Work 365 Spotlight: Upcoming release 1.8
- Microsoft CSP Cloud Agreements with clients will be updated within Work 365! Due to Work 365’s integration with Partner Center, Direct CSP Partners will no longer need to update the agreement status directly in Partner Center and can make any changes through Work 365.
- Managing Payments: Partners will be able to add credit card information to a client’s billing contract, and accept payments.
- Invoice Integration: Work 365 will have invoice integration with Xero, Quickbooks, and Microsoft Business Central.
To learn more about managing payments and the invoice integrations with Work 365, sign up for our next webinar: Managing Payments and Invoice Integration using Work 365.
Work 365 Release: 1.5.2 Details
If you have not updated your system yet be sure to update to Work 365 version 1.5.2. which features some minor updates.
- Self Service Portal: The self-service portal in Work 365 now includes usage-based subscriptions under subscription types allowing Partners to see Azure reports and analytics on customer consumption. It’s an excellent way for clients to track their own monthly consumption of Azure to maintain usage costs.
- Customer Invoices: The self-service portal now also includes generating customer invoices through Work 365 which allows customers to easily know what they are being billed each month without having to ask their providers.
Additionally, here are some minor updates:
- Miscellaneous bugs
- Some backend revamped configurations
- A new field entry in Billing Contracts: ‘Next Invoice Date‘. This field is automatically generated by the system when the scheduled invoice date is triggered
- Auto-send invoice functionality enables customers to receive an invoice from Work 365 automatically
- Manual Provider no longer updates a status of ChangeLog, it only sends out reminder emails
- Ability to reset service credentials
To update your system, you can download the latest version 1.5.2 zip file directly in Work 365 by going to Work 365 > Administration > Help & About; however, the latest features for the self-service portal are not available by zip file on the Help & About page. If you are currently using the self-service portal and would like to download the latest features, please reach out to Work 365 Ready.
New Customer Experience for DAP
Beginning Nov. 1, when Partners use Partner Center to connect with customers, they will have the option to choose whether their relationship with them includes Office 365 Delegated Admin Privileges (DAP). Prior to this change, all new relationships included Office 365 DAP by default, and the removal of DAP in Office 365 occurred after the reseller relationship was established. Furthermore, instead of being directed to the Microsoft Office Admin Portal when accepting reseller relationship invitations, customers will now be directed to the Microsoft Store for Business.
Whether Partners choose to include Office 365 DAP for new customers (a setting which must be checked off in Partner Center) will influence the landing page customers to see in the Microsoft Store for Business. For the Microsoft Store for Business experience with DAP, customers will accept DAP privileges as usual. For the Microsoft Store for Business experience without DAP (again an option that must be checked off in Partner Center), customers will accept a reseller relationship that does not include DAP. In other words, DAP is not mentioned in the invitation, and customers will need to assign Partner permissions themselves in Office 365 and Azure.
- Starting Nov. 1, 2018 Partners must choose whether to include DAP when establishing new reseller relationships using Partner Center.
- Send invitations using the appropriate links.
- Ensure you update existing documentation to reflect the new experience.
Tip of the Month
Bundle different types of subscriptions as differentiated product offerings!
Work 365 allows Partners to bundle together license based subscriptions, usage-based subscriptions, and even service-based subscriptions. What this means is that Partners can create bundles incorporating Microsoft licensed products and usage products like Azure, third-party vendor products, packaged IP, and services such as support and migration services in the Work 365 application.
To create bundles like these, Partners create a parent subscription with the name of the bundle and then child subscriptions, the various products, and services included in the bundle, are added and linked to the parent subscription. Anytime a customer wants to add licenses to their subscription all the Partner has to do is add the licenses to the parent subscription and the child subscriptions are automatically updated. When the invoice is automatically generated the only subscription information that shows comes from the parent. This allows Partners to send simplified invoices that only show the product bundles they provide and not the various products and services included within the bundle.