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:

  • Add Approval to price change functionality.
  • Modify the Subscription Screen now allows updating of prices
  • One-Time Purchases now uses Pricing Strategy
  • Automatic Pricing updates from the CSP/Product Service
    • And configuration settings to approve pricing intake into the Product Catalot

Release Date: May 30th 2024

  • Configuration setting for Renewal Delay
  • Automatic Pricing Sync into Product Price with Approval.
  • Additional Visibility at Customer for Customer Pricing Strategy, Subscriptions
  • Perpetual Licenses Now Sync as One-time Purchases