Backend: 2.0.0.87
CRM: 2.0.0.23 (No changes)
Bug Fixes
- Fixed an issue that was impacting the QuickBooks Connector.
Backend: 2.0.0.87
CRM: 2.0.0.23 (No changes)
Bug fixes:
- Fixed an issue where Provider Name and Type were not in error message for subscription sync report.
- Fixed an issue where reconsent was required with QuickBooks Connector.
- Fixed an issue with automatic invoice generation which was causing an error.
Backend: 2.0.0.86
CRM Solution: 2.0.0.23
Enhancements:
- Currency conversion to show the tenants currency icon on the Dashboard
Bug fixes:
- In App help has been fixed to offer support
- Fixed an issue where the QuickBooks Connector was not working as expected
- Fixed an issue where subscription sync would create a duplicate subscription when there is an upgraded subscription on provider but inactive subscription in the tenant.
- Fixed an issue in the GCC connector where consent process was not working.
Backend: 2.0.0.86
CRM Solution: 2.0.0.22
Enhancements:
- Dropped "Discount Amount" field and add "Total Tax" field on invoice.
Bug fixes:
- Fixed an issue where bulk update was leading to an unexpected error.
- Fixed an issue where connectwise invoices tab was not loading.
Backend: 2.0.0.81
CRM Solution: 2.0.0.22
Enhancements:
- Changes tab on account page has been reevaluated to remove redundant information.
Bug fixes:
- Fixed an issue where images on Subscription sub grid for Billing Contract did not populate.
- Fixed an issue where One Time Purchase subscription creation was not creating Sync to PSA job.
- Fixed an issue that would prompt a save even when no changes were made.
- Fixed a bug where MPC consent link not copying to clipboard.
- Patched an issue caused by a ConnectWise Defect.
- Issues with Partner center syncing have been patched users will need to ensure proper unit group configuration setup.
- Go-to Advance Settings -> Product Catalog -> Unit Groups -> Subscriptions / Subscription / Subscription revenue unit group. Verify all units that are mapped in the unit configuration has a billing frequency selected and the billing frequency is correct.
Backend: 2.0.0.80
CRM Solution: 2.0.0.19
Bug fixes:
- Fixed a bug for CRM Performance issues where jobs were stuck in a dispatched date.
- Fixed a bug where the auto-renew fields would not auto populate details.
- Fixed an issue where creating a Subscription with a bundle Product would fail.
Backend: 2.0.0.75
CRM Solution: 2.0.0.18
New Features:
- GDAP capabilities enable partners to manage access to their customers' workloads, allowing partners to more effectively address their concerns.
- Added the ability to download the latest and current solutions from the Solution Management screen.
Enhancements:
- Subscriptions that are missing from the Provider Sync process will be deactivated (based on the setting in the Admin Hub -> Application Settings->Subscription Management->Deactivate Missing Subscriptions)
- Product Images displayed on product & Subscription entity to help identify Microsoft Product Types
- Added Transaction date field on Payment Transaction form.
- "Copy" Button added to PayNow Link on Invoice.
- Updated sub-grid for invoice actions from "See all Records" to "See Related Records"
- Updates to the user experience on the "Modify" Subscription Button
Bug fixes:
- Fixed an issue that would give a success message even if Auto-Renew failed.
- Fixed an issue where Provider custom domains were being overwritten during Subscription/Provider Account Sync.
- Fixed an Issue to filter Invoices based on status for ConnectWise Sync
- Fixed an issue to show Top Products on the Business Metrics Dashboard
- Fixed the Roles and Permissions based access (May require a manual import with overwrite customizations)
Backend: 2.0.0.67
CRM Solution: 2.0.0.10
New Features:
- Linked Subscriptions
- Calculated Subscriptions
- Tiered Subscriptions - This feature is in BETA and may not work in all scenarios. Known issues exist when syncing Tiered Subscriptions to PSA Systems.
Enhancements:
- The warning file during provider invoice sync now provides additional details for remediation of the warnings
- Alternative Name field added to Product Prices allowing custom names for the sync to PSA and Accounting systems
- Added an additional check to verify that the recon file has data when syncing provider invoices from Microsoft
- Usage Subscriptions now show the discount field
Bug fixes:
- Resolved issue where inactive providers were still syncing data
- Added check to ConnectWise PSA to ensure data consistency if the sync to PSA process fails mid-way through.
- Fixed issue with invalid invitation codes during the Portal Invite process
- Cosmetic fixes for text overflow on a few pages
- Resolved an issue where the daily sync report would indicate that all products have been updated but no changes were made
- Resolved an issue where Service Type for Azure resources was not syncing as part of the Azure usage import
- Fix an issue where the ConnectWise connector would display an error message pertaining to API versioning
Watch the Release Webinar - https://www.youtube.com/watch?v=5IGElqLhCnE
Backend: 2.0.22
CRM Solution: 2.0.04
Enhancements:
- Auto Task PSA integration - support date alignments between Subscriptions and Contracts
- Pax 8 Integration: Provisioning Failure Message
- Update to Account form Includes Changes Tab
- Subscription Pricing includes - Billable Subscriptions filter
- Azure Charges - Billing Settings on the Provider Configuration
- Default Pricing Strategy
New Features:
- T&M Billing
- Promotions Explorer
- GDAP Management
- Renewal Management Status
- Dashboards for Renewal
- Auto Create Accounts from Provider
- Calculated Subscriptions
- Business Central Integration
Backend - 1.0.0.153
CRM Solution: 1.0.0.46
Fixes:
- Autotask PSA-Product Sync (Product Price items are created as Products)
- ConnectWise PSA-Product Sync (Product Price items are created as Products)
- Quantity Reduction Behavior (QRB) support for quantity changes within window
Enhancements:
- In-App Help - enable custom help -https://learn.microsoft.com/en-us/power-apps/maker/data-platform/create-custom-help-pages. This will allow you to see in-app help pages and guidance
- Azure billing improvements
- Bulk Change Log invoicing
- Provider Account view shows the customer segment