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.

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.

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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 value from the system and not by the size of your invoice

Built on the Dynamics 365 Platform

Bring your teams together! Leverage what you are already using

Built by people who understand your business

Used by hundreds of partner around the world

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Trusted by leading companies around the globe

The best way to manage a Microsoft CSP Practice

“With well over 100% YoY growth in our our CSP business, we have been forced to adapt quickly and continue to bring new billing and service management features to our customers. Since we were already using Dynamics as our CRM platform, selecting a billing and provisioning system based on Dynamics was an easy decision to make. The Work 365 system, however, is far more than CSP billing in CRM. It’s a completely built out and fully featured back end for a Microsoft CSP practice of nearly any size. It’s clear from the first day you begin onboarding that the folks behind this system are in the business themselves and have a perfect understanding of what matters most.”

- Mike Prachar

Great tool for Doing Microsoft Cloud Service Partner

“Work 365 is a great and innovative add-on for Dynamics 365 for Microsoft CSPs. It has all the features which enable CSPs to scale quickly with minimum resources. The support for Implementation is Exemplary. A must add-on for Dynamics 365 and Cloud business. Thanks a lot for superb support.”

- Gandhavadi Gopinath

Great Dynamics Integration

“As a direct CSP partner with Microsoft, we needed a tool to tie in the Partner Center with our Dynamics system AND integrate with QuickBooks online. This tool did it all for us! The onboarding team was great and guided us with implementation and customizations. Super easy and a great tool.”

- Jim Richardson

Great Solution for Managing our Subscriptions with ease!

“We recently switched to Work 365 from another online marketplace provider and we couldn’t be happier. We’re now able to easily and quickly get customers set-up, provisioned, notified, billed, and collected all from the Work 365 App. Making adjustments to subscriptions is easy and really quick, with a seamless connection to Partner Center. Payment set-up for our customer’s Credit Card and ACH is secure and so easy to do. We’ve been live for a week and have already.”

- Kyle Collins

A great solution that allows taking advantage of Partner Benefits

“Great 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 Verástegui Mancillas

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