Cloud, Licensing and Managed Services? MSPs face unique operational challenges—juggling vendor catalogs, custom pricing models, and service contracts across multiple platforms. Work 365 offers robust billing automation and subscription management, with deep integration into Microsoft Partner Center and third-party PSA/ITSM tools, such as ConnectWise and Autotask. Focus less on billing complexity and more on client success and service delivery excellence. Common MSP Challenges We Solve Flexible billing for managed services: monthly, quarterly, or annual contracts Tracking bundled services, licenses, and custom pricing Managing customer self-service for provisioning and support Reconciliation across vendors, cloud platforms, and service tiers Maintaining profitability with accurate service billing and renewals Reducing manual invoicing and errors in usage-based billing Why MSPs Choose Work 365 Whether you offer Microsoft 365, Azure, or a mix of cloud + managed services, Work 365 helps MSPs automate their back office so you can focus on scaling operations. Stay compliant with Microsoft’s evolving CSP requirements Bundle your services with SaaS products and licenses Automated payments and collections using Stripe, PayPal, or EFT Real-time insights into profitability and service margins Integrate with PSA tools like ConnectWise & Autotask... - Published: 2023-03-08 - Modified: 2026-07-01 - URL: https://www.work365apps.com/work-365-live-demo-webinar/ Subscription and Billing Management Virtual Event From Local IT Provider to Global Partner of the Year Thursday, Jun 25, 202611:00 AM ET | 8:00 AM PT | 4:00 PM GMT How Infinity Group grew 60% on the same headcount by fixing the data foundation first. Three years ago, Infinity Group was a local UK IT provider that couldn't tell you what it had sold its own customers. Today it's a $35M business and Microsoft's 2025 Global Partner of the Year for Business Central, built on the team it already had. Chris Marshall walks through the replatforming journey behind that growth: the challenges, the moves that mattered, and why getting the data right came before the AI. What you'll take away: The challenges every scaling Microsoft partner hits and the order Infinity tackled them Why your data foundation comes before AI, not after How a single view of the customer: what you've sold, where the white space is, where churn is brewing; drives growth without growing the team Who should attend: Microsoft partner CEOs, finance leaders, and operations teams and your marketers. If your systems don't talk to each other and your reporting lives in spreadsheets, bring the people who feel it. Speaker: Chris Marshall, CMO, Infinity Group - Microsoft 2025 Global Partner of the Year for Business Central. Hosted by Rick McCutcheon. Currently, there is no webinar available. Watch our past webinars. - Published: 2023-01-18 - Modified: 2023-01-18 - URL: https://work365apps.com/glossary-2/ Azure BillingAzure PlanAzure Reserved InstanceB2BBilling AutomationCo-opCPVCRMCSPCSP AutomationDynamics 365Invoice ReconciliationISVIURsManaged Service ProviderMicrosoft 365Microsoft Control Panel VendorMicrosoft Coop GuideMicrosoft Enterprise Agreement PlanMicrosoft LARMicrosoft Partner CenterMSPNCEPayment ProcessingPerpetual SoftwareProviderProvider InvoicePSAReconciliation Based BillingRenewal ManagementRevenue LeakageRevenue RecognitionSaaSSelf-Service PortalSubscription ManagementSubscription Revenue LeakageSystem IntegratorVAR - Published: 2022-04-20 - Modified: 2025-11-05 - URL: https://work365apps.com/security-as-a-value/ Security as a Value IOTAP Inc’s security & compliance principles guide how we deliver our products and services, enabling people to simply and securely access the digital world. Secure Personnel IOTAP Inc takes the security of its data and that of its clients and customers seriously and ensures that only vetted personnel is given access to their resources. All IOTAP Inc contractors and employees undergo background checks prior to being engaged or employed by us in accordance with local laws and industry best practices. Confidentiality or other types of Non-Disclosure Agreements (NDAs) are signed by all employees, contractors, and others who have a need to access sensitive or internal information. We embed the culture of security into our business by conducting employee security training & testing using current and emerging techniques and attack vectors. Secure Development All development projects at IOTAP Inc, including on-premises software products, support services, and our own Digital Identity Cloud offerings follow secure development lifecycle principles. All development of new products, tools, and services, and major changes to existing ones, undergo a design review to ensure security requirements are incorporated into the proposed development. All team members that are regularly involved in any system development undergo annual secure development training in coding or scripting languages that they work with as well as any other relevant training. Software development is conducted in line with OWASP Top 10 recommendations for web application security. Secure Testing IOTAP Inc deploys third-party penetration testing and vulnerability scanning of all production and... - Published: 2022-04-18 - Modified: 2026-05-19 - URL: https://work365apps.com/solutions/finance-and-operation/ Automate your recurring business finances and step up from the manual excel workload. Avoid time-consuming manual finance operational activities with intelligent billing & invoicing automation software. Get better visibility over accounts payable and track business health with real-time analytics. Schedule a Demo Drive more productivity to recurring business with billing and invoicing automation for your SaaS Finance Operation. Always be billing! Boost operational and business efficiency Manage flexible payment and credit hold terms, process refunds, and discounts, and grow your business by integrating your finance system with Work 365. Improve visibility across business transactions Schedule and automate invoicing customers on time, every time! Easily analyze and track business transactions, licenses sold, invoices generated, and payment collection with Work 365 intelligent reporting. Automate invoicing to scale recurring revenue Reduce manual financial operation efforts with an intelligent invoicing automation system to invoice correctly on time. Be it recurring, non-recurring, azure contract, or simply a license change log, Work 365 will auto-generate and auto-synch invoices within your accounting system without fail. Get insights with a built-in dashboard & advanced reporting Effortlessly manage subscription revenue and reconciliation with Work 365 reports on billing, receivable, and overall transactions. Improve revenue visibility with reports on dunning, overdue invoices, discounts, and refunds with multiple payment gateway support. 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... - Published: 2021-12-07 - Modified: 2026-06-25 - URL: https://work365apps.com/integrations/connectwise-integration/ Integration with ConnectWise Simplify subscription billing and consolidate invoicing for Microsoft Cloud Solution Providers (CSPs) and Managed Service Providers (MSPs) How it works Benefits See a demo in action Work 365 and ConnectWise Subscriptions can be created and managed through various options either within a Self-service Portal or Work 365. Start a Trial See a demo in action Simplified automation for business growth Streamline data and automate subscription provisioning Synchronize sales, operations and finance team to reduce processing time Eliminate billing errors and focus on recurring revenue Efficiently track changes and invoice accurately Live Webinar Demo Reserve your spot in this interactive, 30-minute product demo with expert Q&A. Register Now 1:1 Personalized Demo Get a customized tour of our application from a small billing and subscription management expert. Register Now - Published: 2021-11-25 - Modified: 2025-11-11 - URL: https://work365apps.com/release-updates/ What’s New Questions? Visit our help center Our latest release notes are here Release Note → - Published: 2021-11-10 - Modified: 2026-01-19 - URL: https://work365apps.com/csp-billing/nce/ Work 365 for New Commerce Experience Readiness NCE is the new way for invoicing subscription-based cloud solutions to accelerate digital growth and for customers to have better-aligned pricing and tools to support their digital transformation journey. Work 365 help Direct CSPs transition to NCE with advanced automation and integration capabilities. Whitepaper See Demo In Action What is NCE NCE Time-line Impact of NCE Work 365 Tackles NCE Changes NCE Highlights Work 365 Tackles NCE Changes FAQs Blogs Webinars What are the opportunities for Partners? The New Commerce Experience makes it easier to transact with Microsoft, as well as accelerate the growth of your business and your ability to drive cloud adoption for your customers. Get a quick experience with Work 365 for NCE readiness. Sign up for trial Follow a manual added linkNext Webinar | January 27 Are you NCE Ready? Register Now Work 365 Tackles NCE Changes Microsoft aims to promote and standardize licensing offerings within the CSP ecosystem. Work 365 is already set to support you by ensuring NCE changes will not affect billing processes for CSPs powered by Work 365. We plan phase-wise support for implementing NCE changes to help our customers address the needs of CSP business and transform seamless invoicing. Here are our latest advancements to support NCE transition: Subscription Management Create and manage NCE subscriptions within Work 365 Manage the subscription lifecycle and invoicing with seat-based model support Enhanced subscription provisioning capabilities with the ability to pause and resume subscriptions. Pricing Management Discover NCE... - Published: 2021-06-14 - Modified: 2026-06-25 - URL: https://work365apps.com/integrations/microsoft-dynamics-365-business-central-integration/ Integration with Microsoft Dynamics 365 Business Central Reduce financial barriers and enable subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and Managed Service Providers (MSPs). How it works Automate accounting process See a demo in action How it works The bi-directional integration synchronizes customers, subscriptions, products, and invoices between the two systems. Focus on growth with simplified accounting management Streamline sales operations and accounting processes Reduce burden on accounting team Eliminate embarrassing financial errors and focus on revenue growth Track real-time payment status updates Live Webinar Demo Reserve your spot in this interactive, 30-minute product demo with expert Q&A. Register Now 1:1 Personalized Demo Get a customized tour of our application from a small billing and subscription management expert. Register Now Ready To Go? Grow your business and increase recurring revenue. Schedule a Demo - Published: 2021-04-22 - Modified: 2026-05-04 - URL: https://work365apps.com/work-365-office-hours/ Office Hours (Tuesday and Thursday) Join our weekly Office Hours for personalized assistance, guidance, and knowledge sharing. Connect with Work 365 specialists to get help with questions, troubleshoot issues in real time, and learn best practices to get the most out of Work 365. Suitable for all skill levels. Follow a manual added linkNext Webinar | January 27 Are you NCE Ready? Register Now DayEventPSTESTGMTSign upTuesdayOffice Hours7 am10 am3 pmJoin NowTuesdayOffice Hours8 am11 am4 pmJoin NowThursdayOffice Hours12 pm3 pmJoin Now Continue the Conversation Beyond Office Hours Our Office Hours sessions are just the start. Join the Work 365 LinkedIn Customer Community to keep the discussion going with other CSP partners and the Work 365 team. Linkedin-circled Linkedin-circled Join the Community Our Clients Say "I’ve had a great experience with Work 365 thus far – I’m able to get the data I need for trending analysis, the tool is easy to navigate and use, and the support has been excellent! The chat support is fantastic and the Office Hours are a nice compliment to get deeper support – those two options work very well together. " - Lane Shelton - Published: 2020-12-03 - Modified: 2025-09-10 - URL: https://work365apps.com/time-and-professional-service-billing/ Unify service and product billing on Dynamics CRM Work 365 provides an easy-to-use platform that brings all your billing together in a complete, integrated solution, built on Dynamics CRM. Are you managing your billing across multiple systems? Work 365 Robust Professional Services billing capabilities that allow for easier time management and bundling of professional services with product subscriptions within a singular invoice. Track hours and time against customer projects quickly Set up T&M projects Easy to set up, easy to use Bundle professional services with product subscriptions in a unified invoice Specify project and service-specific quantities and rates Simple approval process Looking to scale your professional service business? Tracking timesheets, resource allocation, and project costs while ensuring your invoices are accurate and sent on time can be a big challenge as your business scales. Previous Previous Previous Next Next Next1234 A single integrated solution designed for every role - from technicians to sales, to executive management - Work 365 centralizes and consolidates critical business processes to increase productivity, client satisfaction, and profitability. Group and Bill Using Different Dimensions (Role, T&M, Service Line) Specify Project, Resource, and Service-Specific Rates Track and Log Time Intelligent Reporting and Dashboards Work 365 is a Subscription Management and Billing Automation built on Dynamics 365 CRM used by services companies to automate processes and grow recurring revenue. The Work 365 difference Maintain complete control of your data It's your data. We don't host your customer or pricing data The simple, familiar pricing model Pay for the... - Published: 2020-07-28 - Modified: 2025-08-21 - URL: https://work365apps.com/pricing/ Simple, Transparent Pricing for All Business Sizes No matter where you are in your growth journey, Work 365’s flexible pricing scales with your business - contracts, revenue, fixed or tiers. Whether you're managing thousands of SKUs, billing in multiple currencies, or offering flexible terms, our pricing is built to support the way you do business. Starting as low as $699/mo No hidden fees, no long-term commitments, just solutions tailored to your team. How does Work 365’s pricing work? Work 365's pricing is tailored to your unique business model and goals. We work closely with you to understand your needs and present the best pricing model. As the only solution offering this level of flexibility, we ensure a perfect fit for your business. Do you offer free trials or demos? Based on your needs, we’re happy to set up a test drive or proof of value. We’ll work closely with you to address all your doubts and hesitations. Are there any setup fees? Based on the setup required there are likely additional setup fees. Our Sales team will provide an indication of the setup fees that are applicable to your particular situation. How long does it take to implement Work 365? For most customers, the baseline implementation to get "revenue ready" for the CSP part of the business is 30 days. However, the timeline can vary based on your business needs and complexity. Our team will work with you to ensure a smooth and efficient implementation. Does Work 365 pricing support... - Published: 2019-12-05 - Modified: 2025-09-24 - URL: https://work365apps.com/solutions/microsoft-csp-billing-provisioning/ A complete solution to help your CSP business scale Work 365 automates subscription management, invoicing and payments for your recurring business. Streamline sales, operations and finance processes with a single integrated billing application to scale cloud recurring business. Manage billing contract life-cycle, agreements, subscription provisioning, accounting and payment integration with Work 365 billing automation application. Schedule a Demo Office 365, Microsoft 365, Azure billing and provisioning challenges? Work 365 provides robust subscription provisioning and CSP billing automation capabilities to reduce manual efforts with integration to Microsoft Partner Center and distributors. Gain control for your revenue streams with intelligent reports and invoicing automation to focus on customer success and business growth. Your customers want terms – monthly, quarterly or annually New products and pricing changes in the CSP catalog Handling license quantity changes and audit report every month Leverage co-op funds to grow your business with Work 365 Constantly changing partner CSP billing requirements Your customers are looking for self-service Reconciliation with Microsoft Partner Center takes time Do you want to get a grip on cloud services? Recurring cloud business needs billing automation and invoicing customers accurately to have peace of mind. Work 365 application helps adapt to your business needs and keep the MRR running. The Microsoft Cloud Solutions Program is a way to build recurring revenue with the Microsoft 365, Azure, and Dynamics 365 products. Whether you are a direct or an indirect partner working with a Distributor - Work 365 eliminates the ongoing challenges around the CSP program.... - Published: 2019-12-04 - Modified: 2026-05-18 - URL: https://work365apps.com/dynamics-365/record-clone-microsoft-dynamics-crm/ Record Clone for Microsoft Dynamics 365 Record Clone allows you to create a duplicate record with the same values as the parent record. Technical overview Works with current version of CRM On-Premise and Dynamics 365 with one year on annual maintenance and support. Buy Trial Documentation Release Notes Explore the features of record clone Cloning or Record Copying allows you to create a duplicate record with the same values as the parent record with just one click! Lead (+Notes & Related Entities) Account (+Notes & Related Entities) Contact (+Notes & Related Entities) Product Case (+Notes, Activities & Related Entities) Goal Price List and It's Related Price-List Items Opportunity (+Notes) and It's Related Opportunity Products Order (+Notes) and It's Order Lines Invoice (+Notes) and It's Invoice Lines Ready To Try? Cloning is one of the methods which can reduce the time spent on data entry, particularly if the data being entered is similar. Ready to improve your workflow and generate more revenue? Download the App and Start you Trial Today! Why should you use Record Clone? Ability to clone system entities as well as custom and their related entities and does not involve creation of any custom workflows or relationships. Copied record is automatically saved working on CRM Grid as well as on CRM Form, works for even for new fields as soon as they are introduced within the entity. Amazing, right? For opportunity, quote, order and invoice the related products are cloned as well with option to exclude fields that... - Published: 2019-12-03 - Modified: 2026-01-09 - URL: https://work365apps.com/csp-billing/automation/ 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 and Power Platform provides 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 Schedule a Demo Start a Trial 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 Join Our Weekly DemoGreat 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... - Published: 2019-11-22 - Modified: 2025-08-13 - URL: https://work365apps.com/blog/ Insight for Microsoft Partners Know and Grow Know and Grow All 20 /Admin Hub 0 /All 5 /Billing & Invoicing 12 /Billing & Invoicing 0 /Case Studies 0 /Configuration 0 /Events and Webinars 0 /Featured Articles 2 /Incentives 0 /Integrations 1 /Integrations 0 /Microsoft NCE 0 /NCE and Microsoft Program 7 /News 0 /Newsletters 0 /Payments 0 /Payments 0 /Product Management & Licensing 0 /Product Service 0 /Product Service 1 /Provisioning 0 /Provisioning 5 /Release Notes 0 /Reports 0 /Self-Service 7 /Self-Service 0 /Solutions 0 /Subscription Management 14 /Subscription Management 0 /Videos 0 /Webinars 0 Automate Everything. Watch the Exceptions. We typically see two camps of partners: The pragmatists in pain... < 1 minuteJuly 25, 2025/by Amar PatilIs Being a Microsoft Direct Bill Partner Still Worth It in 2025? If you’re a Microsoft CSP partner or thinking of becoming one,... < 1 minuteJuly 2, 2025/by Amar PatilDynamic Pricing Models for Co-Pilot–Enabled CSPs“What kind of pricing models should I use with Microsoft Co-Pilot? ”... 4 min readMay 29, 2025/by Amar PatilWhy Leading Microsoft CSPs Are Embracing Self-Service Without Losing ControlAs Microsoft partners scale, expectations from customers evolve... 5 min readMay 28, 2025/by Amar PatilWhat Co-Pilot Misses And Why Work 365 Fills the Gap for Growing CSPsMicrosoft Co-Pilot is gaining traction fast. With AI-driven tools... 4 min readMay 19, 2025/by Amar PatilThe Future of Billing – Aligning Co-Pilot Insights With Real-Time Pricing and Provisioning“How can I implement real-time pricing with Microsoft Co-Pilot? ”... 4 min readMay 19, 2025/by Amar PatilIs Your CSP... - Published: 2019-10-24 - Modified: 2025-11-21 - URL: https://work365apps.com/self-service-portal-setup/ Customer self service portals and IT PowerApps portals Customer self service portals create great customer experiences! We can bring your unique personality to your IT PowerApps portal to deliver that great customer experience. Work 365 customer self service portals are built on PowerApps portals. You can leverage your existing portal with capabilities from Work 365. The Portal setup service is a fixed fee, structured, turnkey solution to take the out of the box vanilla, PowerApps portal and make it truly yours! We use tried and tested processes to setup your branding and colors, user management and authentication processes, and set up all the site navigation that your users will need. " Introduce a line or change the start. "Why do I need a customer self-service portal? " "What are the benefits of a self-service portal? " Branding Ready to use portal features User management Content Learn More About the Benefits of a Self-Service Portal? The portal machine Setup >> Branding >> Content >> Managing Installation and setup of the portal Logos, banners, look and feel Menus, navigation items and call to actions Authentication, invitation and permissions Your new self service portal Before Work 365 portal After Work 365 portal 12345671 Top Bar 2 Navigation 3 Logo 4 Dashboard Banner 5 Dashboard Customer Service Portal 6 Dashboard Bottom Snippet 7 Footer Sign in User profile 1231 Redeem Invite from CRM 2 Single Sign On with Office 365 3 Social Media Login 121 Snippet on Profile 2 Fields on Profile Landing page... - Published: 2019-10-16 - Modified: 2025-10-15 - URL: https://work365apps.com/on-boarding/ Onboard With Confidence. Automate Billing, Scale With Microsoft. Work 365’s onboarding is structured, transparent, and designed for CSPs like you. Whether you’re an MSP, ISV, or distributor; we’ll get you live fast. See How Onboarding Works Get a Proof of Value Tailored Paths for Every Role Partner Ops / Billing Managers Automate invoicing & reconciliation. Finance and Accounting Ensure compliance, revenue recognition, and accurate reporting. Practice Leads (Azure, M365, D365) Align billing with Microsoft’s New Commerce Experience. Executives / RevOps Stop revenue leaks, improve cash flow, scale profitably. Partner Center Managers Manage provisioning, licenses, and Partner Center sync. Licensing Specialists Simplify subscription changes, license adjustments, and usage billing. The 4 Major Steps of Onboarding Setup & Connect1Integrate Partner Center, CRM, and accounting. Duration: 3–5 days Output: Foundation ready. Configure & Customize2Set contracts, tax rules, invoice templates, and optional PSA mappings. Duration: 1–2 weeks Output: Billing logic aligned to your business. Automate & Validate3Run first invoices, reconciliation reports. Duration: 1–2 weeks Output: Live billing, no leakage. Scale & Optimize4Scale & Optimize Add multi-currency, linked subscriptions, usage billing, revenue recognition. Duration: Ongoing Output: Future-proof CSP operations. Previous Previous Previous Next Next Next See a Sample Timeline How Long It Takes Average: 4–6 weeks for most CSPs. Small CSPs: as fast as 2 weeks. Large multi-region providers: phased rollout (6–8 weeks). Comparison box: Work 365: 4–6 weeks CloudBlue / AppDirect: 3–6 months (industry average) Custom-built tools: Undefined, risky What We Need vs. What You Get What You Provide Create a support user and... - Published: 2019-07-16 - Modified: 2025-09-24 - URL: https://work365apps.com/dynamics-365/sync/ Sync Self-Service portal for CSP partners. Sync is built for CSP partners to enable automatic provisioning and order placement into the provider. Technical overview Works with the current version of Dynamics 365 online. Sync is built on PowerApps portals Schedule a Demo Why should you use sync? Previous Previous Previous Next Next Next1234 Sync your cloud services with Dynamics 365 Sync provides bi-directional synchronization of cloud and subscription services into your CRM system from your provider. All your customer's Microsoft cloud services including license and usage-based subscriptions from Partner Center are available to your sales and service team within Dynamics. Save time with automatic provisioning No more switching between systems to make changes to subscriptions and manage your customer services. Sync automatically provisions any changes made from within Work 365 in your Dynamics system directly into Partner Center or your Distributor's system. Automated provisioning saves time and creates visibility into your operations. End-user self service portal Most importantly Sync includes a self-service portal for your end customers to manage their services. Your customers can log into a branded customer service portal and request service changes which automatically get provisioned through Sync into your partner center. The self-service portal for Sync is built on Dynamics PowerApps portals. Explore the features of Sync Software and cloud subscriptions Your end-users can view licenses that are provisioned for them and adjust the quantities directly. All the changes they request are provisioned Usage and Azure subscription data View Azure Usage trends and consumption by time... - Published: 2018-11-21 - Modified: 2026-05-18 - URL: https://work365apps.com/dynamics-365/report-scheduler-ms-dynamics-crm/ Report Scheduler for Microsoft Dynamics 365 Add-on for Microsoft Dynamics 365 enables easy scheduling of data which is delivered automatically via email. Technical overview Works with current version of CRM On-Premise and Dynamics 365 with one year on annual maintenance and support. Buy Trial Documentation Release Notes * Please note that this add-on does not schedule Dynamics reports instead allows scheduling of Views (system as well as custom made) and sending them as reports in email. This product requires an email delivery to be setup in Dynamics 365. Please contact Work 365 Support if you need assistance in setting up your email router or server-side synchronization. Report Scheduler Using Report Scheduler Add-on, any CRM user can schedule out-of-box System Views as well as user-created Personal Views and have them delivered regularly in their mailboxes on any scheduled day and time Are you looking for an easy to have records in your CRM system delivered to your inbox? Looking for quick answers on things like: How many leads did my marketing team generate this week? Which opportunities are we tracking for closure this week? How many cases have breached their SLA thresholds? Report Scheduler makes it easy to have all these questions answered by delivering the result right to your email. Use Report Scheduler to schedule any View in Dynamics CRM. You can group, total and format the email. the email can include links of the records and can be sent automatically to anyone with an email address. Lead (+Notes &... - Published: 2018-11-21 - Modified: 2026-05-18 - URL: https://work365apps.com/dynamics-365/email-to-case-automation-microsoft-dynamics-crm/ Email To Case Automation Helping your company efficiently manage the support process by automatically creating cases from emails and auto-populating case fields from the email body. Technical overview Works with current version of CRM On-Premise and Dynamics 365 with one year on annual maintenance and support. Buy Trial Documentation Release Notes * This product requires an email delivery to be setup in CRM. Please contact Work 365 Support if you need assistance in setting up your email router or server-side synchronization. Explore the features of Email to Case Automation Email to Case Automation App improves service responsiveness and simplifies data entry. This App is ideal for any service or support environment, allowing support cases to be automatically generated from emails Support Multiple Queues Automatic Linking to Contact or Account Email Features (Spam & Loop Protection) Domain Address Exclusion Supports HTML Emails Automatic Case Owner Assignment Email Notifications for External and Internal Users Copy Attachments to Case Can be Customized Based on Individual Requirements Multiple Email Templates with Additional Functionality to Add Direct Links to CRM Records Ready To Try? Tired of moving emails around to construct your Case? Download the App and Start you Trial Today! Feature comparison of Email To Case Automation Email to Case (E2C) Features Standard Work 365 Link Case to Account only or Contact only exclusively Email SPAM protection Email LOOP protection Duplicate Case prevention using Email Subject Search technique Copy Email Body to Case Description Copy Email Attachments to Case Auto-Response email notification Auto-Response email... - Published: 2018-09-15 - Modified: 2026-01-19 - URL: https://work365apps.com/csp-billing/self-service/ Self Service Portals Self Service is about Customer Experience. Buyers are willing to pay for a better customer experience. With PowerApps portals you can offer the best service for your customers Schedule a Demo Why use a Self Service Portal? 83% of customers go to a company’s website for information51% of customers prefer to have Self-Service Option available on a company’s website56% of customers either leave or go to a competitor because of website issue Customer experience is the overall combination of interactions you have enabled proactively for your customers. Self-Service delivers a better customer experience! What Self-Service Portal Includes? Consumption and UsageCustomers can view consumption and usage data from Azure. Invoice HistoryThey can view Billing History, Download Invoices, View Payment Status. Update Profile and Company InformationCustomers can update personal and business information. Contact information, systems they use, interest areas, communication methods. Stay current with all the relevant information that is needed to service them and know them better. Document SharingKeep a central repository of documents such as SOWs, NDAs, and Microsoft Cloud Agreements (MCA). Reduce the email clutter and silos of information. LicensesShare license keys, renewal dates, and versions of software or licenses that they have procured from you to reduce the burden on sales and service. Manage ServicesAllow customers to view, modify and manage subscriptions, licenses, and services that they have purchased. These subscriptions can be automatically provisioned by our provisioning engine. Support and IncidentsEnable your customers to submit tickets. The portal surfaces relevant knowledge base and help... - Published: 2018-04-25 - Modified: 2025-08-07 - URL: https://work365apps.com/work-365-about-us/ About Us Work 365’s goal is to transform the quote to cash process worldwide Join Our Team What is Work 365? Work 365 is a Billing and Subscription Management application built on Dynamics 365 and Power Platform. Work 365 was developed out of our own need to scale and grow our recurring revenue as a Microsoft Cloud Solution Provider (CSP). We scoured the market in search of an application that would meet a few specific criteria: Allow users to have a holistic view of the customer relationship Have access and control over their data Have a pricing model that reflects the value delivered in the application Allow for extensions, modifications and put control back with the user Put the customer at the center When we couldn't find something we developed it for our own needs and released it in early 2018. Our team is global and made up of game-changers that bring the unique combination of technical expertise and client empathy, with a touch of nerdy humor. The Cloud is continuing to revolutionize how technology businesses operate. Work 365 helps IT companies Scale their business. Who we are Our mission is to be the leading provider of business solutions for companies generating revenue through a recurring subscription model. For our customers and users we deliver: Business transformation opportunities to sell and bill for products and services in the way they want to A platform and culture for scale and growth Better customer experiences We create value in the business by... - Published: 2018-04-25 - Modified: 2026-02-02 - URL: https://work365apps.com/terms-and-conditions/ Terms and Conditions These Terms and Conditions (this “Agreement”) govern the relationship between IOTAP Inc. (the “Company”) Work 365 Subscription and the individual or entity executing the accompanying Order Form for Services (including but not limited to Month to Month subscription Clients) or Statement of Work (the “Client”). By signing or otherwise accepting the Order Form or Statement of Work, the Client agrees to be legally bound by this Agreement. Fees, Payment, and Delivery Fees and Payment Obligations In the event of termination by the Client, prepaid Fees are non-refundable and all Fees due under the Client Agreement (Order Form or Statement of Work) are due immediately and in full. However, if termination is due to the Company’s material breach, the Client shall be entitled to a prorated refund for unused prepaid services. Fees for Subscriptions and licenses are due in advance. The Client shall be responsible for all applicable taxes, duties, or other government levies associated with the Fees, except for taxes based on the Company’s net income. Non-Refundability In the event of early termination by the Client (for any reason), no refunds shall be issued for any prepaid Fees, and any remaining Agreement amounts (including Subscriptions, Licenses, and Professional Services) shall become due immediately. Consequences of Late Payment Late payments shall incur interest at the lesser of one percent (1%) per month or the maximum rate permitted by law, calculated from the due date until payment is received in full. The Company reserves the right to suspend, limit,... ## Posts - Published: 2026-07-01 - Modified: 2026-07-01 - URL: https://work365apps.com/how-csp-partners-move-from-reactive-reconciliation-to-finance-led-governance/ - Categories: All, Billing & Invoicing, Payments, Self-Service For Microsoft CSP partners, the question is no longer whether subscription billing can be automated. It is how to govern recurring revenue as the business scales across more clients, more vendors, and constant pricing change. - Published: 2026-07-01 - Modified: 2026-07-01 - URL: https://work365apps.com/microsoft-confirms-a-separate-july-1-pricing-precision-change-for-eea-currencies/ - Categories: All, NCE and Microsoft Program Inside the June Partner Center announcements, alongside the headline price increase, sits a smaller change worth knowing: cent-level pricing precision on select Microsoft 365 and Office 365 SKUs for EU settlement compliance. - Published: 2026-07-01 - Modified: 2026-07-01 - URL: https://work365apps.com/microsofts-new-agent-365-prerequisite-is-live-what-it-changes-for-your-billing-and-provisioning/ - Categories: All, Billing & Invoicing, Provisioning, Subscription Management Microsoft Agent 365 can no longer be sold as a standalone line. Here's what the new prerequisite means operationally, and why the partners who handle it cleanly will win the agent opportunity. - Published: 2026-07-01 - Modified: 2026-07-01 - URL: https://work365apps.com/direct-vs-indirect-csp-what-actually-changes-for-your-business/ - Categories: All, CSP Management, Payments, Product Service, Provisioning, Self-Service, Subscription Management "If I move to indirect, do I lose the automation I have built? " It is the question we hear most often from partners thinking about the change. - Published: 2026-06-26 - Modified: 2026-06-26 - URL: https://work365apps.com/from-local-it-provider-to-global-partner-of-the-year/ - Categories: Events and Webinars From Local IT Provider to Global Partner of the Year Infinity Group's journey from a local managed service provider to becoming a Microsoft Partner of the Year offers valuable lessons for every Microsoft partner looking to scale. In this PartnerTalks Frontier Voices session, Chris Marshall, CMO at Infinity Group, shares how strategic marketing, stronger Microsoft alignment, operational excellence, AI, and data-driven decision making helped transform the business into a global leader. Learn the key challenges they overcame, the initiatives that accelerated their growth, and practical strategies you can apply to strengthen your own Microsoft partnership and drive sustainable business success. Key Highlights: Infinity Group's transformation from a local MSP to Microsoft Partner of the Year The key business and marketing challenges overcome during the growth journey Strategies for building stronger Microsoft and ISV partnerships How marketing transformation and brand positioning accelerated business growth Leveraging data, AI, and automation to improve customer engagement and operational efficiency Best practices for creating a scalable technology and marketing foundation Actionable insights for Microsoft partners looking to grow their business and increase market presence Watch the full recording by filling out the form. Continue watching... . Already a Work 365 Customer? The webinar recording is available in our LinkedIn Community. Click below to join the community and access it directly! Linkedin-circled Linkedin-circled Join the Community - Published: 2026-05-25 - Modified: 2026-06-09 - URL: https://work365apps.com/est-enforcement-is-live-july-price-increase-is-six-weeks-away/ - Categories: All, NCE and Microsoft Program May is turning into one of the busiest months in recent memory for Microsoft CSP partners. - Published: 2026-05-18 - Modified: 2026-06-09 - URL: https://work365apps.com/microsoft-365-july-2026-price-increase-csp-partner-guide/ - Categories: All, NCE and Microsoft Program Microsoft is raising Microsoft 365 prices on July 1, 2026 across Business, Enterprise, and Frontline plans with increases ranging from 5% to 43% depending on SKU. - Published: 2026-05-13 - Modified: 2026-06-09 - URL: https://work365apps.com/your-customers-already-expect-self-service/ - Categories: All, CSP Management, Self-Service Customers just assumed it would exist. And when it did, the taxi companies that required a phone call started losing customers not to a better phone call, but to a different model entirely. - Published: 2026-04-21 - Modified: 2026-06-09 - URL: https://work365apps.com/the-csp-billing-audit-5-numbers-every-bc-partner-should-track/ - Categories: All, Billing & Invoicing, CSP Management Most revenue leakage in a CSP practice does not announce itself. There is no failed transaction, no system error, no alert. - Published: 2026-04-10 - Modified: 2026-04-10 - URL: https://work365apps.com/work-365-pv-3-2-updates-billing-pricing-azure-enhancements/ - Categories: Events and Webinars Work 365 PV 3. 2 Updates: Billing, Pricing and Azure Enhancements Work 365 PV 3. 2 introduces key updates focused on Microsoft compliance, billing accuracy, and pricing flexibility. With the new Extended Service Term (EST) policy, partners must take action to manage renewals and avoid unexpected billing changes. The release also includes renewal sync with Microsoft, improved payment options, advanced pricing models, and enhanced Azure billing, helping partners streamline operations and align closely with Microsoft. Key Highlights: New EST renewal policy – action required before renewals Direct sync with Microsoft Partner Center Stripe & GoCardless payments (Pay Now) Margin-based pricing for better profitability Daily-rated billing & mid-cycle invoicing Recon-based Azure reservation billing Improved Azure UI, performance, and reporting Watch the full recording by filling out the form. Continue watching... . Already a Work 365 Customer? The webinar recording is available in our LinkedIn Community. Click below to join the community and access it directly! Linkedin-circled Linkedin-circled Join the Community - Published: 2026-04-07 - Modified: 2026-04-13 - URL: https://work365apps.com/work-365-is-heading-to-directions-na-2026/ - Categories: All, CSP Management, NCE and Microsoft Program Directions North America is the one event in the Business Central calendar where the whole community shows up. - Published: 2026-04-06 - Modified: 2026-04-06 - URL: https://work365apps.com/work-365-dv-updates-renewals-payments-billing/ - Categories: Events and Webinars Work 365 DV Updates: Renewals, Payments and Billing In this session, Joe Almonte and Ali Salahuddin introduce the latest updates in Work 365 Dynamics v5. 2, focused on improving CSP billing, subscription management, and compliance with Microsoft changes. Learn how new features help automate processes, enhance accuracy, and deliver a better customer experience. Key Highlights: Extended Service Terms (EST): Improved renewal control and automation Renewal Instructions: Real-time sync with Microsoft Partner Center Payment Enhancements: “Pay Now” via Stripe and GoCardless Recon-Based Billing: Accurate billing for reserved instances Watch the full recording by filling out the form to access the on-demand session. Continue watching... . Already a Work 365 Customer? The webinar recording is available in our LinkedIn Community. Click below to join the community and access it directly! Linkedin-circled Linkedin-circled Join the Community - Published: 2026-04-01 - Modified: 2026-04-13 - URL: https://work365apps.com/beyond-automation-how-enterprise-microsoft-csps-maintain-control-at-global-scale/ - Categories: All, Billing & Invoicing, CSP Management, Provisioning, Subscription Management Enterprise Microsoft CSPs face a fundamentally different set of challenges than their smaller counterparts. You are not trying to get billing off spreadsheets. - Published: 2026-03-27 - Modified: 2026-04-13 - URL: https://work365apps.com/psa-billing-is-the-start-not-the-end-of-csp-billing-automation/ - Categories: All, Billing & Invoicing, CSP Management For most Microsoft partners, your PSA is the operational backbone of your business. It tracks work, manages contracts, and generates invoices. - Published: 2026-03-23 - Modified: 2026-04-13 - URL: https://work365apps.com/nce-mca-est-why-your-csp-platform-must-evolve-faster/ - Categories: All, Billing & Invoicing, CSP Management, NCE and Microsoft Program Microsoft ships a policy update. Partner Center changes a workflow. Your billing team inherits a new operational edge case — and somewhere downstream, a customer gets a surprise on their invoice, your margin takes a quiet hit, and someone on your team spends three days in a spreadsheet figuring out why. - Published: 2026-03-13 - Modified: 2026-04-06 - URL: https://work365apps.com/est-in-microsoft-csp-partner-adoption-plans-operational-playbook/ - Categories: Events and Webinars EST in Microsoft CSP Partner Adoption Plans + Operational Playbook Microsoft’s Extended Service Term (EST) introduces a major change to how CSP partners manage subscription renewals and end-of-term decisions. With the removal of the traditional grace period, partners must now proactively choose whether to renew, cancel, or move subscriptions into a paid monthly EST model. This webinar explains what EST means for CSP partners, how it impacts billing and customer relationships, and the operational strategies partners can adopt to manage these changes effectively. It also demonstrates how Work 365 helps automate renewal policies, improve visibility into expiring subscriptions, and simplify EST management across large subscription portfolios. Key Highlights: Overview of Microsoft Extended Service Term (EST) and why it matters for CSP partners Understanding the end of the free grace period and the shift to paid EST Key dates, timelines, and policy changes from Microsoft Common scenarios that cause subscriptions to move into EST Operational challenges including billing impact, customer communication, and subscription tracking Real insights from partner surveys and poll results on how organizations plan to handle EST Different operational models partners can adopt to avoid or manage EST How Work 365 helps automate renewal policies, reporting, and subscription transitions Best practices for reducing billing disputes and maintaining customer trust Watch the full recording by filling out the form. Continue watching... . Already a Work 365 Customer? The webinar recording is available in our LinkedIn Community. Click below to join the community and access it directly! Linkedin-circled Linkedin-circled Join the... - Published: 2026-03-06 - Modified: 2026-04-13 - URL: https://work365apps.com/how-abakion-automated-csp-licensing-and-billing-with-work-365/ - Categories: All, Billing & Invoicing, CSP Management, Subscription Management As Microsoft partners grow their cloud businesses, operational complexity grows with them. - Published: 2026-02-20 - Modified: 2026-03-04 - URL: https://work365apps.com/why-csp-billing-breaks-at-scale-and-what-finance-teams-miss/ - Categories: All, Billing & Invoicing The hardest part of scaling a Microsoft practice isn’t selling. It’s keeping billing, cost, and margin aligned as everything changes mid-month. - Published: 2026-02-12 - Modified: 2026-03-04 - URL: https://work365apps.com/billing-schedules-in-csp-billing-the-missing-layer-between-contracts-and-invoices/ - Categories: All, Billing & Invoicing, CSP Management If you’ve ever finished monthly billing and still felt uneasy, like something slipped through, you're not alone. - Published: 2026-02-10 - Modified: 2026-02-10 - URL: https://work365apps.com/work-365-delivers-purpose-built-revenue-operations-for-microsoft-cloud-for-us-government/ - Categories: News RESTON, Va. - Feb. 9, 2026 - IOTAP Inc. , creator of Work 365, the Microsoft Revenue Operations Platform, announced expanded support for Microsoft Cloud for US Government, enabling eligible Microsoft Cloud Solution Provider (CSP) partners to manage CSP operations in support of U. S. Government cloud customers. Government customers, and the partners who support them, operate under distinct requirements driven by national cloud isolation, data residency expectations, and operational separation from commercial cloud environments. Microsoft Cloud for US Government operates as a physically and logically separate national cloud, requiring supporting platforms to meet specialized deployment and operational expectations. Built for Government Cloud Reality Government-focused CSPs are required to manage separate environments when transacting in Microsoft Cloud for US Government. To support these requirements, Work 365 has established a dedicated Gov Cloud data center used exclusively for government cloud customers. This ensures that subscription, billing, and revenue operations data for government customers remains isolated from commercial cloud workloads, while continuing to align with Microsoft's CSP commerce frameworks. Work 365 functions as the Microsoft Revenue OS for CSPs, providing a unified revenue operations layer across sales, provisioning, billing, and revenue insights - operating natively within government cloud environments. Why This Matters for Government-Focused CSPs CSPs supporting U. S. Government customers must balance strict operational boundaries with the need to scale efficiently. Work 365 enables partners to automate revenue operations without compromising the isolation, trust, and accountability required in government cloud scenarios. By maintaining clear separation between government and commercial revenue operations,... - Published: 2026-01-22 - Modified: 2026-01-28 - URL: https://work365apps.com/build-vs-buy-why-infinity-group-chose-work-365-to-scale-csp-billing/ - Categories: All, Billing & Invoicing, CSP Management, Self-Service, Subscription Management When Microsoft makes a change to its commercial programs, it rarely reverses course. NCE. GDAP. Monthly billing enforcement. Auto-renewal defaults. License-based services. Usage-driven pricing. - Published: 2026-01-20 - Modified: 2026-03-04 - URL: https://work365apps.com/what-is-a-csp-licensing-tool-and-when-microsoft-partners-actually-need-one/ - Categories: All, NCE and Microsoft Program, Subscription Management Microsoft Cloud Solution Providers (CSPs) don’t usually wake up thinking we need a CSP licensing tool. - Published: 2026-01-13 - Modified: 2026-01-28 - URL: https://work365apps.com/from-manual-billing-to-300-csp-growth-innovia-consultings-work-365-story/ - Categories: All, Billing & Invoicing, CSP Management, Self-Service Innovia Consulting scaled its CSP business by thousands of licenses—without adding sales or support staff. That outcome wasn’t driven by better selling. - Published: 2025-12-29 - Modified: 2026-01-28 - URL: https://work365apps.com/microsoft-csp-billing-automation-how-modern-partners-scale-revenue-without-losing-control/ - Categories: All, Billing & Invoicing, CSP Management, Provisioning, Self-Service, Subscription Management or Microsoft CSP partners, growth today comes with a strategic trade-off. Many partners are weighing the direct vs indirect CSP model - balancing margin, control, compliance, operational overhead, and speed to market. - Published: 2025-12-18 - Modified: 2026-01-28 - URL: https://work365apps.com/why-fixing-csp-billing-made-infinity-group-a-microsoft-frontier-partner/ - Categories: All, Billing & Invoicing, CSP Management, NCE and Microsoft Program When Microsoft talks about Frontier Partners, it’s easy to assume the conversation starts and ends with AI. - Published: 2025-12-12 - Modified: 2025-12-12 - URL: https://work365apps.com/frontier-partner-blueprint-platform-transformation-ai-and-the-future-of-csp-operations/ - Categories: Events and Webinars Frontier Partner Blueprint: Platform Transformation, AI, and the Future of CSP Operations Microsoft’s Frontier Partner shift is accelerating in 2025—pushing CSPs and MSPs toward platform transformation, AI-driven operations, and self-service customer experiences. In this session, Work 365 and Infinity Group break down what it takes to modernize CSP operations by consolidating data in Microsoft’s platform (Dynamics 365 + Dataverse), enabling hybrid CSP (direct + indirect), and using agents + automation to scale without adding headcount. Key Highlights: What a “Frontier Partner” means and why Microsoft is pushing partners in this direction Platform-first transformation: moving from siloed tools/PSA sprawl to a unified Dataverse foundation Infinity Group’s real-world journey: MSP → Microsoft-first partner → scalable operations Why Dataverse (front office + service + billing context) vs. keeping everything only in ERP Hybrid CSP strategy: staying direct while leveraging distributors for scale and GTM support Self-service portal evolution: why customers now expect license and service self-management Agentic operations in action: first-party agents + custom agents (risk/call insights, RFP, reporting) How Work 365 supports scalable billing automation and Dataverse-ready data for Copilot/agents Watch the full recording by filling out the form to access the on-demand session. Continue watching... . - Published: 2025-12-10 - Modified: 2025-12-10 - URL: https://work365apps.com/making-gdap-work-for-you-control-compliance-and-customer-trust/ - Categories: All, Billing & Invoicing, CSP Management, NCE and Microsoft Program, Subscription Management Every CSP relies on delegated access to keep customer environments running smoothly. But that access also comes with responsibility, and risk. Granular Delegated Admin Privileges (GDAP) is Microsoft’s way of putting structure around that access: tighter control, shorter lifecycles, and clearer accountability. window. location. href = "https://resources. work365apps. com/blog/microsoft-gdap-for-csp-partners-work365"; - Published: 2025-12-04 - Modified: 2026-01-28 - URL: https://work365apps.com/extended-service-terms-est-in-microsoft-csp-what-partners-need-to-know/ - Categories: All, CSP Management, NCE and Microsoft Program Microsoft has introduced a significant update to how CSP subscriptions behave after their term ends: Extended Service Terms (EST). - Published: 2025-12-01 - Modified: 2025-12-10 - URL: https://work365apps.com/microsoft-ignite-2025-what-csp-partners-need-to-know-for-2026/ - Categories: All, NCE and Microsoft Program Microsoft Ignite 2025 delivered significant announcements that will shape how CSPs sell, manage, and support cloud solutions in 2026. window. location. href = "https://resources. work365apps. com/blog/microsoft-ignite-2025-what-csp-partners-need-to-know-for-2026"; - Published: 2025-11-26 - Modified: 2025-11-26 - URL: https://work365apps.com/november-2025-microsoft-csp-updates-what-partners-must-do/ - Categories: All, NCE and Microsoft Program November 2025 CSP Update: What MSPs, CSP Partners & Billing Ops Must Act On Now November 2025 brings some of the most significant updates yet to the Microsoft Cloud Solution Provider (CSP) program. window. location. href = "https://resources. work365apps. com/blog/microsoft-csp-partner-updates-and-billing-automation"; - Published: 2025-11-25 - Modified: 2025-12-10 - URL: https://work365apps.com/how-a-client-self-service-portal-transforms-microsoft-csp-operations/ - Categories: All, Self-Service In today’s Microsoft cloud ecosystem, customers expect instant visibility, self-service options, and frictionless interactions. For CSPs and MSPs, this shift isn’t just a customer experience upgrade, it’s an operational necessity. window. location. href = "https://resources. work365apps. com/blog/how-a-client-self-service-portal-transforms-microsoft-csp-operations"; - Published: 2025-11-11 - Modified: 2025-11-11 - URL: https://work365apps.com/work-365-renews-soc-2-type-ii-certification-for-2025/ - Categories: News The re-certification underscores Work 365’s ongoing investment in secure operations and compliance, ensuring Microsoft partners can manage CSP billing and automation with confidence. RESTON, Va. - Nov. 11, 2025 - Work 365, the subscription management and CSP billing automation platform built on Microsoft Dynamics 365 and Power Platform, has successfully renewed its SOC 2 Type II certification, demonstrating continued excellence in data security, availability, and confidentiality standards. SOC 2 Type II compliance is a rigorous, independent audit that validates the effectiveness of an organization’s internal controls over time. This renewal reinforces Work 365’s commitment to maintaining the highest standards of trust, security, and transparency for its customers and partners worldwide. “Earning SOC 2 Type II re-certification reflects our ongoing dedication to data integrity and partner confidence,” said Ebrahim Nalwala, CRO of IOTAP and Co-Founder of Work 365. “As our platform continues to power CSP operations for Microsoft partners globally, this certification ensures that security remains the foundation of every innovation we deliver. ” Built for Microsoft Partners, Work 365 automates complex subscription management, billing, and revenue recognition processes, helping partners scale securely while meeting evolving compliance expectations. The audit was conducted by Prescient Assurance, a trusted third-party compliance firm specializing in cloud and SaaS environments. For more information about IOTAP’s commitment to security, visit https://www. work365apps. com/security-as-a-value/. “Data protection isn’t a checkbox, it’s a continuous journey,” Nalwala added. “Renewing our SOC 2 Type II certification is part of our broader mission to deliver enterprise-grade trust and transparency to every partner... - Published: 2025-11-11 - Modified: 2025-11-11 - URL: https://work365apps.com/microsoft-customer-attestation-enforcement-partner-impact-and-recommended-actions/ - Categories: All, NCE and Microsoft Program Microsoft is introducing major changes to how Microsoft partners confirm that their customers have accepted the Microsoft Customer Agreement (MCA). window. location. href = "https://resources. work365apps. com/blog/microsoft-customer-attestation-enforcement-technical-overview-partner-impact-and-recommended-actions"; - Published: 2025-11-11 - Modified: 2025-11-11 - URL: https://work365apps.com/why-recurring-billing-in-business-central-still-falls-short-for-csps/ - Categories: Billing & Invoicing, CSP Management, Integrations, Payments Microsoft Business Central offers native Subscription Billing for recurring revenue, but for CSP partners, it’s only the start of the journey. window. location. href = "https://resources. work365apps. com/blog/business-central-csp-billing-automation"; - Published: 2025-11-06 - Modified: 2025-12-10 - URL: https://work365apps.com/managed-csp-billing-operations-automate-microsoft-cloud-billing/ - Categories: All, Billing & Invoicing, Subscription Management Microsoft CSP partners sit at the heart of the cloud ecosystem, but they’re also in constant motion. Licensing changes, Microsoft Commerce updates, pricing shifts, and API changes make billing more than just an operational process, it’s a survival challenge. window. location. href = "https://resources. work365apps. com/blog/csp-billing-operations-work365"; - Published: 2025-10-23 - Modified: 2025-11-26 - URL: https://work365apps.com/microsoft-fy26-csp-promotions-whats-new-and-how-to-manage-csp-promos/ - Categories: All, NCE and Microsoft Program Microsoft’s October 2025 Promo Readiness Guide brings two major new Copilot offers and extensions of key M365 and Dynamics promos. window. location. href = "https://resources. work365apps. com/blog/microsoft-fy26-october-csp-promotions-work365-promo-explorer"; - Published: 2025-10-15 - Modified: 2025-10-15 - URL: https://work365apps.com/how-csps-can-manage-billing-for-multi-entity-customers-at-scale/ - Categories: All, Billing & Invoicing, CSP Management Microsoft Cloud Solution Providers (CSPs) face unique billing challenges when customers are themselves multi-entity organizations. window. location. href = "https://resources. work365apps. com/blog/csp-billing-multi-entity-customers"; - Published: 2025-10-15 - Modified: 2025-10-15 - URL: https://work365apps.com/how-multi-entity-csps-can-simplify-billing-across-subsidiaries-and-tenants-2/ - Categories: All, Billing & Invoicing, CSP Management Multi-entity organizations face one of the toughest billing challenges in finance operations: balancing centralized control with local flexibility. window. location. href = "https://resources. work365apps. com/blog/multi-entity-billing-simplify-subsidiaries-tenants"; - Published: 2025-10-15 - Modified: 2025-10-15 - URL: https://work365apps.com/why-flexi-billing-is-the-game-changer-microsoft-csps-have-been-waiting-for/ - Categories: All, Billing & Invoicing, CSP Management, Subscription Management Billing is the beating heart of every Microsoft Partner business, yet for many CSPs and MSPs, it’s also the biggest obstacle to growth. window. location. href = "https://resources. work365apps. com/blog/microsoft-csp-billing-automation-flexi-billing"; - Published: 2025-10-10 - Modified: 2025-10-13 - URL: https://work365apps.com/microsoft-attestation-deadlines-act-before-jan-2026/ - Categories: Events and Webinars Microsoft Attestation Deadlines – Act Before Jan 2026 Microsoft’s new Customer Attestation enforcement begins October 7, 2025, marking a major change for all CSP partners. Old APIs and Partner Center UI will no longer support new attestations, and customers attested before April 1, 2023, must be re-attested to avoid service disruption. By January 5, 2026, all legacy tools will be fully retired. Key Highlights: Key Microsoft enforcement dates and compliance requirements How attestation workflows change after January 5, 2026 Step-by-step walkthrough of Work 365’s new API-based attestation process Best practices to re-attest customers and avoid blocking issues How to automate MCA compliance directly through Work 365 Watch the full recording by filling out the form to access the on-demand session. Continue watching... . - Published: 2025-09-23 - Modified: 2025-09-23 - URL: https://work365apps.com/the-ecosystem-standard-for-microsoft-csp-billing/ - Categories: Billing & Invoicing, CSP Management, Provisioning, Subscription Management Microsoft CSPs lose 3–7% of revenue to billing errors, manual reconciliation, and disconnected systems. For a $100M ARR partner, that’s $3–7M slipping away, enough to fund global expansion, margin improvements, or a new AI practice. window. location. href = "https://resources. work365apps. com/blog/the-ecosystem-standard-for-microsoft-csp-billing"; - Published: 2025-09-23 - Modified: 2025-09-23 - URL: https://work365apps.com/ea-to-csp-migration-microsofts-new-reality-csp-partners-big-opportunity/ - Categories: Billing & Invoicing, CSP Management, NCE and Microsoft Program, Subscription Management Nov 1, 2025: Microsoft will align EA, MPSA, and OSPA Online Services pricing with Microsoft list prices. EA customers lose many volume discounts at renewal. window. location. href = "https://resources. work365apps. com/blog/ea-to-csp-migration-microsoft"; - Published: 2025-09-19 - Modified: 2025-09-25 - URL: https://work365apps.com/work-365-launches-pv-3-0-the-keystone-power-app-for-microsoft-csps/ - Categories: News IOTAP Inc. , creator of Work 365, a leader in CSP Management and billing software for Microsoft Cloud partners, today announced the release of Work 365 PV 3. 0, a transformative upgrade that delivers billing accuracy, revenue visibility, and enterprise scalability. Work 365 is the keystone Power App for CSPs—bringing the most critical revenue data directly into the hands of every customer-facing user. With data as the currency driving decisions, Work 365 equips teams across sales, service, and finance with the insights needed to grow confidently. Built on the Microsoft Power Platform, Work 365 not only aligns with Microsoft's Billing and New Commerce Experience (NCE) requirements but also unlocks new possibilities for partners to create custom use cases, integrations, and automations—solving real business challenges while scaling recurring revenue. "Work 365 is that killer app built on Power Platform for leading Microsoft frontier Partners that want to reimagine and scale their revenue operations," said Ebrahim Nalwala, CRO of Work 365. "It brings transparency, control, accuracy, and flexibility while enabling organizations to innovate with the Microsoft Cloud. " Why PV 3. 0, and Why Now As CSPs adopt Microsoft NCE and expand across regions, currencies, and business models, they face challenges around billing accuracy, reconciliation delays, and operational complexity. Work 365 PV 3. 0 solves these by combining: Financial Accuracy & Control – Capture every revenue event, prevent leakage, and enable faster closes. Microsoft-Aligned Compliance – Billing structured in sync with Microsoft Commerce and NCE for easier reconciliation. Future-Ready Scalability – Support... - Published: 2025-09-09 - Modified: 2025-09-09 - URL: https://work365apps.com/how-work-365-helps-microsoft-partners-scale-without-losing-control/ - Categories: All, CSP Management, Provisioning, Subscription Management If you’re looking to grow your CSP business, one of the first questions you'll face is: “How do we scale across regions, across customers, and currencies, without breaking the systems we’ve already built? ” Maybe you're planning to acquire a partner in another market, or you're expanding into a new region where Microsoft pricing is always in USD. Or perhaps you're trying to determine if your current setup can handle the load of managing multiple tenants, legal entities, and complex billing cycles. window. location. href = "https://resources. work365apps. com/blog/scale-your-csp-business-globally-with-work-365"; - Published: 2025-09-09 - Modified: 2025-09-09 - URL: https://work365apps.com/stop-drowning-in-excel-why-csps-need-real-time-billing-automation/ - Categories: All, Billing & Invoicing, CSP Management, Provisioning, Subscription Management Excel is great for pivot tables. It’s terrible for running a multi-million-dollar CSP business. window. location. href = "https://resources. work365apps. com/blog/stop-drowning-in-excel-why-csps-need-real-time-billing-automation"; - Published: 2025-09-09 - Modified: 2025-09-09 - URL: https://work365apps.com/maximizing-microsoft-fy26-csp-promotions-with-work-365-pv-3-0/ - Categories: All, Billing & Invoicing, CSP Management, NCE and Microsoft Program, Subscription Management Why partners are leaning harder on promos in FY26. Microsoft’s FY26 Q1 promotions are among the strongest growth levers for CSP partners in recent years. We’re seeing more partners lean into promos: not just for discounts, but to maximize revenue, protect margins, and lock in longer-term commitments. window. location. href = "https://resources. work365apps. com/blog/microsoft-fy26-csp-promotions-management"; - Published: 2025-09-02 - Modified: 2025-09-25 - URL: https://work365apps.com/iotap-named-to-2025-inc-5000-list-of-americas-fastest-growing-private-companies/ - Categories: News IOTAP, the creator of Work 365, today announced that it has been recognized on the prestigious Inc. 5000 list of the fastest-growing private companies in America. This recognition underscores IOTAP's sustained growth and Work 365's impact in helping Microsoft cloud resellers and IT service providers simplify and scale their subscription and billing operations. Work 365 supports customers across 24 countries, empowering partners worldwide to navigate changes in Microsoft's Cloud Solution Provider (CSP) program. Earning a place on the Inc. 5000 is a testament to our team's relentless focus on customer success and the trust our partners place in us," said Ismail Nalwala, CEO of IOTAP. "We're proud of how far we've come—and even more excited about what lies ahead. The recognition comes at a pivotal time, as the Microsoft partner ecosystem continues to evolve with increased focus on the CSP program and AI and consumption-based pricing models. These changes present both challenges and opportunities—making automation, compliance, and customer experience more critical than ever. As IOTAP celebrates this milestone, the company is preparing to introduce its most significant product update to date: Work 365 PV 3. 0. Built natively on Microsoft's Power Platform, the release will deliver powerful new capabilities to streamline billing, reconciliation, and subscription management—helping partners stay ahead of these industry shifts. With this combination of industry recognition, global reach, and product innovation, IOTAP reaffirms its commitment to enabling Microsoft partners to thrive in an evolving landscape. About Work 365 & IOTAP Inc: Work 365 Work 365 is a... - Published: 2025-08-08 - Modified: 2025-08-11 - URL: https://work365apps.com/introducing-work-365-pv-3-0-scale-without-chaos/ - Categories: Events and Webinars Introducing PV 3. 0 Scale Without Chaos Explore how Work 365 PV 3. 0 empowers Microsoft CSPs and finance teams to streamline billing, automate invoicing, and gain actionable revenue insights — all while preparing for the future of AI and operational scalability. What you'll learn in this webinar: Run your CSP business on your terms using Flexi-Contracts Automate reconciliation with revenue and margin reports Bundle Azure and license billing using billing offsets Improve customer satisfaction with transparent, accurate invoices Enable finance and sales teams with real-time pricing insights Use Promo Explorer to simplify and automate discount management Boost support quality with customer portal impersonation Allocate and manage subscriptions by business unit or region Work 365 PV 3. 0 is built on Microsoft’s Power Platform — scalable, customizable, and ready for growth. Continue watching... . - Published: 2025-07-25 - Modified: 2025-08-07 - URL: https://work365apps.com/automate-everything-watch-the-exceptions/ - Categories: All, Billing & Invoicing, NCE and Microsoft Program, Provisioning, Self-Service, Subscription Management We typically see two camps of partners: The pragmatists in pain — those who’ve been burned by billing errors, renewal gaps, and spreadsheet chaos, and now want to automate everything. And the disciplined giants — larger partners who’ve muscled through system constraints with rigorous processes, manual oversight, and a web of workarounds. window. location. href = "https://resources. work365apps. com/blog/automate-everything-watch-the-exceptions"; - Published: 2025-06-25 - Modified: 2025-09-25 - URL: https://work365apps.com/work-365-launches-certified-provider-integration-cpi-program-to-help-distributors-and-csps-navigate-microsofts-evolving-ecosystem/ - Categories: News Work 365, the leading subscription management and billing automation platform for Microsoft Cloud Solution Providers (CSPs), today announced the launch of its Certified Provider Integration (CPI) Program, a strategic initiative designed to help distributors build deep, API-driven integrations that deliver the same seamless experience Direct CSPs enjoy with Microsoft Partner Center. With Microsoft's updated performance standards—including the $1M revenue threshold for Direct CSPs—many partners are exploring a shift to an indirect model. The CPI Program enables distributors to meet these partners at the moment of transition, offering a fully integrated, modern billing and provisioning experience through Work 365. "This is the same caliber of experience partners expect from Microsoft Partner Center," said Ebrahim Nalwala, Co-founder of Work 365. "With CPI, we're bringing that gold-standard experience to indirect partners by working closely with distributors to build truly native integrations. " Certified to Scale Work 365 already has deep integrations with leading distributors such as Ingram Micro. The CPI Program delivers: Automated subscription provisioning for NCE, Azure Plans, and add-ons Billing automation for license-based and usage-based services Product catalog and pricing synchronization Visibility into partner costs and revenue Support for scenarios like perpetual licenses, Azure reservations, and GDAP Invoice sync and reconciliation tools End customer self-service enablement A Win for Distributors and CSPs For distributors, CPI provides a framework to grow their cloud partner base, reduce onboarding friction, and increase stickiness through automation. For CSPs moving away from the Direct model, it offers continuity, control, and a clear path to scale. "Partners... - Published: 2025-05-29 - Modified: 2025-08-07 - URL: https://work365apps.com/dynamic-pricing-models-for-co-pilot-enabled-csps/ - Categories: Billing & Invoicing “What kind of pricing models should I use with Microsoft Co-Pilot? ” It’s a common question and a tricky one. As Microsoft transitions from static licensing to AI agent-based services, the traditional CSP billing model is being stretched. Co-Pilot, especially through Studio, brings with it usage-based logic, varied licensing schemes, and new customer expectations. Pricing and billing strategies are still catching up. For Cloud Solution Providers (CSPs), this creates both opportunity and uncertainty. We’re seeing growing interest from CSPs who want to include Co-Pilot in their offering but need CSP management tools that are flexible, automated, and built to scale. What CSPs Are Trying to Figure Out Here’s what we’re hearing on the ground: “Can I build a flexible pricing model that still scales across multiple customer segments? ” “Is it possible to combine license-based billing with usage-based pricing, without making invoicing a nightmare? ” “How do I support Co-Pilot offers without rebuilding my billing engine from scratch? ” The answer depends on the systems you're using. Work 365 helps address these challenges by enabling CSP automation across both Azure usage and Microsoft license-based billing. The goal isn’t to predict the future of AI-driven pricing but to ensure you're ready for it. Common Co-Pilot Pricing Models Emerging From what we’ve seen, CSPs are exploring a mix of models: PAYG (Pay-As-You-Go): Often linked to Azure billing for Co-Pilot Studio at $0. 01/message. Tiered Pricing: A volume-based structure that rewards scale. Co-Pilot Studio Licensing: More familiar licensing models, often aligned with Microsoft... - Published: 2025-05-28 - Modified: 2025-08-07 - URL: https://work365apps.com/why-scalable-csps-are-embracing-self-service-without-losing-control/ - Categories: Self-Service As Microsoft partners scale, expectations from customers evolve just as quickly. For many Cloud Solution Providers (CSPs), the demand for self-service capabilities is no longer optional, especially when serving larger, IT-mature clients who want more control without giving up the relationship. But how do you encourage customers to manage their own licenses, services, and subscriptions, without complicating their day-to-day? This is where controlled self-service portals come into play. It's vital for partners to feel they still have control and oversight over revenue and processes, but done right, good self-service portals allow partners to deliver a modern customer experience whilst keeping control in their court. What Self-Service Means for CSPs Unlike consumer SaaS products, self-service for Microsoft CSPs isn’t about letting anyone create an account and start provisioning licenses. It’s about: Letting the right customers make authorized changes Providing transparency into existing subscriptions and usage Supporting enterprise clients that expect more autonomy Doing all this while ensuring accuracy, compliance, and security "We’re a managed service provider, so most customers rely on us to make changes—but for some, especially large enterprises, self-service is a dealbreaker. " — Ken, Director of Cloud Solutions Partners are moving forward towards a structured portal experience and are choosing to leave ticket-based or ad hoc support behind. The Risks of Uncontrolled Self-Service What's crucial is using the right platform to avoid these common pitfalls. Customers mistakenly provisioning incorrect SKUs (e. g. , monthly instead of annual) No visibility into who made a change or when Unlimited access... - Published: 2025-05-19 - Modified: 2025-05-20 - URL: https://work365apps.com/the-future-of-billing-aligning-co-pilot-insights-with-real-time-pricing-and-provisioning/ - Categories: Billing & Invoicing, NCE and Microsoft Program, Subscription Management “How can I implement real-time pricing with Microsoft Co-Pilot? ” It’s a valid question, and the answer is still unfolding. As Microsoft continues to build out its Co-Pilot capabilities, Cloud Solution Providers (CSPs) are left navigating a grey zone. While Co-Pilot promises a more AI-driven experience for end users, the billing models behind those services are still catching up, and that’s creating tension for CSPs trying to stay ahead of the curve. Real-Time Pricing: What’s Emerging What’s clear so far is that Microsoft Co-Pilot introduces a move toward more dynamic, usage-based pricing. For instance, external-facing bots built through Co-Pilot Studio are typically billed on a Pay-As-You-Go (PAYG) basis, with pricing averaging around $0. 01 per message via an Azure subscription. In some cases, CSPs can also explore: Tiered pricing based on message volume or usage thresholds Prepaid message bundles, such as 25,000 messages/month for a fixed price Standard licensing for Microsoft 365 Co-Pilot via the New Commerce Experience (NCE) For CSPs, this introduces a level of billing complexity that traditional systems may struggle to manage. While AI is powering the end-customer experience, the real need on the back end is structured CSP automation, which is where Work 365 comes in. While we don’t use AI to process billing, our platform enables CSPs to configure and streamline complex CSP billing workflows that support hybrid pricing models and provisioning syncs. Learn more about how Work 365 supports usage-based and license-based billing models. What CSPs Are Asking With so many moving parts, we’re... - Published: 2025-05-19 - Modified: 2025-08-07 - URL: https://work365apps.com/what-co-pilot-misses-and-why-work-365-fills-the-gap-for-growing-csps/ - Categories: Billing & Invoicing, Provisioning, Subscription Management Microsoft Co-Pilot is gaining traction fast. With AI-driven tools embedded across Microsoft 365 and Co-Pilot Studio allowing the creation of intelligent bots, many CSPs are beginning to ask: Can Co-Pilot handle our billing too? The short answer? Probably not, and that’s not necessarily a flaw. Co-Pilot wasn’t built to be a CSP billing platform, and its limitations in this area are starting to show. What’s Missing in Co-Pilot Billing Co-Pilot Studio is impressive when it comes to designing conversational experiences. But when it comes to billing automation, there are significant gaps. At present, Co-Pilot doesn’t offer support for: Prorated or prepaid billing logic Tiered, stepped, or custom pricing models Automated invoice generation Seamless reconciliation between usage and customer billing And while usage-based pricing does exist through Azure PAYG, the responsibility for translating that data into an accurate, customer-facing bill still sits squarely on the CSP’s shoulders. Where Work 365 Comes In That’s where Work 365 steps in. We’ve built a platform that enables growing CSPs to handle the complexity of today’s billing needs, including those tied to emerging Co-Pilot models. With Work 365, CSPs can: Create flexible pricing models: bundles, PAYG, stepped rates, or hybrid offers Automate usage tracking across services like Azure and Co-Pilot Studio Generate clean, branded invoices that integrate license-based and metered models in one system Sync provisioning and billing through Microsoft Partner Center integration Explore how Work 365 automates CSP billing with Azure and Microsoft 365 integrations. What CSPs Are Asking We’re regularly hearing questions like:... - Published: 2025-05-13 - Modified: 2025-09-24 - URL: https://work365apps.com/is-your-csp-billing-ready-for-microsoft-co-pilot-and-what-happens-if-its-not/ - Categories: Billing & Invoicing, NCE and Microsoft Program, Subscription Management There’s no denying the excitement around Microsoft Co-Pilot. From boardrooms to service desks, it’s quickly becoming the next frontier of productivity. But as Cloud Solution Providers (CSPs) begin packaging and selling Co-Pilot, the excitement comes with a serious challenge: billing. The reality? Billing for Co-Pilot is still taking shape. Documentation is thin. Pricing structures are changing. And while Microsoft offers a few billing routes, it’s clear that a one-size-fits-all approach won’t cut it for most CSPs. At Work 365, we’re watching this evolution closely. While we don't claim to have all the answers (yet), here’s what we’ve seen so far and how we’re helping CSPs stay prepared. What You Can Bill For As of now, Microsoft Co-Pilot billing falls into two categories: Microsoft 365 Co-Pilot: This is sold as an add-on SKU via the New Commerce Experience (NCE). Priced at $30/user/month with a 12-month commitment (either billed monthly or upfront), it unlocks AI-powered features inside M365 apps like Teams, Excel, and Word. Co-Pilot Studio Bots: For bots deployed externally (e. g. , customer-facing web tools), pricing is usage-based, often around $0. 01/message through Azure Pay-As-You-Go (PAYG). CSPs can also offer prepaid bundles like $200/month for 25,000 messages. Learn how Work 365 supports Azure usage-based billing here. The Grey Areas CSPs Are Navigating There’s a lot still unfolding. For example: Some agents can be built and tested without a license, but how do you track when usage tips into billable territory? Clients may want monthly billing flexibility but with annual access... - Published: 2025-04-07 - Modified: 2025-04-09 - URL: https://work365apps.com/navigating-the-microsoft-csp-beach-how-work-365-keeps-you-on-solid-ground/ - Categories: All, NCE and Microsoft Program Imagine you’re spending a perfect day at the beach. The sun is shining, the waves are rolling in, and the shoreline is buzzing with activity. This is what the Microsoft CSP marketplace should feel like; busy, exciting, full of opportunities. But just when you settle in, the tides shift. A riptide pulls your customers away, an unexpected storm forces you to move your setup, and suddenly, what should have been a thriving day turns into a frantic struggle just to stay afloat. Microsoft’s constant changes to the CSP program NCE updates, price fluctuations, partner requirements are like those unpredictable forces that disrupt your beach day. How do you stay ahead and ensure your business thrives? You need a boardwalk—a solid structure to help you navigate the shifting sands and a lifeguard to keep you out of trouble. That’s exactly what Work 365 provides. The Shifting Sands of Microsoft’s CSP Program Over the last few months alone, Microsoft has introduced a wave of changes: New Commerce Experience (NCE) shifted the way partners handle licensing, with annual commitments creating new challenges for cash flow management and customer retention. Monthly billing adjustments resulted in a 5% premium for partners opting for flexibility, forcing CSPs to reconsider pricing strategies. Changes to incentive structures reduced margin opportunities for partners who fail to adapt. Strict compliance and audit requirements added administrative burdens, making it critical to maintain accurate reporting and adherence to Microsoft’s evolving guidelines. AI-driven product shifts introduced new licensing models, requiring partners to constantly... - Published: 2025-04-03 - Modified: 2025-09-25 - URL: https://work365apps.com/stop-revenue-leakage-before-it-becomes-a-flood/ - Categories: Billing & Invoicing, Featured Articles - Tags: grow recurring revenue You know it’s happening. You just don’t want to admit it. Revenue leakage. Or, if we’re being dramatic (and accurate), revenue ghosting. It’s not revenue loss, it’s money you should be making but aren’t. It’s money you’re entitled to as a Microsoft CSP, but thanks to manual processes, disconnected systems, and price shifts, it’s slipping through your fingers. Every. Single. Month. The Hard Truth? Every CSP is Losing at Least 2-3%. Probably More. Yet, ask a finance team if they’re leaking revenue, and they’ll tell you no. Not happening. All good over here. Because admitting it would mean admitting to cracks in the system. But those cracks exist. And if you don’t fix them, they widen. Where Is Your Revenue Leaking? Microsoft CSPs (Direct or Indirect) face a unique set of revenue leak traps, some obvious, some sneaky. Here’s how it happens: 1. Manual Processes Still relying on manual invoicing? Human errors, missed renewals, and reconciliation delays mean instant revenue drift. CSP automation eliminates these costly mistakes. 2. Disconnected Systems If your CSP management system isn’t integrated with billing and provisioning, you’re either undercharging or overpaying. Either way, it’s a loss. 3. Microsoft Price Changes New Commerce Experience (NCE) shifts, promos, or price hikes—are you keeping up? If not, you’re either eating the cost difference or underbilling customers. Automated CSP billing ensures you’re always charging the right amount. 4. Renewals Falling Through the Cracks A customer doesn’t get billed for a renewal, and no one notices until it’s too late.... - Published: 2025-03-27 - Modified: 2025-04-01 - URL: https://work365apps.com/work-365-releases-version-4-8-to-help-microsoft-partners-adapt-to-pricing-changes/ - Categories: News Work 365, a leading subscription management and billing automation solution for Microsoft Partners, has launched Version 4. 8, an update designed to align with Microsoft’s new price changes and annual/monthly commitment terms. The changes, effective April 1, 2025, introduce differentiated pricing based on commitment term and billing frequency, requiring Microsoft CSPs to adapt quickly. Work 365’s latest update ensures seamless subscription and pricing management by: Supporting automated pricing updates at renewal Improving unit mapping to accommodate Microsoft’s pricing structure Enhancing integration for Direct and Indirect Partners "Our goal with Version 4. 8 is to remove friction for Microsoft Partners," said Kayla, Senior Director, Customer Success at Work 365. " With Microsoft’s price increases, CSPs need a scalable way to manage changes, and this release does just that. " Work 365 customers can now improve their processes and avoid manual intervention when adjusting to Microsoft’s evolving pricing structure. To learn more, watch the full webinar here. - Published: 2025-02-04 - Modified: 2025-02-04 - URL: https://work365apps.com/one-update-endless-possibilities-work-365-power-version-pv-2-0-has-landed/ - Categories: News If you’re a Microsoft Partner then managing a CSP business just became much simpler. Work 365 has rolled out PV 2. 0, an update packed with automation, security enhancements, and operational efficiency improvements. Whether handling client permissions, tracking promotions, or managing billing, this release is designed to ease the workload and maximize business potential. What’s New in PV 2. 0? Enhanced GDAP Management Manually handling permission requests can be tedious. PV 2. 0 introduces permission templates, cutting down repetitive work. Plus, automated GDAP relationship management boosts security and efficiency, with dashboards offering full visibility. Promotion Explorer: Never Miss a Deal Keeping track of Microsoft promotions is now effortless. The new Promotion Explorer provides real-time access to all available offers, verifies eligibility automatically, and applies discounts without any hassle. Streamlined Time & Materials Billing Now, billing for consulting and project work is as straightforward as managing subscriptions. PV 2. 0 integrates everything smoothly, ensuring you capture every revenue opportunity without extra effort. Why This Update Matters According to a recent Gartner study, automation can cut operational costs by up to 30%. Work 365 PV 2. 0 goes beyond expectations for a regular update, it transforms CSP management; reducing inefficiencies, preventing errors, and helping businesses scale more effectively. See It in Action Want to experience the benefits of PV 2. 0 firsthand? Read the full blog for a more in-depth look at things, or explore the features and book a demo here. - Published: 2025-02-04 - Modified: 2025-03-19 - URL: https://work365apps.com/a-new-era-in-csp-management-work-365-power-version-pv-2-0-is-here/ - Categories: All, Billing & Invoicing, Product Service, Provisioning, Self-Service, Subscription Management For years, Microsoft partners have juggled multiple tools, dashboards, and processes to keep their CSP businesses running. The complexity of managing customer permissions, billing, and promotions often feels like a never-ending battle. But what if there was a way to simplify it all? Enter Work 365 PV 2. 0 - a transformative update designed to streamline operations and empower Microsoft partners to focus on growth. The Backstory: Why This Matters Now The cloud services industry is evolving fast. A recent McKinsey report suggests that businesses leveraging automation see a 20-25% increase in productivity (McKinsey & Company). With Microsoft’s ongoing updates to partner programs, staying ahead requires tools that are agile, automated, and smart. Work 365 PV 2. 0 delivers exactly that, addressing long-standing pain points with cutting-edge solutions while reinforcing security, automation, and usability enhancements. What’s New in PV 2. 0? 1. Revolutionized GDAP Management Microsoft’s Granular Delegated Admin Privileges (GDAP) offers enhanced security by allowing partners to manage specific administrative roles for customer tenants. Traditionally, partners had to rely on risky, broad admin access such as Global Admin privileges. Work 365 PV 2. 0 changes that by introducing: Templates for Standardization – Partners can now create reusable permission templates tailored to different customer needs, ensuring consistency and reducing manual effort. Automation – GDAP templates can be automatically applied based on customer categories, reducing errors and improving efficiency. Enhanced Visibility – A new dashboard provides comprehensive insights into all active GDAP relationships, their statuses, and expiration dates—capabilities not available in... - Published: 2025-02-04 - Modified: 2025-02-06 - URL: https://work365apps.com/efficiently-managing-gdap-csp-with-work-365/ - Categories: Billing & Invoicing, NCE and Microsoft Program, Subscription Management In the rapidly evolving Microsoft Cloud Solution Provider (CSP) ecosystem, security and efficiency remain top priorities. With cyber threats on the rise, partners need better ways to manage customer access while minimizing security risks. Microsoft’s Granular Delegated Admin Privileges (GDAP) is a major step forward, offering fine-grained control over permissions. However, managing GDAP manually through Microsoft Partner Center is cumbersome and time-consuming. Enter Work 365. With the PV 2. 0 release, Work 365 transforms GDAP management by automating workflows, reducing administrative overhead, and providing deep visibility into partner-customer relationships. The Evolution from DAP to GDAP Historically, Microsoft CSP partners relied on Delegated Admin Privileges (DAP) to manage customer tenants. However, DAP granted overly broad, long-term access, often with Global Admin privileges, creating security vulnerabilities. In 2024, the frequency of cyberattacks has escalated significantly. Organizations reported an average of 1,636 cyberattacks per week in the second quarter, marking a 30% increase from the previous year (secureframe. com). This surge underscores the critical need for robust cybersecurity measures to protect against the growing threat landscape. GDAP replaces DAP with: Specific roles: Assign only necessary permissions (e. g. , User Admin, Exchange Admin, Help Desk Admin) Time-bound access: Set expiration dates (e. g. , 30, 180 days, or custom durations) Improved security: Prevent unauthorized long-term access and mitigate partner-related breaches. While GDAP significantly enhances security, Microsoft Partner Center does not offer the automation or oversight necessary for seamless implementation at scale. Challenges of GDAP in Microsoft Partner Center Despite its benefits, manually managing... - Published: 2025-02-04 - Modified: 2025-02-06 - URL: https://work365apps.com/unlocking-the-future-of-promotion-management/ - Categories: Featured Articles, Integrations, Subscription Management Work 365 PV 2. 0: Simplified Access, Smarter Billing, and Complete Visibility Licensing specialists and revenue leaders need more than just visibility, they need a seamless way to discover, apply, and manage promotions within their CSP management solution. Work 365 PV 2. 0 simplifies this entire process, ensuring that promotions are easily accessible, effortlessly applied, and seamlessly integrated into the broader customer and subscription lifecycle. Stay in the Know: Real-Time Access to Promotions Keeping up with Microsoft promotions has traditionally required manual tracking and constant monitoring. Work 365 PV 2. 0 consolidates all active promotions in one place, providing real-time access directly within your CSP management solution. Consolidated Visibility: No more sifting through emails or Partner Center updates. Work 365 PV 2. 0 brings all promotions into a centralized dashboard, ensuring licensing specialists always have the latest opportunities at their fingertips. Dynamic API Integrations: Real-time synchronization with Microsoft Partner Center ensures promotions are always up to date, so partners never miss a time-sensitive opportunity. Intelligent Filtering: Easily sort and identify promotions based on tenants, markets, and segments. Effortless Application: Seamless Subscription Integration Once a promotion is identified, the next step is applying it correctly, something that often comes with Microsoft’s unique constraints and varying eligibility rules. Work 365 PV 2. 0 automates this process, ensuring promotions are applied correctly with minimal effort. Automated Eligibility Checks: Work 365 PV 2. 0 automatically verifies whether a customer qualifies based on subscription details, usage patterns, and Microsoft’s specific constraints for each promo. No... - Published: 2025-01-30 - Modified: 2025-02-05 - URL: https://work365apps.com/renewal-management-reimagined/ - Categories: Billing & Invoicing, Provisioning, Self-Service, Subscription Management A Smarter Way to Stay Ahead Let’s set the scene. It’s crunch time at the office, and your team is wading through spreadsheets, cross-checking emails, and rushing to update contracts before the clock runs out. Someone’s muttering, “Did we renew that account last month? ” while another is frantically double-checking invoices. It’s a familiar scene for anyone juggling subscription renewals. But what if you could take full control of the renewal process, structuring it exactly how your business needs? Work 365 isn’t an out-of-the-box automation tool; it’s a platform that allows you to build and manage renewals your way. You decide when the renewal process starts- T-60, T-90, or any timeframe that makes sense. You can centralize renewal data, track upcoming contracts, and notify your team exactly when and how you need to. With Work 365, renewal management isn’t just streamlined; it’s tailored to your strategy. Let’s dig into the how and why. Architect Your Own Renewal Management Process Managing renewals manually is like trying to paddle upstream; it’s possible but exhausting. Work 365 flips the script by giving you the power to design your renewal workflow, from timing to notifications, all within a single system. Want renewals to kick off 90 days in advance? Done. Need a dashboard that tracks upcoming renewals? Already built-in. Want to automate internal notifications so your team stays in the loop? Easy. Because Work 365 pulls real-time data from Partner Center, you always have the most up-to-date information at your fingertips. Instead of reacting... - Published: 2025-01-28 - Modified: 2025-01-29 - URL: https://work365apps.com/fusion-connect-leverages-work-365-for-scalable-csp-growth/ - Categories: News Fusion Connect, a leading Managed Communications and Cloud Service Provider (CSP), has successfully enhanced its operational efficiency and customer experience through Work 365, a CSP automation and billing management platform. This collaboration resulted in significant financial and operational improvements, positioning Fusion Connect for scalable growth. Addressing Key Challenges Fusion Connect overcame several operational hurdles with Work 365, including: Billing inefficiencies: Manual processes led to discrepancies between license consumption and billing, causing revenue leakage. Renewal complexities: Missed renewal opportunities increased customer churn risks. Limited Azure management: Lack of tools to effectively manage usage-based services hindered expansion. No self-service portal: Customers had limited visibility into their subscriptions, creating additional operational overhead. Work 365’s Impact Work 365 addressed these challenges by automating key processes, enabling: Accurate billing aligned with consumption: Eliminated manual reconciliations, improving financial accuracy. Proactive renewal management: Ensured timely renewals, reducing churn risks. Enhanced Azure tracking: Allowed seamless management of cloud services, supporting business growth. Customer self-service: Empowered customers with real-time access to their subscription data. Results Achieved Fusion Connect reported the following annualized benefits: Operational cost savings: 680 support hours and 1,360 reconciliation hours saved. Revenue recovery: $189,360 regained through accurate billing. Churn reduction: $37,870 in profit impact from customer retention. Chris Updegraft, CIO at Fusion Connect, shared, Work 365 has transformed how we operate by automating critical business processes like provisioning and billing. This has not only reduced overhead but also improved the accuracy of our invoicing. Now, we can focus on growing our CSP business without worrying about... - Published: 2025-01-13 - Modified: 2025-01-13 - URL: https://work365apps.com/transform-your-csp-workflow-with-work-365/ - Categories: Billing & Invoicing, Provisioning, Self-Service, Subscription Management, Subscription Management Discover how Work 365, the trusted CSP management solution, empowers Microsoft Partners to: Streamline customer onboarding Manage GDAP relationships Optimize licensing costs Automate billing and provisioning This article is based on a recent webinar highlighting the latest updates to Work 365, which are built for billing teams, licensing managers, and sales operations to save time, reduce errors, and enhance customer experiences. Running a subscription business sometimes feels like trying to solve a puzzle with missing pieces. Pricing updates change overnight, renewals sneak up on you, and juggling multiple systems can turn even simple tasks into headaches. That’s why we’re thrilled to share how Work 365 can transform your process into something smooth and streamlined. Let’s dive into the nitty-gritty without the jargon. Why Subscription Management Feels Like a Never-Ending Puzzle If you’re running a CSP business, you’re probably nodding along to some of these challenges: Your inbox is flooded with pricing updates from providers. You’re constantly quoting and onboarding new customers. Billing reconciliation takes longer than it should. And what’s up with GDAP (Granular Delegated Admin Privileges)? It’s just another hurdle to jump. Whether you have a big team or it’s just you wearing all the hats, bouncing between different tools to get the job done isn’t cutting it anymore. Enter Work 365: Your Subscription Management Superpower Work 365 brings all your tools together in one seamless platform. Here’s why you’ll love it: Always Up-to-Date Provider Syncing: Stay in sync with Microsoft’s Partner Center and distributor platforms without lifting a... - Published: 2024-12-27 - Modified: 2025-09-24 - URL: https://work365apps.com/managing-csp-billing-with-an-erp-like-business-central-a-guide-for-microsoft-csps/ - Categories: Billing & Invoicing, Subscription Management - Tags: grow recurring revenue Recently there has been a lot of activity related to Subscription Billing with Dynamics Business Applications, like Business Central and Finance & Operations. Recurring Revenue and Subscription Billing are important value creators for any organization, especially Microsoft CSP Partners. After all, Business Central has Subscription Billing, so Subscription Billing must be important. Is an accounting system the right place to manage subscriptions and billing for Microsoft CSP Partners? Using an ERP as a standalone solution for CSP Billing is missing the forest for the trees when it comes to addressing all the use cases and personas involved in getting the right outcomes for the business. CSP Billing is the result of managing a series of orchestrated steps and revenue events from the customer and your internal team that touch various parts of an organization: Sales Support Desk Licensing Specialists Billing Operations Customer Success Each group has their specific needs and may use different tools and applications: All these users touch the customer to either: Setup a new relationship Renew the customer Upsell Support the customer Things that need to be done for CSP Billing: The way to handle Subscription Billing with an ERP like Business Central is to rely on an invoice from a vendor, either Microsoft or the Distributor. Another way is to replicate subscription data along with all the subscription events and pricing in the system. Using an ERP for CSP Billing would mean data is in silos and creates operational inefficiencies: The product catalog and pricing are... - Published: 2024-12-16 - Modified: 2025-09-24 - URL: https://work365apps.com/achieving-accurate-billing-and-streamlined-operations-with-work-365/ - Categories: Newsletters Achieving Accurate Billing and Streamlined Operations with Work 365 Industry: Managed Communications and Cloud Service Provider (CSP) Challenge: Fusion Connect faced inefficiencies like inaccurate billing, manual provisioning, no Microsoft integration, missed renewals, and higher costs due to the lack of a self-service portal. Results: Work 365 automated key processes, improved billing accuracy, and enabled customer self-service, enhancing efficiency and customer satisfaction. These changes set Fusion Connect up for sustainable, scalable growth. Key Product: Work 365 CSP And Billing Management Challenges and Goals: Overcoming operational bottlenecks in CSP management Fusion Connect faced significant obstacles as they expanded their CSP business. Manual processes and fragmented systems resulted in billing inconsistencies, renewal management challenges, limited customer empowerment, and scalability issues Key challenges: Lack of a Microsoft Integrated Product Catalog: Without a Microsoft-linked integrated product catalog, Fusion Connect faced inefficiencies in configuring and pricing CSP Subscriptions. This slowed sales and led to manual adjustments, reducing efficiency across its operations. Inconsistent License Billing vs. Consumption: Aligning billing with actual usage took manual reconciliation and added administrative burden. As Chris Updegraft put it, Fusion Connect struggled with a “drift between license consumption and billing,” highlighting the need for automated, consolidated billing. Renewal Management Difficulties: Renewals, managed manually and tied to broader contracts, could lead to missed opportunities and increased risk of customer churn. More proactive renewal management was essential for contract continuity and customer retention. Azure Management: The absence of an effective solution for managing Azure and other usage-based services limited Fusion Connect’s ability to expand... - Published: 2024-12-13 - Modified: 2025-09-25 - URL: https://work365apps.com/work-365-now-available-on-pax8-marketplace-empowering-msps-with-enhanced-csp-management/ - Categories: News Work 365, a premier provider of Cloud Solution Provider (CSP) management and billing automation solutions, is thrilled to announce its integration into the Pax8 Marketplace. This strategic partnership equips Managed Service Providers (MSPs) with the tools they need to streamline CSP and subscription management, boost efficiency, and accelerate business growth. By leveraging the Pax8 Partner API, Work 365 empowers MSPs to automate subscription provisioning and management. This integration simplifies complex billing workflows and minimizes manual processes, giving MSPs a unified view of their billing, subscription, and invoicing data through a single, intuitive platform. With Work 365, MSPs can enhance operational efficiency while maintaining complete visibility and control over recurring revenue streams. Work 365's advanced billing automation and seamless integrations with leading accounting systems such as Microsoft Business Central and QuickBooks Online offer MSPs the flexibility to run their CSP businesses on their terms. The platform's capabilities help increase cash flow, reduce billing errors, and optimize financial operations, allowing MSPs to focus on scaling their businesses. Built on Microsoft Dynamics 365 and the Power Platform, Work 365 offers unmatched extensibility and customization. MSPs can tailor the platform to their unique needs while fully utilizing Microsoft's internal use rights (IURs), enabling them to deliver solutions they actively use and trust. Our integration with Pax8 represents a significant step forward in enabling MSPs to scale their CSP offerings efficiently," said Ismail Nalwala, CEO of Work 365. "This collaboration underscores our commitment to delivering innovative, purpose-built solutions that address the evolving needs of modern... - Published: 2024-12-05 - Modified: 2025-09-25 - URL: https://work365apps.com/iotap-work-365-earns-soc-2-type-ii-compliance-reinforcing-data-security-leadership/ - Categories: News Certification affirms IOTAP's commitment to protecting customer data with the highest standards of security and compliance. RESTON, Va. - Dec. 4, 2024 - IOTAP Inc. , the creator of Work 365, announced today that it has achieved SOC 2 Type II compliance, a widely recognized industry standard for data security, availability, and confidentiality. This milestone demonstrates IOTAP's unwavering commitment to safeguarding customer data and providing a secure, reliable platform for IT Services, Cloud Service Providers, Independent Software Vendors (ISVs), and Managed Service Providers (MSPs). The compliance process, conducted by Prescient Assurance, confirms that IOTAP meets the rigorous requirements set by the American Institute of Certified Public Accountants (AICPA) for SOC for Service Organizations. This independent audit provides IOTAP customers with confidence that their sensitive information is handled with enterprise-grade security measures. "Achieving SOC 2 Type II compliance is a testament to our dedication to delivering a secure platform for our customers," said Ismail Nalwala, CEO. " Our customers trust us to protect their data, and this certification further solidifies that trust. " IOTAP's cloud-based Work 365 platform helps organizations streamline billing automation and subscription management, making it easier for IT service providers to scale and operate efficiently. By prioritizing compliance and security, IOTAP empowers its customers to meet their own regulatory and risk management goals with confidence. The audit was conducted by Prescient Assurance, a leader in security and compliance for SaaS companies globally. For more information about IOTAP's commitment to security, visit https://www. work365apps. com/security-as-a-value/. Click on the link... - Published: 2024-11-06 - Modified: 2025-01-13 - URL: https://work365apps.com/self-service-portal-evaluation-key-insights-for-csp-success/ - Categories: Self-Service, Subscription Management - Tags: grow recurring revenue In my previous article, I shared various observations and considerations regarding Microsoft’s CSP Template for Self-Service. I’ll explore further aspects of evaluating and implementing this template in this article. Most companies are reacting to meet customer needs or fulfill the audit requirements from the Microsoft Direct CSP program. If you are in that small group that wants to have a strategic view of your customer experience and outcomes, here are some items you could think about: Assessing Operational Impact What is the operational burden on your team to manage a customer request for billing, changes or pricing? The simple response is that these requests don’t take long. This is true; however, the process often involves more than one step. For instance, when a customer reaches out, someone on the team must be available to handle the request. Customers may also want a quote or timeline; every change needs tracking. So, the actual change doesn't take time, but the flow from start to finish involves a few hands in the cookie jar! Balancing Audit Requirements with Customer Experience Is customer experience important, or are you merely completing an audit requirement? Are you creating systems and a culture to sell and grow in a way that aligns with the customer's needs? Are you addressing small, large, managed, and unmanaged customers in a way consistent with their processes and requirements? Are you locked into one Distributor? Ensuring consistency in your service processes is critical to aligning with customer expectations. What are your common... - Published: 2024-10-03 - Modified: 2025-01-13 - URL: https://work365apps.com/should-csps-use-microsofts-self-service-portal-template/ - Categories: Self-Service, Subscription Management - Tags: grow recurring revenue Recently, on Microsoft boards, there was an announcement about a beautifully crafted plan with images and workflows for a Marketplace and Self-Service Portal tailored for CSPs (Cloud Solution Providers). The initial reaction from the Microsoft CSP Partner community was swift, and excitement was high! I'll start my article with my bottom line in case you don't want to read any further: “Every company, partner, and organization must have and offer a customer-facing application to their customers. ” Thanks, Microsoft boards! The Motivation Behind the Self-Service Portal Template What was Microsoft’s motivation for posting this article now? Help partners with thought leadership? Grow online services and cloud sales? Just checking off a checklist item for content and collateral creation? It’s hard to know the exact motivation, but the importance of having a customer-facing application is well understood. About 1% of Microsoft Partners operate as Direct CSPs. If you are a Direct Partner, you are required to offer a provisioning portal for your end customers. Indirect CSP resellers use the Portals or Marketplaces provided by their distributors. However, it seems from a recent survey of a leading distributor that only about 1% of their partners leverage their Self-Service capabilities. Quote from the template, “The Time is right: Customer self-serve checkout and provisioning”: Acquisition costs for very small business (VSB) customers interested in Microsoft 365 can outweigh potential profits Traditional sales processes can be inefficient. Customers often need to engage with sales and wait for services to be provisioned As you read through,... - Published: 2024-08-28 - Modified: 2025-09-25 - URL: https://work365apps.com/iotap-work-365-announces-integration-with-tdsynnex-streamone-ion-for-advanced-csp-and-billing-management-for-microsoft-indirect-resellers/ - Categories: News Streamlining CSP Management: Work 365 Integrates with TD Synnex StreamOne Ion for Enhanced Billing and Subscription Automation RESTON, Va. - Aug. 27, 2024 - Work 365, a leading CSP management, subscription, and billing automation solution, announced an integration with TD Synnex's StreamOne ION platform. TDSynnex is a global technology distributor and solutions aggregator that partners with the entire Technology ecosystem through worldwide channel programs. The integration enables Microsoft Partners to combine StreamOne Ion's marketplace capabilities with Work 365's advanced CSP Management, billing automation, and subscription tracking capabilities. The two-way integration leverages the latest StreamOne Ion APIs and synchs customers, subscriptions, subscription changes, and agreements. The integration will simplify provisioning with the TD Synnex cloud platform, simplify CSP Management, and consolidate subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and MSPs. In addition, it will help sales, operations, and finance teams eliminate billing errors by automating subscription provisioning with TD Synnex. The integration with ION resulted from the increased interest shown by Microsoft partners that work with TD Synnex on its StreamOne legacy platforms and use Work 365 for CSP management, billing automation, subscription, and renewal management. Partners can now provide more value to their end customers by offering a self-service platform and simplifying their invoicing and billing operations. Partners can now harness the power of Dynamics or Power Platform to manage billing relationships and subscriptions efficiently. They can also automate CSP subscriptions through TD Synnex and other Distributors and align billing with sales to generate accurate invoices, all... - Published: 2024-08-27 - Modified: 2024-08-27 - URL: https://work365apps.com/unleashing-flexibility-and-control-with-the-latest-work-365-release-4-5-dynamics/ - Categories: News We are excited to announce the latest release of Work 365, designed to provide Microsoft CSPs with enhanced flexibility and control over their business operations. This update introduces powerful new features, improvements, and fixes that empower CSPs to manage their businesses on their terms. Major Feature Updates: Enhanced Self-Service Portal: The latest release of the Self-Service Portal for Microsoft CSPs leverages all the advancements in Power Pages. It’s faster, snappier, and easy to customize and extend. In addition to the platform enhancements, it’s built from the ground up with the end-user in mind, reducing complexities and allowing them to make changes intuitively. It’s cognitive of Microsoft’s NCE guidelines and is now “provisioning aware. ” Product Explorer: The Product Explorer feature gives CSPs greater control over discovering Microsoft's entire product line across segments, product types, currencies, and markets. Partners can control their product catalog, enabling them to navigate and manage their offerings with ease. This tool streamlines updating and customizing product information to align with customer needs. (Status: dev done, pending testing). Advanced Billing Flexibility: Offset Billing Days: We've introduced the ability to generate invoices on a customized schedule before or after specific offset days. This added flexibility allows CSPs to better align billing with their business processes. Provisioning Control Enhancements: Partial Sales Order Provisioning: CSPs can now partially provision sales orders, giving them more control over order management. Automatic Provisioning Hold: This feature allows CSPs to hold automatic provisioning when necessary, providing additional control over their provisioning processes. Azure and... - Published: 2024-08-26 - Modified: 2025-09-25 - URL: https://work365apps.com/aligning-billing-with-sales-for-msps-process-tools-and-mindset/ - Categories: Billing & Invoicing, Subscription Management - Tags: grow recurring revenue Many, in fact, most MSPs today have less than 100 customers or less than $2 million in cloud revenue, despite the rapid growth of services from modern work, infrastructure, and applications for over a decade. MSPs offer valuable services, including infrastructure management, ensuring productivity, security, and even outsourced IT help desks. So why the modest growth? Key Factors Impacting Growth Among all the potential reasons, one consistent theme across these MSPs is the alignment and complexities in their Sales and Billing processes. MSPs will curate products for modern work, security, and backup, sourcing them from OEMs like Microsoft or a Distributor and package them with their own services to sell as bundled offerings. There are some inherent natural complexities and potential issues that need to be addressed in aligning sales and billing processes for growth within the MSP service offerings. Sales Contracts and Vendor Management Multiple Vendors Contracts Multiple Provisioning Systems Multiple Invoices from Multiple Vendors One of the most common reasons for slow growth for Cloud Service Providers (CSPs) is the complexities that MSPs introduce into their Sales and Billing processes, often by customizing contracts and packages tailored to each client's needs. Balancing Sales, Finance, and Support The Sales function at the MSP brings on new customers while optimizing: margins customer experience contract duration and retention Finance and billing, on the other hand, may have specific ways of managing vendor invoices for financial processes, billing, and reconciliation. The customer support and services team must be proficient in different cloud... - Published: 2024-07-23 - Modified: 2024-12-27 - URL: https://work365apps.com/the-power-of-controlling-your-business-data/ - Categories: All, Billing & Invoicing, Product Management & Licensing, Provisioning, Subscription Management - Tags: grow recurring revenue Recurring revenue is the most valuable revenue on a company’s income statement. SaaS companies have always known this and include a SaaS billing and subscription management application as part of their core application infrastructure stack. Microsoft has also stipulated requirements for cloud resellers in the CSP Direct Partners program to implement similar systems. Recurring billing and subscription management is a broad software category, but the requirements for Microsoft resellers and CSP partners are unique, particularly in terms of data management, integrations, and business process workflows. These needs are often not met by generic SaaS billing and subscription management applications. The Requirements for a CSP Management Application: Recurring revenue grows as new customers are acquired and existing customers grow their usage of services. The goal is to enable the sales and renewal motion while continuing to invoice and collect revenue. However, this is complicated by various changes in terms, conditions, products, and pricing introduced by the provider (Microsoft). Microsoft resellers have to be able to: Discover product and price changes Manage customer renewals, subscription price changes Enable automated customer provisioning Automate billing Microsoft Direct partners vary in size and sophistication. There is no correlation between size and sophistication – larger resellers do not have more sophisticated systems. However, there is a strong correlation between optimism around growth and the sophistication of systems. CSP resellers can have as few as 50 customers to potentially 1000s of customers. Cloud services have been available for more than a decade, and resellers with a handful... - Published: 2024-07-05 - Modified: 2024-07-31 - URL: https://work365apps.com/essential-tooling-for-microsoft-msps/ - Categories: All, NCE and Microsoft Program, Product Management & Licensing Managed Service Providers (MSPs) focused on Microsoft need the right tools to manage, optimize, and scale their services effectively. Here’s an in-depth look at the essential Microsoft tools and solutions every MSP and Microsoft Partner should leverage and other critical tools MSPs commonly use, including Work 365. Microsoft Partner Center Microsoft Azure Marketplace and AppSource Microsoft Lighthouse Azure Cost Management Work 365 Additional Essential Tools for MSPs Shortcomings of Microsoft Tooling and the Need for External Software Microsoft Partner Center Overview: Microsoft Partner Center is the hub for managing your relationship with Microsoft. It offers a unified interface to manage customers, licenses, subscriptions, and incentives. Partner Center also provides access to crucial resources and support to help you grow your business. Key Features: Provisioning of Subscriptions: Manage subscription changes, co-termination and renewals. Incentives and Offers: Track and maximize the incentives you qualify for. Co-Sell Opportunities: Collaborate with Microsoft to drive sales and access new markets. Support: Get technical support and training resources to keep your team up-to-date with the latest Microsoft technologies. How to Get Started: Visit the Microsoft Partner Center to sign up and explore the resources available. Microsoft Azure Marketplace and AppSource Overview: Microsoft Azure Marketplace and AppSource are platforms where you can find, try, and deploy software and services built on Azure. These platforms offer a wide range of solutions that can help MSPs expand their service offerings. Key Features: Azure Marketplace: Focuses on IT and developer solutions, including virtual machines, APIs, and SaaS applications. AppSource: Targets... - Published: 2024-07-03 - Modified: 2024-07-23 - URL: https://work365apps.com/transforming-partner-opportunities-with-microsofts-ai-cloud-partner-program/ - Categories: All, NCE and Microsoft Program The Microsoft Partner Program has been enriched by the recent changes that are powered by AI and bring new opportunities to the table. This all-round transformation is aimed at providing better support for partners through Intelligent User Rights, new incentives, updated requirements, joint programs, and improved billing and revenue management. This article will delve into these changes with expert analysis, including feedback from partners, implications in real-life situations, technical improvements, and practical advice. Intelligent User Rights (IURs) The new IURs offer partners access to the latest Microsoft products for internal usage which includes Azure AI and Dynamics 365 AI. Partners who have made use of these additions have reported that their ability to innovate internally has increased dramatically. - For instance, users leveraging on Azure AI have achieved a 40% increase in operation efficiency. Through this access, our partners can initiate trials before deploying them to clients thereby enhancing both quality of service provision as well as competitiveness. Finding More Information: Microsoft Partner Network: Find detailed documentation about IURs at https://partner. microsoft. com/. Microsoft Yammer Community: Engage with other partners by joining discussions at https://www. yammer. com/microsoftpartners sharing experiences or asking questions for advice. Partner Center: Use the https://partner. microsoft. com/en-us/dashboard/directory for access to the latest updates and resources on IURs. New Incentives Structure The compensation system at Microsoft has had to be refined to fit the new strategic plan that revolves around artificial intelligence. These changes include improved rebates and bonuses on the integration of the AI solutions into... - Published: 2024-06-18 - Modified: 2025-09-25 - URL: https://work365apps.com/mastering-billing-and-subscription-strategies-for-microsoft-partners/ - Categories: Billing & Invoicing Building Blocks of Revenue The Three Amigos Billing and Subscription Strategies Billing Methods Customer Requirements Term/Contract-Based Billing (Agreement-Based Billing) Consumption-based or Usage-based Subscription (for Azure) Minimum Commitment Billing Retainer-Based Billing Reconciliation Based Billing Data/System Driven Billing Billing Adjustments in Microsoft CSP Billing and NCE Building Blocks of Revenue There are generally three sources of revenue for IT and Services businesses. Services (Labor and expertise) Software (Digital Services) Hardware (Physical Goods/Infrastructure) Subscription-based services are commonplace for Microsoft Resellers in the Cloud Solutions Partner Program. Software, Azure, and even professional services can be sold on a subscription basis with a recurring or re-occurring billing model. Growth in recurring revenue comes from compounding the revenue over the years by adding new customers and retaining existing ones. Type Purchase Motion Type of Revenue Software One-Time (Perpetual) Subscription Recurring Revenue Hardware of Infrastructure One-Time or Usage Basis (Azure) Re-occurring Revenue Services (Professional Services) Progress and Milestones Milestone Based, Progress Based Services (Professional Services) Block or T&M Purchased Time or Consumed Time, Re-occurring Revenue Managed Services (Professional Services) Subscription Recurring Revenue Implementing the right billing strategies and models can significantly impact the business for various reasons. Predictability in cost and revenue Customer Satisfaction Cashflow Management Labor and operational burdens Impact on your company’s enterprise value. The purpose of billing in a specific way is to strike a balance between achieving business objectives and creating customer satisfaction. Business objectives will include the labor and cost of doing something a certain way, compliance and tax requirements, and data... - Published: 2024-05-27 - Modified: 2025-09-24 - URL: https://work365apps.com/introducing-pricing-strategies-tailored-for-microsoft-csp-partners/ - Categories: All Microsoft partners operate in a dynamic and competitive environment where an effective pricing strategy is crucial for success. They need flexible and efficient ways to manage pricing to maximize profitability, accommodate regional differences, and cater to different business stages. Here are the key reasons why partners need different pricing strategies: Regional Pricing Variations: Microsoft partners often face different market dynamics based on their geographical location. They need pricing models that account for regional price variations and economic conditions to stay competitive (Microsoft Learn) . Segment-Specific Pricing: Different business segments have unique needs and purchasing power. Partners need to customize their pricing based on the customer segment, ensuring that pricing for small businesses differs distinctly from the pricing for larger enterprises (Microsoft Learn) . Product-Specific Pricing: Each product may have different value propositions and market demands. Partners require the ability to set specific pricing strategies for each product to align with its unique characteristics and customer expectations. Stage-Based Pricing Models: Businesses at different stages—starting up, growing, or consolidating—require distinct pricing strategies. Partners need flexibility in pricing to support both discounting on the established retail price by Microsoft and marking up the cost price, depending on their current phase. Standard Margins and Historical Data Microsoft's CSP program typically provides margins ranging between 10-20% depending on the specific agreement and product type. Historical data shows that these margins have been periodically adjusted to enhance partner incentives and profitability (Microsoft Learn) (partner. microsoft. com) . Opportunity Work 365 has identified a significant opportunity to... - Published: 2024-05-27 - Modified: 2025-09-24 - URL: https://work365apps.com/the-value-of-sales-service-subscription-and-customer-data-on-power-platform/ - Categories: Events and Webinars, Product Management & Licensing The Value of Sales, Service, Subscription and Customer data on Power Platform This was a great conversation ranging from the power of Power Platform and the value of having all your customer information help you manage, boost, and scale your recurring revenue Join Steve and Ismail as they talk about the power of Power Platform, why they built what they've built, and the magic of making two compelling apps work together in one day. Key Moments Shorts Previous Previous Previous Next Next NextSlide 1 Slide 2 Slide 3 Slide 4 Slide 5 Slide 6 Slide 7 Continue watching... . Chapters 00:00 Introduction and Setting the Stage 02:58 The Power Platform and its Potential 04:10 Moving from Dynamics to Power Apps for Cost Efficiency 06:24 Simplifying Solutions with the Power Platform 13:38 Integrating Sales and Billing Processes 15:27 The Extensibility and Power of the Power Platform 22:16 Exploring the Features of RapidStart 25:25 Enhancing the User Experience with Visual Cues and Customization 26:26 Managing the Customer Relationship with RapidStart 29:14 Empowering Customers with the Self-Service Portal in Work 365 35:03 The Complementary Partnership between RapidStart and Work 365 36:29 Professional Services and Customization Options > This article chronicles Work 365’s journey from failed ventures to triumph, emphasizing lessons in product-market fit, resilience, and knowing when to pivot. - Published: 2024-05-24 - Modified: 2024-08-09 - URL: https://work365apps.com/navigating-challenges-why-i-pivoted-the-business-by-ismail-nalwala/ - Categories: All, Billing & Invoicing, Product Management & Licensing, Subscription Management The Fall of Raftar: Lessons Learned The first sale is the easiest one! Through a consulting engagement, which landed in my lap, I had solved a problem around sales inventory tracking using RFID for a large medical device manufacturer. I thought I could convert the solution into a product. I used my consulting income, raised money from family, and invested over a year in product development, sales, and marketing. I couldn't sell the second deal, and after knocking on many doors and attending industry conferences, it became clear that the market was not ready, the demand was low, and the sales cycles were very long. It was time to cut my losses. I learned a hard and important lesson on having a Go-to-Market Plan with Product Market Fit. Finding a New Direction After I shut down Raftar, I was thinking about my next move. In discussions with my brother, Ebrahim, I saw what IOTAP was doing with SharePoint and CRM services. Their website was getting inbound SEO hits. There was demand for the services! I thought this would be an easy choice – if the demand is there, the only thing then is to create a way to win. We started working together, and I jumped in and started running sales. Because, of course, after my hard lessons with Raftar, I knew what not to do! This was, however, a completely new world! We were one of thousands of Partners. Microsoft gave us Internal Use Rights (IURs) for products like:... - Published: 2024-04-10 - Modified: 2025-09-24 - URL: https://work365apps.com/work-365-announces-launch-of-work-365-power-subscription-and-billing-management-worthy-of-the-power-platform/ - Categories: News, Product Management & Licensing The new Work 365 Power aims at enhancing subscription and billing management. RESTON, Va. - April 10, 2024 - Work 365, a leading provider of Billing and CSP (Cloud Solutions Provider) management solutions, is thrilled to announce the global availability of Work 365 Power, built on Microsoft's Power Platform. This latest release represents a significant leap forward in simplifying and enhancing Microsoft partners' billing and subscription management capabilities. Work 365 Power is designed to address the evolving needs of businesses in the Microsoft Cloud Solution Provider (CSP) ecosystem. By leveraging the Power Platform, Work 365 offers more robust and flexible tools that seamlessly integrate and extend with other applications, providing users unparalleled efficiency and scalability. Rationale Behind the Enhancement The scale of the Power Platform community inspired the development of this version. Work 365 Power is built to meet the needs of an ecosystem and customer base as vast as the Microsoft Power Platform user base. This version comes at a critical and exciting time with all the innovations of Power Platform, Copilot, and Power Portals. Microsoft partners must navigate the rapid pace of change and opportunity to create value with their CSP and Managed Services revenue through Copilot and Azure. With the Power Platform at its core, Work 365's new Power app version extends its existing capabilities around subscription lifecycle management and product pricing management features while leveraging all the native capabilities of the Power Apps. A Word from Our CEO – Ismail Nalwala Work 365 Power allows us... - Published: 2023-11-20 - Modified: 2024-08-27 - URL: https://work365apps.com/8-challenges-msps-face-in-growing-their-csp-business-and-how-to-overcome-them/ - Categories: All, Billing & Invoicing, Product Service, Provisioning, Self-Service, Subscription Management While some MSPs worry about shrinking margins in the Microsoft business, particularly as incentives change, the Microsoft cloud services business—especially Azure, Dynamics and CoPilot—is growing at a blistering pace. The recurring revenue model drives significant business value. Just look at the M&A and funding activity in the MSP space. Despite MSPs' hesitancy towards Self-Service, larger customers increasingly demand it for transparency and control. MSPs must overcome key challenges in CSP Management to fully capitalize on growth opportunities. Here are common hurdles MSPs face in managing their CSP businesses and practical solutions to overcome them. 1. Not Aligning Billing with Sales; Managing or Maintaining Complex Billing Processes One of the biggest pain points for MSPs is the complexity and inefficiency of billing processes. Manual reconciliation, misaligned billing, and sales motions and contracts, and the complexities around Azure billing because of the large volumes of data can be time-consuming and prone to errors. In our experience in working with MSPs, this ranges from 1-3% of revenue leakage. Solution: Whether the CSP motion is a land-and-expand strategy, something you “also do”, or the biggest growth driver of recurring revenue for your managed services business you need to manage and align your billing and sales processes to capitalize on this growth. Have an effective contract and subscription management solution that truly captures the commercial agreement you have with customers. 2. Difficulty in Adopting and Managing Flexible Pricing Strategies 9 out of 10 partners a few years ago had a simple pricing strategy - sell... - Published: 2023-11-09 - Modified: 2025-09-25 - URL: https://work365apps.com/iotap-work-365-announces-integration-with-ingram-micro-for-advanced-billing-and-subscription-management-for-microsoft-csp-partners/ - Categories: News RESTON, Va. - Nov. 8, 2023 - Work 365, a leading subscription and billing management solution, announced an integration with Ingram Micro, a world leader in IT services. The integration enables Microsoft Partners to leverage Ingram Micro's Cloud Management and Self-Service capabilities with Work 365's advanced billing management and subscription tracking capabilities. The two-way integration leverages Ingram Micro's Reseller APIs and synch entities such as customers, subscriptions, subscription changes, and agreements. The integration will simplify and streamline provisioning with the Ingram Micro Cloud platform and consolidate subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and MSPs. In addition, it will help sales, operations, and finance teams eliminate billing errors with automated subscription provisioning with Ingram Micro. The integration resulted from the increased interest shown by Microsoft partners that work with Ingram Micro and use Work 365 for billing automation, subscription, and renewal management. Partners can now provide more value to their end customers by offering a self-service platform and simplifying their invoicing and billing operations. Partners can now use Dynamics and Power Platform to manage billing relationships and subscriptions, automatically provision CSP subscriptions through Ingram Micro Cloud, and generate invoices aligning billing with sales. "We are excited about the opportunity this integration creates for Microsoft partners. Partners face challenges with billing as they grow their CSP business and use systems not built from the ground up for subscription billing and managing recurring revenue. The Work 365 and Ingram Micro Integration streamlines provisioning, billing operations, and subscription management. "... - Published: 2023-10-12 - Modified: 2025-08-07 - URL: https://work365apps.com/soc-2-type-2-compliance/ - Categories: News - Tags: SOC 2 Type II compliance RESTON, Va. – Oct. 11, 2023 — IOTAP Inc. announced today that it has achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18. Achieving this standard with an unqualified opinion serves as third-party industry validation that IOTAP Inc. provides enterprise-level security for customers’ data secured in the IOTAP Inc. system. Work 365 is created and trademarked by IOTAP Inc. , a software and cloud services company. IOTAP Inc. was audited by Prescient Assurance, a leader in security and compliance attestation for B2B, SAAS companies worldwide. Prescient Assurance is a registered public accounting in the US and Canada and provides risk management and assurance services which include but are not limited to SOC 2, PCI, ISO, NIST, GDPR, CCPA, HIPAA, and CSA STAR. For more information about Prescient Assurance, you may reach out to them at info@prescientassurance. com. An unqualified opinion on a SOC 2 Type II audit report demonstrates to IOTAP Inc. ’s current and future customers that they manage their data with the highest standard of security and compliance. Click on the link to view the published Press Release: IOTAP (Work 365) Announces the Completion of SOC 2 Type 2 Attestation - Published: 2023-10-12 - Modified: 2026-01-14 - URL: https://work365apps.com/sales-tax-compliance-and-avalara-integration/ - Categories: Integrations - Tags: Avalara Integration, Sales Tax Compliance Simplifying Sales Tax Compliance: Work 365's Certified Avalara Integration Need for Avalara Integration Effective sales tax compliance for businesses operating in the current fast-paced ( business) landscape can be a challenging task. Companies, regardless of their scale, have to bear the constraints that come with diverse tax rates, rules, and codes that are applied in various jurisdictions. And yet Work365, a premium brand of billing and subscription management software developed within the Microsoft Cloud ecosystem, has recently launched an extraordinary piece of software. Teaming up with Avalara, a vendor that is a recognized leader in automated tax accounting software, Work 365 certified the existence of an integration that makes sales tax compliance simpler which particularly benefits MSPs and ISV. This blog will go deep into the role of this certified integration with Avalara, through which businesses can efficiently perform tax compliance while automating calculations, and ultimately boost their evergreen revenue. Let us look at how this partnership between Work 365 and Avalara brings a unique solution to financial ecosystem automation. The Dilemma of Compliance in the Sales Tax Issues Firstly, before revealing the solution, it is necessary to comprehend the difficulties that businesses encounter in their sales tax compliance. State tax regulations are not the only thing that is issued not only within the U. S. but across national boundaries. Following up with the constantly changing tax rules, rates, and exemptions may be a daunting task, and a mistake or penalty may follow as a result, consequently increasing compliance risks.... - Published: 2023-10-11 - Modified: 2025-09-25 - URL: https://work365apps.com/invoicing-solution-with-integration-of-avalaras-tax-calculation-engine/ - Categories: News RESTON, Va. – Oct. 10, 2023 — IOTAP Inc. , the creator of Work 365, a leading subscription management and billing application built on Microsoft Dynamic, is excited to announce the integration of Avalara’s tax calculation engine. This strategic integration enhances the invoicing capabilities of Work 365, ensuring customers who use Work 365 benefit from automated sales tax calculation during the billing and invoicing process. Work 365, a leading subscription and billing management solution, announced an integration with Avalara. Avalara’s tax calculation engine seamlessly integrates with Work 365, automating tax calculations and providing real-time tax rates and compliance updates. By combining Avalara’s expertise in tax automation with Work 365’s subscription management and billing capabilities built on Microsoft Dynamics and Power Platform, businesses can simplify their billing operations with tax compliance. Key benefits of this integration for customers using Microsoft Dynamics and Work 365 include: Efficiency and Accuracy: The combination of Work 365 and Avalara’s tax engine simplifies the invoicing workflow, saving time and resources. Real-Time Tax Compliance Updates: Customers utilizing Avalara and Work 365 now have access to real-time updates on tax rates and regulations, ensuring their invoicing process remains compliant with automated tax filings. Ismail Nalwala, CEO at IOTAP Inc. “Integrating AvaTax into Work 365, is another significant step towards our goal of creating enterprise value for our customers by eliminating mundane tasks for our users. ” About Work 365 & IOTAP Inc Work 365 is a certified Microsoft CPV and leading subscription management and billing automation solution built... - Published: 2023-06-21 - Modified: 2025-09-24 - URL: https://work365apps.com/iotap-strengthens-partnership-with-crayon-enabling-advanced-billing-and-subscription-management-capabilities-for-microsoft-partners/ - Categories: News RESTON, Va. - June 20, 2023 - Work 365, a leading subscription and billing management solution, announced an integration with Crayon, a world leader in IT services. The integration enables Microsoft Partners to leverage Crayon's Cloud Management and Self-Service capabilities with Work 365's advanced billing management and subscription tracking capabilities. The two-way integration built in partnership with Crayon and Work 365 leverages Crayon's APIs and synchs entities such as customers, subscriptions, subscription changes, and agreements. The integration will simplify and streamline provisioning with Crayon's Cloud iQ platform and consolidate subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and MSPs on Dynamics 365 CRM. In addition, it will help sales, operations, and finance teams eliminate billing errors with automated subscription provisioning with Crayon. The integration resulted from a joint endeavor between Crayon, IOTAP, and Tigloo, a Microsoft Dynamics partner and user of Work 365. Partners such as Tigloo can now provide more value to their end customers by offering a self-service platform and simplifying their invoicing and billing operations. Partners can now use Dynamics to manage billing relationships and subscriptions, automatically provision CSP subscriptions through Cloud-iQ, and generate invoices aligning billing with sales. "The objective benefited both parties because the tool facilitates the management of the acquisition and withdrawal of customer subscriptions, provisioning the licenses in their instances, and registering or canceling the licenses in the Crayon portal. In this way, correct billing of the different movements is always guaranteed", explains José Manuel Marina, general manager of Crayon in... > Streamline your NCE renewal management with Work 365. Optimize auto-renewal policies and overcome hurdles effortlessly. - Published: 2023-03-27 - Modified: 2024-08-06 - URL: https://work365apps.com/how-csps-can-effectively-deal-with-the-complexities-of-renewal-management/ - Categories: Billing & Invoicing, NCE and Microsoft Program, Subscription Management - Tags: CSP Billing, Managed Service Provider, Microsoft CSP, Microsoft NCE, Subscription Management Renewal management is critical and complex for Microsoft Partners and businesses with recurring revenue. Most businesses realize the benefits of recurring revenue only after the first or second year of renewal because of the cost of sales and marketing. Dealing with customers and billing relationship issues usually brings psychological complexity. When dealing with New Commerce Experience (NCE) clients, this challenge becomes even more complex. The administration of the renewal process is quite a task consisting of several moving parts—from keeping subscriptions on track to provisioning the correct subscriptions to outgoing renewal reminders to using it as an opportunity to upsell and cross-sell. In this blog, we will explore the intricacies of renewal management, outline best practices, and explain how Work 365 facilitates it. Legacy vs. NCE: Looking at the Many Changes In August 2021, Microsoft introduced the new commerce experience (NCE) to provide enhanced capabilities and increased flexibility for partners when purchasing and managing products. While many partners continue to purchase license-based services in the legacy way, NCE brought many new changes. The top changes include: Modifications in commitment, such as monthly vs. annual vs. multi-year, allow customers to choose a subscription that best fits their needs. The introduction of term-based pricing enables different pricing for annual and monthly commitments. Price increases for certain SKUs, with prices for some commercial plans. Promotions on how partners discount monthly SKUs needed to be done as Microsoft began incentivizing partners to move to NCE. Several currency changes, such as consistent global pricing for... - Published: 2023-03-17 - Modified: 2025-09-24 - URL: https://work365apps.com/managing-subscription-renewals-and-how-to-navigate-microsoft-new-commerce-experience-nce/ - Categories: Newsletters Write here... ... ... . . - Published: 2023-03-10 - Modified: 2025-09-24 - URL: https://work365apps.com/managing-subscription-renewals-and-navigating-microsoft-new-commerce-experience-nce/ - Categories: Events and Webinars Managing Subscription Renewals and navigating (Microsoft New Commerce Experience) NCE We hosted a round table with a panel of partners to discuss the following: Streamlining and aligning Billing relationships and Subscriptions Communication strategies and timing: We'll discuss the different communication strategies for renewal reminders and how to optimize them for NCE. What are the policies around auto-renewal and retention? Obstacles around pricing, positioning and managing the financial risk because of NCE Best Practices: Sharing best practices and case studies of successful transitions. We also discussed how partners can leverage Work 365 to support the NCE journey and renewal management. Request a Detailed Demo - Published: 2023-01-10 - Modified: 2025-04-25 - URL: https://work365apps.com/comparing-work-365-and-csp-control-center-why-work-365/ - Categories: All - Tags: Cloud Billing, Cloud Management, CSP Billing, IT Provider, Managed Service Provider, Microsoft CSP, Microsoft CSP Automation, Microsoft NCE, Self-Service, Subscription Management Work 365 and CSP Control Center are SaaS applications used by Microsoft CSP partners to automate and manage Microsoft Cloud subscriptions and products. Microsoft requires Direct CSP Partners to implement an order processing and a billing automation system as part of the Microsoft CSP program requirements. At the outset, Work 365 and CSP Control Center (C3) can help you meet these program requirements. However, some critical differences exist between the companies and the product to consider as part of an evaluation. We'll cover what's expected in a subscription management and billing automation system and highlight the differences. This article will provide a framework to identify the fit within your organization as part of a SaaS application evaluation. We will cover these differences: Product Architecture Features Subscription Management and Provisioning Billing Automation and Price Management Self-Service for end customers Pre-Built Integrations Ability to customize, extend, scale, and security Other considerations: Pricing and Support Product Architecture Work 365 is a SaaS Application built on Dynamics CRM (Sales) and Power Platform, and C3 is a standalone, independent SaaS application. For Work 365: Work 365 users are in your AD, and you control the application's security, licenses, and access as if you were managing any other Office 365 application in your tenant. The business data, including customers, subscriptions, and pricing, resides in your Dynamics tenant and can leverage the Power Platform ecosystem to extend application usage and integration scenarios. Data manipulation and access are naturally built into the platform. Work 365 uses out-of-the-box entities... - Published: 2022-12-05 - Modified: 2026-07-02 - URL: https://www.work365apps.com/the-challenges-with-accounting-and-financial-reporting-for-subscription-businesses/ - Categories: Subscription Management The Challenges with Accounting and Financial Reporting for Subscription Businesses In today’s Netflix and Amazon era, every business is looking to transform into a subscription business to cater to new and evolving customer requirements, personalize product delivery, and guarantee a steady flow of recurring revenue. But as the model explodes across all industries, there is also this realization of how complex the accounting and financial reporting process is. Read on to learn why subscription businesses need to invest in billing and accounting systems, uncover joint accounting and financial reporting challenges they face, and how a billing automation platform like Work 365 can help address them. Accounting and Financial Reporting Challenges Are Constantly Growing The subscription business model opens doors to several benefits, but as businesses start to scale and grow, they realize that managing subscriptions is a different ballgame. An array of distinct moving parts must be managed periodically, from different billing and contract terms to renewal dates, pricing tiers, locations, payment methods, and more. Managing this constantly changing subscription-related data introduces several accounting and financial reporting challenges, including: 01 Efficiently Dealing with Deferred Revenue If you bill customers every month, you also need to collect payments every month. But receiving advance payments for services yet to be delivered is a common phenomenon in any subscription business, making deferred revenue a liability since it refers to revenue that still hasn’t been earned. Instead of being reported in the income statement, deferred revenue is reflected as a liability on the balance... - Published: 2022-11-10 - Modified: 2025-09-24 - URL: https://work365apps.com/iotap-work-365-announces-the-completion-of-soc2-type-2-certification/ - Categories: News IOTAP has achieved SOC 2 Type 2 compliance for the security, availability, and confidentiality trust service principles. RESTON, Va. - Nov. 9, 2022 - IOTAP Inc announced today that it has achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18. Achieving this standard with an unqualified opinion serves as third-party industry validation that IOTAP Inc provides enterprise-level security for customers' data secured in the IOTAP Inc System. IOTAP Inc provides cloud-based services and Work 365 a billing automation platform for IT Services, Cloud Service Providers, ISVs, and MSPs. IOTAP Inc was audited by Prescient Assurance, a leader in security and compliance attestation for B2B, SAAS companies worldwide. Prescient Assurance is a registered public accounting in the US and Canada and provides risk management and assurance services which include but are not limited to SOC 2, PCI, ISO, NIST, GDPR, CCPA, HIPAA, and CSA STAR. For more information about Prescient Assurance, you may reach out to them at info@prescientassurance. com. An unqualified opinion on a SOC 2 Type II audit report demonstrates to IOTAP Inc's current and future customers that they manage their data with the highest standard of security and compliance. Click on the link to view the published Press Release IOTAP (Work 365) Announces the Completion of SOC2 Type 2 Certification - Published: 2022-10-20 - Modified: 2025-09-24 - URL: https://work365apps.com/8-challenges-software-vendors-encounter-while-adopting-a-subscription-based-strategy/ - Categories: Subscription Management 8 challenges Software Vendors encounter while growing Subscription-based revenue Running a recurring Software business takes work. The complexities of subscription management and billing make many an ISV business and software vendors tangled in the day-to-day running of the company while driving their focus away from innovation. If you want to meet your customers' requirements and expectations, you need to take an in-depth look at several aspects of your business. These include your current tools, approaches, and methodologies to manage subscribers, share data between multiple systems, and enable seamless integration with other systems. All this must be addressed while minimizing manual effort, curtailing revenue leakage, and boosting business growth. Key warning signs to look for Effective management of the subscription renewal process is a Herculean task for any software vendor. Challenges with invoicing changes with additions and reductions are just too many, which makes customer billing long and inefficient. At the same time, ad-hoc tools and approaches to subscription management make it difficult to scale while forcing businesses to cross several hurdles in standardizing the invoicing and payment collection process. Are you facing difficulties tracking and managing your customers, offering discounts, and enabling customer pricing tiers? If yes, it's time to dive deep into the gaps and inefficiencies in your current business. How to increase your recurring revenue? 5 quick tips to improve revenue with smarter and efficient provisioning and subscription management Here are the challenges software vendors face when growing recurring revenue 01 You're relying on Excel spreadsheets to manage... - Published: 2022-09-12 - Modified: 2025-09-25 - URL: https://work365apps.com/latest-self-service-portal-is-available-with-new-features-to-enhance-purchase-experience-and-more/ - Categories: Self-Service - Tags: Changed, Customer Idea, Major Update « ALL RELEASE NOTES Latest self-service portal is available with new features to enhance purchase experience and lot more Self-ServiceChanged, Customer Idea, Major Update Subscriptions and One-time items are now purchased via a unified purchase. Purchase new subscriptions and NRI via new button "Add Service". The button will redirect to the product catalog page to purchase the product. Enhanced purchase experience from Product Catalog Partner can control which products will displayed for which customer. This display will depend upon the price list attached under the billing contract's default price list. Make sure that billing contracts have default price lists attached and the 'display on portal' is checked on product else portal will not show products. Search new products and associated billing contracts Buy link will redirect to purchase the subscription or NRI Units on the product catalog shows the type & commitment. Its recommended to name one-time units appropriately. Renamed "Unit" as "Term" Portal content messages Added placeholders called {duration} {unit} for QRB content snippets Placeholders will allow partners to show the cancellation time. Example: Update value in Content snippet: Quantity reduction is not allowed for this subscription outside the cancellation window {duration} {unit} Warning message in Portal: Quantity reduction is not allowed for this subscription outside the cancellation window 2. 5 hour(s) New default messages added for QRB Snippets Work 365 - Subscription Create QRB Disallow Validation Quantity reduction is not allowed once subscription is purchased Work 365 - Subscription Create QRB Within Window Validation Quantity reduction is not... - Published: 2022-08-19 - Modified: 2025-09-24 - URL: https://work365apps.com/crm-update-resolution-for-issue-where-monthly-revenue-on-subscription-not-showing-correctly/ - Categories: Subscription Management - Tags: Fixed, Known Issue « ALL RELEASE NOTES CRM Update: Resolution for issue where monthly revenue on subscription not showing correctly Subscription ManagementFixed, Known Issue Issue # 8148 Description: Monthly revenue on subscription does not show correctly when the sales unit is Triennial This issue is now fixed. Monthly revenue will reflect correctly. New feature available in CRM version 4. 0. 0. 61 > The updates will now improve the Pricing page performance. The page results are now expected to load faster than earlier. - Published: 2022-08-14 - Modified: 2022-08-26 - URL: https://work365apps.com/optimizations-to-improve-product-service/ - Categories: Product Service - Tags: Changed 4 - Published: 2022-08-14 - Modified: 2025-09-24 - URL: https://work365apps.com/crm-update-new-field-called-original-commitment-end-date-utc-added-for-the-license-based-subscription-forms/ - Categories: Subscription Management - Tags: Added, known issues, Major Update « ALL RELEASE NOTES CRM Update: New field called ‘original Commitment End Date UTC’ added for the license-based subscription forms Subscription ManagementAdded, Major Update, known issues Represents the end of the first billing cycle for this subscription, noting that the first cycle might have been prorated. Note: Changing the value of 'Original Commitment End Date' may cause a recalculation of billing cycles for this subscription. This may result in overbilling or undercharging. Therefore, the impact of this change should be verified manually. Read more about License Subscription. - Published: 2022-08-14 - Modified: 2025-09-24 - URL: https://work365apps.com/crm-update-resolution-for-error-when-there-are-a-lot-of-payment-terms-added-on-payment-terms-mapping-configuration-setting/ - Categories: Billing & Invoicing, Configuration - Tags: Fixed, known issues « ALL RELEASE NOTES CRM Update: Resolution for error when there are a lot of payment terms added on ‘Payment Terms Mapping ’configuration setting Billing & Invoicing, ConfigurationFixed, known issues Issue #8378 Description: Payment Terms configuration throws an error when there are a lot of payment terms This issue is now fixed. - Published: 2022-08-14 - Modified: 2025-09-24 - URL: https://work365apps.com/crm-update-new-fields-and-warning-added-for-better-user-experience-on-the-billing-contract-form/ - Categories: Subscription Management - Tags: Added, Major Update « ALL RELEASE NOTES CRM Update: New fields and warning added for better user experience on the Billing contract form Subscription ManagementAdded, Major Update 1) Billing Policy is a mandatory field now and is now available on the General tab as well. 2) New warning on the billing contract so that users can review Type and Billing Policy on the form as changing these fields is not supported. 3) New warning is added whenever the user changes the date on the existing billing contract. This will notify the user that the change may cause some billing discrepancies. Read more about Billing Contracts. ## CM Tooltip Glossary - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/azure-billing/ Azure is a cloud computing platform offered by Microsoft that allows businesses and organizations to host a wide range of applications and services. Azure billing is based on a pay-as-you-go model, which means that customers are charged for the resources they consume on an hourly basis. Customers can choose from a variety of pricing options, including subscription-based plans and pay-per-use options, depending on their needs. To manage their Azure billing, customers can use the Azure portal, which is a web-based interface that provides access to a range of tools and resources for managing Azure resources and services. The Azure portal includes features such as a dashboard for tracking resource usage and costs, tools for managing subscriptions and billing, and alerts and notifications to help customers stay on top of their usage and expenses. Customers can also use the Azure portal to view their billing history and to generate reports on their resource usage and costs. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/psa/ Professional services automation (PSA) systems are software tools that are used to manage the delivery of professional services, such as consulting, legal, or accounting services. PSA systems typically include a range of features that help businesses track and manage projects, resources, and client relationships. These features may include project management, time tracking, billing, and resource planning. PSA systems are designed to help professional services organizations improve efficiency and profitability by automating and streamlining key business processes. They are often used in conjunction with other tools and software, such as customer relationship management (CRM) systems and enterprise resource planning (ERP) systems. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/invoice-reconciliation/ Invoice reconciliation is the process of comparing invoices to other records, such as purchase orders or receipts, to ensure that the invoices are accurate and complete. This process can be used to verify that the products or services listed on the invoice were actually received, and that the pricing and other terms of the invoice are correct. Invoice reconciliation can be an important part of the accounts payable process for businesses, as it helps ensure that the company is only paying for goods and services that were actually received, and that it is paying the correct amount. Invoice reconciliation can be done manually or through the use of specialized software. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/reconciliation-based-billing/ Reconciliation-based billing is a method of billing that is based on the reconciliation of usage data with the terms of a contract or agreement. With reconciliation-based billing, a provider and a customer agree on the terms of a contract, including the specific products or services that will be provided, the price or rate at which they will be provided, and the period of time over which they will be provided. The provider then tracks the usage of the products or services by the customer and compares it to the terms of the contract to determine the total amount due. Reconciliation-based billing can be used for a variety of products and services, including utility services, telecommunications services, and cloud-based services. It is often used when the usage of a product or service is difficult to predict or may vary significantly over time, as it allows the customer to pay for only the resources that they actually consume. Reconciliation-based billing can also be used to help ensure that the customer is charged fairly and accurately for the products or services that they receive, as it allows the provider to track and compare usage to the terms of the contract. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/revenue-leakage/ Revenue leakage refers to the loss of potential revenue that occurs due to various factors such as errors, inefficiencies, or missed opportunities. Revenue leakage can occur in any business, and it can have a significant impact on a company's bottom line. There are many potential sources of revenue leakage, including things like billing errors, missed sales opportunities, inefficient processes, and inadequate pricing strategies. To address revenue leakage, businesses may need to identify and fix the underlying issues that are causing the loss of revenue. This may involve implementing new systems or processes, training employees, or revising pricing strategies. By reducing revenue leakage, businesses can improve their financial performance and increase their overall profitability. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/subscription-revenue-leakage/ Subscription revenue leakage refers to the loss of revenue that business experiences due to issues such as billing errors, customer churn, and other factors that can cause customers to cancel their subscriptions or fail to renew them. Subscription revenue leakage can be a significant problem for businesses that rely on recurring revenue streams, as it can impact their ability to predict and plan for future revenue. There are several causes of subscription revenue leakage, including: Billing errors: Incorrect billing or invoicing practices can lead to customer dissatisfaction and cause customers to cancel their subscriptions. Customer churn: Customers may cancel their subscriptions due to factors such as a change in business needs, dissatisfaction with the service, or a lack of value. Lack of upsell and cross-sell opportunities: If a business fails to identify and pursue upsell and cross-sell opportunities, it may lose revenue from existing customers. Inefficient billing and invoicing processes: Complex or inefficient billing and invoicing processes can lead to delays and errors, which may cause customers to cancel their subscriptions. To address subscription revenue leakage, businesses can implement strategies such as improving billing and invoicing practices, improving customer satisfaction and retention, and identifying and pursuing upsell and cross-sell opportunities. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/revenue-recognition/ Revenue recognition is the process of recognizing revenue in the accounting records of a business. This typically involves determining when revenue can be recorded as earned, and how much revenue can be recognized. The principles for revenue recognition can vary depending on the specific industry and type of product or service being sold. In general, revenue is recognized when it is earned, which is typically when the product or service has been delivered and the customer has been invoiced. The amount of revenue recognized may be based on the terms of the sale, such as the amount of the invoice or the percentage of the product or service that has been delivered. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/renewal-management/ Renewal management is the process of managing the renewal of contracts, subscriptions, or other agreements. This can include tasks such as tracking the expiration dates of contracts, communicating with customers about renewal options, and processing renewal payments. Renewal management is an important part of many businesses, as it helps ensure that revenue streams are maintained and that customer relationships are preserved. Renewal management can be handled manually or through the use of specialized software, and it may involve a range of activities such as marketing, sales, customer service, and billing. The goal of renewal management is to make the renewal process as smooth and efficient as possible, while also maximizing the value of the renewal for both the business and the customer. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/microsoft-365/ Microsoft 365 is a subscription-based service that provides access to a range of productivity and collaboration tools and services from Microsoft. It includes popular applications such as Word, Excel, and PowerPoint, as well as cloud-based services such as OneDrive, Teams, and Exchange. Microsoft 365 is available in several different plans that are tailored to meet the needs of different types of users, including consumers, small and medium-sized businesses, and enterprises. Customers who subscribe to Microsoft 365 can access the included applications and services on a variety of devices, including PCs, Macs, tablets, and smartphones. Microsoft 365 subscriptions also include features such as automatic updates and access to support resources, as well as tools for managing and protecting data. Microsoft 365 is designed to help users work more efficiently and collaborate more effectively, and it is often used by businesses and organizations to improve productivity and facilitate remote work. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/dynamics-365/ Dynamics 365 is a cloud-based business application platform from Microsoft that provides a range of tools and services for managing customer relationships, operations, and financials. It includes a range of applications and services that are designed to help businesses automate and streamline their operations, including customer relationship management (CRM), enterprise resource planning (ERP), and business intelligence (BI) tools. Dynamics 365 is available in several different editions that are tailored to meet the needs of different types of businesses, including small and medium-sized businesses, enterprises, and organizations in specific industries. It can be accessed via the web or through dedicated mobile apps, and it integrates with other Microsoft products and services such as Office 365 and Azure. Dynamics 365 is designed to be flexible and scalable, and it can be customized to meet the specific needs of different businesses and organizations. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/microsoft-partner-center/ Microsoft Partner Center is a portal that provides resources and tools for Microsoft partners. It is a one-stop-shop for managing Microsoft partner relationships and accessing a range of resources, including sales and marketing materials, technical support, and training. Microsoft Partner Center is intended to help partners sell and support Microsoft products and services, and to manage their businesses more effectively. It includes features such as a dashboard for tracking sales and performance, tools for managing customer relationships, and access to technical resources and support. Microsoft Partner Center is available to Microsoft partners of all sizes and types, including Cloud Solution Providers (CSPs), Managed Service Providers (MSPs), Independent Software Vendors (ISVs), and others. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/azure-plan/ Azure Plan is a term that may refer to a specific type of pricing plan or subscription option for Microsoft Azure, a cloud computing platform that provides a range of services such as virtual machines, storage, and networking. Azure offers a variety of pricing plans and options to suit the needs of different customers, and the specific features and benefits of an Azure Plan can vary depending on the specific products and services that are included. For example, Azure offers several subscription plans that are specifically designed for enterprises, such as the Azure Enterprise Agreement (EA) and the Azure EA Dev/Test, which provide access to a range of Azure products and services at discounted rates. Azure also offers pay-as-you-go pricing options for customers who want to pay for their Azure usage on an hourly basis, as well as Azure Reserved Instances, which allow customers to pre-pay for their Azure VM and VPN usage at a discounted rate in exchange for a one- or three-year term of service. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/azure-reserved-instance/ An Azure Reserved Instance is a type of pricing option for certain Azure virtual machine (VM) and Virtual Private Network (VPN) services that allows customers to save money on their Azure costs by committing to a one- or three-year term of service in exchange for a discount on the hourly usage charges for those services. With Azure Reserved Instances, customers can pre-pay for their VM and VPN usage at a discounted rate, which can result in significant savings compared to pay-as-you-go pricing. To purchase an Azure Reserved Instance, customers must select the VM or VPN services they want to reserve, choose a term length (one year or three years), and pay the upfront fee. Once the Azure Reserved Instance is active, the customer will receive the discounted hourly rate for their VM and VPN usage for the duration of the term. Customers can also change or cancel their Azure Reserved Instances if their needs change, but they may be subject to additional fees or penalties. - Published: 2023-02-27 - Modified: 2024-10-30 - URL: https://work365apps.com/glossary/perpetual-software/ What is a perpetual license for software? Perpetual software is software that is licensed to a customer for an indefinite period of time. When a customer purchases perpetual software, they typically pay a one-time fee for the right to use the software indefinitely, as long as they continue to comply with the terms of the license agreement. Perpetual software licenses may also include maintenance and support services, which can provide customers with access to updates and technical support for a specified period of time. Perpetual software licenses are in contrast to subscription-based software licenses, which allow customers to use the software for a specific period of time, typically on a monthly or annual basis, in exchange for a recurring fee. The choice between perpetual software and subscription-based software can depend on a variety of factors, including the specific needs of the customer, the features and capabilities of the software, and the pricing and licensing options that are available. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/microsoft-enterprise-agreement-plan/ The Microsoft Enterprise Agreement (EA) is a volume licensing program for businesses with more than 250 computers that want to purchase Microsoft products and services. The EA plan is designed to provide businesses with a flexible and cost-effective way to license and manage Microsoft products and services across their organization. Under the EA plan, businesses can purchase a range of Microsoft products and services, including operating systems, applications, and cloud-based services, and they can choose from a variety of licensing options to suit their needs. The EA plan includes a range of benefits and features, such as the ability to license products and services on a subscription basis, the option to purchase software assurance (SA) coverage, which provides access to updates and support, and the ability to make flexible payments through a payment plan. The EA plan also includes tools and resources to help businesses manage their Microsoft products and services, including the Microsoft Software Asset Management (SAM) tool, which can help businesses track and optimize their software usage and costs. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/microsoft-lar/ A Microsoft LAR (Large Account Reseller) is a type of Microsoft partner that specializes in selling and supporting Microsoft products and services to large organizations. Microsoft LARs typically have a deep understanding of the specific needs and challenges faced by large organizations, and they are able to provide a range of services and support to help these organizations deploy and manage Microsoft products and technologies. Some of the services that Microsoft LARs may offer include: Licensing and procurement: Microsoft LARs can help large organizations navigate the complex process of purchasing and licensing Microsoft products, including volume licensing programs and enterprise agreements. Deployment and implementation: Microsoft LARs can provide expert guidance and support to help large organizations deploy and implement Microsoft products and technologies, including planning, deployment, and customization services. Training and support: Microsoft LARs may offer training and support services to help large organizations effectively use and manage Microsoft products, including technical support, consulting, and managed services. Overall, Microsoft LARs are an important resource for large organizations looking to effectively deploy and manage Microsoft products and technologies. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/microsoft-control-panel-vendor/ The Microsoft Control Panel Vendor (CPV) program is a program for Microsoft partners who offer cloud services to customers through the Microsoft Cloud Solution Provider (CSP) program. The CPV program is designed to help Microsoft partners validate their cloud service offerings and ensure that they meet the requirements and standards set by Microsoft. To participate in the CPV program, Microsoft partners must complete a validation process that includes submitting a detailed technical and business proposal, as well as passing a technical review of their cloud service offering. Once validated, Microsoft partners can use the CPV designation to demonstrate to customers that their cloud service offering has been reviewed and approved by Microsoft. The CPV program is intended to provide customers with a level of confidence in the quality and reliability of the cloud services offered by Microsoft partners, and to help Microsoft partners differentiate their offerings in the marketplace. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/cpv/ The Microsoft Control Panel Vendor (CPV) program is a program for Microsoft partners who offer cloud services to customers through the Microsoft Cloud Solution Provider (CSP) program. The CPV program is designed to help Microsoft partners validate their cloud service offerings and ensure that they meet the requirements and standards set by Microsoft. To participate in the CPV program, Microsoft partners must complete a validation process that includes submitting a detailed technical and business proposal, as well as passing a technical review of their cloud service offering. Once validated, Microsoft partners can use the CPV designation to demonstrate to customers that their cloud service offering has been reviewed and approved by Microsoft. The CPV program is intended to provide customers with a level of confidence in the quality and reliability of the cloud services offered by Microsoft partners, and to help Microsoft partners differentiate their offerings in the marketplace. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/microsoft-coop-guide/ The Microsoft Coop Guide is a resource for Microsoft partners that provides guidance on how to effectively use Microsoft's co-marketing resources and programs to promote their business. The guide includes information on how to use Microsoft's branding and marketing assets, such as logos and marketing materials, as well as guidance on how to participate in co-marketing activities such as joint events and webinars. The Microsoft Coop Guide is intended to help Microsoft partners effectively promote their business and increase their visibility in the marketplace. It is one of a range of resources and tools provided by Microsoft to support its partners in building and growing their businesses. Work 365 is listed in the Coop Guide - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/provider-invoice/ A provider invoice is a bill that is issued by a provider to a customer for goods or services that have been supplied. A provider invoice typically includes details such as the name and contact information of the provider, the name and contact information of the customer, a description of the goods or services that were provided, the quantity and price of each item, and the total amount due. A provider invoice may also include additional information such as the terms of payment, any applicable taxes or fees, and any relevant discounts or credits. Provider invoices are used by providers to request payment from customers for the goods or services that have been supplied. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/billing-automation/ Billing automation refers to the use of software and technology to streamline the billing process for businesses. This can include generating invoices, tracking payments, and reconciling accounts. The goal of billing automation is to make the billing process more efficient and accurate, reducing the time and resources required to manage it. It can also help businesses improve their cash flow and reduce the risk of errors in billing and streamline sales operations. What are some of the billing automation features in Work 365? - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/csp-automation/ CSP automation refers to the use of software and technology to automate various tasks and processes related to being a Microsoft Cloud Solution Provider (CSP). CSPs are service providers that resell Microsoft cloud products and services, such as Office 365 and Azure, to their customers. CSP automation can help CSPs streamline and optimize various aspects of their business, such as sales and marketing, customer onboarding, billing and payments, and technical support. CSP automation can help CSPs save time and resources, improve efficiency and accuracy, and provide better service to their customers. There are a number of software tools and platforms available that can help CSPs automate various aspects of their business. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/subscription-management/ Subscription management is the process of managing the various aspects of a subscription-based business model. This can include tasks such as handling customer sign-ups and renewals, managing billing and payments, and tracking usage. Subscription management is a key part of running a successful subscription-based business, as it helps ensure that customers are billed accurately and on time, and that the business has a clear overview of its customer base and revenue streams. Subscription management can be handled manually or through the use of specialized software - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/payment-processing/ Payment processing refers to the process of accepting and handling electronic payment transactions for goods and services. This can include tasks such as verifying the payment, transferring the funds, and reconciling the accounts. Payment processing is typically handled by a payment processor, which is a company that specializes in handling electronic payments. Payment processors use a variety of technologies, such as secure servers and encryption, to protect the security and privacy of payment transactions. Payment processing is a key part of many businesses, as it enables customers to pay for goods and services electronically, using methods such as credit cards, debit cards, and online payment systems. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/self-service-portal/ A self-service portal for CSP (cloud service provider) is a web-based platform that allows customers to access and manage their cloud resources and services without the need for direct intervention from the CSP. Self-service portals are designed to provide customers with a convenient way to access and manage their cloud resources and services, and they typically include features such as: Services & Resource Management: Self-service portals typically include tools and features that allow customers to view and manage their cloud Services, such as Subscriptions, virtual machines, storage accounts, and networking resources. Billing and invoicing: Self-service portals often include tools for managing to bill and invoicing, such as the ability to view invoices, make payments, and track usage and billing information. Support and troubleshooting: Self-service portals may include tools and resources for troubleshooting and resolving issues with cloud resources and services, such as knowledge base articles, forums, and chat or email support. Resource provisioning: Some self-service portals may include tools and features for provisioning new cloud Services and Resources, such as the ability to add new subscriptions, create new virtual machines or storage accounts. Overall, self-service portals are designed to provide customers with a convenient and easy-to-use interface for accessing and managing their cloud resources and services. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/managed-service-provider/ A managed service provider (MSP) is a company that provides a range of IT-related services to businesses on a contract or subscription basis. These services can include things like monitoring and maintaining IT systems, providing technical support, and managing IT projects. MSPs typically have a team of technicians and IT professionals who are responsible for delivering the agreed-upon services to their clients. The goal of an MSP is to help businesses improve the efficiency and reliability of their IT systems, while also reducing the costs and complexity of managing those systems in-house. MSPs can work with businesses of all sizes, and they are often used as an alternative to building and maintaining an in-house IT department. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/var/ A Microsoft Value Added Reseller (VAR) is a company that resells Microsoft products and services to customers. VARs typically add value to the products and services they sell by providing additional services such as customizing, integrating, and supporting the products. VARs may also provide training and other related services to help customers get the most out of the products they purchase. Microsoft VARs are independent businesses that work closely with Microsoft to sell and support its products. They typically have a deep understanding of Microsoft products and technologies, and they are able to provide expert advice and support to their customers. Microsoft VARs can work with businesses of all sizes and in a variety of industries. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/system-integrator/ A system integrator is a company that specializes in designing and building complex systems by combining various components or subsystems. System integrators typically work on projects that involve integrating multiple systems or technologies in order to create a cohesive whole that meets the needs of the customer. They may work with a variety of technologies and products, including hardware, software, and networking equipment, and they may also provide related services such as installation, configuration, and support. System integrators may work in a variety of industries, including IT, manufacturing, transportation, and others. They are often called upon to solve complex problems or to create customized solutions that meet the specific needs of a customer. System integrators typically have a strong understanding of a wide range of technologies and are skilled at bringing them together to create integrated systems that work seamlessly. - Published: 2023-02-27 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/provider/ A provider is a person or organization that supplies a product or service. In the context of business, providers are typically companies that offer products or services to other businesses or to consumers. Providers can be manufacturers, wholesalers, or retailers, and they can offer a wide range of products and services, such as raw materials, finished goods, services, or digital products. Providers can operate in various industries and sectors, and they can be large or small businesses. The term "provider" can also be used more broadly to refer to any person or organization that supplies something that is needed or wanted by others. - Published: 2023-02-13 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/iurs/ IURs, or Internal Use Rights (IURs), are a type of license that allows Microsoft partners to use Microsoft products and services for internal business purposes. IURs are intended to help partners build and test solutions, develop and deliver training, and support the internal needs of their organization. Microsoft partners who are enrolled in certain programs, such as the Microsoft Partner Network (MPN) or the Cloud Solution Provider (CSP) program, may be eligible for IURs as part of their membership benefits. The specific IURs available to a partner will depend on the program they are enrolled in and the level of membership they have achieved. IURs are typically granted on a per-user basis, and they may be limited to certain products or services. Partners are generally not allowed to resell or transfer IURs, and they are required to comply with certain terms and conditions when using IURs. Overall, IURs are an important benefit for Microsoft partners, as they allow them to use Microsoft products and services for their own business purposes, helping them to build and test solutions and support the internal needs of their organization. - Published: 2023-02-13 - Modified: 2023-02-13 - URL: https://work365apps.com/glossary/nce/ The New Commerce Experience (NCE) 'per seat' model for Microsoft 365, Dynamics 365, Windows 365, and Power Platform subscriptions is the latest in the evolution of their CSP program. - Published: 2023-02-13 - Modified: 2023-02-13 - URL: https://work365apps.com/glossary/b2b/ Business to business (B2B) sales are transactions between two businesses rather than between a business and an individual consumer for the consumer's personal use. - Published: 2023-02-13 - Modified: 2023-02-13 - URL: https://work365apps.com/glossary/saas/ Software as a service (SaaS /sæs/) is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. - Published: 2023-02-13 - Modified: 2023-02-13 - URL: https://work365apps.com/glossary/co-op/ Cooperative (co-op) marketing funds are funds that you earn through Microsoft Incentive Programs by claiming reimbursement for activities that support Microsoft product awareness. - Published: 2023-02-13 - Modified: 2023-02-13 - URL: https://work365apps.com/glossary/crm/ Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. - Published: 2023-02-06 - Modified: 2023-02-27 - URL: https://work365apps.com/glossary/isv/ An independent software vendor (ISV) is a company that develops and sells software products. These products can be standalone applications or components that are integrated into larger systems. ISVs typically develop software for a specific market or industry, and they may focus on a particular type of software, such as productivity tools, security software, or specialized business applications. ISVs can sell their products directly to customers, or they can work with partners, such as resellers or system integrators, to distribute their products. Many ISVs also offer support and maintenance services for their products to help customers get the most value from them. - Published: 2023-01-18 - Modified: 2023-01-18 - URL: https://work365apps.com/glossary/csp/ The Microsoft Cloud Solution Provider Program (CSP) enables partners to directly manage their entire Microsoft cloud customer lifecycle. - Published: 2023-01-18 - Modified: 2023-01-18 - URL: https://work365apps.com/glossary/msp/ A managed service provider (MSP) is a third-party company that remotely manages a customer's information technology (IT) infrastructure and end-user systems. > For more information, visit [https://www.work365apps.com](https://www.work365apps.com) or contact us at info@work365apps.com. Copyright © IOTAP Inc. All rights reserved.