Onboarding

Onboard With Confidence.

Work 365 onboarding is structured, transparent, and built for CSPs like you. Whether you run an MSP, ISV, or distribution business, we get you live fast with a dedicated onboarding manager beside you the whole way.

See How Onboarding Works
Get a Proof of Value
4 to 6weeks to go live
25+countries running Work 365
1dedicated onboarding manager
Your part in the project

Tailored Paths for Every Role

Onboarding is mapped to what each person owns, so everyone knows their part from day one.

Partner Ops / Billing Managers

Set up automated invoicing and reconciliation, then own the daily run.

Billing automation ›

Finance and Accounting

Configure compliance, revenue recognition, and reporting during setup.

Finance and operations ›

Practice Leads (Azure, M365, D365)

Map your Microsoft New Commerce Experience offers into billing.

Azure usage billing ›

Executives / RevOps

Watch margin and cash flow come together across the business.

For technology leaders ›

Partner Center Managers

Connect provisioning, licenses, and Partner Center sync.

See integrations ›

Licensing Specialists

Streamline subscription changes, license adjustments, and usage billing.

For licensing specialists ›
The journey

The 4 Major Steps of Onboarding

A repeatable path with clear outputs at every stage, so you always know where you are.

1

Setup and Connect

Integrate Partner Center, CRM, and accounting.

3 to 5 daysFoundation ready.
2

Configure and Customize

Set contracts, tax rules, invoice templates, and optional PSA mappings.

1 to 2 weeksBilling logic aligned to your business.
3

Automate and Validate

Run your first invoices and reconciliation reports.

1 to 2 weeksLive billing, every revenue event captured.
4

Scale and Optimize

Add multi-currency, linked subscriptions, usage billing, and revenue recognition.

OngoingFuture-proof CSP operations.
Time to value

How Long It Takes

Milestones stay the same at every size. Duration adapts to your setup.

4 to 6 weeks
Most CSPs

The typical path from kickoff to live billing.

2 weeks
Smaller CSPs

Lean setups can go live in as little as two weeks.

6 to 8 weeks
Large multi-region

Phased rollout across regions and entities.

Duration adapts to your data quality, provider count, and PSA or accounting scope. The milestones do not change.

Switching platforms

Moving From Another Billing Platform?

Your onboarding manager runs the cutover with a migration checklist and templates. We rebuild your contracts and billing logic in Work 365, run trial invoices in parallel, and validate your first live invoice before switching over. See how Work 365 compares on the CSP billing platform overview.

Contracts and billing logic rebuilt
Trial invoices run in parallel
First live invoice validated before cutover
No gap in billing
Microsoft 2025 Global Partner of the Year · Business Central

Infinity Group made the same move to Work 365 from another billing platform, with no break in billing through the transition. Read the customer stories.

100%billing coverage 60%faster billing turnaround 75%less manual billing effort
Clear on both sides

What We Need vs. What You Get

No surprises. Here is exactly what we ask of you, and exactly what you walk away with.

What you provide

A little access and a small team

  • Create a support user with access: Global Admin, Power Platform Admin, and Microsoft Partner Center Admin.
  • Provide PSA or accounting admin access for integrations. Data clean-up is owned by you.
  • Provide branding elements, a custom domain, and SSL for your customer self-service experience.
  • Assign Power Platform and Dynamics licenses and security roles to project users.
  • Nominate a Project Manager, Technical Lead, and Billing or Data Owner, plus users from Sales, Billing Ops, and Finance.
What you get

A configured, validated, live platform

  • A dedicated Onboarding Manager from day one.
  • Work 365 installed and configured, with your providers connected.
  • Products, prices, and subscriptions synced, and default billing contracts created and validated.
  • Go-live validation of your first invoice.
  • Work 365 ENGEN, your branded customer self-service experience, set up with a custom URL and SSL.
  • Your team trained on daily tasks, license change management, PSA push, accounting handoffs, and reconciliations.
  • Access to Office Hours and the knowledge base, plus a migration checklist and templates.
After you are live

The Shift Work 365 Makes

Once billing and operations run on one platform, here is what changes in day-to-day work for each team.

Sales Teams

Sell flexible contracts (monthly, annual, usage) with confidence, knowing billing will execute them accurately. Quotes flow straight into contracts and invoices, so there is no back and forth with finance.

Today: flexible terms are hard to promise when billing cannot keep up.

Customer Service

Update subscriptions in CRM and Work 365 syncs directly with Partner Center. Provisioning is automated, licenses stay accurate, and reconciliations happen on their own.

Today: every license change means a ticket to billing or manual Partner Center work.

Billing and Operations

Invoices generate automatically, aligned with Microsoft's billing. Every revenue event is captured, and teams close billing cycles in hours rather than weeks.

Today: month-end means manual spreadsheet reconciliation across Partner Center usage and contracts.

Finance Teams

Get real-time reporting on recurring revenue, usage, and recognition, with multi-currency and tax or VAT handling automated. Audits and compliance checks become straightforward.

Today: MRR, ARR, and margin visibility are limited and recognition is inconsistent.

End Customers

Log into Work 365 ENGEN, your branded self-service experience, to add or remove licenses, view invoices, and make payments. The partner looks professional, scalable, and easy to work with.

Today: customers wait on billing updates and open tickets for every license change.

PRODUCT EXPERIENCE

One platform. Complete operational visibility.

Manage customers, products, subscriptions and order operations from one intuitive self-service experience.

Live platform preview
● app.work365apps.com
Secure
Work 365 application dashboard showing customer, revenue, license and renewal insights
Work 365 customer view showing revenue, license growth and subscription inventory
Work 365 product catalog with search, filters, pricing and purchase actions
Work 365 order operations screen with provisioning statuses and operation details
✓ Monitor customers, revenue, licenses, renewals and recent operations from one clear dashboard.
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Under the hood

How We Do It

Four foundations that make onboarding fast and the platform durable.

Microsoft-Native

Built on Dynamics and Power Platform. Our technology ›

Revenue Event Model

Capture every revenue event so nothing leaks.

Flexi Billing Contracts

Bill in advance, in arrears, multi-currency, at any frequency. Learn more ›

Scalable Support

Office Hours and CSM-led training.

Proof

What Our Customers Say

"Watertight billing. That nervousness around revenue leakage has gone away."
Paula McTeer, Head of Finance Operations, TSG
15,000+ subscriptions across ~1,400 clients and 125 vendors, with 4 fewer finance ops roles needed.
300%

CSP growth at Innovia Consulting, without adding headcount.

2 to 3%

Revenue leakage recovered at GadellNet, with ROI in 3 months.

4 fewer

Finance ops roles needed at TSG after standardizing on Work 365.

Questions

Onboarding, Answered

How do you integrate with our accounting system and PSA?+
We configure optional PSA connectors and mappings during setup, run trial invoices with optional PSA sync, and complete accounting integration and payment processing at go-live. Your team is trained on PSA push, accounting management, daily tasks, and license change management before graduation. See all integrations.
How does Work 365 ENGEN, the customer self-service experience, work?+
Work 365 ENGEN, your customer self-service experience, is set up and branded during onboarding with a custom URL and SSL. After go-live, your customers use it to view invoices and manage their subscriptions.
Who needs to be involved on our side?+
A Project Manager, Technical Lead, and Billing or Data Owner, plus functional users from Sales, Billing Ops, and Finance. Admin roles typically include Global Admin, Power Platform Admin, Microsoft Partner Center Admin, and PSA or Accounting Admins.
How long does onboarding take?+
Most partners are live in 4 to 6 weeks. Smaller CSPs can go live in as little as 2 weeks, and large multi-region providers run a phased rollout across 6 to 8 weeks. Milestones stay the same. Duration adapts to data quality, provider count, and PSA or accounting scope.
We are switching from another billing platform. How does migration work?+
Your onboarding manager runs the cutover with a migration checklist and templates. We rebuild your contracts and billing logic in Work 365, run trial invoices in parallel, and validate your first live invoice before switching over, so there is no gap in billing.
How much does Work 365 cost?+
Work 365 starts at $699 per month. Contract-based, revenue-based, fixed, and tiered pricing models are available, matched to how your business runs. See the pricing page for details.
Will our current billing keep running smoothly during onboarding?+
Yes. We run test cycles and trial invoices before your first live billing run.
What happens after onboarding?+
Graduation includes a warm handoff to your CSM, plus access to Office Hours, Masterclasses, and ongoing support.

Still Evaluating? See How Work 365 Fits Your CSP Business.

Get a Proof of Value before committing, and see your own numbers running through Work 365.

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