Work 365 - Revenue & Billing Platform’s cover photo
Work 365 - Revenue & Billing Platform

Work 365 - Revenue & Billing Platform

IT Services and IT Consulting

Reston, Virginia 2,585 followers

Revenue operations platform built for Microsoft CSPs.

About us

Work 365 is a CSP billing and subscription management platform for Microsoft partners who need accuracy, scalability, and control across direct and indirect models. Work 365, created by IOTAP, a Microsoft Partner of the Year Winner (2014), is used in over 25+ countries by MSPs, CSPs, VARs, and ISVs. It helps streamline operations, align sales with billing, plug revenue leakage, create great customer experiences, and drive recurring revenue growth.

Website
https://www.work365apps.com/
Industry
IT Services and IT Consulting
Company size
51-200 employees
Headquarters
Reston, Virginia
Type
Privately Held
Founded
2018
Specialties
dynamics 365, Dynamics 365 Apps, Cloud Billing, Cloud Services Automation, Subscription Billing, Recurring Revenue, Self-Service Portals, Azure Billing, Subscription Management, MSPs, CSP Program, SaaS Billing, ISV Recurring Billing, Billing Automation, CSP Billing, Microsoft Partners, ISV Billing, CSP Automation, and Azure Billing

Updates

  • Work 365 - Revenue & Billing Platform reposted this

    Most CSPs don't lose time just because of billing. They also lose time because their product catalog is spread across: ❌ Excel sheets ❌ Vendor portals ❌ Internal documentation ❌ Tribal knowledge Every product update becomes a manual exercise. Work 365 gives Microsoft partners a centralized catalog management system that helps manage products, pricing, bundles, and service offerings in one place. The result? ✅ Faster quote creation ✅ Fewer pricing mistakes ✅ Better consistency across teams Learn how leading CSPs manage their product catalogs: 👉 https://hubs.la/Q04vwXRN0 #MicrosoftPartner #Work365 #CSPBilling #CSPNavigator

    • No alternative text description for this image
  • Most CSPs don't lose time just because of billing. They also lose time because their product catalog is spread across: ❌ Excel sheets ❌ Vendor portals ❌ Internal documentation ❌ Tribal knowledge Every product update becomes a manual exercise. Work 365 gives Microsoft partners a centralized catalog management system that helps manage products, pricing, bundles, and service offerings in one place. The result? ✅ Faster quote creation ✅ Fewer pricing mistakes ✅ Better consistency across teams Learn how leading CSPs manage their product catalogs: 👉 https://hubs.la/Q04vwXRN0 #MicrosoftPartner #Work365 #CSPBilling #CSPNavigator

    • No alternative text description for this image
  • Your CSP business does not run on one system. It runs on Partner Center, a distributor or two, your accounting package, payments, tax, and a PSA. The real question is whether they talk to each other, or whether your team is the integration. Work 365 connects all of it natively on the Microsoft data model: 20+ pre-built connectors, real-time sync, zero manual re-entry. [Link to learn more in comments!] The part that matters most: this is not middleware sitting on top of Microsoft. Dynamics 365, Business Central, and the Power Platform are first-party, so the integrations you depend on are built in and already live, not on a roadmap. Your customer and pricing data stays in your own Dynamics 365. Partner Center, Business Central, Pax8, Ingram Micro, TD SYNNEX, Crayon, QuickBooks, Stripe, Avalara, ConnectWise, Autotask, and more, in one catalog. And we keep adding more. Check out the link in the comments to know more! Microsoft CPV certified. SOC 2. Built on Dataverse. #MicrosoftCSP #Dynamics365 #CSPBilling #MSP #Integrations

    • No alternative text description for this image
  • Scaling a Microsoft CSP business introduces a tricky billing reality: Different customers have different cycles: 📅 Monthly in advance 📅 Monthly in arrears 📅 Annual contracts Invoices alone can’t show what billing period those charges belong to. That’s why many partners struggle with reconciliation and missed charges. 𝗕𝗶𝗹𝗹𝗶𝗻𝗴 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲𝘀 by Work 365 solve this by grouping billable items by billing period, giving finance teams a clear view of revenue completeness. Here’s how it works - https://hubs.la/Q04sRGJ90 #Work365 #cspbilling #cspautomation

  • For many Microsoft partners, license management starts with spreadsheets, manual updates, and operational overhead. But as customer and subscription volumes grow, those processes quickly become unsustainable. In this clip, Abakion A/S shares how Work 365 helped them 𝐦𝐨𝐯𝐞 𝐟𝐫𝐨𝐦 𝐦𝐚𝐧𝐮𝐚𝐥 𝐥𝐢𝐜𝐞𝐧𝐬𝐞 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐭𝐨 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬, bringing structure and scale to their CSP business. Work 365 isn’t just about billing. It becomes the 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 that connects licensing, subscriptions, and finance operations in one system. Know more: https://hubs.la/Q04sVJMV0

  • Managing access across tenants gets harder as your CSP business scales. GDAP brings much-needed structure, but only if the workflows behind it are automated. In our blog, we break down: 🔹 What GDAP really changes 🔹 How it impacts provisioning & Partner Center workflows 🔹 Why secure, least-privilege access is becoming the new norm 🔹 How Work 365 automates GDAP-aware provisioning and access alignment 🔹 What CSP partners should do next to stay scalable If you’re building a more mature, efficient CSP operation, GDAP is a step forward and Work 365 helps you operationalize it with confidence. More in the comments! #GDAP #Microsoft #Work365 #CSPAutomation #CSPBilling

    • No alternative text description for this image
  • Work 365 - Revenue & Billing Platform reposted this

    #Microsoft's renewal and cancellation windows became clearer and more predictable in 2026. For CSP partners who run disciplined renewals, that predictability is an advantage: it turns renewal management into a reliable way to protect margin and close the month faster. When you can see every renewal coming and act inside the window, renewals become a moment to confirm the right quantities, capture seat changes accurately, and expand the account, all with the invoice matching what the customer actually has. Four controls make that the default: 1. Visibility first. One view of every upcoming renewal, with dates, quantities, and margin, so every renewal is planned for. 2. Alerts before the window closes, so your team acts while action is easy. 3. Capture every change at the source, with real-time sync with distributers (Microsoft Partner Center and others), so billing stays accurate. 4. Give customers a clean way to self-serve, so their renewals and seat changes land in the right place, inside the window, and get billed and reconciled automatically. The payoff is the outcome finance cares about: fewer errors, faster closes, more confidence in the number. Predictable renewal timing is an opportunity to run a tighter, more confident operation and give customers a cleaner experience. Full breakdown here: [Link in Comments] #MicrosoftCSP #CSPBilling #CSPAutomation #AzureProvisioning

    • No alternative text description for this image
  • Automation gets you efficient. Control at scale is what makes you enterprise-ready. For CSPs managing thousands of subscriptions across multiple geographies, currencies, and entities — the challenge isn't just doing things faster. It's maintaining visibility, compliance, and governance while doing it. This one's for the enterprise 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗖𝗦𝗣𝘀 who've outgrown the basics and need a platform that thinks at their scale. Read the full blog 👉 [link in comments] #Work365 #MultiEntity #MicrosoftPartner #ReveneOperations

    • No alternative text description for this image
  • #Microsoft's renewal and cancellation windows became clearer and more predictable in 2026. For CSP partners who run disciplined renewals, that predictability is an advantage: it turns renewal management into a reliable way to protect margin and close the month faster. When you can see every renewal coming and act inside the window, renewals become a moment to confirm the right quantities, capture seat changes accurately, and expand the account, all with the invoice matching what the customer actually has. Four controls make that the default: 1. Visibility first. One view of every upcoming renewal, with dates, quantities, and margin, so every renewal is planned for. 2. Alerts before the window closes, so your team acts while action is easy. 3. Capture every change at the source, with real-time sync with distributers (Microsoft Partner Center and others), so billing stays accurate. 4. Give customers a clean way to self-serve, so their renewals and seat changes land in the right place, inside the window, and get billed and reconciled automatically. The payoff is the outcome finance cares about: fewer errors, faster closes, more confidence in the number. Predictable renewal timing is an opportunity to run a tighter, more confident operation and give customers a cleaner experience. Full breakdown here: [Link in Comments] #MicrosoftCSP #CSPBilling #CSPAutomation #AzureProvisioning

    • No alternative text description for this image
  • The question for CSP partners is no longer whether billing can be automated. It is how to govern recurring revenue as you scale across more clients, more vendors, and constant pricing change. That is a maturity shift worth planning for: from reconciliation as a monthly event to governance as a permanent capability. TSG is the clearest example. The UK managed services provider grew past 15,000 subscriptions across 125 vendors and nearly doubled its client base, all while making its finance operations leaner rather than larger. What changed was the operating model, not the effort: • From people manually aligning vendor data to one governed hub where every supplier runs through the same rules • From monthly catch-up to real-time sync, so pricing and subscription changes surface when they happen • From error firefighting to traceable billing, where every charge is explainable and margin confidence is built in • From headcount that scales with growth to operations that scale without it It is a pattern across very different partners, on the same principle: when operations are governed, revenue can grow without operations growing in lockstep. Built natively on #Microsoft #Dataverse and the #PowerPlatform, that governance lives inside the same secure, auditable environment finance teams already trust, which is what makes the control provable rather than promised. The full breakdown, with TSG's story in detail: [In comments] #MicrosoftCSP #CSPBilling #CSPAutomation

    • No alternative text description for this image

Affiliated pages

Similar pages