• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

Recurring Billing Platform & Self Service Portal – Work 365 Version 2.7 Fall 2019 Release

November 21, 2019   CRM News and Info

Work 365 helps companies grow and scale their recurring revenue with Subscription management and Billing Automation capabilities built on Dynamics 365.

Work 365 Version 2.7 addresses the core needs of business insights and self-service.  Recurring Revenue and Subscription-based sales happen as a series of collective events that take place as customers stay engaged with a service provider.

The customer may start with one service and then continue to grow their engagement both through their own organic needs and through the expanded service offerings. This release addresses some of these needs by delivering better customer engagement through the self-service portal capabilities and with the Analytics and reporting capabilities that surface customer insights.

Work 365 version 2.7  features  

  • Brand New UI to match the UCI interface
  • Enhancements to the Self-Service portal solution 
  • Non-Recurring Billing Contract Changes  
  • Enhanced Agreement Templates and Billing Contracts  
  • Customer Agreements to support the Microsoft CSP requirements  
  • New Integrations: TechData; Quickbooks Desktop 

New Version 2.7 Enables Partners to add non-recurring items to their recurring billing contracts. 

Non-Recurring Billing Contracts are no longer required to invoice Non-Recurring Items. Non-Recurring items can now be added to Regular Billing Contracts. NRIs that are added to regular Recurring billing contracts are billed as part of the regular invoicing cycle of the Billing Contract that it is added to.  

The main difference between recurring billing contracts and non-recurring billing contracts is, if you include an NRI in a regular billing contract, the NRI will be included in the next invoice that is generated; NRIs within non-recurring billing contracts, however, are invoiced the next day. Non-recurring billing contracts can still be used for NRIs; however, this change provides more flexibility for partners to decide how they would like to manage the billing for NRIs. For resources on these items refer to: 

Some of the screenshots of recurring and non-recurring billing contracts and items.

xbilling contracts 625x383.png.pagespeed.ic.g 55KUyKdf Recurring Billing Platform & Self Service Portal – Work 365 Version 2.7 Fall 2019 Release xrecurring revenue 625x383.png.pagespeed.ic.nr CLfHiNZ Recurring Billing Platform & Self Service Portal – Work 365 Version 2.7 Fall 2019 Release

xNon recurring items 625x383.png.pagespeed.ic.sBMZp1l9oj Recurring Billing Platform & Self Service Portal – Work 365 Version 2.7 Fall 2019 Release

Check out these resources to learn more about Work 365!

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

2019, Billing, Fall, Platform, Portal, Recurring, Release, Self, service, Version, work
  • Recent Posts

    • Facebook’s new computer vision model achieves state-of-the-art performance by learning from random images
    • Now make soup!
    • Attach2Dynamics Or SharePoint Security Sync – Choose your smart app for effective document management in Dynamics 365 CRM/Power Apps.
    • 5 jobs that you should apply for this week (before it’s too late)
    • SQL Server authentication methods, logins, and database users
  • Categories

  • Archives

    • March 2021
    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited