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CSP (Office365 Business Processing)

Mark Adams
Nov 23, 2017 6:26:00 PM

Why do this..

CSP tenants and subscriptions can be created and updated in Cloudmore without the need to access the Microsoft Partner Centre.   Tenants, subscriptions and users are created and managed in real time and any additions and changes are available instantly.   You will be able to see the sales price (managed via the price list) and your calculated margin % at point of purchase. 

New customers and changes to existing customers will automatically be added to the billing report at the end of the billing cycle and will be invoiced the correct quantity and amount. 

Your customers can also self-serve via Cloudmore, enabling them to add new services and manage existing services 24/7.  If activated the approval process, interrupts, and requires you to approve the transaction.

The API connection with the Microsoft Partner Center is bi-directional.   If subscriptions and users are created in the Partner Centre they will automatically show in Cloudmore.  This enables Cloudmore to fit with different business processes, including; migrations using 3rd party tools and transfers of subscriptions from other programs such as syndication or indirect CSP.   

 

Follow the instructions below to learn how to process your office 365 business in Cloudmore 

1. Add new O365 tenants

2. Add new subscription

3. Manage existing subscriptions

4. Manage users

5. Subscribe / unsubscribe users to / from subscriptions

6. Customer Billing Report

1. Add new 0365 tenants

**The steps explained below can be carried out at both cloud service broker level or by your customers**

From Cloud Service Broker Menu > Manage Organizations > Organization, find or add (add organization) the customer you want to add the new 0365 tenant for.

Go to their e-store, by clicking on Actions > Add Service                                                 

addservice      

Find the 0365 CSP Direct service.

Click add service.

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The form will pre-populate with details from the organizational record.

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

Make sure company address details are added in the organizational record, these are required by Microsoft when creating new tenants.  A message will show if missing.

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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 this is provided by another supplier, you will need to request a CSP relationship via the partner center.   Once the relationship is confirmed they will show as an existing tenant and follow the link tenant process.

Click add service again.

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

No charges are incurred at this stage.

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

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2. Add new subscription

**The steps explained below can be carried out at both reseller level or by your customers**

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.


subscription selection screen

Select the required category.

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Select Billing Cycle

0365BP2

and product group.

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

Add Friendly name

This is optional, you can create  an 0365 subscription friendly name which will appear on all subscription views and on billing reports at both cloud broker and organisation level.

friendly name

 

Add PO Number

This is optional, the PO number appears on the O365 billing export and is typically used to help match subscription costs against PO numbers

PO number

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 and confirm the cloud service broker margin (this is hidden when your customers self-serve!).

The price used will be either from the global price list or the customer specific price you have set, if applicable.

cloud service broker margin

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

show details margin

Any changes to the customer pricing should be made in the price list before adding the subscription.

Click create subscription.
Costs will now be incurred based on the Microsoft Billing rules.

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

The new subscription will show in the subscription view for onward management.

3. Manage existing subscriptions

**The steps explained below can be carried out at both cloud broker level or by your customers**

Go to My Services, 0365, subscriptions from the left menu

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Here you can clear 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 actions drop down menu to the right of each subscription you want to manage.

mange subs 2

Manage Add on’s

Click the plus 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.

Change Quantity

Click the edit icon to change quantity.

Select the new quantity required from the drop-down list.

edit quantity

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

edit - details

Manage Historic Sales Price

Click the  sales   Icon to edit the subscription sales price

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View Subscription History

Click the history icon to view subscription history

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Click the  suspend  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 actions menu and click on Activate.

activate

Click OK and the service will be immediately suspended. 

activate-1

4. Manage users

**The steps explained below can be carried out at both reseller level or by your customers**

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

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

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A list of existing 0365 users will be displayed.

 users2

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

Add a New User

Click + new user
Complete the form

adduser

Password Settings

If you select Generate password, the office 365 login credentials will be emailed to the address entered below.

If you untick Generate password you will be prompted to input a password of your choice. You will need to share the login credentials with the user. 

 Note: Minimum password length is eight (8) characters. Password must contain uppercase and lowercase characters, numbers and non-word characters. Password cannot contain parts of the user's user name or parts of the user's full name.

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 

 Pic33.png

Enter the email address that the password should be sent to.

Click import users

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

 Pic34.png

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

**The steps explained below can be carried out at both reseller level or by your customers**

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

 Pic37.png

Subscribe user(s) to a subscription.

Tick the users you wish to assign subscriptions to then click the Pic47.pngin the top right corner. Then select assign subscriptions.

assign

To subscribe an individual user, click on the Actions and then click Subscriptions

assign2

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.

update

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.

managesubunsubscribe

Select the subscriptions you wish to remove.

Click unsubscribe.

The subscription will be removed from the user immediately.

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

6. Customer billing report

**The steps explained below can be carried out at both cloud broker level or by your customers**

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.

 Pic45.png

Last month will set the date range first day to last day of the previous month.  

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 the Cloud Broker's Microsoft billing cycle.  For example, if the Cloud Broker's billing cycle ends on the 15th – Cloudmore will display a billing report dated the 16th. This covers the MS billing cycle from the 14th of the previous month to the 15th of the 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 show 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 Pic47.png icon, above the report to the right.

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The file will download automatically.

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END 

 

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