Link 0365 tenants to organizations
Follow the instructions below to learn how to Link O365 tenants to organizations.
If you have a large number of tenants, then contact firstname.lastname@example.org who we be able to run a routine to link these in bulk.
You must have completed your CSP setup to complete this step.
You need to link tenants if you have existing CSP customers or when new customer’s tenants are created via the Partner Center. When new 0365 / Azure services tenants are created via Cloudmore this process is automatic.
1. Go to Microsoft O365 CSP direct
Log in to Cloudmore. Navigate to your reseller menu, then click on my services, and then Microsoft O365 CSP direct.
2. Link tenant to organization
Click on link tenant to organization.
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.
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.
5. Create a new organization record from the tenant
Choose the tenant and then click the + icon under Actions.
The fields will pre-populate with data from the partner center.
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|
6. Link to an existing organization record
Click the icon under Actions. Click the drop down menu and pick the organization record for this tenant, then click link.
You have now linked the tenant to an organization.
Repeat this process for each of your existing CSP tenants.
Once you have matched all tenants and the alert is showing no tenants to match, follow the steps in the guide testing your CSP Integration.