Work 365 Newsletter January 2020

Looking ahead in 2020
Goodbye to 2019 and Getting going with 2020!

2019 was an exciting year for Work 365. We were at many of the events throughout the year:

  • Business Applications Summit in Austin
  • Directions in Las Vegas
  • Inspire in Las Vegas
  • Extreme in Orlando
  • Summit in Orlando

We iterated through 4 releases of the application from January to our release in October 2019. We built integrations, developed new capabilities, addressed technical and security requirements, and scaled our infrastructure to accommodate the users of Work 365.


Your Work 365 Customer Success Team “Chilling” at TopGolf in Ashburn VA!

Thank you for being part of the journey with us in 2019.

Outlook for 2020

Our focus in 2020 is going to be to continue to help you scale with Work 365. We are doing this through our investments in revenue generation and payment collection processes.

Work365 Spotlight
What is Inside 3.0? Here are some of the highlights!

  • “¿Hablas Español?” Work 365 is now available in Spanish
  • Microsoft Customer Agreement Acceptance through the Self-Service Portal
  • CSP Price Lists Integration with your Dynamics Product Catalog
  • More Payment Processor Integrations
  • Inbuilt Role-based Training Content
  • Modern Commerce and Azure Plan Support for Billing

Work 365 Release
Here is Some Stuff you may have missed!

  • Product Launch: Sync was launched in August of 2019 as a lightweight setup for Work 365 and a way to start providing Self-service to your end customers with automatic provisioning to Partner Center and Distributors.
  • Online Webinar and Events:
  • Referral Program: If you think others could benefit from your experience and usage of Work 365 take advantage of our Referral Program.
  • Support and Consultation services to help you get the most of your investment.

Take the Work 365 Assessment

The Work 365 assessment helps you gain perspective on the benefits and costs associated with running a subscription-based CSP business. Take the assessment now and then again for a few months and compare your results to analyze the progress you have made. Take our cloud assessment test.

Register for the upcoming webinar on Accounting System Integration with Work 365!

Register today

Leverage the Work 365 Course

Found directly in the application, the Role-based content offers users of the application training and helpful tips and guidance on Work 365 capabilities.


Announcements: Microsoft’s New Commerce Experience and Understanding the Azure Plan

Partners will need to have their customers confirm acceptance of the Microsoft Customer Agreement by January 31st, 2020. If these agreements are not signed, no new subscriptions can be added or license counts changed in Partner Center.

Here are the 3 methods of confirming the MCA:

  • Attestation through Partner Center
  • Attestation through APIs like Work 365
  • Sending the agreement link to accept the terms of the agreement through the Microsoft 365 Admin Center

Partner Earned Credit (PEC) in the new commerce experience is earned at the Resource level of an Azure tenant. If partners manage the tenant at the resource group or subscription level, they receive PEC on all resources within those containers. Reader-level access to resources does not qualify for PEC.

Once access is granted, Partners should ensure they will earn PEC for that customer’s Azure subscription by tying it back to the Partner’s MPN ID.

Partner Requirements

  • Billing relationship with MSFT
  • Provision the subscription
  • 24/7 operational control of the Azure resources in CSP (Azure Admin access)

On the Microsoft price list, all items will be listed at retail price with a monthly exchange rate for the existing 16 supported currencies:

  • AUD, GBP, CNY, EUR, JPY, NZD, RUB, CHF, BRL, CAD, DKK, INR, KRW, NOK, SEK, TWD. Any currency not listed will be billed in USD.
    • Then any earned PEC is taken off the total invoice amount as a net charge.

For existing Microsoft Azure subscriptions, Partners will continue to receive separate reconciliation files for usage and license-based subscriptions. However, moving forward in the new commerce model, any new subscriptions created for the following offers will be consolidated to one recon file:

  • Offers consolidated to one recon file: Microsoft Azure, Azure Plan, Azure reservations, server subscriptions, marketplace offers
  • Partners will have a single recon file per currency

Understanding the Azure Plan vs. Microsoft Azure

Microsoft Azure will be available through Nov 1st, 2020. Thus customers currently consuming Microsoft Azure will need to be transitioned over to the new Azure plan before that period.

Partners purchasing a new Azure offer in Partner Center must choose between Microsoft Azure or the Azure plan. Partners will not be able to provision both offerings at the same time.

Provisioning the Azure plan: Partners choosing the Azure plan must ensure the terms of the Microsoft Customer Agreement are accepted. Resellers will have one-time provisioning of the Azure plan per customer via Partner Center. The Azure plan acts as a container for all Azure subscriptions. When the Azure plan is provisioned, an Azure subscription underneath the Azure plan is created by default.

  • To provision additional Azure subscriptions, Partners would NOT provision additional Azure plans. Instead, additional Azure subscriptions can be created under the customer’s existing Azure plan through the Azure Management Portal.

Transitioning a Microsoft Azure subscription to the Azure Plan:

  • If customers have existing Microsoft Azure subscriptions, Partner resellers will need to transition those subscriptions to the new Azure plan.
  • Partners transitioning the original Microsoft Azure offer to the Azure plan can initiate the transition directly in Partner Center. There is no customer action required.
    • In Partner Center, there will be a button on the Microsoft Azure subscription to transition to the Azure plan. After hitting the button, Partner Center will direct Partners to the Azure Management Portal for the transition to be processed and completed.

Managing Azure Resources for PEC (Partner Earned Credit):

  • To earn PEC on Azure plan subscriptions, Partners must, at minimum, have AOBO (Admin On Behalf Of) Access at the resource level.
    • Direct CSP Partners or Indirect Providers provisioning new Azure subscriptions are automatically assigned AOBO rights to perform administrative tasks on the customer’s Azure AD tenant on behalf of the customer.
      • Customers do not have admin rights unless provided by the Partner; however, customers do have the ability to remove a Partner’s AOBO access.
      • Indirect CSP Partners: For Indirect CSP Partners to gain access, their Direct Providers must give AOBO rights to the Indirect CSP Partner.
  • Azure resources can also be managed through RBAC (Role-Based Access Control):
    • RBAC is assigned to specific users where the appropriate RBAC roles can be assigned at the resource level (i.e. resource, resource group, subscription).

Referral Program


Work 365 Events

Work 365 Training Sessions: Join our bi-weekly training sessions! ​​​

Learn how to use Work 365 in various methods, best practices, and insights you have not seen before! Sign up for the Work 365 Bi-weekly webinar series.

Live Training

Work 365 Webinar: Accounting Integration with Your Work 365 Billing System

This session will cover best practices around integrating your Work 365:

  • Billing System with your Accounting system
  • Entities and Records that you integrate with your Accounting System
  • Tools and Options to Integrate your Billing and Accounting System
  • Managing Deferred Revenue for Annual and Quarterly invoices
  • Best practices around the invoicing life cycle

Thursday, Feb 20th, 11:00 AM – 11:45 AM EST

Watch the Recording now (1)

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Subscription-based businesses thrive through growth from their existing customer base while simultaneously continuing to acquire new customers. It’s a cumulative effect, each customer is a building block. Once you get a grasp of this the only way to build a successful Recurring, Subscription-based business is through automation and the deployment of the right tools for your internal teams and your customers.

Humans are error-prone and they don’t want to do repetitive tasks. No matter what kind of safeguards are in place, expensive mistakes are likely to happen as you scale and grow. Automated processes for billing, subscription management, and invoicing are the foundational elements to grow a Subscription-based business model through recurring revenue.

Read our blog – How Manual Processes can be Hindering Growth of Subscription Billing Business.