Work 365

Configuration Page for version 3.0 and above

105 views February 18, 2020 June 2, 2020 0

  • The Configuration page for v3.0 and higher has an updated layout.
  • All settings are under the 6 categories.
  • Items that were deprecated are not a part of the new Configuration page layout.
  • Top right of the Page:
    • The Service Account (Account used for Consent between Work 365 and Dynamics 365).
    • The cache can be cleared by clicking the ‘Clear Cache’ option.
    • The Plan the partner is on.

The Configuration Page now contains some new menu items which are available only from v3.0 and higher.

  • General ➤ Language & Regional Settings
    • With the introduction of internationalization, partners can choose English or Spanish as their language option for Work 365.
    • The PDF of the invoice that is generated would be displayed in the language preference that was chosen.
    • The ‘Select Language’ field on the Billing Contract can override the language chosen here. For more details please see Billing Contracts.
  • General ➤ Unit Mapping
    • NonRecurring Billing Cycle– need to map to ‘Default Unit- Primary Unit’. This setting is present in order to support the new Product Service feature.
  • Invoicing ➤ Invoice Date Preference
    • Partners can choose whether they want the date on the invoice to be the date the invoice was generated which is termed as ‘Current Date’ or the date of the Billing Cycle which is the ‘Billing Cycle’ date.
  • Provisioning ➤ Provider Account Match
    • This is in association with the new Provider Account field on the Subscription Form.
    • It controls whether the Provide Account record will be matched to an existing Account record in Work 365 based on the associated contact’s primary email address.
  • Provisioning ➤ Sync Report
    • Option for receiving an email notification for a Subscription Sync Report after the automatic daily sync, as well as manual subscription sync.
    • Multiple recipients can be added using a comma.
  • Provisioning ➤ Condense Usage Summary
    • This is for Partners that have Azure Plan. Partners that usually have more than 25000 usage records per subscription or more than 50000 usage records per daily rated reconciliation file from Partner Center should turn this on.
    • Note, condensing the usage summary will not sync in the Resource ID and Tag associated with each usage summary record.
  • Subscription Management ➤ Default percentage for Azure
    • Previously, Work 365 offered a default Markup % for Azure subscriptions.
    • With this new setting, partners can now configure the Markup % to one that will be used at a global level on the application.

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