Articles By: IOTAP

Work 365 Payment and Invoice Integration for CSP Automated Billing

When it comes to billing, invoicing and payment collection, there’s more involved than just sending out an invoice. One of the main challenges of a cloud solution provider within the Microsoft CSP Program is to either create or find solutions that will standardize the invoicing and payment collection process to help scale their business. To …

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Managing Business Credit Risk for CSP and Recurring Billing with Work 365

Payments at Risk Not all customers are created equal. This is especially true when it comes to payment timeliness – businesses that offer pro-rated or ongoing services in advance of payment are taking on risk and can be affected by slow or missed customer payments. Evaluating the extent of that risk and coordinating that risk …

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Accounting Systems vs Billing Systems: What’s the difference for Cloud Solution Providers?

As a Microsoft Partner and CSP, a requirement is to have billing automation and accounting systems in place to keep a record of transactions and send out invoices. While the line between the two different systems has blurred in recent years, billing automation and accounting systems still serve two different purposes and require a software …

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Work 365 Handles Microsoft’s Control Panel Vendor Program Security Requirements And MFA

Control Panel Vendor Program Microsoft recently announced new mandatory security requirements that tackle potential security risks from unauthorized access to the Microsoft Partner Center, the CPV program. A Control Panel Vendor (CPV) is an independent software vendor that develops applications for use by Cloud Solution Provider (CSP) partners to enable them to integrate their systems with Partner Center …

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How Manual Processes in Your Business Can Be Hindering Your Growth

Recurring Revenue and Subscription sales involve a significant change in the way a business sells and collects revenue. As you first start with Subscription-based sales and recurring revenue its more than likely that the tools and processes are not known and the excel is what you are likely to use to keep things simple. Subscription-based …

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

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 …

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Microsoft Partners and CSPs Need Automated Billing Systems – Why Excel Isn’t Enough

If you’re in the business of generating recurring revenue like Microsoft CSP Partners and using Excel to handle your customer’s subscriptions and billing, you’re not alone. Dynamics 365 can easily be used to manage your sales and service, and with Work 365 you can manage recurring revenue and Billing automation for subscription sales. While Partner …

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