Trial Checklist

Trial Checklist

As you are working through your trial and discovering how Sync 365 can save you time, increase your recurring revenue and make your life easier, here is a checklist to make the most out of Sync 365 and have the largest positive impact in your business.

Our clients typically see more than 38 hours per month saved when they enable all of our core features! (Based on 60 tenants added into the system)

Add 3+ Companies To Test

  1. Adding a handful of companies in to test gives you more data points to review and see how much time we can save you
  2. Clients that regularly make license changes are the best to test

Enable Contact Sync

  1. Turn on contact sync and enable updating existing contacts
  2. This updates your PSA contacts to have the latest information and ensure you have all the contacts available for your support team
  3. At a minimum, you will have updated contacts regardless of continuing with Sync 365 or not

Add Custom Licenses

Get creative and add custom licenses to automate more of your monthly billing!

  1. Managed User Support
  2. Email Signatures
  3. Anti Phishing
  4. Mailbox Backup Services
  5. Deployed Software Licensing
  6. The list is endless!
Custom licenses keeps all of your billing aligned and saves your accounts team a lot of time!

Turn On Monthly reports


Automate Your Azure Billing

If you are a Direct CSP or Indirect CSP, we have you covered! Configure Azure Automated Billing to end spreadsheet frustrations!

With all of this up and running, you are on the path to billing bliss!

As always, we are more than happy to jump on a call and help you get the most out of your billing automations! Feel free to reach out: support@sync365license.com 
    • Related Articles

    • 5 - Link your customer Microsoft 365 Licenses to PSA Agreements

      You are now ready to start mapping your customer Microsoft 365 Licenses to their relevant products and the customer agreements in your PSA. Please note that Monthly and Annual agreement terms in your PSA are currently supported. After this, your ...
    • Getting Started Overview

      Welcome to Sync 365! We're thrilled to have you join us. Sync 365 was created to save you time, keep your customer agreements up to date, and simplify your daily operations. Once you set up and connect your customer licenses to your PSA (Professional ...