Watch our June Release webinar hosted by Syncro’s Chief Product Officer Dee Zepf, Chief Technology Officer Kristen Costagliola, and Channel Chief Andy Cormier. You’ll get a comprehensive overview of the latest enhancements and sneak peek into the future developments of our platform.
During this webinar, we:
- Delved into the latest releases of Entra ID User Sync 2.0, Microsoft User Actions in Syncro, Network Discovery Enhancements, Mobile App Enhancements, Universal Billing with Proofpoint, and Quality of Life Updates
- Showcased upcoming roadmap features
- Had a Q&A session with product leadership
Key Topics Covered
- Universal Billing architecture and live Proofpoint demo
- Entra ID user sync enhancements (license-type filtering, hourly sync)
- Microsoft user actions: password reset and MFA reset from within Syncro
- Network discovery alerting for unauthorized devices
- Mobile app updates: end user management
- Ticket timer redesign (early access)
- Windows patching dashboard (general beta)
- Ticket index page performance updates (beta)
- Technician ticket view (early access)
- Security baselines for Microsoft tenants (early access)
- Roadmap: asset warranty tracking, SNMPv3, multi-domain outbound email, Linux agent, archive assets
Product Features Covered in This Webinar
- Security baselines for Microsoft tenants (early access)
- Entra ID hourly user sync with license-type filtering
- Microsoft user password reset and MFA reset from Syncro
- Universal Billing architecture (released)
- Proofpoint Universal Billing integration (released)
- Third-party vendor usage report
- Bill-above-threshold recurring invoice feature
- Network discovery unauthorized device alerting
- Network discovery agent deletion warnings
- Network discovery agent install failure visibility
- Mobile app end user add, search, and ticket association
- Ticket timer redesign (early access)
- Windows patching dashboard (general beta)
- Ticket index page (beta)
- Technician ticket view (early access)
Kristen Costagliola: Hey — as people are coming in, we’re going to wait a couple of minutes and then we’ll get started.
Hey everyone! Thanks for joining. We’re going to get started in just a couple of minutes, just a couple of minutes after the hour to let everyone jump in.
All right, well, we’re going to get started. Thank you all so much for joining our June Release Day Webinar. We are super excited that everyone is here. You’ll have myself, Dee, and Andy again today. We’ll talk you through a bunch of the things we’ve released, what’s in early access, what’s upcoming, and then we’ll spend a lot of time answering any questions you might have. So please remember to use the Q&A module within the webinar so that we can see your questions and go through them near the end.
So to start — we’re going to talk about everything that was released this month, and up first, I wanted to cover our Entra ID Sync, which has now officially been released to everyone. You can set up your individual or your entire CSP Microsoft to have an hourly automated user sync to bring users over into Syncro and keep your Microsoft users and your Syncro users in sync with each other. We updated our previous Entra ID sync so that you can now filter by a number of different things. And based on feedback we heard in last month’s release webinar and throughout early access, we’ve added the ability to sync based on license type. So if you want to filter just for users that have at least one assigned license, you can now bring over only those users. We’re really excited about this. We have a ton of people already using it and would love to see everyone continue to turn this on. This is available within the Team plan and it will keep all of your users up to date between Microsoft and the Syncro platform.
Up next, directly alongside that, we’ve added user actions that your technicians can take directly from within Syncro to modify properties within Microsoft. So you can do direct password or MFA resets for any Microsoft user that’s been synced over. You’ll be able to go to the user directly, reset the password, and reset MFA — which should save your technicians time by letting them jump right in instead of having to hop into Microsoft tenants.
Andy Cormier: All right — I’m very excited to announce that the architecture for Universal Billing is now complete and has been released in full. Our first supported vendor is Proofpoint, and we’re going to be bringing support for this to all of our marketplace vendors throughout the year.
With all the buzz around XMM and Microsoft 365 management within Syncro, this also means we’ll be bringing your customers’ Microsoft 365 licensing under the Universal Billing umbrella as well. I’m going to run you all through a live demo of this, because nothing ever goes wrong when we do live demos. Let’s see how this goes.
All right — can you all see my screen? Cool. So it starts in our App Center. This is where you’ll enable Universal Billing for any supported product. Within Proofpoint, I’ve already got this account set up. Normally you’d either provision a new account for Proofpoint through Syncro, or you’d migrate an existing account you have with a different reseller over to Syncro. This little box here is how you’ll know when an app supports Universal Billing — you simply turn it on, and then a bunch of things will start happening in the background.
First, you’ll go into your admin settings under Integrations, where you’ll see a new Customer Mapping section. I’ve got all my customers from Proofpoint listed here. You can see I’ve mapped some to Syncro customers — mapping is pretty easy. Just pick a customer to map it to, you’ll see the status change, you can see the last time it was pulled, and you can manually pull if you need to grab new customers you’ve just added to that portal.
Next, you’ll head over to Reports, where we have a new Third-Party Vendor Usage Report. This will eventually support all vendors, and you’ll be able to see all of them within the same report. Today it’s just Proofpoint. You can run it by all customers, or filter by a specific customer or a saved customer search.
What you’re going to see is all of the licensing assigned to any specific customer, and how many of each they’re using. Let’s take the Apex Beat customer — they’ve got the most licenses currently — and I’ve already got a recurring invoice template set up for them.
You’ll find a new line item type on your recurring invoices called Third-Party Vendor. Right now it’s Proofpoint, but we’ll be adding more. This dropdown shows all the products available through Proofpoint, and the number in parentheses shows exactly how many licenses that specific customer is consuming today — so you don’t have to go back and forth between the report and the invoice. You can just easily find what they’re consuming, add it, and map it to your Proofpoint product in Syncro. That moves it over to your accounting package like QuickBooks or Xero. I already have my pricing in here, so I’ll go ahead and add it to my template.
Now you can see they’ve got 7 units as of right now, at $8 each — that’s what they’ll get billed. If that number increases or decreases next month, it automatically updates and they’re billed accordingly.
We’ve also added something unique to Universal Billing, and we’re going to be adding this to our asset and contact counters as well — and that’s the ability to set a billing threshold. So if you’ve included 5 licenses of Proofpoint Advanced Plus in a managed services agreement, you can say anything above that gets billed. When you add it, it’ll show that the customer has a quantity of 7, but we’re only billing them for 2, because that’s what you configured.
And there’s one more toggle here — if the count is 5 or less, it won’t show up on their invoice at all. If it’s over that, you’ll see the line item. But if you want to show your customer you’re providing additional value — giving them those licenses as part of their package — you can still show the line item at a $0 value so they can see what they’re consuming without being charged.
So that’s effectively how this works end to end. We’re bringing all of our existing marketplace vendors into it, anything new we’re adding between now and the end of the year, and Microsoft licenses as well. Everything I just showed for Proofpoint is available today.
Okay, next item is Network Discovery. Hot on the heels of our original network discovery release, we’ve been working hard on the next phase of updates based on community feedback.
The most important update: network discovery really has two use cases. The first is identifying everything on a network — great for onboarding a new client or finding devices you haven’t added into Syncro yet. The second is monitoring for unauthorized devices that show up after you’ve already got a network mapped and tracked. So we’ve added alerting specifically for that purpose. You won’t need to keep checking scan profiles for these networks going forward — you’ll just be notified on exceptions. “This shouldn’t be here, I don’t know about it, alert me.” Alerting is set up per scan profile, so you can enable it as needed once any given network is clearly defined and tracked in Syncro.
On top of that, we’ve added clear visibility into why the Syncro agent may not have been able to be installed remotely over the network, so we can help you identify exactly what’s going on. Based on community feedback, we’ve also added clear warnings for when a monitoring agent running your network scans is deleted — so you don’t inadvertently offboard an asset that was required to run a particular scan profile without knowing about it.
And lastly, we’ve added some UI updates and quality-of-life improvements: the ability to stop a scan mid-run, a new Vendor column in the network devices table so you don’t have to drill into each device to find it, and some improvements to auto-naming conventions when a device isn’t providing its own device name.
Typically each month we’ve got a fresh round of mobile app updates, and this month is no different. The big additions this month were around end users — including the ability to add new end users through the mobile app, search through existing end users, and associate or update tickets with end users as well. We also did a solid round of bug fixes, including a few app crashes and a fix for login tokens expiring earlier than expected, which was affecting some users.
I’m going to pass it back to Dee to talk about some of this month’s quality-of-life improvements across the platform.
Dee Zepf: Absolutely, thanks Andy. So in addition to a lot of the bigger features you’re hearing about from Kristen and Andy today, we’ve also been focused on updating some of the smaller things. We’ve heard from all of you that there are just a lot of little things around the edges — feedback coming in through product, through our support team, through the community. So we have a dedicated track of work focused on ticking off small and medium-sized improvements that aren’t big flashy features, but will make a real difference day to day.
A few of my favorites from that list: we updated the API to view and manage product SKUs, with more API updates on track for next month. We’ve definitely heard folks wanting more API coverage, and we’re on it. We’ve also added the ability to add subscribers to tickets via automation — another frequently requested one. We added new columns to the end user page so you can easily see job title or related tags for those users. And we’ve added the ability to search for your archived customer organizations.
Speaking of release notes, I also wanted to call out our Resource Center. We moved the floating question mark from the bottom right of the screen — we heard from many of you that it was annoying there — but I don’t want you to forget about it just because it’s no longer in the middle of your screen while you’re trying to work. You’ll now find it as a small question mark up in the top tray of the app. In there we have release updates (which we update weekly, with a big monthly post covering everything), product feedback, links to chat with support, and links to hop into the community.
I also want to call out the Doc Center link in there specifically. It’s being updated very frequently, and the search works really well inside of it. We’ve also been adding a lot of short-form video, so you can either read or watch a one-to-two-minute video. Take a look in there if you need help or want to explore any of the newer features.
All right, I want to move on and talk about early access. We have a handful of things in beta and early access to cover today.
First up, we have some really nice improvements coming to how we handle ticket timers inside of Syncro. This redesign addresses a lot of smaller items — we’ve reworked the whole section to be easier to read, the controls are in places that make a lot more sense, and the current time now shows the total for the running timer only, not an aggregate of all time on the ticket. A really big one: you can now write your notes and continue writing while your timer is running. The notes field now supports new lines and will expand as you type, so you’re not cramped in a small field. At the bottom you’ll also see running totals for actual time and billable time at a glance.
We’re also redesigning the labor log. It’s much simpler to work with — much easier to see what’s been charged and what hasn’t. The billable time toggle is cleaner, and the overall look and feel is improved. We’ve added totals for actual time and billable time, and we’ve added pagination. This is out in early access today and getting really positive feedback. If you want in on early access, feel free to sign up — it’ll be coming out to everyone soon.
Next up is the Windows Patching Dashboard, which is out in General Beta, so it’s available to everyone today if you want to take a look. It’s a new tab inside the portal. We’re just fine-tuning some performance things around the edges before we declare it generally available. I imagine that’ll happen within the coming weeks — we just want to make sure we feel good about performance before pulling it out of beta.
In the dashboard, you’re able to see what percentage of your fleet is fully patched, whether your devices are managed or unmanaged, and your compliance percentage. If you’ve blocked a certain KB for certain endpoints, it won’t count against your compliance score. You can also see your coverage — what percentage of your assets are managed by a policy in Syncro. In the middle, you can see missing patches by status — whether machines need a reboot or fall into a certain category. And on the top right, you can see a breakdown of servers and workstations out of compliance by severity. When you drill into any of those numbers, it updates the table at the bottom of the page to show just those devices. It’s fully interactive, and you can also filter by customer, sort, and export the table if you need to. That’s out in Beta for all of you now.
Kristen Costagliola: Yeah, so we also have the ticket index page, which has been in Beta for a while now. We have a number of people using it with a lot of positive feedback, but we know there are still some performance pieces — especially around scrolling and loading — that aren’t where we want them to be. Our engineering team has a number of things in flight to continue improving this. You can turn it on and off in your ticket settings. For a lot of the people using it, they’re seeing really positive results, but we know there are performance things we’re still working through. Just wanted to give a quick update that it is technically still in Beta and we’re actively working on it.
Next, something I’m really excited about: a new ticket view option called Technician Ticket View. This is in early access for the first time today. Technicians can now see all of their assigned tickets and any tickets they’re subscribed to in one single view. In the past you had to have multiple views to see tickets you were assigned to versus tickets you were subscribed to. Now you’ll see all your assigned tickets at the top and your subscribed tickets grouped below, along with who those are assigned to. You can set this up by creating a new ticket view, and you can make it the default view for yourself or your technicians so they can see everything that impacts their day in one place. Really excited about this one — I think it’s going to make a big difference.
And then Security Baselines are in early access as well. A lot of people are already using this — these are the CIS framework baselines that help control and secure your Microsoft tenant. We have a couple of enhancements we’re continuing to work on, including some details around working with Microsoft and improving the reporting and notifications. We’re getting great feedback on it, so please keep it coming. You can attach it to a specific tenant, see your compliance against the CIS framework, and monitor all 22 of the CIS Level 1 rules. It will audit your entire tenant to tell you what’s passed and where there might be areas to improve — or even upsell customers on security improvements within their tenant. Really excited about that one.
Up next, I’m going to pass it back to Dee to talk about our roadmap.
Dee Zepf: Absolutely. Kristen just covered the Unified Ticket View and Baselines, so I’ll cover the things we haven’t talked about yet, and I’ll hand it to Andy to cover a few as well.
First, a couple of quality-of-life updates coming this month: we’re adding ticket contact and customer tags into the API, with more things coming as well. We’re also working on some updates to make the workflow around end users smoother — making it super easy to associate assets with end users. We do this automatically today when you’re linked up with Entra ID and an asset is associated with that user in Entra. But we’re also making it easier to manually associate assets, and to quickly link out to assets and users right from tickets so you’re not clicking around with a bunch of things open. Just streamlining all those clicks.
We’re also adding SNMPv3 support to both our network monitoring capability and as an option within network discovery, so you’ll be able to discover and monitor devices using SNMPv3.
And the last item on the list — this one jumped straight into In Progress — is support for multiple outbound email domains. Today you can send from multiple mailboxes; this will take it a step further and allow you to send from different domains. Especially useful if you’re in a co-managed situation where you want different domains for different scenarios. Coming soon. And with that I’ll hand it to Andy, who is going to take us through asset warranty tracking.
Andy Cormier: Yeah, thanks Dee. So the new asset warranty tracking functionality we’ve been working on is coming along quite nicely. We’re going to automatically track warranty status for the five vendors shown on the left, and we’ll pull that data any time a supported endpoint is added into Syncro. We’re also going to support adding your own custom dates — for extended warranties you’ve applied through a third-party vendor, or for tracking warranties for vendors we don’t currently support through this program.
This will be baked into our reporting and our APIs, and you’ll be able to throw RMM alerts when an asset has a warranty coming due in a customizable number of days. Because it’ll be an RMM alert and not just a base-level notification, you can take whatever customizable actions you’d like using our automated remediation system.
I’ve been getting a ton of very enthusiastic emails from users wanting to be put into early access. Here’s the deal: I don’t expect the EA period to be very long at all. There aren’t a lot of moving parts on this one, so it should just work as expected. That said, if you’re on the Team plan and you want to get into early access, that’s starting fairly shortly — just email me directly at andy@syncrosecure.com. I’m not putting limits on this one. If you ask and you’re on the Team plan, you shall receive.
I’m actually anticipating being able to showcase this as a fully released feature at next month’s webinar. I do want to stress — there’s no bullet point here that says Andy promises it’ll be in your hands next month. Just keep that in mind. But as far as engineering is concerned, everything is moving along nicely. That’s the plan as of today. I’ll pass it back to Dee to talk about what’s next on the roadmap.
Dee Zepf: Will do — and I appreciate the “Andy isn’t promising it’s here next month” qualifier. It’s pretty exciting, and agreed, it’s coming along great.
All right, so on the Up Next view of the roadmap: Quality-of-life updates will be a standing item every single month. You’ll have a full page of updates on all the things we’re doing that might be below the level of a big feature, but still really meaningful and will hopefully just improve your everyday experience.
We’ll be looking at enhancing Entra ID to make it much easier to invoice for Microsoft license users. We’re also looking at expanding our baseline support so we can go beyond our initial set of rules and better understand how to remediate for them. We are also getting ready to start working on Archive Assets — the ability to archive assets so that historical information is still available. We’re just finalizing designs for that project, and it should be shifting into In Progress soon. And then there’s the Linux agent — we are finalizing our technical designs and will be moving that into In Progress coming soon as well.
Tune in next month for what I think will be a month of some pretty meaningful roadmap updates. I can see a lot of things heading out the door, which means everything else moves up the line. More to come next month for sure.
With that, Andy, if you want to talk a little bit about the community, that would be great.
Andy Cormier: Yeah. So the last thing we’ll cover in our prepared content today is about our new community forum. First off, it’s been hitting record numbers week over week, and we’re really excited to see the participation and engagement going on there.
This new forum will also allow a lot more of us to interact with you as a matter of regular practice. So for any of you who are tired of just hanging out with me — Kristen’s now in there, Dee’s in there, Jess our community manager is in there, and we’ve got our sales engineers in there too. You should expect continued engagement from all of us going forward. And yes, if you want to, you can still directly message me to your heart’s content on that platform.
During these webinars we always end up getting way more questions than we can reasonably answer within an hour. So what we’ve done — and someone will be dropping the link in the chat — is spin up a thread after each webinar on our community forum where you can continue the discussion and ask further questions about anything we went over that we weren’t able to get to. The forum is super easy to access. As Dee mentioned, there’s just the question mark to open the resource center. Syncro community uses SSO based on your Syncro credentials, so you don’t even have to separately log in.
We’re also giving away four Syncro mugs this month. For new customers, you might be wondering what the deal is with the mugs — but for those of you who have been here a long time and remember our old community-driven development track, the winners of those would get a personal shout-out from us and a branded Syncro mug. And no one really cared about the shout-out — everyone just wanted the mug. It became this coveted thing, kind of a running inside joke with our longtime customers. Anyway, winners will be receiving a mug with our new branding — and for what it’s worth, I don’t even have one yet. So I introduced myself in there in hopes of winning one too.
To enter, just introduce yourself on the post we’ve set up for it. That’s it. We’ll be announcing the winners later this month, and going forward we’ll be doing all sorts of little things like this in the community and calling them out on these webinars as well.
All right, that’s all our prepared content for today. Let’s move into Q&A. I haven’t been checking it — Dee, Kristen, if you’ve got anything queued up, feel free to take it away.
Kristen Costagliola: Yeah, I have a couple queued up. A bunch are on the Microsoft side, so thank you everyone for asking. One was: are we able to add our own tenant? That is something we’re actively working on. The initial release was that you could only manage your end clients, not your own CSP tenant — so this is coming, and you should be able to manage your own tenant in the near future.
There was also a question around connecting multiple Syncro organizations to the same Microsoft tenant. Yes, you can do that. When you link your Microsoft tenant, you can connect it to any number of Syncro organizations. As long as you have a way to split up those users — by location or other criteria — you can set that up. Security baselines are on the tenant level, so those don’t flow down to the organizational level. Alex, if your question was actually about the other direction — multiple Microsoft tenants — please reach back out in Q&A to clarify, and I’ll make sure I answered you correctly.
Dee Zepf: Yeah, and just to add to that last point — one of the ways we’ve started to think about this is that one Syncro tenant maps directly to one Microsoft tenant, but can have multiple Syncro customer organizations under it or associated with it. This is one of the first steps we’ve taken as we start to build out this level of hierarchy in the product — because we’ve heard from all of you that you sometimes end up creating multiple customer organizations for one actual client for various reasons. You’ll see us building that out into more of the platform as we go.
On the license question that came in: is there a minimum license required to use the M365 sync? There is nothing right now from a minimum license requirement. There are configuration requirements that are well documented, but no minimum license. We might at some point add features specific to certain licenses — for example, things around conditional access would obviously require a specific Microsoft license — but the core capability should work across the different M365 licenses you have.
I had one other question around whether there’s a way to delete old users. If you’re disabling users on the Entra side and you have the sync set up, those users will show as disabled in Syncro. And if you want to delete them from Syncro, you can just multi-select however many you want from that user list and remove them from the Syncro system.
Andy Cormier: I’m going to grab a couple of questions about Universal Billing. Rob’s asking: for Proofpoint, can I connect to my current account without moving it to Syncro? No — however, you might want to think about moving it, for a couple of reasons. One is that it will probably be cheaper. Two is there are no minimums with Syncro. Three is that all support is provided directly by Proofpoint — there’s no reason to go through Syncro support first or some tier one intermediary. And now those advantages also include Universal Billing. So if that’s something you want to talk about, Rob, just email me directly at andy@syncrosecure.com and I can get you moving.
Doug’s asking: does Universal Billing allow us to bill customers through recurring invoices? Does this change how we’re directly billed by third-party vendors? Correct — it doesn’t change how we get billed. We’re just pulling counts, mapping them to your customers, and letting you bill out whatever you want. If you have something fully included in a managed services contract for Customer A, you don’t have to set up anything for them. For Customer B, you might want to bill for every single license. Completely customizable based on how your contracts are configured.
Robert’s asking: is there a planned integration for Universal Billing for Webroot or other cybersecurity products Syncro currently has integrations with? Yes, all of them. If it’s something Syncro resells, we’re trying to have everything supported by end of year. That includes recently added things like AutoElevate by Cyberfox, and there’s another one I’ll be announcing next month. And yes, Microsoft 365 licensing as well.
Dylan’s asking about the “bill above a certain quantity” checkbox for Syncro assets. Funny enough — when we had that feature in early access, literally the only feedback we got was: this is great, can you move it over to the asset and contact counter? So yes, we are going to do that. You’ll definitely see it.
Tony’s asking about when Kaseya Kronos might show up in Universal Billing. I’d probably say toward the end of Q3 or early Q4. There’s an API piece we’re working on with them, and once that’s done, work will start. Coming this year — just don’t have a firm ETA yet.
There was also a question: will we eventually be able to create custom connections to vendors not in the marketplace with Universal Billing? Once we’ve got everything we resell supported, we are looking at a way to bring in an imported CSV on a monthly basis — basically just changing how we ingest the data, but everything to the right of that with customer mapping, products, and auto-billing will all be there. So yes, you’ll be able to do some of that within Universal Billing.
Richard’s asking: will we be adding other cybersecurity vendors like Coro? Yes, we will be adding more cybersecurity vendors — I just can’t say who specifically right now.
On asset warranty tracking — Kevin’s asking: do you have to enable it, or is it enabled by policy? If you’re on the Team plan, you don’t have to do anything. It’s just going to start showing up as a separate section on your asset records, and you’ll be able to start grabbing that data in your reports. There will be new notifications you can customize in admin settings — notify me 90 days out, 30 days out, whatever you want — but other than that customization, you don’t have to physically turn it on.
Doug also asked: is asset warranty tracking Team plan only? Yes and no. It’s included for free in the Team plan. For Core plan users, it will be an à la carte add-on. I believe the price is going to be $49 per account, not per user — so $49 enables it on Core and gives all your users access for that one fee.
There was also a question about whether HP warranty management includes HPE Enterprise products. It does not, Leonard. The reason is that HPE is actually a separate company with an entirely separate API, so it’s possible that gets added in the future, but it won’t be there out of the gate.
Gary’s asking: is there a way to turn off driver updates in patching? Yes — in the policies when you’re setting up what you want to patch and what you don’t, you can disable the installation of Microsoft drivers. And on the patching dashboard, compliance calculations will take all of that into account. Whatever you’ve explicitly said you don’t want installed won’t count against you in compliance reporting.
Someone’s asking: will we eventually be able to create custom outbound email subject lines for things like invoice reminders and alerts? As of today that’s something that gets asked frequently but isn’t currently planned. We’ll keep listening on that one.
A couple of folks are asking: is this recorded? Yes, we record every webinar. We post them in our community forum as well, so everyone has access. And if you signed up to participate each month, you’ll also get an email with the recording once it’s available.
So thanks everybody for joining — can’t wait to see you all next month. Take care!
Dee Zepf: A couple of other things I want to cover. On the patching dashboard — someone asked: it’s nice that we have a reboot option, but is there a possibility of a scheduled reboot? Great suggestion, and it’s something on our radar to look into.
A few people asked: are you planning to integrate with Microsoft directly to resell their licenses? That’s not something we have on our roadmap right now. But enough people have asked — even just on this one call — that I’d love to hear more about why that would make your lives easier. Happy to have that conversation.
On the Microsoft mapping question — when I’m doing the mapping between Microsoft and Syncro, I’m just seeing each tenant as a separate option. There are two ways to integrate with Microsoft today: a CSP integration, or a tenant-by-tenant approach. There’s documentation on both. And if you’re struggling with any of it, feel free to ask in the community or reach out to support.
On AI integration — someone considering joining Syncro asked: will you be integrating AI into the platform to help with efficiency? Absolutely yes. We have investigations and designs underway to incorporate more AI into the platform, especially around technician efficiency. I’d actually love to chat with anyone who’s had an experience on another platform where they feel AI has been implemented in a particularly useful way — happy to learn more.
And last but not least — this came up four times in today’s Q&A — what about an alternate payment processor? So I’ll give you a sneak preview since you were kind enough to show up and spend your time with us today. We are going to be adding a new payment option to the roadmap. We’re in the design and final decision phase over the next week or two, and by next month we’ll have a plan in place, something on the roadmap, and a team assigned to do the work. Yes, it’s coming soon.
Thank you everyone!
Kristen Costagliola: There’s a question around giving a client full access to their tenant — the ability to run any script from the library, share screens, use background tools, etc. This is something we’re actively investigating around improving single-customer and multi-customer permissions for co-managed environments. We know as you grow you want to be able to give people access, and there are some complexities we’re working through. For instance, if you have a script assigned to multiple policies across different customers and a client edits that script for one customer — how do we handle that across the board? There are a couple of things we’re working through, but it is on our list.
And there’s a question from Jonathan for internal IT: what’s the correct way to integrate M365 with a single Microsoft tenant where all employees are? So if you go to our integrate with Microsoft page, you can use your global admin or follow our documentation for the single tenant integration. As long as you’re logged into the M365 account with the right permissions, it will prompt you to grant the enterprise application access, and then it should auto-sync. For an internal IT setup, just use the single tenant integration, and then use the Entra ID sync to map your users to the right organizations within Syncro.
There’s also a question around improving the M365 integration to include available license counts per tenant or the ability to change a user’s license type directly through Syncro. That is on our list — not on the very short list, but it’s something we want to get to. You’ll continue to see us doing more work on the Microsoft side.
There was also a question about customizing password complexity or making password resets permanent through the Microsoft password reset. We’re using Microsoft’s password reset function, and when you reset a user’s password through Microsoft, it does have to be temporary — they need to reset it again when they log in. That’s just how Microsoft handles it.
And Jonathan also asked: when an end user is exited from M365, do we archive or delete that user through our sync? After talking with a lot of customers, what we ended up doing is adding a “Disabled in Microsoft” field on end users. That comes through in the sync, you can display it, and you can filter by it. Archiving end users is something that’s on our list and we’ll continue to expand upon — but today, that disabled status does come through so your technicians can see it and filter accordingly.
There are a lot more questions than we can get to today, so please head over to our community forum and continue the discussion there. We’ll answer everything we couldn’t get to over there. Thank you all!

See How Syncro Powers Your Business
Schedule a one-on-one walkthrough with a product expert to see the Syncro platform in action. No fluff — just a personalized look at how to unify endpoint management, service operations, and M365 workflows.
Frequently Asked Questions
Universal Billing in Syncro automatically pulls license counts from supported third-party vendors, maps them to your customer organizations, and populates recurring invoice line items with the current quantity. When a customer’s license count changes month over month, the billed quantity updates automatically. The first supported vendor is Proofpoint, with all Syncro marketplace vendors and Microsoft 365 licensing planned for support by end of year.
Universal Billing is available to all Syncro users for supported marketplace vendors. It is enabled per vendor within the App Center. Microsoft 365 licensing will also fall under the Universal Billing umbrella as that integration expands.
When setting up a recurring invoice line item in Universal Billing, you can specify an included quantity as part of a managed services agreement. Only licenses consumed above that threshold will be billed. You can also configure the line item to show the license count at a $0 value for quantities at or below the threshold, allowing you to demonstrate value to customers without generating a charge.
Syncro’s Entra ID sync now supports hourly automated user syncing, filtering by license type so only users with at least one assigned Microsoft license are brought over. Additionally, technicians can now reset passwords and reset MFA for any synced Microsoft user directly from within Syncro, eliminating the need to navigate into separate Microsoft tenant portals.
The Windows patching dashboard is a new tab in the Syncro portal currently in general beta. It shows fleet patch compliance percentages, missing patches by severity and category, and a breakdown of servers versus workstations out of compliance. You can install patches and trigger reboots directly from the dashboard. General availability is expected within a few weeks of the June webinar.
Asset warranty tracking automatically pulls warranty status for endpoints from five supported hardware vendors when a device is added to Syncro. It supports custom warranty dates for extended or third-party warranties and will generate RMM alerts at configurable lead times. It is included at no additional cost in the Team plan and will be available as an add-on for the Core plan at $49 per account.
No. The Team plan is all-inclusive with no separate per-device fees on top of the license price. Features including network discovery and asset warranty tracking are included within the plan.
Syncro added alerting to network discovery so technicians are notified when an unrecognized device appears on a monitored network, rather than needing to check scan profiles manually. Updates also include visibility into why the Syncro agent failed to install on a discovered device, warnings when a monitoring agent running a scan profile is deleted, and UI improvements including a vendor column in the network device table and the ability to stop a scan mid-run.
Webinar Hosts

Andy Cormier
Channel Chief, Syncro
Andy, Channel Chief, at Syncro focuses on billing, marketplace, and RMM infrastructure at Syncro. In this session, he walked through a live demo of the Universal Billing architecture and Proofpoint integration, covered network discovery alerting updates, mobile app improvements, and asset warranty tracking, including early access details.

Kristen Costagliola
Chief Technology Officer, Syncro
Kristen is the Chief Technology Officer at Syncro and serves as the primary host for Syncro’s monthly release webinars. In this session, she covered the Entra ID user sync enhancements, Microsoft user actions (password and MFA resets), the technician ticket view, security baselines, and addressed Q&A around Microsoft 365 tenant integration and infrastructure reliability.

Dee Zepf
Chief Product Officer, Syncro
Dee, Chief Product Officer, at Syncro covers quality-of-life improvements, platform roadmap, and community engagement at Syncro. In this session, she presented the ticket timer redesign, the Windows patching dashboard beta, roadmap items including SNMPv3 support and multi-domain outbound email, and a preview of the upcoming alternate payment processor option.
Share














