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Self-Service Playbook

Introducing Work 365 Engen: A Simpler Way to Run Your Microsoft CSP Business

Suresh Patel
Suresh Patel
Introducing Work 365 Engen: A Simpler Way to Run Your Microsoft CSP Business
16:03

Quick answer

Work 365 Engen is self-service SaaS app for Microsoft CSP Partners. It gives Microsoft partners and their customers one branded place to buy, manage, upgrade, and renew subscriptions, and supported changes flow straight into Work 365's provisioning and billing workflows, so routine requests stop turning into emails, tickets, and handoffs.

A customer needs five more licenses. Another wants to upgrade a subscription. A renewal is approaching, and your account manager needs to know what the customer already has before starting the conversation.

These are everyday requests for Microsoft partners. Yet each can involve emails, support tickets, a check in Partner Center, and another handoff to the billing team.

As your CSP business grows, those small tasks add up. Customers wait for changes, your team coordinates routine work, and finance tracks what should appear on the next invoice.

Meet Work 365 Engen, the latest upgrade to Work 365's self-service app. Work 365 Engen gives partners and their customers a simpler way to buy, manage, upgrade, and renew subscriptions, connected to the Work 365 platform for revenue growth and CSP operations.

One experience for customers and partner teams

Customers want an easier way to manage the subscriptions they depend on. Your team needs visibility into those subscriptions and the commercial processes behind them.

Work 365 Engen brings those needs together.

Customers get a branded experience to browse the products you make available, purchase subscriptions, and manage supported changes. Partner teams use Work 365 Engen to work with customer subscriptions and administer the experience, including catalog, pricing, branding, and settings.

For customers, that is a more direct path to everyday tasks. For your team, it is less coordination around routine requests and more time for account management, adoption, and growth.

Make everyday subscription work easier

Engen supports the tasks that come up throughout a customer's subscription lifecycle:

 

Buy subscriptions

Browse the catalog you make available and purchase products.

 

Manage licenses

View subscriptions and make supported seat changes.

 

Upgrade subscriptions

Move to eligible products as customer requirements evolve.

 

Manage renewals

Review upcoming renewals and supported renewal options.

Available actions depend on the subscription, provider, applicable Microsoft rules, and your configuration.

In practice

Consider a customer onboarding five new employees. Instead of sending a request and waiting for someone to coordinate it, an authorized customer user completes a supported license increase in Engen. That change connects to the provisioning and billing workflows managed through Work 365, so your team can follow it through the business process behind it.

The value goes beyond the transaction: fewer handoffs, clearer visibility, and a more consistent customer experience.

Your brand, your catalog, your customer relationship

Self-service should feel like a natural extension of your business.

Engen supports your branding and domain, giving customers a familiar place to manage their subscriptions. You configure the product catalog and pricing presented through the app, whether your approach calls for a broad selection or a curated offering.

The customer relationship goes beyond supplying licenses. Partners help customers choose products, understand their options, and adapt as their businesses change. Engen gives customers a convenient way to act within that relationship, while your team manages the experience behind it.

Powered by the Work 365 platform

An easier subscription experience depends on what happens after someone clicks "buy," changes a quantity, or updates a renewal.

What happens behind a subscription change
 

Customer action

A customer buys, changes a quantity, or updates a renewal in Engen.

→
 

Provisioning

The product is provisioned and subscription information stays current.

→
 

Billing

The commercial change flows into the relevant billing process.

Engen connects that experience to Work 365's capabilities for subscription management, provisioning, and billing. Work 365 provides the operational foundation; Engen makes everyday interactions with that foundation easier.

For partner teams, that reduces the manual transfer of information between customer requests, provider systems, and finance workflows, and gives a clearer view of how a subscription action affects the business. The connection grows more valuable as you manage more customers, products, and changes.

Why the Microsoft-native foundation matters

Built on Power Platform and Dataverse

Work 365 is built on Microsoft Power Platform and Dataverse, so partners manage customer, subscription, and billing information within their own Microsoft environment. Engen brings a simpler subscription experience to that broader platform.

That has practical value beyond the technology. Connected business data supports reporting across customer and subscription activity. Power Platform and APIs give you ways to extend processes and connect Work 365 with other business systems as your needs evolve.

For partners investing in Microsoft technology, the result is customer-facing subscription management connected to the operational data and workflows your teams already use to run the business.

A foundation for AI-assisted revenue operations

AI is changing both what Microsoft partners sell and how their customers consume services.

Partners increasingly need to understand a mix of subscription commitments, changing quantities, and usage-based services. That makes connected operational data more valuable: teams need to see what customers have, what has changed, and how those changes affect revenue operations.

Engen's immediate contribution is to make subscription interactions easier and connect them to Work 365's operational foundation. Our direction for AI-assisted revenue operations builds on that foundation: helping teams explore business information, answer questions, and identify actions through more conversational experiences.

Those capabilities represent the direction ahead. Engen's launch value is available in the subscription workflows described here; specific AI capabilities will be communicated as they become available.

Start with the workflows your customers use most

The best starting point is an everyday task that creates friction for both customers and your team, such as purchasing a subscription, adding licenses, or reviewing an upcoming renewal.

Choose a small group of customers, configure the experience, and show them how to complete those tasks through Engen. Then use their feedback to guide broader adoption.

Existing Work 365 customers can work with their customer success team to review Engen setup and, where relevant, the transition from an existing self-service experience. For partners evaluating Work 365, an Engen demonstration shows how customer actions connect to the subscription operations behind them.

Explore Engen or watch the Engen demo to see the experience in action.

Frequently asked questions
What is Engen?
Engen is the subscription management and self-service app included with Work 365. It helps Microsoft partners and their customers buy, manage, upgrade, and renew subscriptions.
Is Engen only for end customers?
No. Engen supports both customer and partner experiences. Customers can complete supported subscription tasks, while partner teams manage customer subscriptions and administer the app.
Can we use our own branding and product catalog?
Yes. Engen supports partner branding and domain configuration, along with catalog and pricing settings.
How does Engen connect to billing?
Engen connects subscription actions to Work 365's provisioning and billing workflows. The resulting billing treatment follows the applicable subscription terms and your Work 365 configuration.
Does Engen include conversational AI at launch?
This announcement focuses on Engen's subscription management experience. Conversational AI is part of the direction described above; specific functionality and availability will be announced separately.

See how Engen connects self-service to the subscription operations behind it.

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