Creating Resource and Sales Categories

Create resource categories for your Office 365 resources:

1. Go to Products > Resources and select the Resource Categories tab.
2. Click Add New Resource Category.
3. Specify properties of this resource category and click Add.

After creating all necessary resource categories, distribute your Office 365 resources among the created resource categories.

Create sales categories for your Office 365 service plans:

1. Go to Products > Service Plans and select the Sales Categories tab.
2. Click Add New Sales Category.
3. Specify properties of this sales category and click Save.

After creating all necessary sales categories, distribute your Office 365 service plans among the created sales categories.

Note: See Examples of Office 365 Service Plans for Recurring Licenses and Add-ons to view an example of resource and sales categories.