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Cloud Solution Provider (CSP)

Partner Center overview and


walkthrough

Updated: August 2015


Contents
Introducing the Partner Center
Entering the Partner Center
Creating new Customers
Ordering and managing subscriptions
View your current and past invoice details
Opening service requests for customers
Viewing a customers service health
Updating a customers account details
Updating your CSP account settings
Create a service request for Partner Center issues
Viewing updates in the Notification center
Multi-channel capabilities
Multi-CSP Partner capabilities
Introducing the Partner Center
Introducing the Partner Center
The enhanced portal experience for CSP Partners to provision and manage
customers

Partner Center Key Capabilities

Office 365,
Provision Admin-on-
Intune, EMS,
Easy to Use Customers & behalf-of
Azure*, CRM
Subscriptions customers
Online*

Multi-channel
CSP API
& View Your CSP Content
access &
Multi-CSP Invoices* & Resources
onboarding*
Partner*
*= new capabilities *= new capabilities

Partner Center can be accessed at http://partnercenter.microsoft.com


To help with the transition, the Partner Admin Center will be available for at least until October
2015
All CSP Partners onboarded after July 12, 2015 will only have access to the Partner Center
All new features after July 12, 2015 will only be included in the Partner Center
Partner Center capabilities (August 2015)
Partner Center
PAC
(July release)
Registration form and onboarding to CSP
Provision new customers
Subscription provisioning seat based
6
services

Subscription provisioning
1
consumption services

Office, EMS, Intune available for order

Azure and CRMOL available for order

Admin-on-behalf-of (AOBO) 2
Customer management update

customer info
Multi-channel

Multi-CSP Partner

View your bill, past invoices,



download .csv

2-tier add a Reseller-of-record


Service request via link to service admin

portals
1
PAC does not support CRMOL or Azure subscription provisioning & management
Service health via link to service admin 2
PAC does not support CRMOL or Azure admin-on-behalf-of

portals 3
Includes Partner profile, support contact info, tenant details
4
In PAC, links to content on MPN requires Partner to sign-in using MPD ID credentials
5
In PAC, assigning user roles must be done in the O365 admin portal, not directly in
User and DAP role management 5
the PAC
6
Includes O365, Intune and EMS only
Easy access to CSP content & resources 4
Entering the Partner Center
Go to the
Partner Center
homepage

Go to https://partnercenter.microsoft.com to go to the
Partner Center homepage. Click on Dashboard or Sign in
to Partner Center.
Sign in to the
Partner Center
using your CSP
tenant
credentials
(same
credentials
used with the
Partner Admin
Center)

Use the credentials associated with the tenant you used to


onboard to CSP. For Partners who used the Partner Admin
Center, its the same credentials that you have been using.
The Partner
Center
Dashboard
provides quick
links to top
tasks

After signing in, you are taken to the Dashboard page.


Here you will find quick links to top tasks. Note: depending
on your permissions, certain links may or may not be
displayed.
Creating a new customer
From the
Dashboard,
click Add new
customer

To create a new customer, go to


the Dashboard and click Add
new customer.
Or, from the
Customers
page click Add
customer

If you are already on the


Customers page, click on the
Add customer button.
Enter the new
customers
account info.
Click Next:
Offer info.

Fill out the new customer


information. If the primary domain
is already taken, you will need to
select a different domain. Click
Select the
offers and
desired number
of seats. Click
Next: Review

Select one or more offers, along with the number of


licenses for each offer. In this example, the Microsoft
Azure pay-as-you-go offer and Office 365 E1 are
selected.
Note that there
are separate
tabs for
Enterprise
offers and
Small Business
offers

Note that there are different tabs


for Enterprise offers and Small
Business offers.
Review the
customer
information
and offers
details. Click
Submit

Review the new customer and


offer details. If you need to
change anything, click on one of
the Update links. Otherwise, click
View the
confirmation.
Click Done

View the new customer


confirmation. Click Done.
The new
customer now
appears on the
Customers list

The new customer will appear on the


Customers list. Note: it may take up to a
couple of minutes for the customer to
appear on the list.
View summary
details and
quick links for
the customer

Click on the down arrow in the far


right column next to a customer
provides additional information and
quick links to the individual service
Managing subscriptions
Creating a new subscription
Ordering add-ons
Changing number of seats
From the
Customers
page, click Add
subscriptions

To provision new subscriptions for a customer, first


click on the down arrow in the far right column to show
the expanded details for the customer. Then click Add
subscriptions.
Select the
offer(s) and
number of
licenses. Click
submit

Select the offer(s) and number of


licenses for each new
subscription. Click Submit.
New
subscription
now appears
on the
Subscriptions
list for the
customer.

New subscriptions now appear on the customers


Subscriptions page. You can see the number of licenses in
the Quantity column and the date in which the subscription
auto-renews in the Status column.
To order add-
ons or change
the number of
licenses, the
subscription
link

To order add-ons for the subscription or to change


the number of licenses, click on the subscription
link.
You can give
the
subscription a
nickname,
change the
quantity or
change the
status

You can choose to give the subscription a nickname.


You can also change the number of licenses, order add-
ons or change the status of a subscription.
Update the
license
quantity and
order an add-
on subscription

In this example the license quantity is increased to 20


total licenses. 20 licenses of Exchange Online Archiving
for Exchange Online is also added. Click Submit.
View the
updated
license
quantity and
add-on
subscription on
the
Subscriptions
page

View the updated number of licenses on the


Subscriptions page. You can also see the new
add-on subscription.
Change the
status of a
subscription
from Active to
Suspended.
Click Submit

To change the status of a


subscription, click on Suspended.
Then click Done.
Subscription
now in the
Suspended
state in the
Status column

On the Subscriptions page, the Status


column reflects the updated subscription
status. In this example the subscription is
Suspended.
View your current and past invoice details
View your
current and
past invoice
details

From the Partner Center Dashboard, click


Billing to view your current invoice, past
invoices and reconciliation files.
1 2

View or
download your
bill and
reconciliation
files
3

1 View your bill for the current month, including your account balance
2 due
View a bar chart of your monthly bills for the past 3, 6 or 12 months
3 View your billing history, by year
4 Download your bill and reconciliation files (both license-based and
usage-based)
Opening a service request for a customer
issue
On the
Customers
page, click on
the customer
that is having
the issue

While on the Customers page,


click on the customer that is
having the issue.
Click on
Service
management

Click on the Service


management link from the left
navigation area.
On the Service
management
page, click on
the appropriate
service request
link

While on the Service management page, click on the


appropriate Create or view service request link. For
example, if the customer is experiencing an Office 365 issue,
click on the link in that section of the page.
You are taken
to the service
request page
for the selected
service

After clicking Create or view service request, you are taken to the
service request creation page for the selected service. In this
example, you are starting to create an Office 365 service request on
behalf of the customer. Also notice that this is in the context of the
Viewing the Service Health of a customer
On the
Customers
page, click on
the customer in
which you want
to view the
current service
health status

While on the Customers page,


click on the customer in which
youd like to view the current
service health status.
Click Service
management

Click on the Service management link


from the left navigation area.
On the Service
management
page, click on
the appropriate
service health
link

While on the Service management page, click on the


appropriate View service health link. For example, if the
customer is experiencing an Azure issue, click on the link in
that section of the page.
View service
health details
of the selected
service

Clicking on the View service health link brings you to the current
service health status for the selected service. In this example, you are
taken to the customers Azure management portal. Notice that you are
accessing the portal in the context of the customer. In this example,
Updating a customers account details
On the
Customers
page, click on
the customer in
which you want
to update the
accounts
details

While on the Customers page,


click on the customer in which
youd like to update the account
details.
Click on
Account

Click on the Account link from the


left navigation area.
On the
Account page,
view the
current
customer
details

While on the Account page, view the current customer


details. To update or change the information, click Update.
Update the
customers
account details

Update the customers Company details and Primary


contact details. Then click Submit.
Updating your CSP account settings
On the
Dashboard,
click Account
settings

On the Dashboard, click on


Account settings
View your
current
information on
the Partner
profile page

On the Partner profile page, view your current profile


information.

To update the support contact details that your customers


Update your
support contact
details

On the Support profile page, enter or update your support


contact details. Click Save.
View your
Organization
profile
information

View details on the Organization location profile page.


This includes your Microsoft ID, organization name, primary
contact and Address.
Creating a service request for Partner
Center issues
Create a
service request
for Partner
Center issues

On the Dashboard, under


Helpful resources click on
Create a service request for
Partner Center issues.
Start in the
Billing and
product info
category

Click on Billing and product info


to begin creating a service request
for Partner Center issues.
Under
Feature,
select Partner
Center

In the Feature dropdown menu, select Partner


Center. Complete the Symptom and Issue
details. Click Next.
Access CSP program documentation
Access the
latest CSP
pricelists and
Offer Matrix

From the Dashboard, click Sales to view the


latest pricelists and Offer Matrix.
Viewing updates in the Notification center
From the
Dashboard,
click
Notification
center

From the Dashboard, click Notification center


to view important updates and service health
information.
View current
issues, updates
and service
health
notifications

View important updates and service health


notifications.
Giving users access to Partner Center
User
management
enables you to
assign or
change users
roles for
Partner Center
access and
customer
management
permissions

User management capabilities enables you to assign or change


the role assigned to an individual within your organization. This
establishes the permissions that users have within the Partner
Center and their ability to manage customers. Click View users
On the User
management
page, click Add
user

On the User management page, click Add user.


On the Add
user page,
select the
appropriate
roles.

On the Add user page, select the desired role for managing your
CSP customers and the desired role for the ability to manage your
own tenant. Click Add.

Note: Find more information on the permissions for each role here.
Cloud Solution Provider (CSP)
Multi-Channel Capabilities
Multi-Channel: Common scenarios

Prior to enabling multi-channel, CSP partners like you were only able
to order subscriptions for customers they provisioned as a CSP Partner
(using the Partner Admin Center). However, its common to work with
customers who have an existing tenant. In these cases you need the
ability to provision CSP subscriptions for these customers on the same
tenant. Multi-channel capability makes this possible.
You can provision CSP You can provision CSP You can provision CSP
subscriptions for a subscriptions for a subscriptions for a
customer that has customer that has customer that has
already has a tenant existing existing
(i.e. wasnt originally subscription(s) that subscription(s) that
provisioned as a CSP you previously sold to were previously
customer). the customer as an purchased directly
Advisor Partner. from Microsoft.
Multi-Channel: What it is!
Customer Tenant
Office 365 License Pool

Direct Open Advisor EA CSP

Enables CSP
subscriptions to co-
Enables partners to Customer retains full
exist with other
provision CSP control over their
subscriptions on the
subscriptions for a existing subscriptions
same tenant (e.g.
customer that has an
purchased directly
existing tenant
from Microsoft, via
Open, EA)
Multi-Channel: What its not!
Customer Tenant
Office 365 License Pool

Direct Open Advisor EA CSP


Does NOT transition Does NOT prevent end
Does NOT impact or
the customers customers from
change any of the
existing subscriptions purchasing
customers existing
over to the CSP subscriptions from non
subscriptions
Partner CSP Channels
Does NOT change the
Does NOT allow the
customers terms or
CSP Partner to change
obligations on any of
any Advisor Partner-of-
the existing
Record information
subscriptions
Multi-channel high-level process & flow
CSP Partner CSP Partner Customer Customer logs CSP Partner is
identifies a goes into receives CSP into its own granted
potential CSP Partner Center; invitation email tenant and delegated
customer creates a CSP accepts CSP admin
invitation, invitation permissions
sends to (DAP)
customer
CSP Partner can Customers
then provision existing
CSP subscriptions Key callouts:
subscriptions remain
for customer in unchanged Establishing a relationship with a CSP Partner
the Partner does not change or transition existing
Center
Microsoft bills CSP Direct, Advisor- POR on existing subscriptions to the CSP Partner
Partner lead, Open and EA subscriptions is
subscriptions preserved, cannot The customer is in control of existing
remain unchanged be changed by subscriptions, including the decision whether
CSP Partner
to renew or let these subscriptions expire
CSP Partner bills DAP relationships Terms and billing
customer for CSP preserved, cannot arrangement on CSP Partner with DAP can manage and
subscriptions be changed by existing administer the service for the customer but
CSP Partner subscriptions cannot modify the customers non-CSP
remain unchanged
subscriptions
From the
Partner Center
Dashboard or
while on the
Customers
page, click
Request a
reseller
relationship

From either the Dashboard or


while on the Customers page,
click on Request a reseller
relationship.
Copy the
relationship
request
invitation text
for use in an
email invitation

Copy the CSP relationship invitation text and paste


into your own email template to send to
customer(s).
Customer is
prompted to
sign-in into
own admin
portal

After receiving the CSP relationship invitation via email


from you, the customer is prompted to sign-in to its own
admin portal (the user must have global admin
privileges to accept the CSP relationship invitation).
Customer signs
in to its tenant

Customer must sign in to its tenant to accept the CSP


invitation. Note that the person accepting the
invitation must have the global admin role permissions
on its own tenant.
This is the what the customer sees after clicking on the invitation
link.

Customer
reviews and
accepts the
CSP invitation

Customer reviews the CSP invitation details and must


click Yes in the checkbox, and then clicks Authorize
CSP to accept.
CSP Partner
now shows up
as a delegated
admin in the
customers
admin portal

After accepting the CSP invitation, the CSP partner


will then appear within the customers admin portal
in the list of delegated admins.
Customer now
appears in the
Partner Center
on the
Customers
page

Once the customer accepts the CSP invitation, the


customer then appears in your customer list (in this
example, the customer Fourth Coffee just accepted
the CSP invitation).
After the customer accepts your CSP invitation and the customer
appears on you Customers list, you can provision subscriptions and
Now you can manage that customer just as you would any other CSP customer.
manage the
A few important notes about managing your new customer in the
customer in Partner Center:
which you
Only CSP subscriptions are listed for the customer; non-CSP
established a subscriptions (e.g. subscriptions purchased directly from Microsoft)
CSP arent shown in the Partner Center
relationship. You can only provision add-on subscriptions for base subscriptions
you provision as a CSP provider
Cloud Solution Provider (CSP)
Multi-CSP Partner Capabilities
Multi-CSP Partner: Overview
Prior to enabling multi-CSP Partner capabilities, customers were only able to be associated with a single
CSP Partner. Once a customer was connected to a CSP Partner, that customer was not able to purchase
through any other CSP Partner. However, some customers may want or need to work with more than one CSP
Partner. For example, one CSP Partner may be an expert in Office 365, while another Partner may specialize
in Microsoft Azure. The multi-CSP Partner capability makes it possible for Partners to establish a CSP
relationship with a customer that already has an existing CSP Partner. While this enables multiple CSP
Partners to work with the same customer tenant, this capability is not designed to migrate or transition any
subscriptions or customer ownership from one CSP Partner to another CSP Partner. Additionally, having more
than one CSP Partner is solely at the discretion and choice of the customer.

Example scenarios:

A customer has an existing CSP A customer has an existing CSP A customer has an existing CSP
Partner that sold it Office 365 and Partner that sold it Exchange Partner that specializes in
then establishes a relationship Online, and then establishes a Dynamics CRM Online, and then
with a second CSP Partner that relationship with a second CSP establishes a relationship with a
specializes in Microsoft Azure. Partner that specializes in second CSP Partner that
SharePoint Online. specializes in Microsoft Azure.
Multi-CSP Partner: How it works
The process of a establishing a CSP relationship with a customer that already has a CSP Partner is
similar to the process used in multi-channel capabilities. The basic steps are:
(1)Go into the Partner Center and then go to your Customers list
(2)Click Request a reseller relationship at the top of the page
(3)Copy the email text and invitation URL
(4)Paste the email text and invitation URL into an email and send to your prospective customer
(5)Customer receives your email, clicks on the invitation link and is prompted to log into its tenant
(6)Customer reviews the invitation and clicks to accept the invitation
(7)After accepting the invitation, that customer appears in the Partners customer list in Partner
Center
(8)Partner can then provision and manage CSP subscriptions for the customer

Important notes: Multi-CSP Partner Functionality Does Not:


Does NOT impact or change any of the customers existing subscriptions
Does NOT transition the customers existing subscriptions or ownership of the tenant
Does NOT change the terms or customers obligations for any of the existing subscriptions
Does NOT allow the CSP Partner to change any Advisor Partner-of-Record information
In this
scenario, the
customer
already has a
CSP Partner

Customer already has an existing CSP Partner, as


seen when the customer goes into its own admin
portal. In this example, the customer already has a
relationship with Zulu Cloud Solutions, a CSP
In Partner
Center, from
the Dashboard
or while on the
Customers
page, click
Request a
reseller
relationship

In Partner Center, from either the


Dashboard or while on the
Customers page, click on
Request a reseller
Copy the
relationship
request
invitation text
for use in an
email invitation

Copy the CSP relationship invitation text


and paste into your own email template
to send to customer(s).
After you send
the invitation,
the customer is
prompted to
sign-in into
own admin
portal

After receiving the invitation from you and clicking


on the invitation link, the customer is prompted to
sign-in to its own admin portal (the user must have
global admin privileges to accept the CSP
relationship invitation).
Customer signs
in to its tenant

Customer must sign in to its tenant to accept the CSP


invitation. Note that the person accepting the
invitation must have the global admin role permissions
on its own tenant.
This is the what the customer sees after clicking on the invitation
link.

Customer
reviews and
accepts the
CSP invitation

Customer reviews the CSP invitation details and must


click Yes in the checkbox, and then clicks Authorize
CSP to accept.
CSP Partner
now shows up
as a delegated
admin in the
customers
admin portal

After accepting the CSP invitation, the CSP partner


will then appear within the customers admin portal
in the list of delegated admins. In this example,
Bravo Cloud Solutions is the additional CSP Partner
Customer now
appears in the
Partner Center
on the
Customers
page

Once the customer accepts the CSP invitation, the


customer then appears on your customer list (in this
example, the customer Wingtip Toys Inc just
accepted the CSP invitation).
Now you can
provision and
manage
subscriptions
for your new
CSP customer

Notice that there are no subscriptions listed. You are


not able to see or manage subscriptions created by
other CSP Partners. Click Add subscription to
create a subscription for the customer.
Add
subscriptions
for your new
CSP customer

Choose the offers. In this example, the CSP Partner


orders an Azure subscription for the customer. Click
Submit.
Subscriptions
you provision
for the
customer
appear in your
Partner Center.

The new subscription now appears in your Partner


Center. Other CSP Partners are not able to view or
manage this subscription.
!
Note: Customer
can also
remove a CSP
Partner from
having
delegated
admin
privileges
A customer can choose to remove any or all its CSP Partners from having
delegated admin permissions on its tenant. Note: This does NOT sever the CSP
relationship; it only removes delegated admin privileges so that the Partner is not
able to access the customers admin portal. The CSP Partner is still able to
provision subscriptions for the customer and still must support the customer. The
CSP Partner can reestablish delegated admin privileges by resending the CSP
Customer
confirms
removal of CSP
Partner from
having
delegated
admin
privileges

Customer confirms that it wishes to remove the CSP


Partner from having delegated admin privileges.
CSP Partner no
longer appears
on list of
delegated
admins

The CSP Partner no longer appears on the list of delegated admins. In this
example, Zulu Cloud Solutions was removed by the customer. Note: This does
NOT sever the CSP relationship; it only removes delegated admin privileges so
that the Partner is not able to access the customers admin portal. The CSP
Partner is still able to provision subscriptions for the customer and still must
support the customer. The CSP Partner can reestablish delegated admin