Confirming Customer Acceptance of a Reseller Relationship in Work 365

Applies to: Work 365, Microsoft Partner Center
Audience: CSP Partners, Administrators

Overview

Establishing a reseller relationship with a customer is essential for managing their subscriptions and services through Work 365. After sending a reseller relationship request, it’s important to verify whether the customer has accepted the invitation. This guide outlines the steps to confirm customer acceptance within both the Microsoft Partner Center and Work 365 platforms.

Steps to Confirm Acceptance in Microsoft Partner Center

1. Sign In to Partner Center

✅ Navigate to the Microsoft Partner Center and sign in with your partner credentials.

2. Access Customer List

✅ From the dashboard, select Customers to view your customer list.

3. Verify Customer Appearance

✅ If the customer has accepted your reseller relationship request, their organization will appear in your customer list with an active reseller relationship status.

4. Manage Customer Details

✅ Click on the customer’s name to access and manage their:

✔ Subscriptions
✔ Services
✔ Users
✔ Licenses

Integration with Work 365

1. Provider Account Mapping

✅ After a customer accepts the reseller relationship, Work 365 automatically creates a new Provider Account record for the customer.
✅ It's imperative to map this new provider account to the corresponding customer record in Work 365.
✅ This mapping ensures that:

✔ Billing functions operate correctly.
✔ Provisioning processes remain uninterrupted.

2. Notification of New Accounts

✅ While the synchronization process is automated, setting up workflows or utilizing the Report Scheduler in Work 365 can provide notifications when new provider accounts are created.
✅ This proactive approach allows for timely mapping and reduces potential operational delays.

Important Considerations

Timely Mapping:
Without proper mapping between the provider account and the Work 365 customer record, billing and provisioning processes may be disrupted. Ensure that each new provider account is promptly and accurately mapped.

Customer Communication:
Maintain open communication with your customers throughout the onboarding process to address any questions or concerns regarding the reseller relationship.

Conclusion

By following these steps, you can effectively confirm customer acceptance of a reseller relationship, ensuring smooth customer onboarding, accurate billing, and seamless integration in Work 365.