Onboarding

The Onboarding gets you up and running with a well-defined, proven methodology that we have perfected over the years in working with our customers.

Focus on your customers and let Work 365 help you grow and scale your business!

Create game changing opportunities with Work 365

During the Onboarding process we help you setup everything from your product catalog to integrating Work 365 with your providers. The Onboarding process gives you the opportunity to experience the system with your live data on your Dynamics 365 system.

Onboarding for Work 365 is a high touch implementation designed to help you setup the system and see first hand how we solve your sales and billing needs with three main objectives:

Setup

Best practices

Training

The process is setup for you to succeed in scaling your recurring revenue with subscription sales.

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