Registering New Customers with Existing Microsoft Accounts

The Microsoft 365 application supports the multichannel and multi-partner features of the CSP program. This enables you to grow your customer base by registering new customers who already have Microsoft accounts with users, domains, and licenses.

There are two ways of registering such customers:

1. A customer already has a Microsoft account which was created when the customer bought licenses from another service provider. The customer wants to buy licenses from you and use the CloudBlue Commerce control panel for managing licenses, users, and domains.
2. A customer already has a Microsoft account which was created to evaluate Microsoft 365 services using trial licenses. The customer wants to buy the same non-trial licenses from you and use the CloudBlue Commerce control panel for managing licenses, users, and domains.

Both ways require the following:

• The customer must accept an invitation allowing you to manage the customer's Microsoft account through CloudBlue Commerce. The invitation is accepted on an invitation page of the Microsoft 365 Portal.
• The customer must sign in to the Microsoft 365 portal and create a verification DNS record in the initial domain to confirm the ownership of the Microsoft account.

Note: To accept the invitation and create the verification DNS record, the customer must sign in to the Microsoft 365 Portal as a user that has the Global administrator role of the Microsoft account.

After the invitation is accepted and the verification DNS record is created, the customer must pay for the licenses they want to buy. As a result, an order is created in CloudBlue Commerce. When the order is processed, the existing users and domains are imported from the Microsoft account to the CloudBlue Commerce control panel.

In the first way, the customer needs to assign their users the licenses bought from you using the CloudBlue Commerce control panel. In the second way, the trial licenses are converted into the paid ones and the license assignments are kept and visible in the CloudBlue Commerce control panel.

The customer performs the steps described below in the control panel of CloudBlue Commerce to register an existing Microsoft account:

1. The customer chooses which licenses to buy from you.
2. The customer selects the Use Existing Microsoft Account option.
3. The customer specifies the initial subdomain of the Microsoft account.

4. The customer confirms that the Microsoft account will be managed by you. This is done on the invitation page, which is opened in a new browser window after clicking the Accept Invitation button.

5. The customer confirms the ownership of the Microsoft account by creating the verification DNS record through the Microsoft 365 Portal.
6. The customer pays for the licenses.

Important:

1. The customer's browser must allow pop-up windows for the control panel.

2. The credentials of a user with the Global administrator role of the Microsoft account must be used in steps 4 and 5.

To register a customer with an existing Microsoft account on their behalf, complete the following steps:

1. Ask the customer to provide you with the list of the licenses they want to buy.
2. Ask the customer to provide you with the initial subdomain of the Microsoft account.
3. Ask the customer to provide you with the necessary information to register the customer in CloudBlue Commerce, such as their first and last name, email, phone, and address.

4. Log in to your control panel and create the customer account and Microsoft 365 subscription using the Use Existing Microsoft Account option. When creating the customer account and the Microsoft 365 subscription, provide the customer with the following:

   • The URL of the invitation page.
   • Instructions on how to create the verification TXT DNS record.

   Note: This information will be displayed in the respective wizard.

5. Ask the customer to accept the invitation and create the verification TXT DNS record.

As a result, an order is created. The default order flow configured in CloudBlue Commerce defers the processing of the order until the payment is received, so the customer needs to log in to the CloudBlue Commerce control panel and pay for the order. Note that this order flow can be altered by the CloudBlue Commerce provider in many ways. Refer to the Billing Provider Guide for details.