# Work 365 Documentation

> Documentation for Work 365

## Documentation: Upgrading to Version 4.8
- [Work 365 Dynamics Version 4.8 Update](https://docs.work365apps.com/docs/work-365-dynamics-version-48-update.md)
  - [Step 1 - Version 4.8 upgrade](https://docs.work365apps.com/docs/step-1-version-48-upgrade.md): The upgrade process and the things that will happen automatically
  - [Step 2 - Updating the unit mapping configuration](https://docs.work365apps.com/docs/step-2-updating-the-unit-mapping-configuration.md)
  - [Step 3 - Add pricing for the newly created units](https://docs.work365apps.com/docs/step-3-add-pricing-for-the-newly-created-units.md)
  - [Step 4 - Updating the units on existing Subscriptions](https://docs.work365apps.com/docs/step-4-updating-the-units-on-existing-subscriptions.md)
  - [Step 5 - Merge updated product pricing after April 1st](https://docs.work365apps.com/docs/step-5-merge-updated-product-pricing-after-april-1st.md)
  - [Step 6 - Schedule subscription price increases](https://docs.work365apps.com/docs/step-6-schedule-subscription-price-increases.md)

## Documentation: Integrations
- [Accounting Systems](https://docs.work365apps.com/docs/accounting-systems.md)
  - [QuickBooks Online](https://docs.work365apps.com/docs/quickbooks-online.md)
  - [Business Central Online](https://docs.work365apps.com/docs/business-central-online.md)
    - [How to Sync a Business Central Account](https://docs.work365apps.com/docs/how-to-sync-a-business-central-account.md)
- [Payments](https://docs.work365apps.com/docs/payments.md)
  - [Authorize.Net](https://docs.work365apps.com/docs/setting-up-authorizenet.md)
  - [GoCardless](https://docs.work365apps.com/docs/gocardless.md)
  - [Stripe](https://docs.work365apps.com/docs/stripe.md): How to setup a Stripe Payment Processor
- [Providers](https://docs.work365apps.com/docs/providers.md): Overview of different provider types and how they function within the Work 365 application.
  - [Microsoft Partner Center](https://docs.work365apps.com/docs/microsoft-partner-center.md): Configuring Microsoft Partner Center integration with Work 365.
  - [Microsoft Partner Center (GCC)](https://docs.work365apps.com/docs/microsoft-partner-center-gcc.md): Configuring Microsoft Partner Center GCC integration with Work 365.
  - [TDSynnex - StreamOne ION](https://docs.work365apps.com/docs/tdsynnex-stream-one-ion.md): Configuring the TDSynnex StreamOne Ion integration with Work 365
  - [Synnex-Stellr](https://docs.work365apps.com/docs/synnex.md): Setting up the Synnex Provider, Provider Accounts, and subscriptions
  - [TDSynnex-Stellr (Comprehensive API)](https://docs.work365apps.com/docs/synnex-stellar-copy.md): Setting up or reconfiguring Synnex Provider, Provider Accounts, and subscriptions
  - [Crayon](https://docs.work365apps.com/docs/crayon.md)
  - [Pax8](https://docs.work365apps.com/docs/pax8.md)
  - [IngramMicro CloudMarketPlace](https://docs.work365apps.com/docs/ingram-micro.md)
  - [Rest Based Provider](https://docs.work365apps.com/docs/rest-provider.md)
  - [Linked Subscription Provider](https://docs.work365apps.com/docs/linked-subscription-provider.md): Special Provider
  - [Companial](https://docs.work365apps.com/docs/companial.md)
- [PSA](https://docs.work365apps.com/docs/psa.md)
  - [Autotask/Datto](https://docs.work365apps.com/docs/autotask.md)
  - [Connectwise Manage](https://docs.work365apps.com/docs/setting-up-connectwise-integration.md)
- [Taxation](https://docs.work365apps.com/docs/taxation.md)
  - [No Tax Calculation Service](https://docs.work365apps.com/docs/no-tax-calculation-service.md): Placeholder tax service that does not perform any tax calculations.
  - [Rate Based Tax Service](https://docs.work365apps.com/docs/rate-based-tax-service.md): Tax service that performs tax calculations based on tax rates and categories defined within Work 365.
  - [Avalara Tax Service](https://docs.work365apps.com/docs/avalara-tax-service.md)

## Documentation: Application Usage and Scenarios
- [Manufacturers](https://docs.work365apps.com/docs/configuring-manufacturers.md)
- [Setting up a New Customer](https://docs.work365apps.com/docs/new-client-setup.md)
  - [Provisioning an Account from Work 365](https://docs.work365apps.com/docs/customer-onboarding-workflow-1.md): How to Provision an Account including a new Tenant in Work 365
  - [Account Credit Hold](https://docs.work365apps.com/docs/work-365-account-credit-hold.md)
  - [Validate Address](https://docs.work365apps.com/docs/validate-address.md)
- [Billing](https://docs.work365apps.com/docs/generating-invoices.md)
  - [Setting up a Billing relationship](https://docs.work365apps.com/docs/setting-up-a-billing-relationship.md): In Work 365, billing relationships are represented by Billing Contracts. This article explains how to configure Billing Contracts to reflect the billing relationship(s) you have established with each…
    - [Billing Contract Templates](https://docs.work365apps.com/docs/billing-contract-templates.md)
  - [Generating an invoice](https://docs.work365apps.com/docs/generating-an-invoice-against-a-billing-schedule.md)
  - [Billing Automation](https://docs.work365apps.com/docs/billing-automation.md)
  - [Terminating a Billing Contract/Billing Relationship](https://docs.work365apps.com/docs/deactivating-a-billing-contract.md): Ending or Terminating a Billing Contract or Billing Relationship
  - [Sending the Work 365 Invoice](https://docs.work365apps.com/docs/sending-the-work-365-invoice.md): Sending invoices promptly and accurately is crucial for maintaining healthy cash flow and customer satisfaction. Work 365 offers multiple methods to send invoices to clients, ensuring flexibility and…
  - [Managing Billing Cycles](https://docs.work365apps.com/docs/billing-schedules.md)
  - [Change Log Invoices](https://docs.work365apps.com/docs/change-log-invoices.md)
  - [How to Manually Generate an Invoice](https://docs.work365apps.com/docs/how-to-manually-generate-an-invoice.md)
  - [Process Refunds](https://docs.work365apps.com/docs/managing-refunds.md)
  - [Customizing invoice lines](https://docs.work365apps.com/docs/customizing-the-invoice-lines.md)
  - [Importing an Invoice Template](https://docs.work365apps.com/docs/importing-an-invoice-template.md)
- [Sales Order Provisioning](https://docs.work365apps.com/docs/sales-order-provisioning-1.md): Provision Services directly from a Sales Order
- [Subscription Management](https://docs.work365apps.com/docs/subscription-management.md)
  - [Creating a New Subscription](https://docs.work365apps.com/docs/creating-a-new-subscription.md)
  - [Deactivating a Subscription](https://docs.work365apps.com/docs/deactivating-a-subscription.md)
  - [Pausing a Subscription](https://docs.work365apps.com/docs/pausing-a-subscription.md)
  - [Schedule License Change](https://docs.work365apps.com/docs/update-schedule-license-change.md): Scheduling a Change to Subscription in the future
  - [Linked Subscriptions](https://docs.work365apps.com/docs/linked-subscriptions.md)
  - [Change Provider](https://docs.work365apps.com/docs/change-provider.md)
  - [Associate subscriptions with Calculation based Subscription](https://docs.work365apps.com/docs/assoc-calculated-subscriptions.md)
  - [Move Subscription(Deprecated)](https://docs.work365apps.com/docs/move-subscription.md)
  - [Provisioning Events](https://docs.work365apps.com/docs/provisioning-events.md)
  - [Modify Subscription](https://docs.work365apps.com/docs/modify-subscription.md)
  - [Subscription Pricing](https://docs.work365apps.com/docs/subscription-pricing.md)
  - [Renewal Instructions](https://docs.work365apps.com/docs/renewal-management.md)
  - [Extended Service Terms (EST)](https://docs.work365apps.com/docs/extended-service-terms-est.md)
- [Using Work 365 with a PSA](https://docs.work365apps.com/docs/using-work-365-with-a-psa.md)
  - [Connectwise Manage](https://docs.work365apps.com/docs/connectwise.md): Push to PSA integration from Work 365 into Connectwise
  - [Autotask/Datto](https://docs.work365apps.com/docs/autotaskdatto.md)
- [Time Billing](https://docs.work365apps.com/docs/time-billing.md)
  - [Roles](https://docs.work365apps.com/docs/work-365-roles.md)
  - [Resources](https://docs.work365apps.com/docs/work-365-resources.md)
  - [Tasks](https://docs.work365apps.com/docs/work-365-tasks.md)
  - [Time Logs](https://docs.work365apps.com/docs/work-365-time-logs.md)
  - [Services](https://docs.work365apps.com/docs/work-365-services.md)
- [Price Indexation with Work 365](https://docs.work365apps.com/docs/price-indexation-with-work-365.md)
- [Managing Payments](https://docs.work365apps.com/docs/setting-up-a-payment-processor.md)
  - [PayNow link on the Invoice](https://docs.work365apps.com/docs/adding-the-pay-now-link.md)
  - [Creating a Payment Profile](https://docs.work365apps.com/docs/creating-a-payment-profile.md): Direct Entry
  - [Requesting a Payment Profile](https://docs.work365apps.com/docs/requesting-a-payment-profile.md)
  - [Charging an Invoice](https://docs.work365apps.com/docs/charging-an-invoice.md): Processing Payment on an invoice
- [Link and Unlink Accounts and Invoices to Accounting Systems](https://docs.work365apps.com/docs/link-and-unlink-accounts-and-invoices-to-accounting-systems.md): This document details how to link CRM accounts and invoices to configured accounting systems, as well as how to unlink them.
- [Sales Commissions Management](https://docs.work365apps.com/docs/sales-commissions-management.md)
  - [Configuring Incentive Templates](https://docs.work365apps.com/docs/configuring-work-365-incentive-templates.md)
  - [Incentive Plans](https://docs.work365apps.com/docs/work-365-incentive-plans.md)
  - [Incentive Earnings](https://docs.work365apps.com/docs/work-365-incentive-earnings.md)
  - [Incentive Payouts](https://docs.work365apps.com/docs/work-365-incentive-payouts.md)
- [Creating and Managing Non-Recurring Items (NRIs)](https://docs.work365apps.com/docs/non-recurring-items-nris.md): Non-Recurring Items (NRIs) in Work 365 are designed to handle one-off sales and services that do not recur periodically. These items can be added to both recurring and item-based billing contract…
- [Bulk Operations](https://docs.work365apps.com/docs/bulk-operations.md)
  - [Bulk Link Invoices](https://docs.work365apps.com/docs/bulk-link-and-unlink-invoices.md)
  - [Bulk Charge](https://docs.work365apps.com/docs/bulk-charge.md)
  - [Bulk Send](https://docs.work365apps.com/docs/bulk-send.md)
  - [Bulk Generate Invoice](https://docs.work365apps.com/docs/bulk-generate-invoice.md)

## Documentation: Microsoft CSP Billing
- [Azure Billing](https://docs.work365apps.com/docs/azure-billing.md)
  - [Importing Azure Data](https://docs.work365apps.com/docs/importing-azure-data.md)
  - [Microsoft CSP Provider Invoice](https://docs.work365apps.com/docs/microsoft-csp-provider-invoice.md)
  - [Working with Usage Data](https://docs.work365apps.com/docs/viewing-imported-usage-data.md)
  - [Usage Data Billing](https://docs.work365apps.com/docs/usage-data-billing.md)
  - [Azure Specialization](https://docs.work365apps.com/docs/azure-specialization.md)
  - [Reserved Instance & Savings Plans Billing](https://docs.work365apps.com/docs/azure-reservations.md)
- [Product Service](https://docs.work365apps.com/docs/product-service.md)
  - [Product Explorer](https://docs.work365apps.com/docs/product-explorer-1.md)
  - [Product Pricing](https://docs.work365apps.com/docs/product-pricing.md)
- [Other Microsoft CSP Items](https://docs.work365apps.com/docs/reserved-instances.md): Reserved Instances, Software Subscriptions, Perpetual Licenses & Marketplace Items
- [Managing Provider Invoices](https://docs.work365apps.com/docs/work-365-provider-invoices.md): Provider invoices in Work 365 are billing records from providers for services purchased from them. This article explains how provider invoices work, key concepts, processes, and best practices for…
- [Reconciliation Process in Work 365](https://docs.work365apps.com/docs/reconciliation-process-in-work-365.md)
- [Configuring the Product Price Lists for CSP](https://docs.work365apps.com/docs/configuring-the-product-price-lists.md)
- [Managing Costs for CSP Subscriptions](https://docs.work365apps.com/docs/managing-costs-for-csp-subscriptions.md)

## Documentation: Work 365 Entities
- [Billing Contract](https://docs.work365apps.com/docs/billing-contract.md): Overview of a Billing Contract
- [Subscriptions](https://docs.work365apps.com/docs/subscriptions.md)
  - [License Based Subscription](https://docs.work365apps.com/docs/license-based-subscritpion.md)
  - [Usage Based Subscriptions](https://docs.work365apps.com/docs/usage-based-subscriptions.md)
  - [Service Subscription(Deprecated)](https://docs.work365apps.com/docs/service-subscription.md)
  - [Tiered Subscription (Enterprise Plan)](https://docs.work365apps.com/docs/tiered-subscription.md)
  - [Calculation Based Subscription (Enterprise Plan)](https://docs.work365apps.com/docs/calculated-subscription.md)
- [License Change Logs](https://docs.work365apps.com/docs/license-change-logs.md)
- [Scheduled License Change Logs](https://docs.work365apps.com/docs/scheduled-license-change-logs-1.md)
- [Agreement Templates](https://docs.work365apps.com/docs/agreement-templates.md)
- [Agreements](https://docs.work365apps.com/docs/work-365-agreements.md)
- [Payment Transaction](https://docs.work365apps.com/docs/payment-transaction.md)
- [Payment Profile](https://docs.work365apps.com/docs/payment-profile.md)
- [Billing Schedule](https://docs.work365apps.com/docs/billing-schedule.md)
- [Non-Recurring Items (NRIs)](https://docs.work365apps.com/docs/non-recurring-itemsnris.md)
- [Services](https://docs.work365apps.com/docs/services.md): Time & effort-based billing in Work 365 is available via Services
- [Tiered Rate Cards](https://docs.work365apps.com/docs/rate-cards.md): Collection of rates to be applied for tiered subscriptions
  - [Rates](https://docs.work365apps.com/docs/rate-cards-rates.md): Represents a step in the tiered pricing configuration.
- [Jobs](https://docs.work365apps.com/docs/jobs-1.md)
- [Standard Dynamics Entities](https://docs.work365apps.com/docs/standard-dynamics-entities.md)
  - [Order](https://docs.work365apps.com/docs/order.md)
  - [Invoice](https://docs.work365apps.com/docs/invoice.md)
  - [Invoice Line](https://docs.work365apps.com/docs/invoice-line.md)
  - [Product](https://docs.work365apps.com/docs/product.md)
  - [Account](https://docs.work365apps.com/docs/account.md)
- [Provider Account](https://docs.work365apps.com/docs/provider-account.md): Provider Account is the mapping between a Provider and the Account record in Work 365

## Documentation: Portal
- [Overview - Self Service Portal (SSP)](https://docs.work365apps.com/docs/ssp-overview.md): This article will help you to understand all the features and options available on your Self-Service Portal, so you can easily manage your account and services with Work 365
  - [Home - SSP](https://docs.work365apps.com/docs/ssp-home.md): This article will help you navigate and understand all the features and options available on the Home page of the customer Self Service portal.
  - [My Services - Dashboard - SSP](https://docs.work365apps.com/docs/ssp-my-services.md): This article will help you navigate and understand the features and options available on the Dashboard for the Customer Self Service Portal
  - [My Services - Products - SSP](https://docs.work365apps.com/docs/my-services-payment-profiles-ssp-copy.md): This article will help you navigate and understand the features and options of the Products page on the Customer Self Service Portal
  - [My Services - Purchase Services - SSP](https://docs.work365apps.com/docs/my-services-payment-profiles-ssp-copy-copy.md): This article will help you navigate and understand the features and options of My Purchase Services page on the Customer Self Service Portal
  - [My Services - Invoices - SSP](https://docs.work365apps.com/docs/ssp-my-invoices.md): This article will help you navigate and understand all the features and options available on the Invoices page on the Customer Self Service Portal
  - [My Services - Agreements - SSP](https://docs.work365apps.com/docs/ssp-my-agreements.md): This article will help you navigate and understand all the features and options available for the Agreements page on the Customer Self Service Portal
  - [My Services - Payment Profiles - SSP](https://docs.work365apps.com/docs/ssp-my-payment-profiles.md): This article will help you navigate and understand the features and options of the Payment Profiles page on the Customer Self Service Portal
  - [Impersonation Feature](https://docs.work365apps.com/docs/customizations.md)
- [Work 365 Portal Security Roles](https://docs.work365apps.com/docs/work-365-portal-security-roles.md)

## Documentation: Product & Catalog Management
- [Product Catalog](https://docs.work365apps.com/docs/product-catalog.md)
- [Configuring Product Catalogue](https://docs.work365apps.com/docs/configuring-product-catalogue.md)
- [Creating Product Bundles](https://docs.work365apps.com/docs/creating-product-bundles.md)
- [Tiered Products (Enterprise Plan)](https://docs.work365apps.com/docs/tiered-products.md)
- [Tiered Rate Cards (Enterprise Plan)](https://docs.work365apps.com/docs/tiered-rate-cards.md)
- [Configuring the Product Price Lists](https://docs.work365apps.com/docs/configuring-the-product-price-lists-1.md)
- [Create bundles from existing subscriptions in an existing Billing Contract](https://docs.work365apps.com/docs/create-bundles-from-existing-subscriptions-in-an-existing-billing-contract.md): This article will explain the steps to follow on how to create bundles from existing subscriptions in an existing Billing Contract

## Documentation: Taxation
- [Overview](https://docs.work365apps.com/docs/work-365-taxes.md)
- [Setting up Taxes in Work 365](https://docs.work365apps.com/docs/setting-up-taxes-in-work-365.md)
- [Tax Rate Groups](https://docs.work365apps.com/docs/tax-rate-groups.md)
- [Work 365 Tax Categories](https://docs.work365apps.com/docs/work-365-tax-categories.md)
- [QuickBooks Online and Work 365 Taxes](https://docs.work365apps.com/docs/quickbooks-online-and-work-365-taxes.md)
- [Recalculate Tax on the Work 365 Invoice](https://docs.work365apps.com/docs/recalculate-tax-on-the-work-365-invoice.md)

## Documentation: System Administration
- [System Management](https://docs.work365apps.com/docs/system-management.md)
- [Enabling or Adding a User](https://docs.work365apps.com/docs/enabling-or-adding-a-user.md)
- [Application settings](https://docs.work365apps.com/docs/application-settings.md)
- [Email Settings](https://docs.work365apps.com/docs/email-settings.md): Create DKIM and SPF records, allowing Work 365 to send emails using your email domain.
  - [Adding Sender Policy Framework (SPF) records for Work 365](https://docs.work365apps.com/docs/adding-sender-policy-framework-spf-records-for-work-365.md): This document outlines the procedure for adding the SendGrid SPF records which will improve email delivery rates
- [Background Operations](https://docs.work365apps.com/docs/background-operations.md)
- [Email Template](https://docs.work365apps.com/docs/email.md)
  - [Email Template Enhancements](https://docs.work365apps.com/docs/email-template-enhancements.md)
  - [Add the PayNow link to an Email Template](https://docs.work365apps.com/docs/add-the-paynow-link-to-an-email-template.md)
  - [Provider Invoice Notification Emails](https://docs.work365apps.com/docs/provider-invoice-notification-emails.md)
- [Subscription Units](https://docs.work365apps.com/docs/work-365-units.md)
- [Change my CRM URL](https://docs.work365apps.com/docs/how-to-change-crm-url.md): This article describes how to properly change the URL on your CRM
- [Security Roles and Permissions](https://docs.work365apps.com/docs/work-365-security-roles.md)
  - [Work 365 Service Role](https://docs.work365apps.com/docs/service-role.md)
- [Automation](https://docs.work365apps.com/docs/automation.md)
  - [Work 365 Jobs](https://docs.work365apps.com/docs/work-365-jobs.md)
  - [Scheduled Jobs](https://docs.work365apps.com/docs/scheduled-jobs.md)
- [Report Scheduler Clean Up](https://docs.work365apps.com/docs/report-scheduler-clean-up.md): This article will describe the steps to follow to clean the report scheduler data
- [Import Contacts and connect to an existing Account in D365 CRM](https://docs.work365apps.com/docs/import-contacts-and-connect-to-an-existing-account-in-d365-crm.md)
- [Importing Accounts to CRM](https://docs.work365apps.com/docs/importing-accounts-to-crm.md): This article provides the steps to import account into Dynamics 365

## Documentation: Reporting
- [Reporting Overview](https://docs.work365apps.com/docs/reporting-overview.md)
- [Invoice Run Report](https://docs.work365apps.com/docs/invoice-run-report.md)
- [License Mismatch Report](https://docs.work365apps.com/docs/license-mismatch-report.md)
- [License Missing Data Report](https://docs.work365apps.com/docs/license-missing-data-report.md)
- [Email Delivery Report](https://docs.work365apps.com/docs/email-delivery-report.md): The Email Delivery Report in Work 365 is a feature that allows users to monitor and track the status of emails sent through the system. This tool provides insights into email delivery statuses,…
- [Subscription Sync Report](https://docs.work365apps.com/docs/subscription-sync-report.md)
- [Scheduled Reports](https://docs.work365apps.com/docs/report-scheduler.md): Report Scheduler allows scheduled delivery of Dynamics CRM views.

## Documentation: MY Work 365
- [Workspace](https://docs.work365apps.com/docs/workspace.md)
- [Business Metrics](https://docs.work365apps.com/docs/business-metrics.md)

## Documentation: Dashboards
- [Dashboards Overview](https://docs.work365apps.com/docs/work-365-dashboards.md)
- [Billing Administrator Dashboard](https://docs.work365apps.com/docs/billing-administrator-dashboard.md)
- [Incentives Dashboard](https://docs.work365apps.com/docs/work-365-incentives-dashboard.md)
- [Billing Overview](https://docs.work365apps.com/docs/work-365-billing-overview.md)
- [Exceptions Dashboard](https://docs.work365apps.com/docs/work-365-exceptions-dashboard.md)
- [Jobs Dashboard](https://docs.work365apps.com/docs/work-365-jobs-dashboard.md)
- [Payments Dashboard](https://docs.work365apps.com/docs/work-365-payments-dashboard.md)
- [Manager Dashboard](https://docs.work365apps.com/docs/manager-dashboard.md)
- [Work 365 Renewal](https://docs.work365apps.com/docs/work-365-renewal.md)

## Documentation: Miscellaneous
- [Known Issues](https://docs.work365apps.com/docs/known-issues.md)
- [Errata](https://docs.work365apps.com/docs/errata.md): List of errors and warnings in Work 365.
- [Go Live Check List](https://docs.work365apps.com/docs/go-live-check-list.md): Provides list of implementation topics that are required for Go Live with Work 365

## Documentation: FAQ
- [General FAQ](https://docs.work365apps.com/docs/general-faq.md)
- [Invoicing FAQ](https://docs.work365apps.com/docs/invoicing-faq.md): General Questions about how Invoicing Works
- [FAQ-Getting Started](https://docs.work365apps.com/docs/faq-getting-started.md)
- [FAQ-Architecture and Security](https://docs.work365apps.com/docs/faq-architecture-and-security.md)
- [FAQ-Billing Contractual](https://docs.work365apps.com/docs/faq-billing-contractual.md)
- [FAQ-Implementation](https://docs.work365apps.com/docs/faq-implementation.md)
- [FAQ-Support and Post Go-Live](https://docs.work365apps.com/docs/faq-support-and-post-go-live.md)

## API Reference: Work 365 API
- [Getting Started](https://docs.work365apps.com/reference/getting-started-with-api.md)
- [Get Billing Contract](https://docs.work365apps.com/reference/billingcontracts_getbyid.md)
- [Delete Billing Contract](https://docs.work365apps.com/reference/billingcontracts_delete.md)
- [Modify Billing Contract](https://docs.work365apps.com/reference/billingcontracts_patch.md)
- [Create Billing Contract](https://docs.work365apps.com/reference/billingcontracts_post.md)
- [Get Billing Contracts](https://docs.work365apps.com/reference/billingcontracts_getbycustomer.md)
- [Get Customer](https://docs.work365apps.com/reference/customers_getbyid.md)
- [Delete Customer](https://docs.work365apps.com/reference/customers_delete.md)
- [Get Customers](https://docs.work365apps.com/reference/customers_get.md)
- [Create Customer](https://docs.work365apps.com/reference/customers_post.md)
- [Update Customer](https://docs.work365apps.com/reference/customers_patch.md)
- [Get License Change Log](https://docs.work365apps.com/reference/licensechangelogs_getbyid.md)
- [Get License Change Logs by subcriptions](https://docs.work365apps.com/reference/licensechangelogs_getbysubscription.md)
- [Get Products](https://docs.work365apps.com/reference/products_get.md)
- [Get Product](https://docs.work365apps.com/reference/products_getbyid.md)
- [Get Subscription](https://docs.work365apps.com/reference/subscription_getbyid.md)
- [Delete Subscription](https://docs.work365apps.com/reference/subscription_delete.md)
- [Update Subscription](https://docs.work365apps.com/reference/subscription_patch.md)
- [Get Subscriptions by Account.](https://docs.work365apps.com/reference/subscription_getbyaccount.md)
- [Get Subscriptions by Billing Contract](https://docs.work365apps.com/reference/subscription_getbybillingcontract.md)
- [Activate Subscription](https://docs.work365apps.com/reference/subscription_activate.md)
- [Deactivate Subscription](https://docs.work365apps.com/reference/subscription_deactivate.md)
- [Quick Change Subscription](https://docs.work365apps.com/reference/subscription_quickchange.md)
- [Create Subscription](https://docs.work365apps.com/reference/subscription_post.md)
- [Get Manufacturers](https://docs.work365apps.com/reference/utilities_manufacturers.md)
- [Get Payment Terms](https://docs.work365apps.com/reference/utilities_getpaymentterms.md)
- [Get Product Classes](https://docs.work365apps.com/reference/utilities_getproductclasses.md)

## Pages
- [Setting up a new Dynamics 365 instance](https://docs.work365apps.com/page/setting-up-a-new-dynamics-365-instance.md)
- [Verifying if an existing environment has Dynamics 365 Sales installed](https://docs.work365apps.com/page/checking-if-an-existing-environment-has-dynamics-365-sales-installed.md)
- [MFA Setup for Partner Center Integration Account](https://docs.work365apps.com/page/mfa-setup-for-integration-account.md)
- [Billing Contract Types](https://docs.work365apps.com/page/billing-contract-types.md)
- [Language, Region and Internationalization Support](https://docs.work365apps.com/page/language-region-and-internationalization-support.md)
- [Advanced Azure](https://docs.work365apps.com/page/advanced-azure.md)
- [Synching Provider Accounts](https://docs.work365apps.com/page/synching-provider-accounts.md)
- [Synching Subscriptions into a Billing Contract](https://docs.work365apps.com/page/synching-subscriptions-into-a-billing-contract.md)
- [Units for Subscription Billing](https://docs.work365apps.com/page/unit-mapping-for-work-365.md)
- [CRM Navigation and Terminology](https://docs.work365apps.com/page/crm-navigation-and-terminology.md)
- [Overview - Work 365](https://docs.work365apps.com/page/overview.md): Useful for new users to get an overall understanding of the Applicaiton
- [Prerequisites for Installation](https://docs.work365apps.com/page/prerequisites-for-installation.md)
- [Quick Start Setup](https://docs.work365apps.com/page/quick-start-billing-and-subscription-management.md)
- [Security and Compliance](https://docs.work365apps.com/page/security-and-compliance.md)
- [Provider Capability Matrix](https://docs.work365apps.com/page/provider-capability-matrix.md)
- [Provisioning](https://docs.work365apps.com/page/provisioning.md)
- [Autotask: Integration User & Role](https://docs.work365apps.com/page/setup-integration-user-role-in-autotask.md)
- [ConnectWise: Integration role & user](https://docs.work365apps.com/page/setup-integration-role-user-in-connectwise.md)
- [SSP: Using Self-Service Portal for the first time](https://docs.work365apps.com/page/running-for-the-first-time.md)
- [SSP: Initialize the Self-Service Portal](https://docs.work365apps.com/page/initialize-the-self-service-portal.md)
- [SSP: Modify License Names List for Manage Licenses Page](https://docs.work365apps.com/page/modify-license-names-list-for-manage-licenses-page.md)
- [SSP: Clear Self-Service Portal cache](https://docs.work365apps.com/page/clear-self-service-portal-cache.md)
- [SSP: Update SSL Certificate on Portal](https://docs.work365apps.com/page/update-ssl-certificate-on-portal.md)
- [SSP: Change Portal URL](https://docs.work365apps.com/page/change-self-service-portal-url.md)
- [SSP: Update CSS on the Self-Service Portal](https://docs.work365apps.com/page/update-css-on-my-self-service-portal.md)
- [Email Settings](https://docs.work365apps.com/page/email-settings.md): Create DKIM and SPF records, allowing Work 365 to send emails using your email domain.
- [Turn on Audit Tracking for CRM](https://docs.work365apps.com/page/turn-on-audit-tracking-for-crm.md)
- [Enable trace logging](https://docs.work365apps.com/page/enable-trace-logging.md)
- [Importing Accounts to CRM](https://docs.work365apps.com/page/importing-accounts-to-crm.md)
- [Report Scheduler Clean Up](https://docs.work365apps.com/page/report-scheduler-clean-up.md)
- [Upgrade Work 365](https://docs.work365apps.com/page/upgrade-work-365.md)
- [Ad-Hoc Services](https://docs.work365apps.com/page/paid-ad-hoc-services.md)
- [Update SSL Certificate on Portal](https://docs.work365apps.com/page/update-ssl-certificate-on-portal-1.md)
- [SSP: Clear Self-Service Cache](https://docs.work365apps.com/page/clear-self-service-portal-cache-1.md)
- [Modify License Names List for Manage Licenses Page](https://docs.work365apps.com/page/modify-license-names-list-for-manage-licenses-page-1.md)
- [Initialize the Self-Service Portal](https://docs.work365apps.com/page/initialize-the-self-service-portal-1.md)
- [Upgrade Self-Service Portal](https://docs.work365apps.com/page/upgrade-self-service-portal-1.md)
- [Security Roles - Self-Service Portal](https://docs.work365apps.com/page/security-roles-self-service-portal.md)
- [Inviting Customers to the Self-Service Portal](https://docs.work365apps.com/page/inviting-customers-to-the-self-service-portal.md)
- [Manage invitations sent](https://docs.work365apps.com/page/manage-invitations-sent.md)
- [Configure Products and Subscriptions](https://docs.work365apps.com/page/configure-products-and-subscriptions.md)
- [Agreements - Self-Service Portal](https://docs.work365apps.com/page/agreements-self-service-portal.md)
- [Change Company Logo and Banner - Self-Service Portal](https://docs.work365apps.com/page/change-self-service-portal-company-logo-and-banner.md)
- [Change Main Top Menu - Self-Service Portal](https://docs.work365apps.com/page/change-self-service-portal-main-top-menu.md)
- [Invitation Template - Self-Service Portal](https://docs.work365apps.com/page/self-service-portal-invitation-template.md)
- [Change Content Message for Self-Service Portal](https://docs.work365apps.com/page/change-content-message-for-self-service-portal.md)
- [Branding Materials - Self-Service Portal](https://docs.work365apps.com/page/self-service-portal-branding-materials.md)
- [Setup Child Accounts - Self-Service Portal](https://docs.work365apps.com/page/self-service-portal-setup-child-accounts.md)
- [How to Undo Paid Status in Invoice](https://docs.work365apps.com/page/how-to-undo-paid-status-in-invoice.md)
- [How to check my Work 365 app and Self-Service Portal version.](https://docs.work365apps.com/page/how-to-check-my-work-365-app-and-self-service-portal-version.md)
- [SSP: Setting Up Azure B2C as Authentication Method](https://docs.work365apps.com/page/setting-up-azure-b2c-as-authentication-method-for-self-service-portal.md)
- [SSP: Add Fav Icon](https://docs.work365apps.com/page/add-fav-icon-self-service-portal.md)
- [SSP: Admin-Hub Self-Service Portal Config](https://docs.work365apps.com/page/configure-self-service-portal-in-admin-hub.md)
- [SSP:Add/Change About Section](https://docs.work365apps.com/page/add-change-about-section-self-service-portal.md)
- [SSP: Change Get Help Links](https://docs.work365apps.com/page/change-get-help-links-self-service-portal.md)
- [Change Decimals in CRM](https://docs.work365apps.com/page/change-decimals-in-crm.md)
- [How to Sync an Account with Business Central in Work 365](https://docs.work365apps.com/page/how-to-sync-an-account-with-business-central-in-work-365.md)
- [Setting up an Application User for Work 365 (US)](https://docs.work365apps.com/page/setting-up-an-application-user-for-work-365-us.md)
- [Indexation: Manually apply annual indexation in bulk](https://docs.work365apps.com/page/indexation-manually-apply-annual-indexation-in-bulk.md)
- [Install Work 365 Solution (Manual Process)](https://docs.work365apps.com/page/install-work-365-solution-manual-process.md)
- [How to Enable Canvas Apps](https://docs.work365apps.com/page/how-to-enable-canvas-apps.md)
- [Install Work 365 Solution New Layout (Manual Process)](https://docs.work365apps.com/page/install-work-365-solution-new-layout-manual-process.md)
- [How to Update the Work 365 Workflow Owner](https://docs.work365apps.com/page/how-to-update-the-work-365-workflow-owner.md)
- [How to Map a Provider Account](https://docs.work365apps.com/page/provider-account-mapping.md)
- [How to Edit an Invoice Line](https://docs.work365apps.com/page/how-to-edit-an-invoice-line.md)
- [How to Setup the Work 365 Application User](https://docs.work365apps.com/page/how-to-setup-the-work-365-application-user.md)
- [Understanding Administrative Charges vs. Indexation in Work 365](https://docs.work365apps.com/page/understanding-administrative-charges-vs-indexation-in-work-365.md)
- [Add Products](https://docs.work365apps.com/page/add-products.md)
- [SSP: Hiding Navigation Links in the Self-Service Portal](https://docs.work365apps.com/page/ssp-hiding-navigation-links-in-the-self-service-portal.md)

## Updates and Changes
- [Release Date 4-June-2026](https://docs.work365apps.com/changelog/release-date-4-june-2026.md)
- [Release Date 19-May-2026](https://docs.work365apps.com/changelog/release-date-19-may-2026.md)
- [DV 5.2 28-APR-2026](https://docs.work365apps.com/changelog/dv-52-28-apr-2026.md)
- [Release Date 17-Feb-2026](https://docs.work365apps.com/changelog/release-date-17-feb-2026.md)
- [Release Date 20-Jan-2026](https://docs.work365apps.com/changelog/release-date-20-jan-2026.md)
- [DV 5.0 Release Date 06-Jan-2026](https://docs.work365apps.com/changelog/dv-50-release-date-06-jan-2026.md)
- [Release Date 06-Nov-2025](https://docs.work365apps.com/changelog/release-date-06-nov-2025.md)
- [Release Date 18-Oct-2025](https://docs.work365apps.com/changelog/release-date-18-oct-2025.md)
- [Release Date 02-Oct-2025](https://docs.work365apps.com/changelog/release-date-02-oct-2025.md)
- [Release Date 04-Sep-2025](https://docs.work365apps.com/changelog/release-date-13-aug-2025.md)