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Work 365 Customer Resources Guide

Applies To: Work 365 (Dynamics 365 / Power Platform)
Audience: All Work 365 Customers, Administrators, Partners

Overview

Welcome to Work 365! This guide centralizes the best places to learn, troubleshoot, and get help so your team can adopt features faster, resolve issues quickly, and keep billing & provisioning running smoothly.

Resource Catalog

  • Resource

    —

    What you get

    —

    When to use

  • Documentation Sites

    —

    Versioned, searchable product docs maintained by engineering

    —

    Day-to-day configuration, feature deep dives, step-by-steps

  • Knowledge Base & Support Portal

    —

    Troubleshooting articles, FAQs, known issues, ticket submission/tracking

    —

    Break/fix, error messages, environment-specific issues

  • Changelogs / Release Notes

    —

    Updates, patches, new features per version

    —

    Planning upgrades; assessing impact on billing/provisioning

  • Office Hours & Master Classes

    —

    Live expert sessions; Q&A, best practices

    —

    Team enablement, advanced scenarios, roadmap awareness

  • In-App Help (optional)

    —

    Contextual help inside Work 365

    —

    Quick answers without leaving the app

  • Webinars (Live & On-Demand)

    —

    Feature spotlights, deployment strategies, demos

    —

    Training new users; adopting new modules

  • Community (LinkedIn)

    —

    Peer discussions, patterns, shared solutions

    —

    Compare approaches; learn from other partners

  • Paid Ad-Hoc Support

    —

    Scoped, one-time engagements with Work 365 experts

    —

    Complex data fixes, integrations, upgrades, accelerated help

Documentation Sites

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

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.

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

Changelogs

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

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!

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.

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.

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 LinkedIn Community

Join the conversation with other Work 365 users and partners in our LinkedIn 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 LinkedIn 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

How to Get the Most Value

  • Make Docs & Support your first stop. Many common errors already have proven fixes.
  • Attend Office Hours/Master Classes. Level-up on billing automation, Azure usage, product catalog/price lists, unit mapping, and reporting.
  • Monitor Changelogs. Plan around changes that affect invoicing, pricing, or provisioning.
  • Engage the Community. Compare processes, templates, and lessons learned with peers.
  • Use Ad-Hoc Support for time-sensitive or specialized work (ERP connector setup, data remediation, portal customization, upgrades).

Tips for Teams

  • Create a runbook with links to your Work 365 version, top KBs, and environment specifics (URLs, service accounts, app IDs).
  • Nominate a champion to attend Office Hours and share notes internally.
  • Quarterly reviews of release notes and deprecations.
  • Track known issues and their KB solutions in your ticketing system or wiki for fast recurrence handling.