Creating a Microsoft 365 Subscription on Behalf of a Customer

In some cases, you may need to create a Microsoft 365 subscription on behalf of a customer. For instance, a customer wants to buy Microsoft 365 licenses from you, and asks you to create an account with a Microsoft 365 subscription for them.

To do this, use the following guidelines:

1. Collect the following customer data:

   • the company name of the customer
   • the address of the customer
   • the contact email address of the customer
   • the contact phone of the customer
   • the licenses the customer wants to buy
   • the Microsoft 365 initial subdomain the customer wants to use

2. Create the respective account and Microsoft 365 subscription in CloudBlue Commerce:

   1. In your control panel, click Billing.
   2. Go to Operations > Orders, and then click Create Account And Place Order.
   3. Follow the wizard.

As a result, an order is created. If the customer has provided you with billing data such as a credit card number and the credit card's expiration date, you can make the corresponding order paid. Otherwise, there must be a pre-configured payment method that will enable the customer to make the order paid later from the control panel of CloudBlue Commerce.

Note: For information about configuring payment methods, refer to the Billing Provider Guide.