Build your business
Published: June 8, 2012
Updated: June 8, 2012
Applies To: Office 365, Windows Intune
|This topic provides online help content that is applicable to multiple Microsoft cloud services, including Windows Intune and Office 365.|
More and more businesses are adopting Microsoft cloud services to manage data backups, server hardware, and server updates. Customers are willing to pay a monthly or annual fee for the peace of mind that these and other services provide. As an authorized partner of Microsoft, you have an opportunity to grow your customer base and create lasting relationships with these customers.
The account portal used by your cloud service offers different pages and features to different users. As a partner, you sign in to the portal, and then click the Partner link in the header to go to the Partner Overview page. Use the links on the Partner Overview page to find and assist your customers, and create trial invitations and purchase offers.
What do you want to do?
Verify your company information
Before you interact with your customers the first time, we recommend that you verify that your company information is correct. Your company information, such as phone number and email address, is exposed to your customers in a variety of locations in the portal.
Your company name appears as a link in the left pane of the Partner Overview page. Click this link to view your company information. If you have global administrator permissions, you can edit this information if necessary.
Find and assist customers
To assist your customers, you can perform administration tasks, create service requests, and reset passwords. To learn how to do this and more, see Find and assist customers.
Send trial invitations
You can create invitations for your customers to try out our services. An invitation can only contain a single trial subscription. In the invitation, you can include an option that grants you permission to administer the account on behalf of your customer. When you administer the account, your customer will find it much easier to try out the services as a user.
When you create a trial invitation, a custom URL is created for you. The URL is not unique to the customer. Instead, the URL has an embedded code that identifies you as the subscription advisor associated with the services that you specify. You can use this URL for multiple customers, or just one customer. You can send the URL in an email message or post it on your website.
To create a trial invitation, on the Partner Overview page, click Send trial invitations. For more details about trial invitations, see Create trial invitations and purchase offers.
Create purchase offers
After you send a trial invitation to your customers, follow up with a purchase offer. You can customize an offer so that it includes the exact services they need plus the right number of user licenses. You can also offer delegated administration in the purchase offer. When you create a purchase offer, a custom URL is created for you that includes an embedded code identifying you as the subscription advisor.
If your customer wants a different number of licenses, you can send them a new offer or they can simply adjust the number of licenses when they purchase the subscription.
To create a purchase offer, on the Partner Overview page, click Create purchase offers. For more details about purchase offers, see Create trial invitations and purchase offers.
Offer delegated administration
If you have customers who already subscribe to a Microsoft cloud service, you can give a deeper level of support by offering delegated administration. As a delegated administrator, you administer the account on behalf of your customer, which means that you can perform most of the administration tasks for your customer's account.
When you send out a trial invitation or a purchase offer, you can offer delegated administration to your customers. Or you can send an offer for delegated administration even after your customer has purchased a subscription.
To administer services on behalf of your customer, you must first obtain permission from your customer. See Offer delegated administration for more details.
Administer your company account
As a partner, you have your own company account with Microsoft Online Services which includes user accounts. To manage users and administrator settings, go to the Admin Overview page and click Users in the left pane. For more information, see Create or edit users. For more information about administrator roles and permissions, see Assigning administrator roles.
When you create a new user or edit an existing user, you choose which permissions you want to give the user on the Settings tab:
Assign administrative access to your company: Give the user access to the Admin Overview page by selecting Yes. Depending on the role you choose, the user will have different administrative privileges for your own company.
Assign administrative access to companies you support: Give the user access to the Partner Overview page and the ability to create trial invitations and purchase offers by selecting Yes.
The Full administration role gives the user privileges equivalent to the global administrator role for the companies you support.
The Limited administration role gives the user privileges equivalent to the password administrator role for the companies you support.
- The Full administration role gives the user privileges equivalent to the global administrator role for the companies you support.