Sync 365 vs Work 365
Sync 365 starts at $73.50 a month for 10 tenants and keeps your PSA in control. Work 365 starts at $699 a month and is a broader revenue-platform rollout. Compare the job, architecture and setup—not only features.
What Sync 365 does differently
A licence count is only the starting point. Sync 365 maps new subscriptions, builds the quantities your MSP sells, and routes each result to the right supported PSA record.
Major differentiator
Set the licence, commitment-term, billing-profile and PSA destination rules once. When matching subscriptions appear, AutoMap can apply those rules automatically or queue them for approval.
Custom licences
Create the active-user or managed-user count your MSP actually sells, then use it across related support, backup, security and filtering lines in the PSA.
Explore custom licence billing
Calculated custom licences
Add and subtract Microsoft licences, subscriptions, users, custom licences or fixed quantities to model bundles, included seats and overages before the result reaches the PSA.
Explore calculated billing
Filters and split billing
Split one Microsoft tenant into separate billable populations using office, city, state, country, department, company, domain, Entra ID group or custom attributes.
Explore filters and split billingAt a glance
Scan the published entry price, implementation commitment, new-subscription automation, custom and calculated quantities, split billing, Azure controls and ownership of the final PSA record.
| What matters | Automates repeat billing workSync 365 | Work 365 | Why it matters |
|---|---|---|---|
| Primary billing job | Focused PSA billingA focused Microsoft billing layer for licences, Azure, managed users, contacts, and custom recurring services while the supported PSA remains the invoicing system of record.[6][2][5] | Broader revenue platformWork 365: broader Power Platform CSP revenue operations across subscriptions, provisioning, invoices, payments, renewals and customer self-service.[11][16] | Start with the operational problem each product is designed to own before comparing individual features. |
| Published entry price and rollout | From $73.50 monthlyAt the 10-tenant minimum, Sync 365's published USD rate is $7.35 per customer tenant, or $73.50 a month before tax. The 30-day free trial requires no credit card, and the per-tenant rate falls at higher volumes.[7][8] | From $699 monthlyWork 365 publishes plans from $699 a month for its broader platform and says guided onboarding is included. Its typical rollout is four to six weeks, with customer-owned data cleanup and Power Apps licensing or role prerequisites to confirm.[12][18][15] | The published small-MSP entry points differ by $625.50 a month. This is not an equal-scope quote: Work 365 covers a broader revenue platform, so compare the transformation you need as well as price. |
| New subscription mapping | Reusable AutoMap rulesAutoMap applies reusable Microsoft licence and commitment-term rules to matching new subscriptions, routing each to the configured billing profile and PSA destination automatically or pending review.[1] | Mapped platform rolloutWork 365's broader onboarding configures accounts, contracts, products, billing and optional PSA mappings before trial invoices and validation. Its ConnectWise and Autotask paths then send resolved billing records from Work 365 through one-way integrations.[17][16][14][18] | Compare what happens after setup: where the rule lives, how a new commitment term is routed, whether review is optional, and which system owns the billing record. |
| Custom recurring services | Derived MSP servicesA configured Microsoft or managed-user count can keep support, backup, antivirus, security, filtering, and other related recurring PSA lines aligned.[2] | Platform contract billingWork 365 manages broad subscription and contract billing inside its revenue platform. The comparison question is whether custom MSP service quantities should live there or be derived beside the existing PSA.[11][17] | MSPs often sell a service bundle around each user, not only the underlying Microsoft licence. |
| Calculated quantities and overage | Flexible quantity formulasCalculated custom licences add and subtract Microsoft licences, subscriptions, users, custom licences, or fixed values to produce bundles, included-seat deductions, and overage quantities.[3] | Contract calculationsWork 365 can calculate additions for ConnectWise contracts. Buyers should test whether its contract model expresses their user-derived bundles, deductions, deduplication, minimums, and overage rules in the preferred system.[17][19] | The correct quantity may be a formula—such as protected mailboxes minus users already included in the bundle—not a copied vendor count. |
| Location, department, and split billing | Attribute-driven split billingOffice, city, state, country, department, company, domain, Entra group, and custom attributes can split one tenant into separate billable populations and PSA records.[4] | Contract-led structureThe reviewed Work 365 material covers billing contracts and provider subscriptions; it does not describe the same office, department, domain, group, and custom-attribute population builder feeding separate PSA records.[19][20] | One Microsoft tenant can represent several sites, departments, franchises, cost centres, or legal billing entities. |
| Azure consumption workflow | PSA-first usage workflowAzure consumption can move through billing profiles, markup, billing-period review, approval or configured auto-approval, and supported PSA posting.[5] | Platform usage billingWork 365 provides Azure usage billing inside its broader revenue platform, including CSP billing workflows. Compare system ownership and approval design rather than treating Azure as absent.[21][11] | Azure comparison should include data timing, markup, period review, approval, exception handling, and the final PSA record—not only ingestion. |
| PSA ownership and scope | PSA stays in controlSync 365 supports ConnectWise Manage, Autotask PSA, and HaloPSA workflows while the PSA remains responsible for invoices.[6] | Work 365 owns billingWork 365 documents both ConnectWise and Autotask integrations as one-way paths with Work 365 as the source of truth. The ConnectWise path pushes calculated agreement additions after a Work 365 invoice; Autotask receives queued service adjustments after review.[17][16][14] | Clear system ownership prevents overlapping automations and keeps finance confident about which record becomes the invoice. |
Architecture at a glance
Sync 365 is a focused automation layer that prepares billing records for the PSA you already use. Work 365 is a broader Power Platform and Dataverse application backed by its own hosted billing and integration services.
Focused billing layer
Microsoft and Entra data passes through reusable Sync 365 mapping, quantity and approval rules before the supported PSA completes the invoice workflow.[1][2][3][4][6]
Revenue operations platform
Work 365 combines a Dataverse and Power Platform model app with Work 365-hosted SaaS services for billing logic, integrations and automation, then invoices directly or sends resolved records to a PSA.[13][11][16][14]
What this changes: If your PSA should remain the invoicing system of record, Sync 365 adds a narrower automation layer. Work 365 makes more sense when the objective is to reshape wider revenue operations around its Power Platform model and billing services.
Beyond one-to-one sync
Start with Microsoft, managed-user or recurring-service data. Apply the commercial rule. Keep the related PSA lines aligned without rebuilding the logic in a spreadsheet each month.
Billing sources
Sync 365 billing rules
Automated PSA billing
Workflow differences
These are the practical differences to test with your own customer data—not a generic feature-score exercise.
AutoMap is term-aware, destination-aware, and designed to keep applying the rule after initial setup.
With Sync 365
Configure monthly and annual Microsoft commitment-term defaults, the Sync 365 billing profile, the company or filter-group PSA destination, and automatic or pending approval. Matching new subscriptions can then follow that route.[1]
With Work 365
Work 365's onboarding configures accounts, contracts, products, billing and optional PSA mappings. Its documented ConnectWise and Autotask paths then send billing records one way from Work 365 as the source of truth. Sync 365 instead uses reusable rules while the PSA remains responsible for invoicing.[17][16][14][18]
Why it matters
The useful distinction is not whether a product can sync a count. It is whether new Microsoft subscriptions inherit the right commercial and PSA-routing decisions without rebuilding the mapping.
Turn the trusted user or licence count into the support, backup, security, and filtering lines the MSP actually sells.
With Sync 365
Custom licences can use managed users, filtered licences, minimums, exclusions, and customer rules. One configured count can drive several related recurring items through their billing profiles into supported PSA records.[2]
With Work 365
Work 365 manages broad subscription and contract billing inside its revenue platform. The comparison question is whether custom MSP service quantities should live there or be derived beside the existing PSA.[11][17]
Why it matters
A Microsoft seat count can be correct while the surrounding managed-service invoice is still wrong. Keeping related lines tied to one reviewed quantity reduces that drift.
Use ordered additions and deductions when the billable number does not exist in any single source system.
With Sync 365
Calculated custom licences can combine Microsoft licences, subscriptions, all users, custom licences, and fixed quantities. Rules can apply filters, configured duplicate removal, included-seat deductions, and a zero floor before mapping the result to the PSA.[3]
With Work 365
Work 365 can calculate additions for ConnectWise contracts. Buyers should test whether its contract model expresses their user-derived bundles, deductions, deduplication, minimums, and overage rules in the preferred system.[17][19]
Why it matters
Finance gets an explainable recurring result for rules that otherwise tend to live in spreadsheet formulas, custom scripts, or month-end adjustments.
Keep one tenant while producing separate location, department, franchise, group, or entity-specific billing populations.
With Sync 365
Sync 365 can include or exclude users by Microsoft and Entra attributes, map each filtered population to the relevant PSA record, and use a separate AutoMap destination for each filter group.[4][1]
With Work 365
The reviewed Work 365 material covers billing contracts and provider subscriptions; it does not describe the same office, department, domain, group, and custom-attribute population builder feeding separate PSA records.[19][20]
Why it matters
The tenant-wide total is often wrong for a multi-site or multi-entity agreement. Billing populations should reflect the customer structure that finance actually invoices.
Built around real MSP billing
Sync 365 customer stories show custom recurring rules and split-tenant billing working in live MSP operations.
Custom recurring billing
“Everyone can do 365 licensing. It’s the custom stuff I need.”
Chris F, Operations Director · Cleva Group
Read the Cleva Group storyOne tenant, many billing records
“There’s no way we would be able to service a customer like that manually.”
Sean Stuart, Operations Manager · IT Global
Read the IT Global storyCustomer-specific examples, not typical or guaranteed results.
Best fit
Choose around the system that should own billing, the quantity rules you need, the rollout your team can support and the published entry cost—not a generic feature score.
Choose Sync 365 when
Sync 365 fits when Microsoft and Entra data must produce customer-specific recurring quantities and the MSP wants ConnectWise, Autotask, or HaloPSA to remain responsible for invoicing.[1][2][3][4][6][7][8]
Choose the alternative when
Work 365 fits a CSP partner that wants a broader Power Platform revenue operation to own subscriptions, provisioning, billing, invoicing and payments—and accepts its $699 published starting point and implementation scope.[11][12][13][18][16][14]
Use a real customer in the demo
Use one real customer to compare Sync 365 with Work 365. Price the first year, map a new annual subscription, build a managed-user bundle and department split, then follow every review and PSA update step.
Switching from Work 365
A move from Work 365 changes where billing ownership lives. Sync 365 connects to the PSA you already use, lets you bulk-match Microsoft tenants, and applies reusable AutoMap rules after initial configuration. Migration effort still depends on the contracts and workflows you have built in Work 365.[1][6][7][9][10][13][18][16][14]
Confirm which ConnectWise, Autotask or HaloPSA records will become authoritative, and stop overlapping automations from writing to the same billing lines.
Connect the Microsoft partner account and PSA, add customer tenants in bulk, and use the matching step to pair tenants with the correct PSA companies.
Configure billing profiles, destinations, approval choices, custom quantities and filters. AutoMap then applies those rules as matching new subscriptions appear.
Use the 30-day trial to compare a real billing cycle, resolve exceptions and enable updates only after finance is comfortable with the resulting PSA records.
Low-friction evaluation
Bring your current mappings and one difficult customer. We’ll help connect the systems, translate the recurring rules and plan a controlled validation path. The 30-day Sync 365 trial requires no credit card, so you can prove the workflow before committing.
How Sync 365 fits
The PSA stays in control of invoicing. Sync 365 owns the reusable mapping, quantity and review logic that prepares supported billing records.
Bring Microsoft 365, Azure, managed-user and supported PSA data into one billing workflow.
Use AutoMap, billing profiles, minimums, exclusions, filters and calculated custom quantities.
Check pending mappings, calculated quantities, billing changes and configured Azure approvals.
Update supported PSA billing records while the PSA remains the invoicing system of record.
Frequently asked questions
Work 365 is designed for broad Power Platform CSP revenue operations across subscriptions, provisioning, invoices, payments, renewals and customer self-service, backed by its hosted billing and integration services. Sync 365 focuses on turning Microsoft and Entra data into mapped, filtered, custom or calculated quantities while a supported PSA remains the invoicing system of record.[1][2][3][4][6][11][13][16][14]
Sync 365 lists $7.35 USD per customer tenant for the 1–10 tier, with a 10-tenant minimum: $73.50 a month before tax. Work 365 publishes plans from $699 a month. That is a $625.50 monthly entry-price gap, but not an equal-scope quote because Work 365 covers a broader revenue platform. Sync 365 also offers a 30-day trial with no credit card.[7][8][12]
Yes. Work 365 documents separate one-way integrations for both ConnectWise and Autotask, with Work 365 as the source of truth. The ConnectWise path pushes calculated agreement additions after a Work 365 invoice is generated; the Autotask path queues subscription changes for review before pushing service adjustments.[16][14]
In the public Work 365 material reviewed, we did not find the same documented combination of Microsoft commitment-term rules, Sync 365 billing-profile routing, PSA destination routing, and per-company automatic or pending approval. That is a documentation comparison, not proof that an unpublished capability does not exist; verify it directly.[1][17][18]
Sync 365 provides custom and calculated licence workflows for managed-user services, minimums, filters, additions, deductions, bundles, and overage. Work 365 should be tested with the same real customer rule so buyers can see where the source data, calculation, review, and PSA update live.[2][3][4][11][17][19]
Sync 365 and Work 365 use different systems of record. Running both for the same billing records requires a carefully defined ownership boundary so one workflow does not overwrite the other. Whichever design you choose, document the system of record and ensure two automations do not update the same customer quantity.[6][11][16]
Try the focused billing layer first
Start a 30-day trial with 10 real customer tenants and no credit card. Test AutoMap, a custom or calculated quantity and one PSA update; free guided switch setup is available if you are moving from Work 365.
This buyer guide compares documented workflows rather than awarding a generic feature score. A capability not found in the public Work 365 material reviewed is labelled as such, not presented as proof that no private or newer capability exists. Product information was reviewed on. Confirm plan, region, integration and workflow details with each vendor before buying.