Articles By: IOTAP

8 Signs You Need to Invest in Your CSP Business

There is an expansion in CSP revenue for Microsoft partners, as demand continues to rise within the Microsoft Cloud market. Yet, we also see CSPs struggling to accelerate past initial roadblocks to scale their recurring revenue. As your client number begins to increase, so does the workload and the customer’s expectations. What results is a …

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Webinar: Turning Co-op Incentive Funds into Business Growth

Knowing how and where to utilize incentive funds to fuel your growth strategy can be challenging on its own, yet the tracking and deploying of those funds successfully can take even more time and resources.  Work 365, the customer engagement application built on Dynamics that delivers subscription management and billing automation solutions, can now be purchased through Microsoft co-op incentive funds.  …

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Best Practices to Get Paid Faster – Building a Successful Recurring/Subscription Business​

As Simon Sinek says – “Start with Why”? Volumes play an important role in a subscription business. This revenue is billed more frequently, in fact monthly- for 1 customer you are generating 12 invoices a year! The invoices are typically smaller in size than one-off sales. If you are reselling products (which is true for …

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The need for Collecting Cash Fast to build a Successful Recurring Business

Accounts Receivables processes can take up valuable time and energy in any organization. This is why “Collecting Cash fast” is one of the key metrics for building a successful recurring business. Very often the longer it takes to collect cash the higher the risk of collecting that cash correctly. You need to ensure that you …

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Understanding the Azure Plan vs. Microsoft Azure

Microsoft Azure (Class Azure) will be available through Nov 1st, 2020. Microsoft MSP and CSP partners are currently transitioning their Azure customers to the Azure plan and the modern commerce infrastructure before the deadline. Partners purchasing a new Azure offer in Partner Center must choose between Microsoft Azure or the Azure plan. Partners will not …

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Learn More About Microsoft’s New Commerce Experience

Partners will need to have their customers confirm acceptance of the Microsoft Customer Agreement by January 31st, 2020. If these agreements are not signed, no new subscriptions can be added or license counts changed in Partner Center. Here are the 3 methods of confirming the Microsoft Customer Agreement: Attestation through Partner Center Attestation through APIs like Work 365 Sending the agreement …

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Setting up a Simple Case Management System on Dynamics

The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components There are 3 main areas to focus on when setting up Case Management on Dynamics. Case Settings Case creation Parent- Child Cases Queues and Routing Contract/ Service terms Knowledge Management Case …

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The Customer Experience – Combining E-Commerce and Self-Service with Work 365

Businesses often treat e-commerce and self-service as separate solutions to two distinct business needs. As a result, each solution only solves one issue and customer data is not synchronized between all systems that touch a customer. For example, if a customer purchases an incident tracking solution that solution won’t have a market place and vice …

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The Customer Experience – Self-Service and E-Commerce with Work 365

Some estimates show that up to 80 percent of customer interactions will happen through self-service as early as 2020. Customers are looking to place orders, submit tickets, get billing information and receive various other services on their own terms. These services are enabled through technology investments which can be challenging to implement for smaller businesses. …

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[Webinar] Collect Cash Fast! Payment Processing with Work 365

Work 365 is built for Microsoft CSP Partners to scale and grow their cloud business. Built on Dynamics 365, Work 365 helps you to deliver exceptional Customer Service, Increase Profit Margins, and Streamline Accounting and Sales. Using the Work 365 Billing Automation Platform, CSPs can transform their way of doing Subscription Billing and Invoicing completely. …

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