Client Self Service Portal for CSP and MSPs

Work 365’s Self-Service Portal enables Microsoft CSP partners and MSPs to give end customers a secure, branded portal to manage licenses, subscriptions, Azure usage, billing, and service requests, reducing support costs and improving customer satisfaction.

Empower your customers with transparency and control

The Work 365’s Self-Service Portal gives Microsoft CSP partners and Managed Service Providers (MSPs) a branded, customer-facing portal where end users can view and manage their own subscriptions, Azure usage, licenses, and invoices. By shifting recurring support and billing requests to a secure self-service experience, partners reduce manual workload, increase efficiency, and improve customer satisfaction.

Key Capabilities

• Microsoft Partner Center Integration: Direct API integration ensures accuracy of subscription data and alignment with CSP billing automation.

• Subscription & License Management: Customers can manage Microsoft 365, Dynamics 365, and Azure subscriptions directly through the portal.

• NCE Aware: Built-in guardrails to ensure changes are in line with Microsoft's Commercial requirements.

•  Invoice & Billing Transparency: Provide customers with real-time visibility into invoices, payment history, and upcoming renewals.

• Service Request Automation: Streamline support with automated workflows for common requests, from new license provisioning to billing queries.

• Branded Customer Experience: Configure the portal with your logo, theme, and custom content to deliver a white-labeled experience.

• Role-Based Access & Security: Built on Microsoft Power Platform and integrated with Azure Active Directory for secure authentication and granular user permissions.

• No-Code Configuration: Built on Microsoft Power Platform, the portal allows partners to extend, customize, and automate workflows without writing code.

• AI-Ready Platform: Designed to integrate with Microsoft Copilot, Power Automate, and AI services to enable intelligent recommendations, predictive support, and smarter customer engagement.

Benefits for Partners

• Reduce support ticket volume by enabling self-service for common subscription and billing requests.

• Improve cash flow and customer retention with faster request turnaround and billing transparency.

• Strengthen brand presence with a professional, partner-branded customer experience.

• Scale efficiently by serving more customers without increasing operational overhead.

Empower your customers, streamline operations, and grow your Microsoft Cloud business with Work 365’s secure, intelligent self-service portal.

https://www.wetransact.io/