Training Guides

CSP (O365) Customer Self-Service

Why do this..

Follow the instructions below to learn how to add new and manage existing 0365 services.

 

1. Add new 0365 tenants

Go to your e-store, via the left-hand menu.
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Find the 0365 CSP Direct service.
Click add service.
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The form will pre-populate with details from your organization > properties.

Make sure your company address details are completed and correct these are required by Microsoft when creating new tenants. A message will show if missing.

The contact details on the form will be used to create an admin user, and a confirmation email will be sent to this contact email address with 0365 login credentials.

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Check and update the details and then click add service.

Cloudmore will then check the availability of the domain and confirm if it is available.

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If the domain is not available, this is because it already has a Microsoft tenant registered against it.  If another supplier provides this, you will need to request a CSP relationship via the partner center.

Click add service again.

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The Microsoft tenant will now be created and show immediately in the partner center.

A confirmation email will be received to the contact email address with 0365 login credentials.

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Note: -
No charges have been incurred at this stage.
The 0365 Service will now show under My Services.
You will automatically be navigated to the Subscription Management to add a new subscription.

2. Add new subscription

Go to my Services > 0365> subscriptions from the left menu.

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And then click add subscription.

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The intelligent subscriptions selection screen will now display.

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Select the required category 

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and product group.

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Cloudmore will dynamically display the available products based on the category and group selected.

Select the product you wish to add.
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Hover your cursor over the product name to see additional information.

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Select the quantity you wish to add from the drop-down menu.

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Cloudmore will calculate the price for the selected quantity.

The price used will be as set and agreed by your reseller.

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Click on show details to see additional information, including item code and subscription period.

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Click create subscription.

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  • The subscription will be created, show in the partner center, and will be available immediately.

    Note: -
  • Costs will now be incurred based on the Microsoft billing rules.
  • The new subscription will show in the subscription view for onward management.
  • You will automatically be navigated to the Subscription Management to manage existing subscriptions or to add a new subscription.

3. Manage existing subscriptions

Go to My Services, 0365, subscriptions from the left menu.
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Here you can clearly see a list of existing subscriptions, the offer ID, the price you are charging, quantity purchase, quantity consumed and the date renewal date that the Microsoft price lock ends.

Use the action icons to the right of each subscription you want to manage.

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Manage Add on’s
Click theO365 Self service 17.56.33 icon to manage add on’s.
Hover your cursor over the product name to see additional information.
Select the quantity required and click add.
The add-on will be available immediately.
Costs will now be incurred based on the Microsoft Billing rules.

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Change Quantity
Click the O365 Self service 17.56.46 icon to change quantity.
Select the new quantity required from the drop-down list.

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The new monthly cost will be automatically calculated.
Click update
The changes will be applied / available immediately.

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Suspend a Subscription
Click the O365 Self service 18.01.59 icon to suspend the subscription. A confirmation pop-up will display.
Click OK, and the service will be immediately suspended.
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The status will change to suspended. To remove the subscription suspension, click on the action icon.

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4. Manage users

Users are bi-directionally synced in real time with the Microsoft partner center. This means Cloudmore supports different business processes regardless of if users need to be created in Partner Centre directly or via 3rd party tools.

Go to My Services, 0365, users from the left menu.

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An admin user is created during the add new tenant process. 

Add a New User

Click + new user
Complete the form

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If you tick generate password, a password will be immediately emailed to the email address entered with the login credentials.

Click create user
The user will be available immediately and will appear in the list of users for onward processing.

User import.

Users can be imported from the Cloudmore user directory.
Click user import

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Enter the email address that the password should be sent to.
Click import users
A password will be immediately emailed to the email address entered with the login credentials.
The users will be available immediately and will appear in the list of users for onward processing.

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User Export.

Users can be exported to the Cloudmore directory.
Click user export

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Enter the email address that the password should be sent to.
Click user export
A (Cloudmore) password will be immediately emailed to the email address entered with the login credentials.

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5. Subscribe / unsubscribe users to / from subscriptions

Go to My Services, 0365, users from the left menu.

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Tick the users you wish to assign subscriptions to then click the O365 Self service 18.06.23icon in the top right corner. Then select assign subscriptions.

To subscribe an individual user, click on the Screen Shot 2018-05-20 at 18.52.15 icon

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Select the subscription you wish to assign. If multiple subscriptions are available, they will display in the list.
Note: The quantity available and quantity consumed will be displayed for each subscription.
Click subscribe

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The user view will be updated to show the number of subscriptions subscribed to each user.
Click on the number to see details of subscriptions.
The subscription will be available to use the user immediately.

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The consumed units will be updated to show the changes you have made.

Unsubscribe a user from a subscription.

From the user view, click on the number next to the user you want to unsubscribe.

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Select the subscriptions you wish to remove.
Click Unsubscribe.
The subscription will be removed from the user immediately.
The consumed units will be updated to show the changes you have made.

6. Customer billing report

Go to My Services, 0365, billing report from the left menu.

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Select date range

Click on the date field and select the desired range.

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Last month will set the date range first day to last day of the previous month.
The custom range allows you to select multiple months and will display a billing report for each month.

Note: - Each month will contain one billing report that corresponds with your (reseller’s) Microsoft billing cycle. For example, if your resellers billing cycle Ends on the 15th – Cloudmore will display a billing report dated the 16th covering the MS billing cycle 14th previous month – 15th selected month.

View detail

The billing report will be grouped by: -
Date - One billing report per billing cycle within selected date range will be displayed. This will show the total invoice amount. Click on date to expand.
Subscription - The report is automatically grouped per subscription and shows the invoice amount. Click on subscription to expand.
Detail – This will display a line item for each type of transaction, e.g. cycle fee, refund or pro-rata billing. Each line item will have a quantity and price. The correct price is automatically applied from either the Cloudmore global, or customer specific price list.

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Export
Export the report to see more details by clicking on the O365 Self service 18.06.23 icon, above the report to the right.

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The file will download automatically.

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Find out more about our CSP Integration and Automation

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Tags: Customer Self Service

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