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Upgrading to Version 4.8

  • Work 365 Dynamics Version 4.8 Update
    • Step 1 - Version 4.8 upgrade
    • Step 2 - Updating the unit mapping configuration
    • Step 3 - Add pricing for the newly created units
    • Step 4 - Updating the units on existing Subscriptions
    • Step 5 - Merge updated product pricing after April 1st
    • Step 6 - Schedule subscription price increases

Integrations

  • Accounting Systems
    • QuickBooks Online
    • Business Central Online
      • How to Sync a Business Central Account
  • Payments
    • Authorize.Net
    • GoCardless
    • Stripe
  • Providers
    • Microsoft Partner Center
    • Microsoft Partner Center (GCC)
    • TDSynnex - StreamOne ION
    • Synnex-Stellar
    • Crayon
    • Pax8
    • IngramMicro CloudMarketPlace
    • Rest Based Provider
    • Linked Subscription Provider
  • PSA
    • Autotask/Datto
    • Connectwise Manage
  • Taxation
    • No Tax Calculation Service
    • Rate Based Tax Service
    • Avalara Tax Service

Application Usage and Scenarios

  • Manufacturers
  • Setting up a New Customer
    • Provisioning an Account from Work 365
    • Account Credit Hold
    • Validate Address
  • Billing
    • Setting up a Billing relationship
      • Billing Contract Templates
    • Generating an invoice
    • Billing Automation
    • Terminating a Billing Contract/Billing Relationship
    • Sending the Work 365 Invoice
    • Managing Billing Cycles
    • Change Log Invoices
    • How to Manually Generate an Invoice
    • Process Refunds
    • Customizing invoice lines
    • Importing an Invoice Template
  • Sales Order Provisioning
  • Subscription Management
    • Creating a New Subscription
    • Deactivating a Subscription
    • Pausing a Subscription
    • Schedule License Change
    • Linked Subscriptions
    • Change Provider
    • Associate subscriptions with Calculation based Subscription
    • Move Subscription(Deprecated)
    • Provisioning Events
    • Modify Subscription
    • Subscription Pricing
  • Using Work 365 with a PSA
    • Connectwise Manage
    • Autotask/Datto
  • Time Billing
    • Roles
    • Resources
    • Tasks
    • Time Logs
    • Services
  • Price Indexation with Work 365
  • Managing Payments
    • PayNow link on the Invoice
    • Creating a Payment Profile
    • Requesting a Payment Profile
    • Charging an Invoice
  • Link and Unlink Accounts and Invoices to Accounting Systems
  • Sales Commissions Management
    • Configuring Incentive Templates
    • Incentive Plans
    • Incentive Earnings
    • Incentive Payouts
  • Creating and Managing Non-Recurring Items (NRIs)
  • Bulk Operations
    • Bulk Link Invoices
    • Bulk Charge
    • Bulk Send
    • Bulk Generate Invoice

Microsoft CSP Billing

  • Azure Billing
    • Importing Azure Data
    • Microsoft CSP Provider Invoice
    • Working with Usage Data
    • Usage Data Billing
    • Azure Specialization
  • Product Service
    • Product Explorer
    • Product Pricing
  • Other Microsoft CSP Items
  • Managing Provider Invoices
  • Reconciliation Process in Work 365
  • Configuring the Product Price Lists for CSP
  • Managing Costs for CSP Subscriptions

Work 365 Entities

  • Billing Contract
  • Subscriptions
    • License Based Subscription
    • Usage Based Subscriptions
    • Service Subscription(Deprecated)
    • Tiered Subscription (Enterprise Plan)
    • Calculation Based Subscription (Enterprise Plan)
  • License Change Logs
  • Scheduled License Change Logs
  • Agreement Templates
  • Agreements
  • Payment Transaction
  • Payment Profile
  • Billing Schedule
  • Non-Recurring Items (NRIs)
  • Services
  • Tiered Rate Cards
    • Rates
  • Jobs
  • Standard Dynamics Entities
    • Order
    • Invoice
    • Invoice Line
    • Product
    • Account
  • Provider Account

Portal

  • Overview - Self Service Portal (SSP)
    • Home - SSP
    • My Services - Dashboard - SSP
    • My Services - Products - SSP
    • My Services - Purchase Services - SSP
    • My Services - Invoices - SSP
    • My Services - Agreements - SSP
    • My Services - Payment Profiles - SSP
    • Impersonation Feature
  • Setup - Self Service Portal (SSP)
    • Preparing for the Self-Service Portal Setup
    • Azure AD Integrated Login
    • Install Solution
    • Private to Public
    • Setting Up a Custom Domain and SSL Certificate
    • Notifications

Product & Catalog Management

  • Product Catalog
  • Configuring Product Catalogue
  • Creating Product Bundles
  • Tiered Products (Enterprise Plan)
  • Tiered Rate Cards (Enterprise Plan)
  • Configuring the Product Price Lists
  • Create bundles from existing subscriptions in an existing Billing Contract

Taxation

  • Overview
  • Setting up Taxes in Work 365
  • Tax Rate Groups
  • Work 365 Tax Categories
  • QuickBooks Online and Work 365 Taxes
  • Recalculate Tax on the Work 365 Invoice

System Administration

  • System Management
  • Enabling or Adding a User
  • Application settings
  • Email Settings
    • Adding Sender Policy Framework (SPF) records for Work 365
  • Background Operations
  • Email Template
    • Email Template Enhancements
    • Add the PayNow link to an Email Template
    • Provider Invoice Notification Emails
  • Subscription Units
  • Change my CRM URL
  • Security Roles and Permissions
    • Work 365 Service Role
  • Automation
    • Work 365 Jobs
    • Scheduled Jobs
  • Report Scheduler Clean Up
  • Import Contacts and connect to an existing Account in D365 CRM
  • Importing Accounts to CRM

Reporting

  • Reporting Overview
  • Invoice Run Report
  • License Mismatch Report
  • License Missing Data Report
  • Email Delivery Report
  • Subscription Sync Report
  • Scheduled Reports

MY Work 365

  • Workspace
  • Business Metrics

Dashboards

  • Dashboards Overview
  • Billing Administrator Dashboard
  • Incentives Dashboard
  • Billing Overview
  • Exceptions Dashboard
  • Jobs Dashboard
  • Payments Dashboard
  • Manager Dashboard
  • Work 365 Renewal

Miscellaneous

  • Known Issues
  • Errata
  • Go Live Check List

FAQ

  • General FAQ
  • Invoicing FAQ
  • FAQ-Getting Started
  • FAQ-Architecture and Security
  • FAQ-Billing Contractual
  • FAQ-Implementation
  • FAQ-Support and Post Go-Live
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Step 5 - Merge updated product pricing after April 1st

Suggest Edits

On or After April 1st 2025 Microsoft will update the price list, you will need to go in and update the price list items by clicking the Update button.

Updated 23 days ago


What’s Next
  • Step 6 - Schedule subscription price increases