Partner Center Overview and Walkthrough

Microsoft
Partner
Network
Partner Center
Overview and
Walkthrough
Cloud Solution Provider

2
Microsoft Partner Network
Contents
• Introducing the Partner Center........................................................................................4
• Entering the Partner Center..............................................................................................5
• Creating new customers....................................................................................................7
• Managing subscriptions.....................................................................................................12
• Office 365 plan upgrades..................................................................................................17
• View your current and past invoice details..................................................................24
• Managing support tickets in Partner Center..............................................................25
• Viewing the Service Health of a customer...................................................................31
• Updating a customer’s account details........................................................................33
• Updating your CSP account settings.............................................................................35
• Access CSP program documentation...........................................................................39
• Viewing updates in the Notification Center................................................................40
• Giving users access to Partner Center...........................................................................41
Cloud Solution Provider (CSP) Multi-Channel Capabilities
• Multi-Channel: Common scenarios...............................................................................44
•Multi-channel high-level process & flow.......................................................................46
Cloud Solution Provider (CSP) Multi-Partner Capabilities
• Multi-Partner: Overview....................................................................................................52
• Multi-Partner: How it works..............................................................................................53
3
Introducing the Partner Center

The enhanced portal experience for Partners to provision and manage customers
Introducing the Partner Center
Provision Customers Admin-on-behalf-of Office 365, Intune, EMS,

Easy to Use
& Subscriptions customers Azure*, CRM Online*
Multi-channel CSP API access & CSP Content &

View Your Invoices*
& Multi- Partner* onboarding* Resources
*= new capabilities
Partner Center can be accessed at http://partnercenter.microsoft.com
To help with the transition, the Partner Admin Center will be available for at least until
October 2015
All Partners onboarded after July 12, 2015 will only have access to the
Partner Center
All new features after July 12, 2015 will only be included in the Partner Center
4
Entering the Partner Center

Go to the Partner Center homepage
Go to https://partnercenter.microsoft.com to go to the Partner Center homepage.

Click on Dashboard or Sign in to Partner Center.
Sign in to the Partner Center using your CSP tenant credentials (same credentials used with the
Partner Admin Center)
Use the credentials associated with the tenant you used to onboard to CSP. For Partners
who used the Partner Admin Center, it’s the same credentials that you have been using.
5
The Partner Center Dashboard provides quick links to top tasks
After signing in, you are taken to the Dashboard page. Here you will find quick links to top
tasks. Note: depending on your permissions, certain links may or may not be displayed.
6
Creating a new customer

From the Dashboard, click Add new customer
To create a new customer, go to the Dashboard and click Add new customer.
Or, from the Customers page click Add customer
If you are already on the Customers page, click on the Add customer button.
7
Enter the new customer’s account info. Click Next: Offer info.
Fill out the new customer information. If the

primary domain is already taken, you will need to
select a different domain. Click Next: Offer info.
Select the offers and desired number of seats. Click Next: Review
Select one or more offers, along with the number of licenses for each offer. In this example, the
Microsoft Azure pay-as-you-go offer and Office 365 E1 are selected. Click Next: Review
8
Note that there are separate tabs for Enterprise offers and Small Business offers
Note that there are different tabs for Enterprise offers and Small Business offers.
Review the customer information and offers details. Click Submit
Review the new customer and offer details. If you need to change
anything, click on one of the Update links. Otherwise, click Submit.
9
View the confirmation. Click Done.
View the new customer confirmation. Click Done.
The new customer now appears on the Customers list
The new customer will appear on the Customers list. Note: it may take up
to a couple of minutes for the customer to appear on the list.
10
View summary details and quick links for the customer
Click on the down arrow in the far right column next to a customer provides additional information
and quick links to the individual service admin portals.
11
Managing subscriptions
Creating a new subscription
Ordering add-ons
Changing number of seats
From the Customers page, click Add subscriptions.
To provision new subscriptions for a customer, first

click on the down arrow in the far right column to
show the expanded details for the customer. Then
click Add subscriptions.
12
Select the offer(s) and number of licenses. Click submit
Select the offer(s) and number of licenses for each new subscription. Click Submit.
New subscription now appears on the Subscriptions list for the customer.
New subscriptions now appear on the customer’s Subscriptions page. You can see the number
of licenses in the Quantity column and the date in which the subscription auto-renews in the
Status column.
13
To order add-ons or change the number of licenses, the subscription link
To order add-ons for the subscription or to change the number of licenses, click on the
subscription link.
You can give the subscription a nickname, change the quantity or change the status
You can choose to give the subscription a nickname. You can also change the number of
licenses, order add-ons or change the status of a subscription.
14
Update the license quantity and order an add-on subscription
In this example the license quantity is increased to 20 total licenses. 20 licenses of Exchange
Online Archiving for Exchange Online is also added. Click Submit.
View the updated license quantity and add-on subscription on the Subscriptions page
View the updated number of licenses on the Subscriptions page. You can also see the
new add-on subscription.
15
Change the status of a subscription from Active to Suspended. Click Submit
To change the status of a subscription, click on Suspended. Then click Done.
Subscription now in the Suspended state in the Status column.
On the Subscriptions page, the Status column reflects the updated subscription status.
In this example the subscription is Suspended.
16
Office 365 plan upgrades

Overview of the Office 365 plan upgrade
functionality in Partner Center
The Office 365 plan upgrade functionality (released in February 2016) gives Partners
the ability to upgrade a customer’s Office 365 Business plan. With the initial release of the
plan upgrade functionality, you can upgrade a customer’s Office 365 Business, Business
Essentials or Business Premium subscription.
You are only able to upgrade plans you provisioned as a CSP Partner
Plan eligible for upgrade include Business, Business Essentials and Business Premium
plans (more upgrade options to come in the future)
Upgrading a plan automatically transfers licenses to the new plan
Upgraded plan receives a new 1-year subscription and new renewal date
You are only able to upgrade plans you provisioned as a CSP Partner
Plan eligible for upgrade include Business, Business Essentials and Business
Premium plans (more upgrade options to come in the future)
Upgrading a plan automatically transfers licenses to the new plan
Upgraded plan receives a new 1-year subscription and new renewal date
Additional information can be

found on the Partner Center
help pages.
17
Plans currently available for upgrades

The table below shows the Office 365 plans that can be upgraded. This list will grow
as more plans are supported in the plan upgrade feature. The intent is to also enable
upgrade options for Office 365 Enterprise plans.
Offer Name Possible Upgrades

Office 365 Business Office 365 Enterprise E3
Office 365 Business Premium
Office 365 ProPlus
Office 365 Enterprise E5
Office 365 Business Premium Office 365 Enterprise E3

Office 365 Business Essentials Office 365 Enterprise E1

Office 365 Business Premium
To get started, go to the customer’s Subscriptions page
On the customer’s Subscriptions page, click on the Business plan that you’d like to upgrade. In
this example, the Partner wants to upgrade the customer’s Office 365 Business plan.
18
You can also see if an upgrade is available by viewing the subscription drop-down details.
On the customer’s Subscriptions page, click on the down arrow in the right column to
view additional subscription details. If the subscription can be upgraded, you will see the
Upgrade available link.
On the subscription details page, you’ll see a notification if the subscription is eligible to
be upgraded
On the details page for the subscription, you will see a grey notification bar if the subscription
is eligible to be upgraded. Click Upgrade now to begin the upgrade process.
19
It may take a few seconds to display the upgrade options
It may take a few seconds for the page to display the upgrade options.
Select among the available upgrade options
A list of available upgrade options will be displayed. Review the options and select
the desired upgrade option. In this example, the Partner is selecting to upgrade the
customer’s Business plan to E3.
20
Unavailable upgrade options are greyed out
Unavailable upgrade options are

greyed out. Click on the (i) icon to
view a description of why the option
is not available.
Confirm the number of licenses to transition
Confirm or modify the number of licenses to include in the plan upgrade. You can add additional
licenses, but you can’t reduce the number of licenses during the upgrade. Click Submit.
21
A notification confirms that the upgrade was completed
A notification
bar confirms
that the
upgrade was
completed.
The upgraded plan shows on the customer’s Subscriptions list
The upgraded subscription appears on the subscription list, along with the quantity of transitioned
licenses. In this example, the Partner transitioned 20 seats of Business to E3. The original
subscription remains on the list, but is in the Suspended state. This original subscription, which is
suspended during the upgrade process, can’t be reactivated.
22
Additional notes on plan upgrades
Important notes from the Partner Center how-to pages:
To upgrade a subscription:
The subscription must be active (not suspended or cancelled).
You must have delegated admin privileges for this customer and
service. Learn how to request delegated admin privileges.
The customer can’t already have subscriptions that include the

additional services.
The customer can’t already have the subscriptions you are trying to
upgrade them to.
It is possible, in the latter two cases that the customer may have purchased those
subscriptions or services from another partner or another channel, and they won’t be
able to purchase them from you unless they cancel their existing ones first. For more
information, see multipartner and multichannel.
For more information about the impact this will have on billing, see the details about
cancelling a subscription and adding a new subscription in common billing scenarios.
23
View your current and past

invoice details
View your current and past invoice details.
From the Partner Center Dashboard, click Billing

to view your current invoice, past invoices and
reconciliation files.
View or download your bill and reconciliation files
1 2
1 View your bill for the current month, including your account balance due
2 View a bar chart of your monthly bills for the past 3, 6 or 12 months
3 View your billing history, by year
4 Download your bill and reconciliation files (both license-based and usage-based)
24
Managing support tickets

in Partner Center
Overview of Support tickets functionality in
Partner Center
The Support tickets functionality (released in January 2016) gives Partners an
aggregated view of support tickets that were opened for Partner Center issues and for
customer technical issues. This includes the ability to:
Open a new support ticket
View Open and Closed support tickets
Add additional information to support tickets
Change the status of a support ticket (e.g. close a ticket or reopen a ticket)
Additional information can be found on the Partner Center help pages.
25
From the Dashboard, click Support tickets.
While on the Dashboard, click Support tickets from the left navigation area. This will show
drop-down links to Partner center tickets and Customer tickets.
Click on Partner center tickets to view all tickets opened for Partner Center issues
Clicking on Partner center tickets takes you to a view of all tickets opened for Partner
Center issues. In this example, there is one support ticket opened for a Partner Center issue.
26
View details of a support ticket
Click on the support ticket ID to view additional details.
On the support tickets details page, you can add notes or change the status
On the support ticket details page, you can add notes in the Recent activity box, or change
the status of the ticket from Open to Closed (in the event the issue has been resolved or no
longer occurs).
27
Back on the Dashboard, click on Customer tickets to see all tickets associated
with a given customer
Click on Customer tickets to search for all tickets associated with a given customer.
Search for a customer to view tickets
Search for a customer by name to view all support tickets associated with that customer.
28
View Open and Closed tickets, update ticket details
After searching for a customer, you can view Open and Closed tickets associated with the
customer. Click on the ticket ID to view additional details about the support ticket.
View support ticket details, change status
While viewing additional details about the support ticket, you can add additional details in
the Recent activity box or change the status of the ticket from Open to Closed.
29
You can also access customer support tickets on the Service management page
associated with the customer
You can also find support tickets associated with a customer by going to your customer list in
Partner Center, clicking on a customer and then going to the Service management page for
that customer.
30
Viewing the Service Health

of a customer
On the Customers page, click on the customer in which you want to view the current
service health status
While on the Customers page, click on the customer in which you’d like to view the current
service health status.
Click Service management
Click on the Service management link from the left navigation area.
31
On the Service management page, click on the appropriate service health link.
While on the Service management page, click on the appropriate View service health link. For
example, if the customer is experiencing an Azure issue, click on the link in that section of the page.
View service health details of the selected service
Clicking on the View service health link brings

you to the current service health status for the
selected service. In this example, you are taken to the
customer’s Azure management portal. Notice that you
are accessing the portal in the context of the customer.
In this example, Quarry Rocks.
32
Updating a customer’s
account details
On the Customers page, click on the customer in which you want to update the accounts details
While on the Customers page, click on the customer in which you’d like to view the current
service health status.
Click on Account
Click on the Account link from the left navigation area.
33
On the Account page, view the current customer details
While on the Account page, view the current customer details. To update or change the
information, click Update.
Update the customer’s account details
Update the customer’s Company details and Primary contact details. Then click Submit.
34
Updating your CSP

account settings
On the Dashboard, click Account settings
On the Dashboard, click on Account settings
On the Partner profile page, view your current profile information.
To update the support contact details that your customers see, click Update next to the
Support section.
35
Update your support contact details
On the Support profile page, enter or update your support contact details. Click Submit.
View your billing profile
Under Account settings, click on Partner billing profile to view or change your billing
profile details. Next to Bill-to info, click Update to view or change your bill-to information.
36
Update Bill-to info
On the Bill-to info page, update make any updates then click Submit.
View your Organization profile information
Under Account settings, click on Organization profile to view information about your
organization. Click Update to change profile details.
37
After updating your organization profile, click Submit. Note that you are not able to change your
country or your domain name.
38
Access CSP program

documentation
Access the latest CSP pricelists and Offer Matrix
From the Dashboard, click Sales to view the latest pricelists and Offer Matrix.
39
Viewing updates in the

Notification center
From the Dashboard, click Notification center
From the Dashboard, click Notification center to view important updates and service
health information.
View current issues, updates and service health notifications
View important updates and service health notifications.
40
Giving users access to

Partner Center
User management enables you to assign or change users roles for Partner Center access and
customer management permissions
User management capabilities enables you to assign or change the role assigned to an individual
within your organization. This establishes the permissions that users have within the Partner Center
and their ability to manage customers. Click View users to start.
On the User management page, click Add user
On the User management page, click Add user.
41
On the Add user page, select the appropriate roles.
On the Add user page, select the desired role for managing your CSP customers and the desired role
for the ability to manage your own tenant. Click Add.
Note:
https://msdn.microsoft.com/library/partnercenter/mt750314.aspx#user_roles
42
Microsoft
Partner
Network

(CSP) Multi-Channel
Capabilities
Multi-Channel:
Common scenarios
Prior to enabling “multi-channel”, partners in CSP were only

able to order subscriptions for customers they provisioned
(using the Partner Center). However, it’s common to work with
customers who have an existing tenant. In these cases you need
the ability to provision CSP subscriptions for these customers on
the same tenant. Multi-channel capability makes this possible.
You can provision You can provision CSP You can provision
CSP subscriptions for subscriptions for a CSP subscriptions for
a customer that has customer that has existing a customer that has
already has a tenant subscription(s) that you existing subscription(s)
(i.e. wasn’t originally previously sold to the that were previously
provisioned as a CSP customer as an Advisor purchased directly from
customer). Partner. Microsoft.
44
Multi-Channel: What it is!
Customer Tenant
Office 365 License Pool
Direct Open Advisor EA CSP
Enables CSP subscriptions

Enables partners to co-exist with other
to provision CSP subscriptions on the same Customer retains full
subscriptions for a tenant (e.g. purchased control over their existing
customer that has an directly from Microsoft, subscriptions
existing tenant via Open, EA)
Multi-Channel: What it’s not!
Customer Tenant
Office 365 License Pool
Direct Open Advisor EA CSP
Does NOT
Does NOT Does NOT Does NOT allow change the
Does NOT impact transition the prevent end the Partner to customer’s
or change any of customer’s customer’s from change any terms or
the customer’s existing purchasing Advisor Partner- obligations
existing subscriptions over subscriptions of-Record on any of
subscriptions to the another from non CSP information the existing
Partner Channels subscriptions
45
Multi-channel high-level
process & flow
Partner goes into Customer logs
Partner identifies Partner Center; creates Customer into its own tenant
a potential CSP a CSP invitation, sends receives CSP and accepts CSP
customer to customer invitation email invitation
Partner can then

Partner is granted provision CSP Customer’s existing
delegated admin subscriptions for subscriptions
permissions (DAP) customer in the remain unchanged
Partner Center
POR on existing
Direct, Advisor-
Microsoft bills subscriptions is
lead, Open and EA
Partner for CSP preserved, cannot
subscriptions remain
subscriptions be changed by
unchanged
Partner
Terms and billing

Partner bills DAP relationships arrangement
customer for CSP preserved, cannot on existing
subscriptions be changed by subscriptions
Partner remain unchanged
Key callouts:
Establishing a CSP relationship with a Partner does not change or transition existing
subscriptions to the CSP provider
The customer is in control of existing subscriptions, including the decision whether to

renew or let these subscriptions expire
Partner with DAP can manage and administer the service for the customer but cannot
modify the customer’s non-CSP subscriptions
46
From the Partner Center Dashboard or while on the Customers page, click Request a
reseller relationship
From either the

Dashboard or while on
the Customers page,
click on Request a
reseller relationship.
Copy the relationship request invitation text for use in an email invitation
Copy the CSP relationship invitation text and paste into your own email template to send to customer(s).
47
Customer is prompted to sign-in into own admin portal
After receiving the CSP relationship invitation via email from you, the customer
is prompted to sign-in to its own admin portal (the user must have global admin
privileges to accept the CSP relationship invitation).
Customer is prompted to sign-in into own admin portal
Customer must sign in to its tenant to accept the CSP invitation. Note that the
person accepting the invitation must have the global admin role permissions on
its own tenant.
48
Customer reviews and accepts the CSP invitation
This is the what the customer sees after clicking on the invitation link.
Customer reviews the CSP invitation details and must click “Yes” in the checkbox, and then
clicks Authorize CSP to accept.
Partner now shows up as a delegated admin in the customer’s admin portal
After accepting the CSP invitation, the partner will then appear within the customer’s
admin portal in the list of delegated admins.
49
Customer now appears in the Partner Center on the Customers page
Once the customer accepts the CSP invitation, the customer then appears in
your customer list (in this example, the customer Fourth Coffee just accepted
the CSP invitation).
Now you can manage the customer in which you established a CSP relationship.
After the customer accepts your CSP invitation and the customer appears on you
Customers list, you can provision subscriptions and manage that customer just as
you would any other CSP customer.
A few important notes about managing your new customer in the Partner Center:
Only CSP subscriptions are listed for the customer; non-CSP subscriptions
(e.g. subscriptions purchased directly from Microsoft) aren’t shown in the
Partner Center
You can only provision add-on subscriptions for base subscriptions you
provision as a CSP provider
50
Microsoft
Partner
Network

(CSP) Multi-Partner
Capabilities
51
Multi-Partner: Overview
Prior to enabling “multi-Partner” makes it possible for Partners

capabilities, customers were only to establish a CSP relationship
able to be associated with a single with a customer that already
Partner in CSP. Once a customer has an existing Partner. While
was connected to a Partner in this enables multiple Partners to
CSP, that customer was not able work with the same customer
to purchase through any other tenant, this capability is not
Partner. However, some customers designed to migrate or transition
may want or need to work with any subscriptions or customer
more than one Partner. For ownership from one Partner to
example, one Partner may be an another Partner. Additionally,
expert in Office 365, while another having more than one Partner is
Partner may specialize in Microsoft solely at the discretion and choice
Azure. The multi-Partner capability of the customer.
Example scenarios:
A customer has an A customer has an A customer has an

existing Partner that sold existing Partner that existing Partner that
it Office 365 and then sold it Exchange Online, specializes in Dynamics
establishes a relationship and then establishes a CRM Online, and then
with a second Partner relationship with a second establishes a relationship
that specializes in Partner that specializes in with a second Partner
Microsoft Azure. SharePoint Online. that specializes in
Microsoft Azure.
52
Multi-Partner: How it works

The process of a establishing a CSP relationship with a customer that already has a Partner
is similar to the process used in multi-channel capabilities. The basic steps are:
1 Go into the Partner Center and then go to your Customers list

2 Click Request a reseller relationship at the top of the page
3 Copy the email text and invitation URL
4 Paste the email text and invitation URL into an email and send to your prospective
customer
5 Customer receives your email, clicks on the invitation link and is prompted to log into
its tenant
6 Customer reviews the invitation and clicks to accept the invitation
7 After accepting the invitation, that customer appears in the Partner’s customer list in
Partner Center
8 Partner can then provision and manage CSP subscriptions for the customer
Important notes: Multi-Partner Functionality Does Not:

Does NOT impact or change any of the customer’s existing subscriptions
Does NOT transition the customer’s existing subscriptions or ownership of the tenant
Does NOT change the terms or customer’s obligations for any of the existing subscriptions
Does NOT allow the Partner to change any Advisor Partner-of-Record information
In this scenario, the customer already has a Partner
Customer already has an existing Partner, as seen when the customer goes into its own admin portal.
In this example, the customer already has a relationship with Zulu Cloud Solutions, a Partner.
53
In Partner Center, from the Dashboard or while on the Customers page, click Request a reseller
relationship
In Partner Center, from either the Dashboard or while on the Customers

page, click on Request a reseller relationship.
Copy the relationship request invitation text for use in an email invitation
Copy the CSP relationship invitation text and paste into your own email
template to send to customer(s).
54
After you send the invitation, the customer is prompted to sign-in into own admin portal
After receiving the invitation from you and clicking on the invitation link, the customer is prompted
to sign-in to its own admin portal (the user must have global admin privileges to accept the CSP
relationship invitation).
Customer signs in to its tenant
Customer must sign in to its tenant to accept the CSP invitation. Note that the person accepting the
invitation must have the global admin role permissions on its own tenant.
55
Customer reviews and accepts the CSP invitation
Customer reviews the CSP invitation details and must click “Yes” in the
checkbox, and then clicks Authorize CSP to accept.
Partner now shows up as a delegated admin in the customer’s admin portal
After accepting the CSP invitation, the partner will then appear within the
customer’s admin portal in the list of delegated admins. In this example, Bravo
Cloud Solutions is the additional Partner that was just added.
56
Customer now appears in the Partner Center on the Customers page
Once the customer accepts the CSP invitation, the customer then appears
on your customer list (in this example, the customer Wingtip Toys Inc just
accepted the CSP invitation).
Now you can provision and manage subscriptions for your new CSP customer
Notice that there are no subscriptions listed. You are not able to see or manage
subscriptions created by other Partners. Click Add subscription to create a
subscription for the customer.
57
Add subscriptions for your new CSP customer
Choose the offers. In this example, the Partner orders an Azure subscription for
the customer. Click Submit.
Subscriptions you provision for the customer appear in your Partner Center.
The new subscription now appears in your Partner Center. Other Partners are
not able to view or manage this subscription.
58
Note: Customer can also remove a Partner from having delegated admin privileges
A customer can choose to remove any or all its Partners from having delegated admin permissions on its
tenant.
Note: This does NOT sever the CSP relationship; it only removes delegated admin privileges so that the
Partner is not able to access the customer’s admin portal. The Partner is still able to provision subscriptions
for the customer and still must support the customer. The Partner can reestablish delegated admin
privileges by resending the CSP relationship invitation to the customer.
Customer confirms removal of Partner from having delegated admin privileges
Customer confirms that it wishes

to remove the Partner from having
delegated admin privileges.
CSP Partner will remain listed, but will no longer have delegated admin privileges
Once a customer removes delegated admin privileges from a Partner, the Partner will remain on the list on
the page, but the Relationship column will only say Cloud Solution Provider (the Admin designation will
no longer appear).
Note: This does NOT sever the CSP relationship; it only removes delegated admin privileges so that
the Partner is not able to access the customer’s admin portal. The CSP Partner is still able to provision
subscriptions for the customer and still must support the customer. The CSP Partner can reestablish
delegated admin privileges by resending the CSP relationship invitation to the customer.
59
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Microsoft

Cloud Solution Provider

• Entering the Partner Center..............................................................................................5

• Creating new customers....................................................................................................7

• Office 365 plan upgrades..................................................................................................17

• View your current and past invoice details..................................................................24

• Managing support tickets in Partner Center..............................................................25

• Viewing the Service Health of a customer...................................................................31

• Updating a customer’s account details........................................................................33

• Updating your CSP account settings.............................................................................35

• Access CSP program documentation...........................................................................39

• Viewing updates in the Notification Center................................................................40

• Giving users access to Partner Center...........................................................................41

Cloud Solution Provider (CSP) Multi-Channel Capabilities

• Multi-Channel: Common scenarios...............................................................................44

•Multi-channel high-level process & flow.......................................................................46

Cloud Solution Provider (CSP) Multi-Partner Capabilities

• Multi-Partner: How it works..............................................................................................53

Introducing the Partner Center

Introducing the Partner Center

Provision Customers Admin-on-behalf-of Office 365, Intune, EMS,

Multi-channel CSP API access & CSP Content &

Partner Center can be accessed at http://partnercenter.microsoft.com

Entering the Partner Center

Go to https://partnercenter.microsoft.com to go to the Partner Center homepage.

The Partner Center Dashboard provides quick links to top tasks

Creating a new customer

Or, from the Customers page click Add customer

Fill out the new customer information. If the

Review the customer information and offers details. Click Submit

View the confirmation. Click Done.

View the new customer confirmation. Click Done.

The new customer now appears on the Customers list

View summary details and quick links for the customer

Changing number of seats

From the Customers page, click Add subscriptions.

To provision new subscriptions for a customer, first

Select the offer(s) and number of licenses. Click submit

To order add-ons or change the number of licenses, the subscription link

Update the license quantity and order an add-on subscription

Change the status of a subscription from Active to Suspended. Click Submit

To change the status of a subscription, click on Suspended. Then click Done.

Subscription now in the Suspended state in the Status column.

Office 365 plan upgrades

Upgrading a plan automatically transfers licenses to the new plan

Additional information can be

Plans currently available for upgrades

Offer Name Possible Upgrades

Office 365 Business Premium Office 365 Enterprise E3

Office 365 Business Essentials Office 365 Enterprise E1

To get started, go to the customer’s Subscriptions page

It may take a few seconds to display the upgrade options

Select among the available upgrade options

Unavailable upgrade options are greyed out

Unavailable upgrade options are

Confirm the number of licenses to transition

A notification confirms that the upgrade was completed

The upgraded plan shows on the customer’s Subscriptions list

Additional notes on plan upgrades

Important notes from the Partner Center how-to pages:

The subscription must be active (not suspended or cancelled).

The customer can’t already have subscriptions that include the

View your current and past

From the Partner Center Dashboard, click Billing