Customer case study

How DAS Health Evaluated Sync 365 for Managed-User Billing and Multi-Site Licence Logic

DAS Health needed more than Microsoft licence sync. The team wanted billing logic that could support managed-user counts, customer-specific rules, departments, offices, and recurring services.

DAS HealthManaged-user billingCustom licence logic

Managed-user countsSupport for recurring services beyond basic licence quantities.

Customer-specific rulesProfiles, filters, exclusions, and mappings for complex workflows.

Multi-site visibilityDepartment and office structures for non-flat accounts.

Custom billing logic view

Billing inputsUsers + licences

Customer structureSites + departments

Recurring outcomeRules-based evidence

Problem: Microsoft licence sync was only the starting point

Most MSPs begin by trying to fix Microsoft licence reconciliation. Mature MSPs quickly run into the next question: what about recurring services that depend on users, sites, departments, and customer-specific rules?

That was one reason DAS Health evaluated Sync 365. The team needed flexibility beyond a basic licence-count sync.

“I wanted it to not only bill for Microsoft licenses, but bill for our user MSP counts.”— Mark, Director of Procurement, DAS Health

The billing gap: user counts changed, but invoices did not always follow

In managed services, billing often depends on more than a single Microsoft product quantity. A customer may add users, move users between departments, or need specific recurring services billed according to their agreement.

“When one of our clients increases their user count, their user count isn't increasing over here on their invoices.”— Mark, Director of Procurement, DAS Health

What the workflow needed to handle

The requirement went beyond standard Microsoft 365 licence sync. The team wanted to account for:

Active users and licence types.
Managed-user counts for MSP recurring services.
Customers with multiple departments, offices, or sites.
Customer-specific billing profiles and rules.
Filters, exclusions, and mappings that reflect real agreements.

Managed-user counts multi-site licence logic and recurring billing evidence in Sync 365

Why custom licence logic mattered

During evaluation, DAS Health asked whether Sync 365 could support billing models beyond standard licence reconciliation. The answer mattered because advanced recurring billing is where many MSP workflows become fragile.

“Leon’s like, ‘Yeah, we got that. Watch. I’ll show you. Custom license. Here you go. This is what you do.’”— Mark, Director of Procurement, DAS Health

Multi-site and department billing

Amy Scritchfield highlighted the ability to work with customers at different levels. That matters when one account includes multiple offices, departments, or billing views.

“I could do them as a whole for a customer, or I could separate it into departments or offices.”— Amy Scritchfield, Licensing Management Analyst, DAS Health

Why this matters for MSP recurring revenue

Every MSP has customer-specific billing rules living somewhere: in a PSA, product mappings, finance notes, a spreadsheet, or someone’s head. The risk grows when those rules are manual and easy to miss.

The key shift: managed-user billing, minimum quantity logic, recurring service rules, and licence filters are not edge cases for mature MSPs. They are the operating reality of recurring revenue.

Where Sync 365 fits

Sync 365 supports custom licence billing and managed-user billing workflows for MSPs that need more than basic Microsoft licence sync. That includes billing profiles, filters, exclusions, mappings, managed-user counts, and recurring billing logic that can be reviewed more consistently.

“The relationship between us and Sync 365 is going to work out well just based on our thought structure and how we're thinking about future alignment.”— Mark, Director of Procurement, DAS Health

The bigger lesson

Microsoft licence reconciliation is important, but it is only one part of recurring revenue control. For MSPs with complex customers, the real value comes from turning customer-specific billing rules into a workflow that can be checked, repeated, and trusted.

Need managed-user billing and custom recurring rules in one workflow?

Book a technical walkthrough and see how Sync 365 supports Microsoft licence billing, managed-user counts, and customer-specific recurring billing logic.

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