Order Process as an End Customer (New Custom UI)

Introduction - Who May Place Microsoft NCE Orders

Microsoft CSP Channel and CloudBlue Integration

Microsoft’s Cloud Solution Provider (CSP) program is designed as a partner-led field motion. Under the New Commerce Experience (NCE), Microsoft provides Partner Center APIs specifically for partners to manage transactions. Consequently, Microsoft’s architecture expects orders to be placed exclusively by the partner, not the end customer.

CloudBlue Customer Control Panel (CCP)

To enhance the partner experience, CloudBlue offers a value-added Customer Control Panel (CCP). This allows end customers to initiate orders under the authority of the registered Microsoft partner. From Microsoft’s perspective, these transactions appear as partner-initiated, ensuring technical compatibility with the CSP model.

Important Considerations for Partners:

• Microsoft Supportability: Because this self-service journey is a CloudBlue-specific enhancement, Microsoft does not officially recognize or support it. Microsoft may update the CSP channel at any time, which could impact the functionality of the CCP.

• Best-Effort Maintenance: CloudBlue maintains this capability on a best-effort basis. While we strive for a seamless experience, we cannot override constraints intentionally designed by Microsoft.

• If you cannot accept this situation, you should not deploy or enable Customer Control Panel (CPP) for NCE Microsoft SaaS products.

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This guide provides a step-by-step walkthrough for placing an order within the UX1 Marketplace as a customer.

Phase 1: Selection and Cart Management

1. Log in to the Marketplace and select an NCE Microsoft 365 product.

   

2. Click Add to Cart. A red notification icon will appear on the cart showing your item count.

3. Click the cart icon and use the + and - buttons to adjust license quantities if necessary. Click Next.

   

    

    

Phase 2: Microsoft Account and Compliance

4. Account Setup: Choose to create a New Microsoft CSP Account or use an Existing one. If you are creating a new account, enter the desired .onmicrosoft.com domain.

   • New Accounts: Click Create New and enter your desired .onmicrosoft.com domain.

   • Existing Accounts: Select Use Existing and enter the primary domain of the existing account (e.g., mytenantdomain.onmicrosoft.com).

5. In this example, we will be creating a new account. Click Create New and enter the primary domain name of the existing Microsoft CSP account in the following format mytenantdomain.onmicrosoft.com.

   

6. Attestations:

   • Confirm the Partner on Record (POR) attestation. This is a legal confirmation required for partners transacting in the Cloud Solution Provider (CSP) program. This statement is designed to ensure legal clarity regarding your role in a specific transaction. To do this, select the following checkbox: I confirm that my organization is acting as an indirect Partner when choosing a reseller and as a Direct partner in the absence of selecting a reseller.

   • To ensure compliance, CloudBlue pre-validates the reseller's Partner of Record (PoR) status via the Microsoft Partner Center API. Requirements for Eligibility:

     • An active CSP tenant linked to an authorized Partner Location Account (PLA) ID.

     • A signed Microsoft Partner Agreement (MPA). For instructions, refer to the MPA Indirect Provider FAQ.

     • Association with a distributor in the same CSP region.

   • Indicate if the customer is a State-Owned Entity.

7. Partner Relationship: Only if a Partner Relationship has not been established with the customer:

   • Establish a Partner Relationship by clicking the corresponding button. This will redirect you to Microsoft where the relationship must be accepted.

   • Confirm that the customer partner authorization has been completed by selecting the following checkbox: I confirm that the partner relationship has been established.

     

8. Microsoft Customer Agreement (MCA):

   • If the MCA is invalid or missing, CloudBlue will prompt the Microsoft partner to attest that the customer has accepted the current version of the MCA. If the customer has not accepted the MCA, click Share Microsoft Customer Agreement to Customer and copy the link.

     Note:
     - Microsoft does not support customer self-ordering in the partner-led model. Therefore, customers cannot directly accept the MCA in this context. To avoid displaying the MCA attestation prompt to customers, the Microsoft partner can:
     - Invite the customer to accept the MCA within their Microsoft AAD tenant before placing the order.
     - Attest to MCA acceptance via the Microsoft Partner Center.
     - Choose not to use the CCP for Microsoft products.

   • Once the agreement is accepted, select the checkbox: I understand that I must send the Microsoft Customer Agreement attestation link to the Customer to proceed with the order.

     

Note: For Microsoft Education offers, specify the education segment (K12 or Higher Education). Only existing customers are eligible for Education offers.

Phase 3: Finalization and Fulfillment

9. Once you have reviewed your order and payment method click Buy to complete the order.

10. Once provisioned, the customer can:

    • View subscription details in the Customer Control Panel.

    • Access the Microsoft Portal using the provided link and password.

    • Use the Approved Partner Roles button to check for pending role approvals.

    Note: If approval is needed (e.g., due to new roles or expired admin relationships), the customer will be redirected to the Microsoft Admin Portal. For more information, refer to the section: Requesting a Granular Admin Relationship with Customers (GDAP).

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