Syncro March 2026 Release Webinar: M365 Billing, Payments, Security Baselines and More

Welcome and Introductions

Andy Cormier: Welcome to March’s release day webinar. My name’s Andy Cormier, and I’m the Channel Chief here at Syncro, and I’m joined by our Chief Product Officer, Dee Zepf. I do see a lot of new folks joining us this month, so if this is your first release day webinar, welcome. This is where we go over everything we’ve released over the past month, along with anything that’s moved into Early Access, and any updates or changes to our public roadmap. We’ll make time at the end for Q&A. Use the Q&A module in Zoom for questions, not the chat.

Universal Billing for Microsoft 365 Licenses

Andy Cormier: Our universal billing support for Microsoft 365 licenses is officially out of Early Access and ready for prime time. For everybody on the Team plan that has your Entra tenants mapped to Syncro, you can now start using this functionality today. This has been a major billing upgrade for Syncro, eliminating all of the manual billing work that’s plagued MSPs for years. You can now easily report on your license usage per customer. Those counts will automatically update themselves daily, and this usage can flow into your recurring invoices and automatically adjust those counts for you. This has truly become as easy as setting it and forgetting it as far as billing is concerned.

Andy Cormier: One very unique aspect of doing this with Microsoft licenses is we will report both on how many licenses are physically on the tenant, as well as how many licenses are physically allocated on the tenant. Those are not the same thing. As of today, Universal Billing is now supported by Proofpoint, ThreatDown, IRONSCALES, Acronis, and now Microsoft 365 licenses as well, with more to come. Universal Billing is available to both the Core and Team plans, but the Microsoft 365 billing piece is specific to the Team plan because it requires the Entra sync to pull those license counts.

Billing Thresholds for Recurring Invoice Counters

Andy Cormier: You can now set billing thresholds for all of our dynamic counters on recurring invoices, not just those relating to Universal Billing. This is something you’ll see a lot of sales-driven MSPs using to maximize their contract value.

Andy Cormier: Let me show you how this works. This is a recurring invoice line item. Let’s say a customer started this contract with 20 endpoints at $150 per endpoint. As this number increases or decreases any month, so will the total billed to the customer. The problem: if they went from 20 down to 18, the contract is now worth less than what we anticipated. Thresholds let you handle this differently.

Andy Cormier: In this example, the same line item, 10 endpoints at $150. So the contract says: you pay $1,500 a month for up to 10 endpoints. Any endpoint over that, you pay $150 for. They have 18 right now, so they get billed for 8 additional. In the event they go below 10, the overage line won’t appear at all, and the base rate still bills at $1,500. This is how you ensure you’re only capitalizing on growth and not being penalized when a client’s count temporarily drops.

Andy Cormier: It’s simple to set up. On any of our counters, like the asset counter, you’ll see a checkbox. When you uncheck it, it says: don’t bill unless this quantity goes over a set threshold. This is supported on our asset counters, our customer contact counter, policy folder counters, and remote access counters.

Granular Patching Data in Report Builders

Andy Cormier: We’ve expanded our report builders to now include granular patching data. This works like the other list block types in our report builders: you can customize it, make it template-based, apply that template against whichever customers you want, schedule those reports to go out, or bring them to your QBRs, or pull them when any compliance-related issues come up. This exists in both our Executive Report Builder, for generating reports specific to a single customer, and our Internal Report Builder, which can report against any number of customers and is designed for internal use.

Entra ID and M365 Cloud Backup Dashboard

Andy Cormier: We’ve rolled out a new Entra ID dashboard that also integrates our M365 backup functionality. For those not aware, we’ve rolled out our own native Microsoft 365 backup solution covering everything: email, OneDrive, SharePoint, Teams chats, and your Entra configurations. These backups are automated, and the new dashboard now gives you the ability to trigger on-demand snapshots if and when needed. We had a lot of folks asking for that specifically, for when they were about to deploy major changes and wanted the most recent backup possible before pushing them out.

Andy Cormier: You’ll also see timestamps of when the most recent backup completed, and a broader object-based dashboard showing exact object counts per category. For folks that haven’t looked at our M365 backups yet, you can trial that any time by going into the Syncro Cloud Backups app card in the App Center. It’s unlimited storage per seat, unlimited retention, and it even retains all data against off-boarded end users at no additional cost.

Quality of Life Updates

Andy Cormier: We’re going to do quality of life updates a little differently going forward. Instead of a giant list, I’m going to highlight a couple of my favorites, and Jess will drop the full list in the chat.

Andy Cormier: My favorite this month is a long-time customer request around remote access session indicators. When you connect to a machine remotely through Syncro, it would always show a little pop-up in the bottom right that you’ve connected, and then automatically disappear after a few seconds. In some cases, especially in compliance-related circumstances, techs needed a persistent banner present at all times. We’ve added this as a new policy option. You can continue with just the pop-up banner, which is the default, or use a persistent banner across the top that never goes away, or have a combination of both. Because this is policy-based, you can say: behave this way for this subset of endpoints and behave this way for everything else.

Andy Cormier: My second favorite is about merging parent-child tickets. We’ve had this functionality for a while, but now when you merge a parent ticket into another ticket, that parent’s children will automatically become children of the new ticket.

Andy Cormier: One other update worth calling out: in the mobile app, you can now search by end user, and it will show you associated endpoints. So if you’re on-site talking to Bob, you can just pull up all of Bob’s associated endpoints, which is super useful especially if you aren’t using our friendly endpoint renaming feature.

Syncro Payments (Early Access)

Dee Zepf: Happy to announce Syncro Payments. We are launching a payment system powered by Stripe that will allow you to accept both credit card and ACH payments. Everything happens inside of the Syncro platform: you’ll sign up for your account in Syncro, you’ll get support from us, and we’ve made sure to offer a straightforward fee structure. We’re charging 2.9% plus 30 cents on credit cards, ACH with a max of $5, no additional monthly fees. Our goal is to make the payment process easy and painless.

Dee Zepf: You can sign up for Early Access today. We’re testing it with a few partners and then opening to broader Early Access. Account approval takes between 1 and 3 days for most accounts. There is no migration of existing client credit cards or ACH methods. Even for folks already in Stripe, it’s older Stripe technology and there was no way to create a reliable, secure migration path. Clients will need to enter their payment info fresh.

Dee Zepf: We are planning to go into Early Access later this month and into general availability sometime in April, assuming everything goes smoothly. Syncro Payments is month-to-month, no commitment required.

Microsoft Security Baselines: CIS IG1 Expansion (Early Access)

Dee Zepf: We’ve added 50 new rules to our Microsoft Security Baselines and embedded all of the rules for CIS Implementation Group 1 directly into your Syncro workflow. CIS IG1 is the recognized industry standard for foundational access controls. It’s used by cyber insurers, referenced by compliance frameworks, and implemented by enterprise security teams. No more need for third-party tools or manual checklists.

Dee Zepf: The workflow is straightforward. Navigate to the Baselines module, select the tenants you want to assess, and we surface that full list of CIS rules and show you exactly where that tenant stands on each rule today. Configure your notifications, and the compliance status becomes a live view right on your Syncro dashboard. That baseline watches continuously, and you’ll be notified any time something drifts outside of best practices.

Dee Zepf: This is really useful for folks ahead of a cyber insurance review, for tracking settings that might get changed accidentally, and for new client onboarding. In that first 30 days, you can generate a current state report and give your client a clear, documented view of where they stand and what CIS controls are in place. You can see what’s missing and build a roadmap to get them to a well-fortified environment. This feature is in Early Access on the Team plan and should reach general availability next month.

Linux Agent Update

Dee Zepf: The Linux agent has over 1,000 machines being monitored right now. Deploying the agent is straightforward: CLI installation, silent install, multiple supported server distributions. Once installed, you can remote in via Splashtop, run manual scripts, schedule bash scripts, manage defaults around CPU, RAM, and disk usage. All data integrates into asset views, saved search, and reporting. We’re almost finished building out AV detection and SNMP monitoring, and Network Discovery Node support is next. By next month, we should be in general availability.

2026 Product Roadmap

Dee Zepf: The big three themes we’re really focused on for this year are automation, whether that’s through native or AI-powered automation; improving self-service support for end users; and continuing to lean in on security. You’ve seen that through the past 12 to 18 months and with this month’s baselines and backup updates. We’re also working hard on quality, simplicity, and performance. Hopefully you’ve seen improvements to platform reliability and speed. We will continue those investments.

Dee Zepf: Items shipping soon include the Microsoft Security Baselines expansion, the Linux agent general availability, and Syncro Payments. You’ll see more roadmap updates from us published publicly in the coming months.

Q&A

Andy Cormier: When will Microsoft billing be available for general use beyond the Team plan? Unfortunately, never. The Entra functionality is specific to the Team plan, and that has to be in sync for us to pull the data.

Dee Zepf: Can folks use Syncro Payments with automated billing? Yes. We recommend having clients store their ACH or credit card info in the customer portal, and then you can set up automated billing to automate that collection.

Andy Cormier: Is Syncro Payments month-to-month? Yes. No commitment, no contract. If you want to stop processing payments in 5 minutes, you can.

Andy Cormier: Will Syncro Payments support other currencies? Yes. We’re starting with USD and will expand later in the year, likely prioritizing the UK, Australia, New Zealand, and Canada.

Dee Zepf: Can M365 backup be set to include all users except specific exclusions? Today, no. You can choose to include all users and add new ones automatically, or you can select users by group or location. The specific capability of including everyone except a few exclusions is not available yet.

Dee Zepf: When will Syncro Payments go to general availability? We’re going into Early Access later this month and expect GA sometime in April, assuming Early Access goes smoothly.

Dee Zepf: What is the cost of M365 Cloud Backup? It’s $1.90 per user per month. That covers mailbox, Teams, Planner, Entra ID, and all M365 data, not just the mailbox.

Andy Cormier: Can you install large applications via Syncro scripts? Yes. For large installs, instead of attaching the file directly to the script, generate a public download link from a file server, Dropbox, or OneDrive, and use a script variable to point to it. There is no file size limitation when using download-and-run approach. A sample script demonstrating this is included with all Syncro accounts by default.

Dee Zepf: Will the M365 security baselines and syncing features be available in Google Workspace? We’ve heard the request. It’s not something we’re working on right now, but we’re interested in learning more about the specific pain points managing Google Workspace, so feedback is welcome.

Dee Zepf: Thank you to everyone who showed up. If you have follow-on questions, hop into the Syncro community. We’ll be back again next month.

Andy Cormier: Thanks everybody. See you next month.