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Manage linking CSP tenants to organizations

Dyfed Wallis
Jun 9, 2017, 12:37:30 PM

 

Why do this..

It is important to managing linking your 0365 tenants to organizations so you can see all your customers and their CSP services in Cloudmore.  This enables you to manage add, moves and changes, and allow your customers to self service.    

To get complete billing reports, that correlates with your monthly Microsoft invoice, you must make sure that all customer tenants are linked.  Unlinked tenant’s data will not show in Cloudmore reports making full costs and sales reconciliation impossible.

 

Follow the instructions below to learn how to Link O365 tenants to organizations.

Pre-requisites

You must have completed your CSP setup to complete this step.

You only need to link tenants when new customer’s tenants are created via the Partner Center.  When new tenants are created via Cloudmore this process is automatic. 

1. Go to Microsoft O365 CSP direct

Log in to Cloudmore.  Navigate to your Cloud Service Broker menu, then click on My services, and then Microsoft O365 CSP direct.

Link tenants 1.png

2. Link tenant to organization

Click on link tenant to organization.

365linkOrganisationsMenu

3. Tenant alert

Cloudmore will discover all existing CSP tenants and will show an alert highlighting the number that are not linked to an organization. You should regularly monitor this alter to make sure all tenants are matched as un-matched tenants will not show in the billing reports and Cloudmore will not generate billing data for these customers. 

Link tenants 5.png

4. Find tenant

This will display the tenants that we have discovered in your partner center. 
Tip: Use the filter to find a specific Tenant Record.

linking Orgsmenu

5. Create a new organization record from the tenant

Choose the tenant and then click the + Create  icon under Actions.

CreateaLinkOrg

The fields will pre-populate with data from the partner center. 

OrgDetailsLink

Complete any missing date and click create organization and link.

Name  Full Customer Name
Primary domain Main domain name used by the customer. Do not enter HTTP or www
Registration number Company ID or Tax ID.  If you do not have this you can leave this field empty
Notification email address Email address where Cloudmore notifications for this customer should be sent
Contact phone

Phone number

Service Currency 

The currency that payments will be received from the Organization

 

6. Link a tenant to an existing organization record

Click the Link Tenant - pencil.pngLink icon under Actions. Click the drop down menu and pick the organization record for this tenant, then click link.

Linkexistingorg-1

You have now linked the tenant to an organization.

Repeat this process for each of your existing CSP tenants.

7. Auto create and link  to an existing /Microsoft tenant record

The Auto create and link button will create Cloudmore organizations for all unlinked Microsoft tenants.

autocreateandlink

 

8. Unlink an organization record from the tenant

Choose the tenant and then click the x Delete icon under Actions and confirm removal of services from organization and unlinking of tenant id .

unlinktenant

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