Manual Resource Configuration

The manual resource configuration procedure consists of the following steps:

  1. Creating license types for recurring licenses. See Creating License Types for details.
  2. Creating add-on types for add-on recurring licenses. See Creating Add-on Types for details.
  3. Creating software license types for software subscription licenses and perpetual software licenses. See Creating Software License Types for details.
  4. Creating Microsoft 365 resource types. See Creating Microsoft 365 Resource Types for details.
  5. Creating Microsoft 365 service templates. See Creating Microsoft 365 Service Templates for details.
  6. Creating service terms for Microsoft 365 service plans. See Creating Service Terms for details.
  7. Creating Microsoft 365 service plans. See Creating Microsoft 365 Service Plans for details.
  8. Creating resource and sales categories. See Creating Resource and Sales Categories for details.
  9. Setting up units of measure for Microsoft 365 resources. See Setting Up Units of Measure for details.