Work 365 Customer Resources Guide

Modified on Wed, Mar 12 at 7:56 PM

Welcome to Work 365! We're committed to providing you with the tools, knowledge, and support you need to succeed. Below is a comprehensive guide to the resources available to you as a Work 365 customer.

Documentation Sites

Our documentation is regularly maintained by our engineering team to provide detailed product information, step-by-step guides, and technical references.

Dynamics Version Documentation
Work 365
Power Apps Version Documentation (PV)
Work 365 PV

Use these resources as your primary reference for product features, configurations, and best practices.

Knowledge Base & Support

Our Knowledge Base (KB) articles go beyond the documentation to provide practical insights into troubleshooting, FAQs, known use cases, and more.

Knowledge Base Articles (Solutions)
https://support.work365apps.com/support/solutions

Need additional help? You can submit and track your support tickets through the same portal:

Support Ticket Portal
https://support.work365apps.com/support/tickets

Changelogs

Stay up to date on the latest features, enhancements, and fixes in Work 365 by reviewing our changelogs:

Dynamics Version Changelog
Updates and Changes
Power Apps Version Changelog
Work 365 PV

We recommend checking these regularly to stay informed about new updates and releases.

Office Hours

Have quick questions or need help troubleshooting? Join our Office Hours for on-the-spot support!

Tuesdays: 10:00 AM - 12:00 PM EST
Thursdays: 3:00 PM - 5:00 PM EST
Join here: Whereby

Office Hours are first-come, first-served and are great for quick solutioning and live assistance.

Master Classes

Take a deeper dive into Work 365 through our weekly Master Classes! Learn about invoicing, data maintenance, leveraging reports, and much more.

Live Sessions: Wednesdays at 12:00 PM EST
Register here
On-Demand Library: Access past sessions anytime
View Master Classes Library

In-App Help

Get guidance right where you need it with our In-App Help features. These are designed to give you immediate tips and instructions as you work inside the app.

Power Apps Version (PV): In-app guidance is included as part of the solution.
Dynamics Version (DV): A separate solution file needs to be installed to enable in-app help.

Use this feature as a quick reference or to train your team on specific fields and processes.

Webinars

Stay informed about new feature releases, product strategy, and best practices through our webinars.

We’ll proactively notify you about upcoming webinars.
Webinar Archive: View past webinars at your convenience
Webinar Archive

Ad-Hoc Support Services

Need customized support for more complex needs or special projects? We offer Paid Ad-Hoc Support Services to help with:

Environment migrations
New feature enablement
Custom report building
Training and workshops tailored to your business processes
Data correction and clean-up
And much more!

These services are ideal for situations that fall outside of standard support and can be tailored specifically for your organization’s needs.

For a full outline of available services, packages, and pricing, visit:
➡️ Paid Ad-Hoc Support Services

If you’re unsure whether your request qualifies for ad-hoc services, feel free to reach out via our Support Ticket Portal for guidance.

Work 365 Yammer Community

Join the conversation with other Work 365 users and partners in our Yammer Community! This is an open forum designed for discussions, knowledge sharing, and networking.

Inside the community, you can:

Ask questions and share insights
Learn how other partners are using Work 365
Participate in discussions around best practices
Stay informed about product updates and events

We encourage all partners to join and be part of the conversation!
➡️ Join the Work 365 Yammer Community

We're Here to Help!

If you have any questions about these resources or need personalized assistance, please don't hesitate to reach out through our Support Portal.

Thank you for choosing Work 365!
— The Work 365 Customer Success Team