Admin Hub – Scheduled Jobs Work 365 helps you schedule operational back-end activities and track them within the Work 365 Admin Hub. In this installment of Tips & Tricks, we cover the new Scheduled Job feature: The Admin Hub now has a new feature tab called Scheduled Job Track all the back-end jobs that are […]
Report Scheduler Advanced Operational Insights Delivered In this installment of Tips & Tricks, we cover report scheduling, automation, and management: The Report Scheduler feature in Work 365 How to use out-of-the-box system views for scheduled reports Important entities while creating a new scheduled report How to track multiple scheduled reports and logs for audit and reconciliation https://help.work365apps.com/wp-content/uploads/2022/01/Work-365-Tip_-Report-Scheduler-feature.mp4
Providers in Work 365 Work 365 enables the provisioning of subscriptions, licenses and services through integrations with providers. Whether you sell products as a Microsoft Direct Partner, an Indirect Reseller, or as an ISV, the application helps you manage provisioning through pre-built integrations or custom actions based on the type of provider or service. Tips […]
Deactivating a Subscription Work 365 streamlines the sales process and enables the deactivation of subscriptions with automatic updates in PartnerCenter. It automatically provisions subscriptions and maintains a license change log for audit and reconciliation. Tips & Tricks: How to deactivate subscriptions How to process refunds and invoice accurately How to schedule deactivation of subscriptions at […]
Subscription Quantity Changes via the Self-Service Portal Through the Work 365 Self-service portal end-customers can manage and modify their subscriptions, view invoice history, submit support tickets, access knowledge base and assign licenses. Tips & Tricks: How end-customers can modify license quantities for existing subscriptions How they can schedule license changes for the future date What […]
Scheduling License Changes Work 365 helps customers maintain and track license change logs to invoice accurately.Auto-scheduling feature provides easy way to manage license changes and pricing updates in future. Tips & Tricks: How to schedule license quantity changes directly at the subscription level What to follow and observe after the changes have taken effects How […]
Billing Contract Renewal Status Work 365 helps you track the entire life-cycle of your billing agreements. In this installment of Tips & Tricks, we cover renewal management and specifically: The auto-renewal field on a Billing Contract How you can keep track of your upcoming renewals using the pre-built dashboards How the Billing Contract Status is […]
Invoice Status: Billed & Sent Did you know when you send an invoice through Work 365 or sync it with an accounting system the status automatically changes to “Billed”? And only billed invoices to appear in the Self-Service Did you know only invoices with the Billed status will appear on the self-service portal? If you […]
Invoices: Preview, Generate PDF and Attach. To err is human, to preview and automate is divine: This week’s tip shows how Work 365 reduces manual efforts and minimizes friction caused due to incorrect invoicing. The “Attach and Download” feature downloads the invoice, attaches the PDF to the timeline of the invoice record, and publishes the […]