Is there a free Trial?
There is currently no free trial available for Work 365. Because Work 365 will change how you operate within your business, we have found over the course of numerous implementations that a free trial doesn’t generate the right level of commitment from both our teams and your teams. We are happy to provide as many demonstrations as needed to answer your questions. Sign up for the on-boarding here.
What is the time commitment required for the on-boarding process?
The on-boarding requires a few hours of commitment to the attend the weekly sessions. Depending on how much data you have and the complexity of your current operations, this investment can be lower or higher. During this time you should plan to use the application to perform any real world operations like provisioning and billing and setting up of new customers. This hands on usage will give you the best opportunity to learn and use the application.
Who is typically involved during the onboarding?
The onboarding process involves your technical team to install the application, the business and sales team to help with customer data around pricing and sales process, and also the finance and accounting team to review the invoices and billing best practices. It’s always a good idea to have leadership stay involved in the process to make decisions on changes to any of the sales and finance processes that may arise as part of best practice discussions.
How do I start the onboarding?
Visit – https://bit.ly/Work365ReadyToGo. Create an account and purchase directly from our e-commerce store. It takes a few minutes to complete this step. Once you place the order our onboarding team will contact you with 1 to 2 business days to schedule the kick off.
When does my Service Term start?
Your service term starts when the application is installed in your environment, and the Work 365 license is registered.
Can I perform tests and trials in my test and sandbox instance?
You can perform the installation tasks in your Test or Sandbox instance, to confirm if there is a technical conflict with your System. The on-boarding is a fixed duration engagement. Our team will engage with you once you install the solution in your Production environment. We perform the on-boarding in production because this provides you the best experience with real data. The more time you spend in a test environment, the less time you will have in your production environment with the On-boarding specialist utilizing and experiencing real world scenarios.
What happens to my historical data?
If you are using an Automatic provider like Partner Center or Synnex, we can import all the customer and subscription data into the system. We will help you update the subscriptions and services to get them aligned to your current billing relationships.
What if we have more work to do after the On-boarding?
The purchase of the on-boarding gives you a fixed implementation scope. This period provides enough time to understand the application and align your operations. At the end of the on-boarding period, if there are pending project items – these can be scoped out separately with your Account Manager .
What can we expect as outcomes of the onboarding?
Various factors can affect the outcomes of the onboarding depending on your proficiency with Dynamics 365, understanding of recurring billing and subscription management, and the quantity of customer data that is being touched. Typically, at the end of the end of the on-boarding you will have your data setup in the system, you will know how to provision new customers and subscriptions, understand the concepts and options with bundling, have an understanding of the invoice process with Work 365, and be able to look at an example customer’s invoice.
How do you handle Support during on the onboarding?
The on-boarding is a high-touch engagement. All support and technical issues are tackled directly by your Customer Success representative during the on-boarding.
Do you have other resources for training and reference purposes?
What if the service doesn’t work for me and I want to cancel?
Work 365 is a Managed Solution that gets installed in your Dynamics 365 system. You would uninstall the solution and this will delete all the work 365 data and entities in your system to restore it back.