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Microsoft CSP Subscription Renewal Templates

Jan 8, 2020 2:49:35 PM

Why do this..

As a Cloud Service Broker administrating CSP subscriptions on behalf of organizations or as an organizational user self-administrating their own CSP subscriptions they may wish to to receive an email notification when my CSP subscription is about to expire so that appropriate action can be taken

 

Follow the instructions below to learn how to set the renewal template for CSP renewals

1. Create the Email Template

Navigate to the Cloud Service Broker menu then click on Email templates and then click Add template 

The Edit Template screen will be presented. This will represent the email that will be sent to the recipients of the subscription renewal notification. The following entries are presented:

 

      • Template Type: Choose the Microsoft 365 CSP presented from the drop-down list
      • Template Name: This field will accept a user defined entry and will be display in the notification parameters in the Microsoft O365 CSP Direct service > Settings page
      • Description: This field will accept a user defined entry and should be a description of the use of the email template
      • Subject: This field will accept a user defined entry and will appear as the subject line on the email received by recipients of the notification
      • Body: This field will accept a user defined entry and will appear as the main narrative on the email received by recipients of the notification. A number of fields are also available to use within the template to identify specific information from the Cloudmore Platform e.g. Contact details and Subscription details

CSPScheduledSubsciptionRenewalSection1.1

  • Save the email template

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2. Navigate to the Notification Setup Screen

  • Navigate to the Cloud Service Broker menu then click on My Services and then Microsoft O365 CSP Direct and go to the Settings page

3. Select the Notification parameters

  • Scroll to the Notifications section and a number of options will be displayed for completion
    • Days left: Select one option from the range of Days left before the subscription ends to automatically send the notification email
    • Select email template: Select the email template created from Step 1 from the dropdown options presented.
    • Cloud Service Broker email: Enter the email address of the recipients within the Cloud Service Broker who will receive the notification email
    • Organization Notification Email address: Tick this box to send the notification email to the Notification email address entered in the organization profile screen.
    • Update
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