Navigation Menu: Customer

Tip:  This step is required before you can create a CSP Subscription. 

Overview

TD SYNNEX is an authorized Cloud Solution Provider (CSP2) and uses our Microsoft Partner Center to managed customers identities in their Azure AD tenant or Microsoft Identity (Tenant ID). A CSP Azure subscription (or account) must be associated under a customer organization within your platform account and within TD SYNNEX's Partner Center. 

A Microsoft identity can be an organizations primary domain (abc.com) or some sub-set of their domain (abctest.onmicrosoft.com).  

Note:  Associating a Tenant ID with a platform Customer profile is accomplished in the management console only.  This feature is not available in the end customer storefront (portal).

There are three methods to associate a Microsoft Identity to an ION Customer account.

• Option 1 - Create new Microsoft Identity
• Option 2 - Added existing Microsoft Azure AD Identity 
• Option 3 - Send a Request to Customer via platform directly to the global administrator for the tenant 

A customer Microsoft ID connects the customer profile created in ION the TD Synnex partner center.

Figure 1: Overview of Fields for Associating a Microsoft Identity to a Customer

(1) Select the pricebook that represents the price you want to charge your customer

(2) Select the currency

(3) Toggle 'on' the feature to allow your customer to purchase and self-manage orders and subscriptions 

(4) Pick from one of the three options to associate the customer tenant to the profile.  This is required before a purchase can be made

(5) Click this link to view a copy of the current Microsoft Customer Agreement

(6) Click Attestation to purchase your first order, or update if previously attested. This is required before a purchase can be made 

Create a new Customer (Tenant) Microsoft Identity

Select this option if you want to create a new Microsoft Identify for the Customer

1. If your customer doesn't exist in platform, create a customer. For help, refer to this article: https://ses.freshdesk.com/solution/articles/5000075005-how-to-create-platform-customer-accounts
2. Click the Cloud Billing > Cloud Providers menus
3. The Customer cloud providers table displays.  Click [Add] then select 'Legacy Azure' in from the drop-down list
4. Set your pricebook
5. Set your currency
6. Toggle 'on' the "Enable provider in customer portal' feature
7. Under the Microsoft Azure Identity section of the screen, click the drop-down list and select Create New Customer Identity
8. Select CSP Credentials
9. Enter a domain prefix
10. Complete all required fields (noted by a '*')
11. Fill out the attestation for agreement to the Microsoft Cloud Customer Agreement 

Note: The Customer "identify association" feature displays in the platform management console only and is not available in the Customer Storefront (customer portal).

Figure 2: Inputs for New Customer Tenant Identity

Figure 3: Inputs required for Attestation to Microsoft Customer Agreement

When Create Customer is successful, you see a confirmation screen with admin and password information.  Provide this information to your client. The customer uses these credentials to log into the Azure Portal at https://portal.azure.com.   

Figure 4: New Tenant Global Admin Credentials

(1) Use these icons to copy the data from the field to the left

(2) This email address is the global Administrator login information

Note: Credentials in the above figure display to to reseller only.

Use this URL with the username and password information:

URL: https://portal.azure.com

Username: admin@[Microsoft Domain].onmicrosoft.com

Password:  See entry in screen shot above

Add Linked Customer

Select this option if the Customer has an existing Microsoft Identify that they want to use and the communication (via email) to your customer is personalized.

Below is a sample of the communication you can email to your customer.  The most important piece of the communication is the URL that is provided below.  

Note:  User with Global Admin permission is required to accept relationship

This table provides you the authorization links sent to customers for the US and Canada Tech Data Partner Centers:

Sample Email Communication

Dear Customer,

[reseller contact name] of [reseller Corporation] in concert with Tech Data Corporation would like to be your Microsoft Cloud Solution Provider for your Microsoft Cloud account.

Click the following link to accept this invitation and authorize Tech Data Corporation to be your Microsoft Cloud Solution Provider.

https://portal.office.com/partner/partnersignup.aspx?type=ResellerRelationship&id=d3e363db-81d0-4c04-9bb4-bced62c60825&csp=1&msppid=0

What happens next...

The recipient clicks the link in the email (which authenticates the Customer ID to Tech Data's Partner Center).  Once this step is confirmed, you can add the customer's Microsoft ID into the SIE Customer Account.  If the customer doesn't provide you their Microsoft ID, the Tech Data operations team can get this information from Partner Center (refer to the Overview section of this article for reference).

Request Link Customer Identity

Select this option if a Customer has a Microsoft Identity and want to use the platform to send an invitation to link their identity to TD Synnex Partner Center.  View the email template through Settings > Email Templates > {in the search bar type 'Azure'} > "Customer Azure Relationship Request"

For additional assistance with this process, we have attached two PowerPoint documents:

(1) Covers all processes

(2) Covers the process when transferring existing subscriptions only