Paid Ad-Hoc Services

These services are considered billable service requests and will likely need the purchase of service hours. Your Customer Success manager will provide guidance on how to purchase service hours.

Our customers purchase additional services as needed to support new scenarios or after they have completed Onboarding

These services can be delivered through online meetings and remote sessions for troubleshooting and service-related issues.

Request to Run a Custom Job: Work 365 automates subscription and billing tasks through jobs that are executed on a schedule. Modifying or executing these jobs with custom parameters on an ad-hoc basis will require engineering support and is considered a billable task.

Data Management(Provider and Subscription): Setting up a new provider or performing bulk Data imports and Data management. Importing and managing Subscription Data and License Change log data. Automatic Provider and CRM Provider Account Mapping. Subscription Syncs between Partner Center including Incorrect pricing.

Scheduling a dedicated Training Consult for topics like:

  • Importing Provider Invoices from Partner Center
  • Advanced Billing Scenarios
  • Azure Billing Training
  • Product Catalog/Price Lists or Unit Mapping
  • Configuring and setting up Taxes
  • Billing Best Practices
  • One-Off Training on any topic within in the application

Environment Migration Assistance or Setting up a new Environment : Migrating to another CRM Environment or setting up a new environment

Integrations: Integration Setup with Accounting Systems, Payment Systems or Providers

Indirect CSPs with Azure Billing: Mapping fields from your provider to enable an import into Work 365. This can be used for purposes of billing consumption services like Azure.

Customized Billing Scenarios: Changing Standard Billing Behavior using plugins, forms, or Power Platform

Dynamics CRM Customizations:

  • Changes To Your Self-Service Portal: Branding and Navigational changes to your customer facing self-service portal
  • Creating and Modifying Document Templates: Modifying fields and Creating New Invoice Templates or Renewal Document Template
  • Additions to fields forms and changes in behavior: Extending the behavior in Work 365
    Notifications and Workflows: Updates, Changes and Setup for Workflows and notifications for
  • Change Logs, Invoicing, or Payments- here is an example of what is possible -https://www.work365apps.com/extend-work-365-with-power-automate/