Ordering an Office 365 Service

Owned by Apostolos Karakaxas
Last updated: Jan 30, 2018

Ordering for a new Customer

The process that follows describes the steps needed to order an MS Cloud Offering for an end-customer.

Ordering for an Existing Office 365 Tenant

Before You Start

Especially for CSP Indirect Providers, you should enforce the system to require the billing address of the end-customer before you roll out your new Storefront!

Check the instructions below on how to do that:

Ordering Office 365 Business Plans

The Office 365 Business plans have the special condition that Microsoft supports only up to two subscriptions per customer in partner center. For complying with these requirements, our platform supports the provisioning of one monthly and one annual subscription for these plans in partner center.

Ordering Microsoft Dynamics Plans

A customer can have multiple Microsoft Dynamics instances for accommodating his need for different environments like staging, testing, and production environments. For supporting this scenario, you must:

  1. Configure the system to create a new Dynamics subscription in the Partner Center every time a new order is placed
  2. Instruct your customers to purchase extra licenses for an existing instance from the subscription details page

Ordering Office 365 For Specialized Industries

The non-profit, education, and government plans cannot be purchased from customers that are not qualified for this kind of plans. If the customer is not eligible to purchase a non-profit plan, the checkout process will stop in both BSS and Storefront, and the customer will be informed that he cannot purchase this plan.

Purchasing Extra Licenses for Discontinued Products

For offers that have been discontinued, Microsoft does not allow you to create a new subscription but allows existing customers to purchase extra licenses for their existing subscriptions. Our platform supports this scenario with the following configuration:

Ordering for a Customer where Tax ID (INN) is Required

Microsoft, as part of their of their continued commitment to customers and partners around compliant business practices, are requesting additional data fields from Partners to all new customers and updates to existing ones. All partners with a direct billing relationship with Microsoft (Direct Bill partners and indirect providers) are requested to submit Tax ID (INN) information of customers for the following two sets of countries on different dates:

  1. November 2020 is the Microsoft Release Date for the Tax ID (INN) requirement, addressed to the following countries: Russia, Hungary, Armenia, Azerbaijan, Belarus, Kazakhstan, Kyrgyzstan, Moldova, Tajikistan, Uzbekistan, Ukraine.

  2. March 2021 is the Microsoft Release Date for the Tax ID (INN) requirement, addressed to the following countries: Thailand, Vietnam, Turkey, Poland, South Africa, India, Brazil, Iraq, Myanmar, South Sudan, Saudi Arabia, United Arab Emirates, Venezuela.

Our platform is compliant with these new requirements from the 3.28.4 release. For CSPs that resell to one of the above countries, our system will create a new synchronization parameter that is called “Organization INN”. The customer or the reseller will be requested to fill its Tax ID as part of the checkout process.