Customer Acquisition Customer Visibility - rhipeinfo.rhipe.com/.../21/2015/11/MS-CSP-Office-365... · Create trial invitations ... Partners sign into their Office 365 tenant to access

Customer Acquisition Customer Visibility

Create trial invitations

Create purchase offers

Send delegated admin requests

Service heath information

Manage service requests

List of your customers

Search, sort and filter customers

Admin-on-behalf-of

Customer Administration

Capabilities and tools to help Partners own the customer lifecycle

Goal is to make it easier and faster to view & administer customers

Available to MPN network members with a signed MOSPA

Partners sign into their Office 365 tenant to access the Partner features

Visit here to learn more about Microsoft Cloud Solutions

Visit here to learn more about benefits, including internal use rights

Note: Partner internal use rights benefits are changing in CY2014.

Please see how benefits and Internal Use Rights are transitioning.

partner

digital download

site

At the partner digital download site,

sign in using the Windows Live ID

associated with your MPN

membership. NOTE: You will need to

have administrative permissions for

your organization’s MPN account in

order to access this site. Please refer

to the MPN Program Administrator

Guide for additional information.

Click on the

Microsoft

Online

Services tile

after you’ve

signed in.

Then, click on the

Partner Features

link.

Start here if

already have

a tenant

Start here if you

don’t have a

tenant

Create both your Office

365 ID and Domain

name here

Login to Office 365 at

https://login.microsoftonline.com

Sign in using your

Office 365 ID

After creating the new user, select

the user and click EDIT.

To ensure this user in

your company can see

and use the Partner

features, select Yes

Office

365 admin portal

Select a customer to view summary

information, subscription info,

perform admin tasks for the

customer

Note: This will only show the customers

in which you have delegated admin

privileges

Clicking the filter icon will give you

the option to filter your customer

list by recently accessed or

flagged.

To flag a customer, highlight the

customer in your customer list and

then click on the flag icon.

Click on the company name link to view additional

configuration details about the customer, such as a

list of administrators, DirSync status and preferred

language

Under the client admin quick links,

go directly into the customer’s

Office 365 admin center

Perform admin tasks on behalf of

the customer, and when you are

done, click on the Partner link to go

back to the Partner admin center.

Partner sees the

service health

dashboard for an

individual customer

Partner can view all service requests

associated with a customer, search for a

service request by reference number or search

for an individual customer

Selecting the + icon enables the

Partner to start creating a new

service request for a customer

Enter the details of

the service request

Select the SKU for

the trial

Remember to check this box

to include an offer for

delegated administration.

Select the details of the purchase

offer, include SKU and number of

licenses

Remember to check

this box to include an

offer for delegated

administration.

Copy and paste the delegated

admin request link into an email and

send to you customer

Online Services Advisor (OSA) attach form

MPN network member