Work 365 Demo - Billing Automation & Subscription Management

1. Subscription Management and Billing Automation for SaaS and Cloud ServicesCompanies

2. Is the complexity of the CSP program getting to you? • Are you jumping around between your customer system and Partner center? • Are you struggling to keep track of all your subscriptions in one place? • Is it hard to keep track of the changes that your customers have made to their services? • Are you struggling with Azure Billing? • Partner Center Changes keeping you on your toes like security compliance? Hi! My name is Skye I will show you how to use Work 365 to scale your cloud business!

3. Saving you time, creating visibility, improving customer satisfaction and Azure consumption! Work 365 Sync Makes it Easy! • What if you could provide an easy to use and easy to implement self-service portal for your customers to manage their services • Track all the license changes • Automatically provision any changes • Scale your business while you focus on scaling and growing your business

4. Partner Center Integration All your CSP data right at your finger tips

5. Features • Partners can Synchronize All their data into Dynamics 365! • Customers • Invoices • Azure and Usage based Billing • License Subscriptions • Agreements • Two-way synchronization between Partner Center and Dynamics • Automated Billing with Taxes and Payment Management • Self-Service for your end Customers • E-commerce to grow and scale your Customers

6. SUBSCRIPTION MANAGEMENT AND BILLING AUTOMATION Secure access to all your Partner Center Data for your entire team!

7. Work 365 Sync is a Dynamics 365 Application

8. Bring all your Partner Center Customers into Work 365 in 1-click

9. Bring all your Partner Center Invoices right into Work 365!

10. All subscriptions from Partner Center Invoices appear in your system…

11. …Along with your Customer’s Azure Usage Subscription and Margin Mark-up applied!

12. All cloud agreements synchronized and in one place!

13. We even bring in all the Customer Subscriptions!

15. You can view all Subscription Change Logs and History! No more spreadsheets….

16. You can configure Product Bundles for your customers with your own IP or other 3rd party applications

17. Azure Billing is hard to manage… Just enter the mark-up percentage and Work 365 calculates the billing!

18. Usage Trends and Consumption details in a graphical format

19. Detailed Insights!

20. Provision a New Office 365 Customer Right from within Dynamics 365

21. Setup your full CSP and service catalog in Dynamics 365!

23. Create Price Lists to suit your Sales Scenarios

31. Account is Provisioned • Office 365 Tenant is Provisioned • Customer Contact Information is Updated • Microsoft Cloud Agreement is Updated in the Partner Center • All this in In Two Clicks! • Or Simply Send the Reseller Request directly from the application in one click!

32. Provision a Sales Order Update or create new Services

33. Let me show you how to provision a New Sales Order with Product lines

34. Quote-to-Cash Provisioning: Closing a sales order and automatically provisioning subscriptions streamlines customer onboarding …. • so you can collect cash sooner!

35. Create Billing Contracts and subscriptions for Customers using the Sales Order

36. Hit “Save” to fulfill the sales order. It’s that easy! Subscriptions are then created in Work 365 and provisioned automatically.

37. Here is what we did! Created a Billing Contract Updated Multiple subscriptions Setup the pricing on the subscriptions Auto-Provisioned the Subscriptions …. All with 1-click!

38. How complicated is your CSP recurring billing? • Your customers are asking for monthly, quarterly and annual subscriptions? • You have to wait to reconcile your invoices with Microsoft’s Invoices? • Calculating prorate amount is challenging? • Oh and you also have different discounts for different customers? • Did you customers also start their subscriptions at different times and have changes that are happening frequently? Work 365 has Billing and Invoicing covered!

39. Billing and Invoicing

40. Billing Contract captures all the important billing relationship data.

41. Billing Contracts automate your billing, Sync to an Accounting System, Charge the invoice and Send the invoice directly to your customer

42. You can generate Invoices and Sync all the CSP Subscriptions directly from Partner Center

43. Billing Contracts can be used to Generate Invoices for Recurring Subscriptions

44. A Billing Contract can have one or more subscriptions. Subscriptions can be added at any time during your engagement with the customer!

45. Subscriptions can be setup in any currency from the product catalog and the price list • The Pricing can be specific to a customer for this subscription • Each Subscription Quantity can be managed by modifying the quantity field directly • Billable Subscriptions appear on the Customer Invoice

46. License Change logs provide a full audit trail! Its also used for Invoicing so you can get rid of those spreadsheets!

47. Invoice Generation Did you know that Work 365 generates invoices Automatically for you? Lets walk through how the invoicing works in Work 365.

48. You can sync to your Accounting System, • Charge the credit card • Apply Taxes • All of this can happen automatically for you everyday!

49. All the change log and details are captured automatically in the invoice

50. Work 365 can Prorate your Invoices by Days or Months Also automatically calculates Refunds!