Work 365 Version 2.7 Fall 2019 Release

Work 365 helps companies grow and scale their recurring revenue with Subscription management and Billing Automation capabilities built on Dynamics 365.  Version 2.7 addresses the core needs around business insights and self-service.  Recurring Revenue and Subscription based sales happen as a series of collective events that take place as customers stay engaged with a service provider. The customer may start with one service and then continue to grow their engagement both through their own organic needs and through the expanded service offerings. This release addresses some of these needs by delivering better customer engagement through the self-service capabilities and with the Analytics and reporting capabilities that surface customer insights.

Version 2.7  features  

  • Brand New UI to match the UCI interface
  • Enhancements to the Self-Service portal solution 
  • Non-Recurring Billing Contract Changes  
  • Enhanced Agreement Templates and Billing Contracts  
  • Customer Agreements to support the Microsoft CSP requirements  
  • New Integrations: TechDataQuickbooks Desktop