Creating 'Office 365' Service Plans

This section describes how to create 'Office 365' service plans.

You must create a separate service plan for each 'Office 365 License' resource. In some cases you may need more than one service plan for a particular 'Office 365 License' resource. See the Examples of Office 365 Service Plans section to obtain the complete example of the Office 365 offer configuration.

Before creating 'Office 365' service plans, take into account the following:

  • A customer account can be subscribed to several 'Office 365' service plans and only one organization is created in the Microsoft cloud for the customer account. This allows customers to use offers from different subscriptions.
  • There are two groups of offers in the Microsoft cloud: offers that support only monthly billing frequency; offers that support both monthly billing frequency and yearly billing frequency. For offers of the first group, you can create service plans with only monthly billing periods (the Billing Period setting is set to Monthly). For offers of the second group, you can create service plans with monthly billing periods (the Billing Period setting is set to Monthly) and yearly billing periods (the Billing Period setting is set to either Yearly or Custom <a number of years> Year(s)). Note that Microsoft did not release new separate yearly offers. Microsoft just enabled yearly billing frequency for some existing CSP offers without changing their Offer IDs. You can see offers that support yearly billing frequency in your latest Cloud Reseller Offer Matrix.
  • A customer account must not be subscribed to 'Office 365' service plans that contain incompatible offers. If it happens, the corresponding provisioning tasks will fail. To resolve this problem, you must cancel these tasks and cancel incorrectly created subscriptions. To obtain the offer compatibility rules, see your offer catalog.
  • Offers have parent-child relations: an add-on offer has parent offers, which, in turn, may have their own parent offers, and so on, up to top-level offers; a customer tenant can be subscribed to an add-on offer only if the customer tenant has subscriptions to all necessary ancestor offers of the add-on offer, starting from a parent offer and ending with a top-level offer. If you need to provide your customers with an add-on offer within an 'Office 365' service plan, you must create not only a resource rate for the 'Office 365 Add-on' resource of the add-on offer but also resource rates for 'Office 365 License' and 'Office 365 Add-on' resources of all necessary ancestor offers of the add-on offer.
  • The configuration of service plans for offers with regular prices differs from the configuration of service plans for offers with one-time prices, such as Microsoft 365 A1. A service plan for such an offer must have one six-year subscription period. Auto-Renewal of the service plan must be set to Disabled. In the subscription period of the service plan, Setup Fee must be set to <number of included seats> * <price per seat>; Recurring Fee must be set to 0.00. The service plan must have one resource rate for the offer. In the resource rate, Inc. Amount, Min Amount, and Max Amount must be set to <number of included seats>; Setup Fee and Recurring Fee must be set to 0.00. Since such offers do not support quantity upgrades, several service plans with different included amounts must be created. For instance: Microsoft 365 A1 (1 license), Microsoft 365 A1 (5 licenses), and so on. If customers need more seats of Microsoft 365 A1, they can buy more subscriptions to Microsoft 365 A1 service plans.

To create an 'Office 365' service plan for an 'Office 365 License' resource, perform the following actions:

  1. Create a separate service plan on basis of the Office 365 service template. The Office 365 service terms set must be used in the service plan (see the Creating 'Office 365' Service Terms section for details).
  2. Add a resource rate for the required 'Office 365 License' resource in the corresponding service plan. Make sure a positive value is specified in the Inc. Amount field of the resource rate. Also, make sure Show in Store is set to Yes.
  3. Add resource rates for required 'Office 365 Add-on' resources in the corresponding service plan. Make sure Show in Store is set to Yes. You must use your product offer catalog to obtain information about allowed combinations of offers.

  4. When all 'Office 365' service plans are created, specify allowed upgrade paths for these service plans. Note the following before configuring allowed upgrade paths:

    • You must use your product offer catalog to obtain information about possible upgrades from one offer to another offer.
    • Upgrades between offers with different billing frequency are not allowed.

For example, create the following service plans:

Office 365 Business Premium

  • Service Template: Office 365
  • Service Terms: Office 365
  • Billing Period: Monthly
  • Subscription Period: Not Trial/1 Year/$12.5 Recurring Fee

  • Resource Rates

    • Resource/Inc. Amount/Max Amount/Recurring Fee: Office 365 Business Premium/1/300/$12.5
    • Resource/Inc. Amount/Max Amount/Recurring Fee: Office 365 Extra File Storage (1 GB)/0/Unlimited/$0.20
    • Resource/Inc. Amount/Max Amount/Recurring Fee: Exchange Online Archiving for Exchange Online/0/Unlimited/$3
    • Resource/Inc. Amount/Max Amount/Recurring Fee: Exchange Online Advanced Threat Protection/0/Unlimited/$2
  • Upgrades: empty

Office 365 Business Premium Trial

  • Service Template: Office 365
  • Service Terms: Office 365
  • Billing Period: Monthly
  • Subscription Period: Trial/30 Days/$0 Recurring Fee

  • Resource Rates

    • Resource/Inc. Amount/Max Amount/Recurring Fee: Office 365 Business Premium/25/25/$0
  • Upgrades: Office 365 Business Premium

Note: To obtain the detailed instructions on how to configure OA Billing to sell resources, refer to OA Billing Provider's Guide.