Managing your Microsoft CSP Program

Manage your Microsoft CSP program

To manage your CSP program, select the “Programs” icon on the left-hand navigation. Ensure to click “Manage” on the Microsoft CSP icon to view the program details.

Creating a new tenant

To create a new tenant for a customer that is new to Office 365 click on “Create New Tenant” and fill out the order form with your client’s company information, providing a primary contact within the end client company.

Ensure to select the correct country for your client as this determines which data centre the series are provisioned from.

Click on “Create Tenant” to continue onto the next stage for product selection.

Product Selection

Here you can select the products you would like to provision for your client. You can either key in the quantity directly or adjust the quantity using the up and down arrows.

Order Overview

Using the overview section on the right, confirm the selected products & associated quantity then click on “Submit Order” to provision the tenant and purchase the product(s).

GDAP Overview

As part of provisioning the product purchased, the default setting for GDAP is set to "Minimal". Once a Tenant is provisioned, PRISM automatically creates a GDAP relationship using default permissions with a duration set for 2 years.

For more detailed information on GDAP please refer to the GDAP Knowledge Base Article.

Manage an existing Microsoft CSP tenant

The function is used to manage the licenses of a customer with a Crayon CSP Office 365 subscription. Managing the licenses of a tenant originally procured through Crayon Microsoft CSP Program or transition into CSP has never been easier.

Select your customer:

From the “manage existing tenant”, select the drop-down menu to select your customer. Once the customer has been selected, click on “Manage.”

Amend the subscription as needed:

Increase or decrease the quantity of products as needed. Confirm the quantities are correct in the overview section, click on “Submit Order.”

Order Processing:

Once the order has been submitted, you will see the status of the order through the notification icon.

Connect/transition a tenant to Crayon Microsoft CSP

The function is used when a customer has an existing Office 365 subscription through EA, Open Advisor, or purchased directly through Microsoft. This will allow you to sell licenses under the Microsoft CSP Program.

Note: Please ensure once tenants are connected, the appropriate GDAP relationships are established.

Please refer to the user guide for Managing GDAP.

GDAP User Guide:  GDAP – Operations - APAC - Knowledge Base (zendesk.com)

There are a few things to check before you move your customers’ licenses from other licensing channels or from other partners to Crayon Microsoft CSP:

 

1. To move a tenant with subscriptions from the Open program: First, check the expiry date of your customer's Microsoft online subscription. Move to Crayon CSP program within 30 days upon expiry of your customer's subscription.

2. To move a tenant with subscriptions from Web direct (direct purchase from Microsoft): First, follow the instructions below to transition the tenant and purchase the subscriptions through Crayon . Then, raise your service request online in the Office 365 admin center and ask the billing support team to cancel the subscription, stating that the customer is moving to CSP program so that Microsoft will waive the early termination penalty equivalent to a 1-month subscription.

3. To move subscriptions from other CSP indirect providers or other CSP direct resellers to Crayon CSP: Follow the steps below to transition the tenant and create a subscription with the correct license quantity through Crayon CSP. Then, cancel the subscription with the existing CSP partner. You will need to ensure that your customer's contractual obligation with the previous reseller is fulfilled to avoid any dispute.

4. To move subscriptions from another Crayon CSP reseller to you: Please raise a support case via email to [e-mail]. You will need to ensure that your customer's contractual obligation with the previous Crayon CSP reseller is fulfilled to avoid any dispute.

To move subscriptions and licenses to Crayon CSP, you first need to Connect a tenant to Crayon CSP.

First, log into Crayon PRISM Portal, and go to Programs -> Microsoft CSP.

Click Connect Tenant to begin the process of connecting Crayon with your customer who has already purchased Microsoft Online services through other programs or partners before to Crayon CSP. Connect tenant only establishes a relationship between Crayon and your customer tenant. The existing subscription with the previous subscription provider will remain in place until these subscriptions are suspended or terminated.

Enter the name, email and billing address of your customer.

Enter the market category (Corporate, Government, NFP or Education) and contact details of your customer

Enter the license quantity that the customer wishes to purchase via the Microsoft CSP program and click Submit Order. If you are creating an Azure only tenant, click Skip. Also, note that add-ons are only available after you have purchased the main SKUs.

You will now be prompted to get your end customer to log into the Crayon Partner Connect Website using their global administrator credentials. You will also receive a separate email that includes the Crayon Partner Connect Website link that you can forward to your customer’s admin.

The admin of the end customer can proceed to the Crayon PRISM Partner Connect Website using the Partner Connect link. Alternatively, you can also do this on behalf of your customer if you have the login credentials.

Login using the customer’s Global Administrator credentials

Accept the Directory Connection of your tenant.

Confirm the tenant details

Once confirmed, you will be greeted with a sign-in page to your Admin Center - here, you need to accept Crayon as a 'Delegated Admin' to enable Crayon to provision Microsoft online service Licenses for the end customer.

 

Accept Crayon as a 'Microsoft Cloud Solution Provider and Administrator' by ticking 'yes' and click 'Authorise CSP'.

You can see that Crayon is now a CSP Admin under 'Partner Relationships'. Try to refresh the page if you cannot see it.

 

Return to the Crayon PRISM portal, and you will see that the status of the tenant you just transitioned is now 'Transitioning'. It takes up to an hour for the tenant transitioning process to be completed and the status of the tenant to change to 'Normal'. You will be able to assign licenses to your users after the tenant transitioning process is completed. 

After your licenses have been provisioned, remember to go back to your previous license providers (other CSP, Microsoft etc.) to cancel and suspend the subscriptions following the instructions at the beginning of the article to avoid being double billed.

Price List

You can view your price list by selecting the price list-icon when you are on the Microsoft CSP Program Page.