Provisioning Add-Ons in Work 365
Applies to: Work 365, Dynamics 365
Audience: Administrators, CSP Partners
Overview
In Work 365, add-ons are supplementary services or features that enhance primary subscriptions. Proper provisioning of these add-ons ensures seamless integration and functionality. This guide outlines the steps to effectively provision add-ons within the Work 365 platform.
Key Considerations
1. Parent-Child Relationship
✅ Definition: Add-ons must be linked to their respective primary (parent) subscriptions to function correctly.
✅ Example: Services like Audio Conferencing or Phone System should be associated with a primary subscription such as Office 365 E5.
2. Bundling Subscriptions
✅ Scenario: When creating bundles that include both primary subscriptions and add-ons, it's crucial to maintain accurate parent-child relationships.
✅ Common Issue: Assigning an add-on to a virtual parent (e.g., a custom bundle) instead of the correct primary subscription can lead to provisioning failures.
Provisioning Steps
1. Access Work 365
✅ Log in to your Dynamics 365 environment.
✅ Navigate to the Work 365 app.
2. Navigate to Subscriptions
✅ In the left-hand menu, select Subscriptions.
✅ Locate and open the primary subscription to which you intend to add the add-on.
3. Add the Add-On Subscription
✅ Within the primary subscription record, navigate to the Related tab.
✅ Select Add-ons.
✅ Click on New Add-on to create a new add-on subscription.
4. Configure Add-On Details
✅ Product Selection: Choose the appropriate add-on product from the list.
✅ Parent Subscription: Ensure the Parent Subscription field is set to the correct primary subscription (e.g., Office 365 E5).
✅ Quantity and Other Details: Specify the required quantity and configure additional settings as needed.
5. Save and Provision
✅ After entering all necessary information, click Save.
✅ Work 365 will initiate the provisioning process for the add-on.
Common Pitfalls and Resolutions
1. Incorrect Parent Assignment
❌ Issue: Assigning an add-on to a virtual or incorrect parent subscription can cause provisioning failures.
✔ Solution: Always assign add-ons to their respective primary subscriptions.
✔ Example: Assign Audio Conferencing directly to Office 365 E5, not to a custom bundle.
2. Bundling Considerations
✅ Scenario: In bundles containing multiple services, maintain the correct hierarchy:
- Hierarchy Level: Primary Subscription Example: Office 365 E5
- Hierarchy Level: Add-ons to Primary Example: Audio Conferencing, Phone System
- Hierarchy Level: Add-ons to Add-ons Example: Domestic Calling Plan linked to Phone System
Additional Resources
Conclusion
By following these steps, you can effectively provision add-ons in Work 365, ensuring that subscription hierarchies remain accurate, and services are properly linked to their parent subscriptions for seamless provisioning.