Order Process as a Transacting Partner

In this section you will find a step-by-step walk-through of the order process as a transacting partner.

1. Log in to the Marketplace, click the Microsoft NCE tile and select one of the options available, for example, NCE Microsoft 365 (Commercial).

   

2. Search for the service plan that you would like to purchase and click Add to Cart. Once a service plan is added, a red notification icon will appear on the cart, indicating the number of items currently in your cart.

   

3. Click the cart icon to review your order. You can add or remove licenses by using the + and - buttons. Then, click Next.

   

4. You can choose to either purchase the subscription on behalf of an existing customer, or create a new customer.

   1. To select an existing customer, click Select Existing Customer. To find existing customers, click Show Search and use the available fields to search for an existing customer by ID, account name, email, etc. Once you find the customer, click the Select option next to it. Click Next.

      

   2. To add a new customer, click Add New Customer and complete all the required fields on the form. Click Create Customer to continue.

      

5. In distribution (2-Tier) models, you will need to provide a PLA MPNID and a Indirect Reseller Tenant ID (for example, MyBusiness.OnMicrosoft.com). If it is the first purchase for the customer, the Inquiring status may be displayed on the Microsoft 365 tile, as well as a link in the Additional Information tile. If this is the case, click the Here link and enter the MPN and the Indirect Reseller Tenant ID. If it is not the first purchase for the customer, this information will not be requested. In a direct model, providing a PLA MPNID is not required and in dual models (1T and 2T), providing a PLA MPNID is optional. Please refer to the Distribution Portal Configuration guide for more details on the sales model configuration.

   

   For more information on how to obtain your PLA MPNID and Indirect Reseller Tenant ID, please refer to the Obtaining your Partner MPNID and Indirect Reseller Tenant ID section. Click Submit.

   

6. If the PLA MPN ID and the indirect reseller domain were provided, they will be displayed in the Parameters tile. If a Ready Status is displayed, you can click Next to continue.

   

7. When setting up your purchase, you can choose to create a New Microsoft CSP Account or use An Existing Microsoft CSP Account.

   

8. In this example we will use an existing Microsoft CSP account. Select Use an existing Microsoft CSP account and click Next.

9. Only if the customer has not established a relationship with the partner, it will be necessary to establish such relationship first. To do this, click the here link to go to the Microsoft control panel for the customer and accept the partner relationship. Then, return to the purchase wizard and set the field Confirm if the customer partner authorization is done to Yes to confirm that the partner relationship has been accepted.

   

10. Enter the primary domain name of the existing Microsoft CSP account in the following format mytenantdomain.onmicrosoft.com. Only in an indirect sales model will you be asked to confirm the Partner of Record Attestation. Additionally, depending on the selected offer, you may be asked to confirm the Offer Attestation. Click Next.

    

11. If the Microsoft Customer Agreement has not been accepted yet, you will be asked to do so. Once the agreement has been accepted, set the MCA Acceptance field to Yes. Additionally, specify if the customer is qualified as a state-owned entity. If this is the case, select the State Owned Entity checkbox. Otherwise, select None. Click Next to continue.

    

    Note: Only if you are purchasing a Microsoft Education offer, you will have to specify the education segment (K12 or Higher Education). Only existing customers can be qualified to purchase Education offers.

12. Once you have reviewed your order and read the Terms of Service, select the checkbox to confirm that you agree to the terms. Then, click Buy to complete the order.

    

13. Optionally, you can track the order in CloudBlue Connect. In the CloudBlue Connect main navigation menu, click Subscriptions, select the subscription request that was created and go to the Fulfillment tab to see the details of the request. You can check the parameters, information on the request status, etc. For additional details on how to manage subscription requests in CloudBlue Connect, refer to the CloudBlue Connect Community.

When the subscription is provisioned, the customer will be able to see the subscription details in the Customer Control Panel, along with a link and the password that can be used to log in to Microsoft Portal. Additionally, customers will also find the Approved Partner Roles button, which will allow them to check if there are roles pending approval. If an approval is necessary, they will be redirected to Microsoft Admin Portal where they will be able to approve the request. This may be necessary if new roles have been added by the provider or if the admin relationship has expired, for example. For more information about GDAP, refer to the Requesting a Granular Admin Relationship with Customers (GDAP) section.

Note: To obtain information about the Microsoft customer eligibility and the organizational tax ID, see the Microsoft Customer Transaction Readiness.