Quick Start Setup
Begin Installation of Work 365 in your Dynamics 365 tenant
Step 1: Install Work 365 into your Power Apps instance through a solution import. Your implementation consultant will provide you with a solution during the onboarding. You will need to be a System Administrator for this step to install Work 365.
Step 2: Review Application Settings under the Admin Hub. Application settings
Step 3: Create your Product Catalog and Product Prices.
Step 4: Create new Billing Contracts (with dates and billing settings you need)
Step 5: Add Subscriptions to the Billing Contracts using the Products in the Catalog.
You can start generating Invoices
Work 365 needs permissions to run the integration and invoicing processes for the data in your Power Apps environment. Work 365 Permissions for Azure Active Directory
Setup Integrations
- Providers Provider Integrations (like a Microsoft Partner Center or a Distributor)
- Accounting Systems Accounting Integrations
- Payments Payment Integrations
Additional Setup Items
- Invoice Templates Importing an Invoice Template
- Email Templates
- Taxes
If you have existing Subscription and Billing Data - you will need to import that into the system either through
- Excel Imports
- Direct Integrations with Providers (like Microsoft Partner Center)
Work 365 can automate "Jobs" for scheduled tasks like invoicing. The jobs are enabled through a discussion with your Customer Success Manager.