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Work 365 Onboarding Process

Name: Work 365
Price range: $

Please follow these steps for a smooth onboarding experience! Click here to review our FAQ

1

Set-up

Install the Solution
Register the Solution
Provide Consent

2

Data Preparation

Set-up Providers and Distributors
Set-up your Product Catalog
Create Billing Contracts
Create Subscriptions

3

Operational

AUDIENCE NEEDED:

Leadership, Sales, or Finance Users
Bucket of Hours/Working Sessions

SCENARIOS:

Manage License Requests
Provision Licenses
Billing & Subscription Best Practices
Manage Product Catalog
Integrations: Accounting/Payments

4

Ongoing

AUDIENCE NEEDED:

Leadership, Sales, or Finance Users

SCENARIOS:

Reviewing Invoices
Billing & Provisioning Scenarios

Let’s Begin The Setup Process

NEXT STEPS

Some important pre-requisites to start using the Work 365 application:

Step 1: Confirm the Dynamics CRM Tenant you plan to use for the Installation

Step 2: Authorize the Work 365 Application within your Organization

Consent with Work 365 as a Global Administrator on your tenant
- Use this link: https://bit.ly/Work365Consent. You can send this URL to your Global Admin!
- Why do you need to do this step for Consent?
  Read Here – https://portal.iotap.com/knowledgebase/article/KA-01415

Step 3: Start the Setup and Configuration of Work 365

Step 4: Creating Integration Accounts (Optional)

To get started with the usage of the application

Get Started

WORK 365 ON-BOARDING PROCESS

Please follow these steps for a smooth onboarding experience!

Set-up

Install the Solution
Register the Solution
Provide Consent

Data Preparation

Set-up Providers and Distributors
Set-up your Product Catalog
Create Billing Contracts
Create Subscriptions

Operational

AUDIENCE NEEDED:

Leadership, Sales, or Finance Users
Bucket of Hours/Working Sessions

SCENARIOS:

Manage License Requests
Provision Licenses
Billing & Subscription Best Practices
Manage Product Catalog
Integrations: Accounting/Payments

Ongoing

AUDIENCE NEEDED:

Leadership, Sales, or Finance Users

SCENARIOS:

Reviewing Invoices
Billing & Provisioning Scenarios

RESOURCES

Learn and stay connected with Work 365 – Subscription and Billing Automation Platform

Join Work 365 Community

People who share experiences and thoughts grow together. In this spirit, the Work 365 Yammer Community was built where Work 365 users can communicate easily. Our users will use this forum to ask questions and engage with the Work 365 team and other members of the user community. You must be a Work 365 user to be part of the community. This is also where we will post important user announcements!

Work 365 Help & Support

We aim to provide the best support needed while you explore and understand Work 365 in brief.
Our user guide and related documentation can be accessed through our Help Site to support you in your Work 365 journey

Discussions Made Easy - Office Hours

Office Hours is a great way to engage with us in a private virtual room at a set schedule every week. We have various members of our team including the Support team, Product Specialists, Customer Success, and even the Engineering team to discuss feedback, issues on a one-on-one basis

Bookmark this page! Get on Office Hours