Watch our May 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, including XMM, Windows Patching Dashboard Beta, End User Management Redesign, and Ticket Metric Standardization
- Showcased upcoming roadmap features
- Had a Q&A session with product leadership
The May 2025 release webinar covers Syncro’s biggest platform update to date: the launch of XMM, which adds Microsoft 365 management alongside RMM and PSA. Hosted by CTO Kristen Costagliola, CPO Dee Zepf, and Channel Chief Andy Cormier, the webinar also covers the patching dashboard Beta, end user redesign, ticket metric standardization, quality of life improvements, universal billing with Proofpoint, asset warranty tracking, and roadmap updates including the Linux agent, asset archiving, and mobile app enhancements. The Q&A addresses Microsoft permissions, Google Workspace plans, hybrid and on-prem support, Duo MFA, audit logging, plan pricing, and more.
Key Topics Covered
- XMM launch: Microsoft 365 management as a third platform pillar alongside RMM and PSA, single tenant and CSP portfolio onboarding, Entra ID continuous user sync, real-time password and MFA resets, CIS security baselines with 22 rules, drift monitoring, compliance tracking
- End user redesign: contacts renamed to End Users, standard table with associated assets, dedicated user detail page, Microsoft license and MFA details, quick actions
- Patching dashboard Beta: compliance and coverage percentages, missing patches by status, severity breakdown by server and workstation, filterable exportable table, unmanaged asset visibility
- Ticket metric standardization: consistent calculation of average first response time and resolution time across the platform, business hours and SLA-aware
- Quality of life improvements: API additions (product SKUs, estimate name), ticket tags on recurring invoices, alphabetized lists, archived customer search, additional report fields
- Universal billing: Proofpoint as first supported vendor in Early Access, dynamic license count sync to recurring invoices, Microsoft license invoicing planned
- Asset warranty tracking: automatic warranty retrieval for Dell, HP, Lenovo, Microsoft, Toshiba, manual entry for unsupported manufacturers, API and report availability, configurable RMM expiration alerts
- Ticket timer enhancements in Early Access: session-only timer display, notes while timer running, actual and billable time totals, labor log redesign
- Network discovery improvements: notifications on new devices, error detail on failed installs, stop in-progress scans, agent-specific installation credentials, primary node deletion handling
- Mobile app: end user support coming soon, search, view, edit, link to assets from mobile
- Roadmap: unified ticket view, asset archiving, Linux agent in design, Microsoft license invoicing, expanded security baselines
Product Features Covered in This Webinar
- Mobile device management via Intune: investigating (no roadmap timeline)
- XMM: Microsoft 365 management, single tenant and CSP onboarding, Entra ID continuous user sync (hourly), password reset, MFA reset, license info display, last activity, MFA status (Early Access, May 2025, Team plan)
- Security baselines: CIS framework, 22 rules, pass/fail compliance, drift monitoring, configurable notifications, remediation instructions, audit mode only at launch (Early Access, May 2025, Team plan)
- End user redesign: contacts renamed to End Users, standard table, associated assets column with direct links, dedicated user detail page, Microsoft integration actions (GA, May 2025)
- Patching dashboard: compliance percentage, coverage percentage, missing patches pie chart, severity breakdown by server/workstation, filterable and exportable table, unmanaged asset toggle (Beta, May 2025)
- Ticket metric standardization: consistent average first response time and resolution time calculations, business hours and SLA-aware (GA, May 2025)
- Quality of life updates: product SKUs and estimate name in API, ticket tags on recurring invoices, alphabetized lists, archived customer search, additional report fields (GA, May 2025)
- Universal billing with Proofpoint: dynamic license count sync to recurring invoices (Early Access, May 2025)
- Asset warranty tracking: automatic warranty retrieval for Dell/HP/Lenovo/Microsoft/Toshiba, manual override, API availability, report columns, configurable RMM expiration alerts, Team plan with a la carte for Core (upcoming, Early Access expected June 2025)
- Ticket timer enhancements: session-only timer, notes while running, multiline entry, actual and billable time totals (Early Access, May 2025)
- Labor log redesign: charged/invoiced labels, billable toggle, pagination (Early Access, May 2025)
- Network discovery improvements: new device notifications, error detail, stop scans, agent-specific creds, primary node handling (rolling out, May 2025)
- Mobile app end user support: search, view, edit end users, link to assets (upcoming, weeks)
- Unified ticket view: assigned, subscribed, unassigned in single view (roadmap, up next)
- Asset archiving: in technical design (roadmap, up next)
- Linux agent: in design mode (roadmap, up next)
- Microsoft license invoicing: automatic M365 billing via Entra ID sync (roadmap, up next)
- Expanded security baselines: additional rules, frameworks, automatic remediation with toggles (roadmap)
- Credit card surcharges: on radar for billing update (confirmed, no timeline)
Welcome
Andy Cormier: Hey, everybody. We’re gonna get started in about two minutes.
Andy Cormier: Everybody, we still got some folks trickling in. We’re gonna get started in about one more minute.
Andy Cormier: Alright, I think we’re good. Kristen, you want to kick us off?
Kristen Costagliola: Yeah, absolutely. Welcome everyone. Thank you so much for joining. We’re so excited for you to be here for the May release webinar. You’ll hear from myself, Dee, and Andy, who I think you’ve heard from a number of times. So we’re not going to do a ton of introductions. We have some good content that we’re gonna cover, and then we’re gonna take Q&A at the end.
Kristen Costagliola: If you have questions, please use the Q&A module in the webinar instead of putting things in the chat. The chat moves really fast and sometimes we can’t keep track of it. So any questions that you might have as we go, or anything you think of, feel free to use the Q&A module.
XMM Launch: Microsoft 365 Management
Kristen Costagliola: So for the first big thing, it has been a very big time at Syncro, and we have launched XMM.
Kristen Costagliola: I know we did a letter out to everyone here, but the biggest thing that we wanted to talk about here is XMM. We believe XMM is the next logical evolution of products for all of you. It combines your single platform that has all of your RMM, all of your PSA, which you’ve come to know from Syncro, and now adding Microsoft 365 management as a third peer under the hood.
Kristen Costagliola: Microsoft 365 management includes a number of different features. But initially we’ve set this up on Microsoft Entra ID and security baselines. So for Microsoft 365 tenants, you can connect single tenants or your entire CSP portfolio, so you can easily onboard and manage one or many of all of your tenants. This is gonna help all of you that are IT admins or multi-tenant MSPs.
Kristen Costagliola: You’ll also have your Entra ID continuous user sync. So keep all of your user information up to date. It’s gonna get rid of manual user creation or any changes that might happen in Microsoft. That is your source of truth coming into Syncro.
Kristen Costagliola: You’ll also be able to take a number of different actions within the Syncro platform directly to interact with your Microsoft tenant. So that includes things like resetting passwords for users, resetting their MFA. Your techs will be able to actually handle that directly from the Syncro interface, never having to leave and go external to Microsoft.
Kristen Costagliola: We also have security posture assessments or security baselines. This is gonna assess your Microsoft tenant based on CIS security baselines. It allows you to sell new offerings, it gives you upsell opportunities, and it also gives you tool consolidation to understand where your Microsoft tenants are. It’s kind of the next evolution in policies of what we’re used to on the endpoint side. Now you can do that on your Microsoft tenant.
Kristen Costagliola: You can also track your drift in real time. You’ll have automated rule checks and alerts. This is gonna make sure that your technicians and you stay ahead of any changes that your end clients may make or any compliance gaps that come up.
XMM Demo: User Actions and Security Baselines
Kristen Costagliola: So with those, we’re gonna have a very quick demo. This is our Entra ID user actions that you can leverage. Directly from the new end user detail page, you can go in and take an action within any user to reset their password or to reset their MFA. You’ll get all of their license information through the Entra ID sync, you’ll get their last activity and all of their MFA details. This syncs once an hour, but any of these actions that you take happen in real time, and you’ll be able to update them directly.
Kristen Costagliola: Next we have our security baseline. So again, think of this as policies for your Microsoft tenants. We have the security essentials baseline that has 22 different rules that are aligned with the CIS security framework. The CIS security framework comes up with very specific things that you should keep for your security in your Microsoft tenants. In every single one of these rules, you’ll be able to control notifications, you’ll understand the details specifically of what framework it applies to, and it’ll give you detailed remediation instructions.
Kristen Costagliola: So everything that you can do, and then what you’ll be able to do is assign these baselines directly to any one of the tenants that you are managing through Microsoft that you’ve connected into Syncro, and it will tell you the compliance across that CIS framework. So this one is pending and it will run, but over time it will give you the exact number of rules that passed and failed, and it will monitor drift over time so that you get notifications. If someone does for some reason enable guest user access, you’ll be able to know right away, and you can handle yourself whether you want those notifications to continue to appear.
End User Redesign
Dee Zepf: Let’s talk about a few more things, all exciting stuff. I’m gonna dig in a little bit deeper into one of the things that Kristen touched upon, which is our end user redesign. We have released a redesign of the contact section, renamed it to End User, and really just increased the level of functionality and capability you have in this area of the product.
Dee Zepf: The list of end users now includes a standard table. So you can display different fields: email, phone, location. You can display associated assets for quickly linking out to those assets. And you can really select what you want to display. Over time, we’re gonna continue to enhance this page and allow you to take bulk action and do a bunch of different things on your users.
Dee Zepf: We’ve also added a separate page that allows us to make linking to a specific user just a simple click away from every place. This is right now where we have the actions where you can reset password or reset MFA if you’ve set up Microsoft.
Dee Zepf: You can link out to an asset and having this page is gonna allow us to let you link these to tickets and associated assets. A fast follow project that we have here is we’re gonna make it so that you can easily associate assets with end users, and then link to and view tickets associated with the end user as well, right from here.
Andy Cormier: Just a special shout out for me on the associate assets part. I think I’ve heard that like a million times over the years. I’m so glad that we finally added that one for folks. This one’s super cool.
Dee Zepf: Yeah, very popular request for sure. And we know all of you as you go through your workflows every day, we’re trying to hit those things that you’re running into all the time to just make it effortless.
Patching Dashboard
Dee Zepf: Next project I’ll talk through is the patching dashboard. The patching dashboard is out, it’s available in Beta. You might have to go under More on your tabs if you don’t have a tab space for it, so if you don’t see it, it’s out there, it’s just tucked away under More.
Dee Zepf: This provides centralized visibility into your patch status across all of your managed Windows devices. It consolidates all of that into one place. So you can identify where patches are missing, you can verify what policies are applied, and filter your data. In the top, you can really clearly see what percent of your fleet is in compliance, basically determined by your policy settings. So you can see which devices are complying with the policies that you have set for them. If you’ve blocked a certain KB or something, it won’t detriment against you in that section. It will really show you how it’s complying to what you’ve set as your policies.
Dee Zepf: It also shows you your percent coverage, meaning which percentage of assets are actually being managed by a Windows update policy in the system. In the middle you see a pie chart of missing patches by status. You can easily see which machines might need an update or reboot. You can click into any category and it’s going to automatically filter that table below for you as well.
Dee Zepf: On the top right, it’s really a breakdown of servers and workstations that are out of compliance, broken down by severity. So if you really want to take a look at what are the quick hits of high priority server patches that are missing, it kind of gives you a place to really focus in.
Dee Zepf: The bottom part of the page is really a representation of all of the data that’s at the top. You can click the settings cogwheel at the top and you can determine if you want to show data for all of your customers or just one customer. You can determine what time period. You can even decide if you want to show unmanaged assets. So if you’re not managing via policy, and you’ve decided to manage some of your patching through scripts or some other mechanism, you can choose to also show those devices in the table. The table below can be customized based on customer, columns, how it’s grouped. It can also be easily exported. So it’s a really nice way to be able to slice and dice your data and really get a good picture of what’s happening, as well as to be able to install missing patches and take some quick action.
Ticket Metric Standardization
Dee Zepf: This is ticket metric standardization. This is rolled out in general access. The goal was really to standardize the calculation of average first response time and average resolution time, so that you can see kind of across the whole platform we’re using a standard calculation. Our doc center has the logic behind that calculation. So you can go in there and see exactly how those metrics are being calculated. We’ve really tried to make sure that the settings include taking into account your business hours and your SLA, so that we’re really having a logical approach to how we calculate those metrics for you.
Andy Cormier: Yeah, I know we had a lot of questions about that a while back where it was, hey, if I get a ticket at 4:59 on Friday, am I burning down three days on my metrics? You’re not anymore. All that stuff’s now being taken into account, which is super good.
Quality of Life Improvements
Dee Zepf: We’ve spun up a much bigger dedication to quality of life features. We’ve always tried in the background to do the smaller things, fix bugs, handle feature requests. But we really heard from all of you that we needed to accelerate our efforts here. We really needed to dig in more.
Dee Zepf: Some of the highlights: adding things into the API, for example product SKUs, we’ve added estimate name. You’ll see us add more things into the API because we’ve heard a lot of requests for people who are trying to get access to different parts of the API. Smaller updates like adding ticket tags and recurring invoices to just make it much easier for you to go through that process. Alphabetizing lists, adding different fields to reports, making it so that you can search archived customers. These are all the quick hit things that in our product feedback people are putting in. We’re prioritizing things we hear from multiple people, things that are hitting more people’s day to day.
Dee Zepf: Every month you’ll see us releasing things in this area. Our release notes has the whole list of things. If you’re curious about all the things that happen in a given month, you can go into the release notes and get the detail on that.
Andy Cormier: Yeah, just adding, the vast majority of these are all coming from your feedback. And you guys can now submit that right from within the product, in the resource center, the icon at the top of the header of your Syncro instance.
Early Access Updates
Dee Zepf: So we can move into some things that are in Early Access now. Kristen talked about a lot of these things. Those are all in Early Access right now. We anticipate those going out to generally available in the coming days and weeks. It’s soon. We are trying to make sure we’re hand-holding folks that need it, and we’re putting in place some additional error checking and just kind of walking through some of the Early Access. But we’re really close to general availability on all of those Microsoft features.
Ticket Timer Enhancements
Kristen Costagliola: First up, we also have a couple of other things. So first up is our ticket timer enhancements, and how we’re handling that inside Syncro. This is a lot of smaller items that we’ve heard and kind of overall redesigning this entire section. So it’s easier to read, the controls are in a better place that makes more sense across the board.
Kristen Costagliola: The current time entry shows the total for the running timer only, and it doesn’t show an aggregate of all the time. So that’s going to be a big change from what you see today, where today you always see the full aggregate of time. The current time entry is just gonna show the time within that. And then a big one that’s been requested for a long time is the ability to write your notes as the timer is running. So you can do that now.
Kristen Costagliola: On top of that, the notes control is gonna support new lines. So you have more option to expand as you press the enter key, and you can add whatever detailed amount of notes that you want to do within the ticket timer. At the bottom you’ll also see the total for all of the actual time and the billable time, which is kind of one of my personal favorites across the whole ticket timer enhancements here, so you can just quickly see all of this at a glance. It’s incredibly valuable.
Kristen Costagliola: We’ve also redesigned the labor log. It’s much more simple to work with. You can see what’s changed a lot easier. You can see what has been charged, what hasn’t been charged. You can see what’s already been invoiced. The billable time toggle is a lot clearer here, and the just the look and feel overall UI/UX of this has been improved overall.
Kristen Costagliola: We’ve added the totals for the actual time and the billable time again, and we’ve added pagination for some of those complex tickets that might have tons of time entries. So please feel free to sign up for this Early Access on the roadmap page.
Universal Billing: Proofpoint Early Access
Andy Cormier: Last month in our release webinar, we went pretty deep on what we’re building here with universal billing and how this is gonna change the game when it comes to dynamically billing out your third-party licenses out of Syncro. I just wanted to give everybody a quick update on where this is at. This is actually moving into Early Access with our first supported vendor, which is Proofpoint, that’s happening today.
Andy Cormier: For folks already signed up for the Early Access, you’ll be hearing from me later this afternoon. Then, in the event you are a Proofpoint customer and you did not get an email invite from me, send me a note at andy@syncromsp.com, and just let me know that you want into Early Access, and I’ll make sure that happens for you.
Roadmap Updates
Dee Zepf: If we hop into the public roadmap, first up, we have a set of projects that are in progress. For most of these we’ve talked about the bulk of these already. The ticket timer, the Entra ID, security baselines, user actions. So there are two that we haven’t really covered. I’m gonna hand it to Kristen to cover network discovery, and then I’ll chat a little bit about what’s happening in the mobile app.
Network Discovery Improvements
Kristen Costagliola: We know we just came out with network discovery in two phases. So now you can discover all of your devices and you can install those devices and take action on them. But we’re doing a lot of smaller improvements based on feedback that we got throughout Early Access and feedback from all of you that are using network discovery.
Kristen Costagliola: One of the biggest ones is notifications on newly discovered devices. Anytime one of your scans runs and discovers something brand new, you’re able to get a notification. You also will get more detail on any errors or failed installations that may be happening. There’s some other smaller quality of life things like stopping a discovery run if it’s in progress. We’ve added some additional columns and made the table auto refresh.
Kristen Costagliola: Specifically, you’ll be able to have agent-specific installation credentials instead of having to have something for the overall profile. You can handle that in kind of a one-off. And then in case you need to handle an asset that is your primary node that was deleted, we’ve added a lot more handling around that to make sure that you’re aware and that the scans don’t just run in an error every single time. You’ll actually be able to respond to that. These are a lot of smaller quality of life things and you’ll see these roll out kind of over the next couple of weeks.
Mobile App Updates
Dee Zepf: Similarly, next up on the mobile app, Syncro Mobile, we have continued to add things and update the mobile app month over month. We’ll continue to do that. The latest update is really support for end users in the app. This is something we heard from all of you in terms of as you’re on the go, being able to easily search for end users, view their details, edit their information, link directly to their assets, and so adding that capability right in the mobile app so it becomes more useful for you as you are trying to get your work done on the road. You’ll see that roll out in the coming weeks.
Coming Up Next
Dee Zepf: In terms of what’s coming up next, a lengthy list of items. One is a unified ticket view, really giving you access to a view that is gonna encompass all of your assigned and subscribed tickets into a single view, as well as any unassigned tickets. You can have just a quick hit view of all of that.
Dee Zepf: Then one of the most popular feature requests we’ve had, which is the ability to archive assets. We are in design phase on archive assets. And so that’s up next.
Dee Zepf: We will be adding a Linux agent, and so we are in design mode on plans for a Linux agent. We have a small fast follow project around end users to make it easy to link assets and tickets. And we are going to be continuing to expand on the baseline capability as well in the short term.
Dee Zepf: One of the projects we have on up next is the ability to easily invoice your customers for Microsoft license users. So as part of the new syncing, we’re bringing over all the license information from Microsoft. We’re gonna make it so that it’s really easy for you to tie that in with invoicing in Syncro. If you want to bill through for that, you should be able to do that really easily.
Andy Cormier: With the Microsoft license user stuff, being able to invoice that, it’ll work similarly to how we do everything else and how we’re building out the universal billing stuff. So if you’ve got 25 business premium licenses on a particular customer who increases, you onboard two new users with those licenses, it’s just going to adjust the quantity on your recurring invoice to 27 and bill accordingly. So again, we’re getting rid of the days where your billing manager is spending ridiculous amounts of time counting all this stuff manually and missed billing and everything that goes along with that.
Asset Warranty Tracking
Andy Cormier: Second big item on this list is asset warranty tracking. This one’s gonna be a Team plan feature as well, and this will allow Syncro to pull the warranty status of endpoints automatically by showcasing the start date of the warranty, end date of the warranty, and whether or not the endpoint’s warranty is currently active or expired.
Andy Cormier: Now this is gonna support pulling warranty information for Dell, HP, Lenovo, Microsoft, and Toshiba computers as of today. So I want to give everybody just a brief walkthrough of how this is gonna work mechanically.
Andy Cormier: These are obviously just raw mockups. The final version is gonna look a little bit different than what I’m showing you here. This is the quick asset information that we show on asset records today, and you can see the last two items on the list would now include warranty date and warranty status.
Andy Cormier: There’s also gonna be a way to manually edit these dates if you wanted to, and that’s gonna exist for two reasons. One, if you’ve got a warranty that was expired and you go out and you buy a third-party extended warranty, I want you to be able to track that and have it work within the same feature set as everything else. And the second reason is for device types that we don’t support, like maybe Asus or Acer. If you had a one-off of those, you’ll be able to add those warranties ad hoc, and again work them into the same feature sets.
Andy Cormier: But we’re also gonna add this into the system info tab on asset records so you can visualize all of your endpoint data in a single place.
Andy Cormier: There’s gonna be a couple of other features here that we’re expecting to include as well. First one is warranty data will be returned in the API when grabbing endpoint data. I already know somebody was typing up that question, so yes, we’ve got you covered on that one.
Andy Cormier: We’re gonna make the warranty information available as standard data fields, and that means you’ll be able to add it as columns into your asset tables and reports and things like that. So it’ll natively work in several reports, including the asset audit reports, as well as the list blocks within our two report builders.
Andy Cormier: And then last but not least, we’re going to add RMM alerts based on a customizable number of days until any given warranty expires. So as an example, at my MSP we had a big motion that was when a warranty was expiring, we would want to get notified 90 days out. Our salespeople would take that over and they would go ahead and try to sell extended warranties. If it’s 30 days or 5 days, or whatever it is, you guys can customize that globally to whatever you’re gonna want.
Andy Cormier: Now again, this one’s included with the Team plan. However, we are going to make this available a la carte to Core plan users as well on a per-account basis. So a per-account cost means the price would be the same regardless of how many technicians you currently have on Syncro. I don’t have pricing for that just yet, but I will have it for everybody by the next time our next release webinar rolls around.
Q&A
Kristen Costagliola: There’s a lot of questions on M365. I’ll answer a couple. One of the first ones is around the permissions request from Syncro. When you first onboard a tenant, you’ll go into your admin settings. Microsoft tenant management is within the RMM settings, and it will prompt an authorization for Microsoft whether you choose a single tenant or a CSP, and it will show you all of the permissions.
Kristen Costagliola: When we went through this from a development standpoint, we looked at all of the things that we might want to do in the future on the roadmap. Re-granting consent through Microsoft and having all of you have to go in for every one of your tenants and re-grant them to make sure that you can use new features can be really tedious. We’re re-auditing a bunch of these permissions to see what are the most critical ones. But that’s why we went through there, once it’s set up, re-granting consent with Microsoft causes a lot of work for you all. So we’re trying to make the balance of least privilege while also making sure that we have a lot of roadway to run with on all of the improvements that we want to do.
Kristen Costagliola: You’ll continue to see additional Entra ID actions that we’re going to continue to add. We’re going to continue to add security baselines and some improvements in those areas, additional rules, additional frameworks that you can use.
Dee Zepf: A few people asked what are we doing around Google Workspace. Do we have plans to do something similar for Google Workspace? At this time we don’t have plans to add Google Workspace. We’ve heard by and large most folks are really focused in on Microsoft. We’re really focusing on getting the Microsoft stuff fully built out. So no plans right now for Google.
Dee Zepf: In our doc center today, we’ve added a whole new section called Microsoft 365 Management. Inside that section is a quick start guide. We’re continuing to add to that quick start guide. It has some short form videos as well as documentation on the full process for how you map, how you connect, how you sync over your users.
Dee Zepf: I believe we have over a hundred partners that have expressed interest in Early Access and are in phases of getting this all set up and running. I think once we make it well over that 100 mark, and we feel confident and comfortable that we’ve been working through any sort of corner cases with those folks, we should be able to turn this on in general availability. I’ll be shocked if we show up at our June webinar and we’re not saying it’s already GA by the time you’re sitting in front of us in June.
Kristen Costagliola: There’s a couple questions around can I sync one client at a time, am I gonna cause duplicate entries, does it delete users from Syncro. A couple of things. If and when you link your CSP, you choose when to link and how to sync those users. You can filter the users that you want to sync in. If you only want to sync a specific number of users, we’re not going to delete users. If you have a user in Syncro that already exists, we’re not deleting users that are outside of that. We’re not modifying. It will just match up any users that exist within Microsoft with users that exist within Syncro.
Kristen Costagliola: If a user gets deleted in Microsoft, it will mark that user as disabled in Microsoft in the Syncro platform so that you can actually filter by that, you can exclude them from counts. But it won’t delete users that already exist in Syncro.
Kristen Costagliola: When you set up your CSP, you can either choose to do a single tenant, so one at a time, or when you connect your CSP, we don’t automatically sync users or connect them to any of your organizations in Syncro at all. So you can still set that up manually one at a time as you go through and make sure your billing is set up there.
Andy Cormier: I have a question about universal billing. They’re saying they’re syncing through Azure Active Directory but aren’t selling 365 licenses to their customer. Does that create issues? It doesn’t. Reason being is because when you create a recurring invoice, you’d physically have to say if they have this license, I’m gonna charge this customer X. So in your case you could do one of two things. If you want to show value in what you’re doing and just say it’s included, you can set it as a $0 line item on the invoice, or you could just not include it at all. You’ll always be able to see the license counts against the organization record and what end user has what license, but you won’t need to bring it into invoicing if you don’t want to.
Andy Cormier: Richard is asking, would you be able to add asset warranty to custom asset type. Richard, phase one, no. This is something that we’re looking at. Because it’s custom asset types, there’s some things to consider like the way that the manufacturers put in there. So I think at the least, what we’ll wind up doing in a phase two is letting you put in custom warranties for those, so they’ll still work within the same system, and then we’ll look later on about potentially finding a way to automate that.
Andy Cormier: I do see a couple of questions about the Team plan trial. You can trial the Team plan again. I believe it’s every six months, because we’re just constantly adding stuff. So I want to make sure that folks on the Core plan always have an on-ramp to test out what’s new.
Dee Zepf: I’ll take one on patch management. Someone’s asking if we’re recommending patch management through Syncro directly, or using Microsoft to manage it, and only view and audit through Syncro. I’d say we’re providing flexibility. Managing all your patching through Syncro certainly provides a simple way to do that and kind of have everything in one place, so you can have your policies as well as your view into it. But we do want to provide you with the flexibility to do it however works for you. We’re just trying to make sure we’re giving you great visibility no matter how you manage your patches.
Andy Cormier: Craig’s asking when will the asset warranty be released. We officially kicked it off yesterday, so I would hate to give a date on that and miss it. I don’t think this one’s gonna take an exceptionally long time. This one’s relatively low lift. So if I had to guess, you guys should at least see an Early Access probably sometime in June.
Andy Cormier: Another question by Sherry asking what about a notification for expiring software licenses like firewall renewals. I think that’s a really good idea. There is a workaround you can do today. You could add those firewall renewals as a custom asset type, and when you add a date field you can put your renewal in there. And then in the notification center I believe there’s two notifications, one for when a date field on an asset record is seven days out, and then there’s another one for 30 days out. So you could theoretically track it that way today. But shoot me an email if you’ve got more ideas, because I do think we could expand on that.
Kristen Costagliola: There’s a question around addressing risk of allowing Syncro to manage your tenants. As we all know, unfortunately having an RMM and the ability to manage things across multiple locations as an MSP inherently creates risk. We have a number of things that we do internally to keep our security very high and make sure that Syncro as a whole does not get breached.
Kristen Costagliola: We also recommend a number of things for your account. So you can turn on pieces like IP allow list to only allow users to log in from specific IPs. You can turn on SSO so that you can manage everything for your login. You can force MFA in a bunch of areas. We’re also looking at security and permissions as a whole as we’re doing all of these to make sure that major changes within the tenants are handled properly. Our goal as a company is to minimize that risk as much as possible.
Kristen Costagliola: Then there was a question on audit mode for the baseline feature. Yes, initially out of the gate, it is audit mode. We are not going to automatically remediate any of the rules for you. This is for you to look at, to say where do things fail, where do things pass, and what do you need to change. And then you can choose to go in and update and improve over time. We’ll be adding things to automatically remediate that you can control. So if you want something to automatically remediate, you’ll be able to do that down the line in the future.
Dee Zepf: Someone was asking about licenses and do we have plans to allow people to mix and match. So if you have six license users at your company, can three of them be on Core and three of them be on Team? We don’t have any plan for that in place right now. Your whole team is on Team or your whole team is on Core. We don’t have a mix and match in place for licenses.
Kristen Costagliola: Erin asked specifically around saying they pull counts from the contacts module to bill their clients, and they want to exclude specific accounts from syncing from the Entra ID sync. Yes, you can exclude domains, you can exclude departments, you can exclude groups. We pull all of that information over. So when you set up the Entra ID sync, you can pick and choose what goes into what customer organization in Syncro. And you can also, if you wanted to manage three customers in Syncro under the same Microsoft tenant, you can do that and sync those users specifically to each one of those customer organizations. Our doc center goes really into a lot of detail there.
Andy Cormier: And just to note on that too, even beyond that, if you’ve got the ones you’re syncing in and you want to filter that further within the recurring invoices, when you bring in your contact counts, you could even say if custom field equals X or does not equal Y. So you have additional filters within the invoicing as well.
Dee Zepf: Someone is asking if they missed availability for network discovery and should they see it now in Team plan. It is available. You may need to go into your tabs and turn it on. In the doc center, if you just search network discovery, it will show up and the first thing in there is how to make sure you’re seeing the new tab. That is generally available, so you can go turn it on as part of your Team plan.
Kristen Costagliola: There was some around the Microsoft 365 Lighthouse and the Microsoft integration. We are leveraging a lot of Lighthouse. If you’re using Lighthouse, what we’re doing in Syncro is very similar to how you would use things in Lighthouse. But as we’ve been collaborating with Microsoft and looking forward, there’s a lot of things that are not in Microsoft that we’re hoping to continue to expose in Syncro to give you that multi-tenant view. So there’s things that you will see that are direct comparison equivalents of things that are in Lighthouse, and then you’ll see us continue to add more onto that for larger coverage.
Kristen Costagliola: Does this work for hybrid, on-prem versus cloud? We aren’t doing anything specific with on-prem at the moment. But if you have hybrid and you have features like write-back enabled, things like password reset should still work and we’ll still be able to pull in all of that user information. So for this first bit, it’s all cloud. And then if you have write-back or some of the other features enabled to keep your Entra ID sync together with your on-prem, it should work in your hybrid.
Andy Cormier: Jim’s asking, is Microsoft management only for the Team plan? That is a Team plan exclusive feature, Jim.
Andy Cormier: I think that’s it. Thanks everybody for the questions. This was a great round. We have a lot of good stuff today. So really excited to see you all at the next one.
Dee Zepf: Yeah, thanks so much for taking time with us today, and we’ll look forward to talking to you again next month.
Kristen Costagliola: Yeah, 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
Syncro XMM is the next evolution of Syncro’s platform, adding Microsoft 365 management as a third pillar alongside RMM and PSA. The May 2025 launch included the ability to connect single Microsoft tenants or entire CSP portfolios, continuous Entra ID user sync running hourly, and real-time user actions including password resets and MFA resets directly from the Syncro interface without logging into Microsoft. The release also introduced security posture assessments using CIS security baselines with 22 rules, each with detailed remediation instructions, configurable notifications, and framework alignment details. MSPs and IT admins can assign baselines to any connected tenant and monitor compliance drift over time. At the time of the webinar, XMM features were in Early Access with over 100 partners enrolled and general availability expected within weeks. XMM is a Team plan feature.
Syncro’s security baselines assess Microsoft tenants against the CIS security framework using 22 predefined rules. Each rule includes detailed descriptions of the applicable framework, configurable notifications, and step-by-step remediation instructions. Once a baseline is assigned to a connected tenant, Syncro evaluates each rule as pass or fail and tracks compliance over time. The system monitors drift in real time with automated rule checks and alerts, so if an end client enables guest user access or changes a security setting, the assigned technician is notified immediately. At the May 2025 launch, the baselines operated in audit mode only, meaning Syncro surfaced compliance gaps but did not automatically remediate them. Kristen Costagliola confirmed that automatic remediation with user-controlled toggles was planned for a future release. Additional rules and frameworks beyond the initial 22 were also on the roadmap.
The Syncro patching dashboard, released in Beta in May 2025, provides centralized visibility into patch status across all managed Windows devices. The top section displays compliance percentage, showing what percentage of devices are complying with the Windows update policies set for them, and coverage percentage, showing which assets are actually managed by a policy in the system. A pie chart in the middle breaks down missing patches by status so technicians can quickly see which machines need an update or reboot, and clicking any category auto-filters the detail table below. The top right section shows a severity breakdown for out-of-compliance servers and workstations, helping prioritize high-severity server patches. The bottom table is fully customizable with configurable columns, customer grouping, time period filtering, and export capability. Unmanaged assets patched through scripts or other mechanisms can optionally be included. The dashboard is accessible under the More tab if not visible in the main navigation.
Universal billing dynamically syncs third-party license counts into Syncro’s recurring invoices. Proofpoint was the first supported vendor, entering Early Access in May 2025. When a customer’s license count changes, for example from 25 to 27 business premium licenses after onboarding two new users, Syncro automatically adjusts the quantity on the recurring invoice. This eliminates the manual process of counting licenses across vendor portals and reconciling against invoices. MSPs who do not sell licenses to a customer can either set the line item to $0 to show value or simply not include it on the invoice. The integration was described as part of a broader universal billing initiative, with additional vendors planned. Andy Cormier noted that Microsoft license invoicing via the Entra ID sync would follow a similar model, allowing MSPs to automatically bill for M365 licenses based on synced user data.
Asset warranty tracking, announced as an upcoming Team plan feature in May 2025, automatically pulls warranty status for Dell, HP, Lenovo, Microsoft, and Toshiba endpoints. It displays warranty start date, end date, and whether the warranty is active or expired on the asset record’s quick info section and system info tab. Warranty dates can also be manually edited to accommodate third-party extended warranties purchased after a manufacturer warranty expires, or to track warranties on unsupported manufacturers like Asus or Acer. Warranty data is returned in the API and available as standard data fields that can be added as columns to asset tables and reports, including asset audit reports and list blocks in both report builders. Configurable RMM alerts notify technicians a customizable number of days before warranty expiration, supporting sales motions for extended warranty upsells. Andy Cormier noted the feature was expected to reach Early Access by June 2025, with a la carte per-account pricing for Core plan users to be announced by the following release webinar.
The May 2025 release redesigned the contacts section, renaming it to End Users and significantly expanding its functionality. The new end user list uses a standard table where you can display configurable fields including email, phone, location, and associated assets with direct links to those assets. A separate dedicated user detail page was added, accessible from anywhere in the product with a single click, showing all user information, Microsoft license details, last Microsoft activity, and MFA status. From this page, technicians can take Entra ID actions like resetting passwords and MFA in real time if the Microsoft integration is connected. Dee Zepf noted that upcoming fast-follow improvements would make it easy to associate assets with end users and to link and view tickets associated with each end user directly from their detail page. The redesign was described as laying the foundation for deeper Microsoft integration and billing capabilities.
No. When syncing users from Microsoft, Syncro matches existing users but does not delete any users that already exist in Syncro outside of the sync. If a user is deleted in Microsoft, Syncro marks that user as disabled rather than removing them, allowing MSPs to filter by sync status and exclude disabled users from counts. When connecting a CSP, Syncro does not automatically sync users or connect them to customer organizations. MSPs control which tenants are linked and which users sync into which customer organizations. Users can be filtered by domain, department, and group during sync setup to control exactly which records come into Syncro. For MSPs managing multiple Syncro customer organizations under the same Microsoft tenant, users can be specifically mapped to each organization. Kristen Costagliola confirmed that the sync runs hourly and that any real-time actions like password resets execute immediately regardless of the sync schedule.
The May 2025 webinar highlighted a dedicated effort toward quality of life features driven by product feedback. Specific improvements included adding product SKUs and estimate names to the API, ticket tags on recurring invoices, alphabetized lists throughout the platform, additional fields in reports, the ability to search archived customers, and standardized ticket metrics that account for business hours and SLAs when calculating average first response time and average resolution time. On the roadmap, Dee Zepf covered a unified ticket view combining assigned, subscribed, and unassigned tickets in a single view, asset archiving in technical design phase expected to ship while the weather was still warm, a Linux agent in design mode, continued mobile app improvements including end user support, and expanded security baseline capabilities. Kristen Costagliola also confirmed that mobile device management through Intune was being investigated but was not yet on the public roadmap, and that Google Workspace integration had no current plans. Quality of life updates and feature requests can be submitted via the product feedback link in the resource center at the top of the Syncro interface.
Webinar Hosts

Andy Cormier
Channel Chief, Syncro
Andy Cormier is Channel Chief at Syncro. In the May 2025 release webinar, Andy announced that universal billing was moving into Early Access with Proofpoint as the first supported vendor, explaining how dynamic license count syncing to recurring invoices eliminates manual billing reconciliation. He also presented asset warranty tracking in detail, covering automatic warranty status retrieval for Dell, HP, Lenovo, Microsoft, and Toshiba devices, manual warranty entry for unsupported manufacturers and third-party extended warranties, warranty data availability in the API and reports, and configurable RMM alerts based on days until warranty expiration. Andy noted that warranty tracking would be a Team plan feature with an a la carte per-account option for Core plan users, and fielded Q&A on custom asset type warranties, Team plan trials, credit card surcharges, and software license renewal tracking.

Kristen Costagliola
Chief Technology Officer, Syncro
Kristen Costagliola is Chief Technology Officer of Syncro. In the May 2025 release webinar, Kristen introduced XMM as the next evolution of Syncro’s platform, combining RMM, PSA, and Microsoft 365 management under one roof. She demonstrated the Entra ID continuous user sync, real-time user actions including password and MFA resets directly from the Syncro interface, and security posture assessments based on CIS security baselines with 22 rules, drift monitoring, and compliance tracking per tenant. Kristen also covered Microsoft tenant onboarding via admin settings, CSP portfolio management, user sync filtering by domain, department, and group, and the handling of disabled users. She addressed Q&A on permissions, hybrid and on-prem support, CIPP partnership, Duo MFA compatibility, and Entra ID sync filtering for billing accuracy.

Dee Zepf
Chief Product Officer, Syncro
Dee Zepf is Chief Product Officer at Syncro. In the May 2025 release webinar, Dee presented the end user redesign including the new standard table with associated assets and a dedicated user detail page, the patching dashboard Beta covering compliance, coverage, severity breakdowns, and exportable data, and ticket metric standardization with business hours and SLA-aware calculations. She walked through quality of life improvements including API additions, ticket tags on recurring invoices, alphabetized lists, archived customer search, and additional report fields. Dee also covered the roadmap including the unified ticket view, asset archiving, Linux agent plans, mobile app end user support, and Microsoft license invoicing. She addressed Q&A on Google Workspace plans, mobile device management, network discovery availability, plan pricing and mix-and-match, and asset archiving timeline.
Share








