Using the Microsoft Extension Service to Configure the GDAP Request Email Template

The Microsoft Extension Service allows you to configure the email message that will be sent to request a granular admin relationship with customers. The first step consists of installing the extension in the CloudBlue Connect distributor portal. Once installed, you will be able to configure the GDAP request email template. To do this, complete the following steps:

1. Go to the Integrations module in the CloudBlue Connect Distributor portal.

2. Click on the Microsoft Extension Service and then click Install.

3. Once the extension is installed, click on it and then click Open.

4. Click the Enable checkbox.

   Note: If the Enable checkbox is not enabled, GDAP requests will not be processed.

5. Enter the email template that will be used when requesting a granular admin relationship with customers by email. Below you can see an example of the template:

   # Microsoft Template to Request GDAP
   
   By clicking the included link you will be able to accept the request for us to administer your products using the roles listed below for the specified date range.
   
   Click to review and accept:  
   [{{ data.GDAP_relationship_url_request }}]({{ data.GDAP_relationship_url_request }})
   
   Duration in days: {{ data.gdap_duration }}
   
   Requested Azure AD roles:
   
   {% for role in data.gdap_roles %}
   * {{ role }}
   {% endfor %}

When the template is edited, an asterisk will be displayed next to Email Template. To apply changes, click Save.

Notes:
- The email subject will be GDAP Relationship Request by default and is not configurable.
- The sender email address is the one used in CloudBlue Connect branding.
- The recipient's email will be the customer's email address obtained from the purchase request.

Important: You may customize the template if you want, but please make sure that the all the variables in the example are included.

When a purchase request is approved, an email will be sent to the customer based on this template. The email will contain the roles defined by the provider, along with the link that customers need to use to approve the granular admin relationship request.

For more information on the granular admin relationship request, refer to the Requesting a Granular Admin Relationship with Customers (GDAP) section in the Channel Operations Guide.