Manage partner relationships

Note

The admin center is changing. If your experience doesn't match the details presented here, see About the new Microsoft 365 admin center.

You can work with Microsoft-certified solution providers (partners) to purchase and manage products and services for your organization or school. There are a few steps involved in getting things set up.

  1. Admins find and contact a partner using the form at https://www.microsoft.com/solution-providers/home.
  2. Partners send an email request to customers to establish a partner relationship.
  3. Customers accept the invitation in Microsoft 365 admin center and start working with the partner.

Before you begin

You must be either a Global or Billing admin to do these steps. For more information, see About admin roles.

What can a partner do for my organization or school?

There are several ways that a partner can work with you. Based on your stated business needs, they choose one of these types when they send their request to work with you.

Partner type Description
Reseller Partners that sell Microsoft products to your organization or school.
Delegated administrator Partners that manage products and services for your organization or school. In Azure Active Directory (AD), the partner is a Global Administrator for your tenant. This role lets them manage services like creating user accounts, assigning and managing licenses, and password resets.
Reseller & delegated administrator Partners that sell and manage Microsoft products and services to your organization or school.
Partner You give your partner a user account in your tenant, and they work with other Microsoft services on your behalf.
Advisor Partners can reset passwords and handle support incidents for you.
Microsoft Products & Services Agreement (MPSA) partner If you've worked with multiple partners through the MPSA program, you can allow them to see purchases made by each other.
Line-of-business (LOB) partner Partners can develop, submit, and manage LOB apps specific for your organization or school.

Find a partner

  1. Go to https://www.microsoft.com/en-us/solution-providers/home.
  2. Enter your location, choose your organization size, add keywords for the type of services you need, then select Go.
  3. Choose one or more partners, then select Contact selected providers.
  4. Complete the form to describe your business needs, then select Send.

The partner contacts you and gives you a chance to learn more about them. If you decide to work with them, they send you an email invitation to establish a partner relationship.

Review and accept a partner relationship and Microsoft Customer Agreement

After you find a partner and decide to work with them, they send you an email invitation.

  1. In the email, select the link to go to the Microsoft 365 admin center.
  2. On the Accept agreement & authorize partner page, select the link for the Microsoft Customer Agreement, and read the document.
  3. Check the box to acknowledge that you read the agreement.
  4. Select Accept & Authorize.
  5. The list of partners that you’re working with is displayed. Select any partner to see details.

Review and accept a Microsoft Customer Agreement

If you already have a partner but haven’t yet signed a Microsoft Customer Agreement, you must accept the agreement before they can make purchases or manage your subscriptions on your behalf.

  1. If you receive an email from your partner, select the link to go to the Microsoft 365 admin center, or go to the Accept agreement page.
  2. Select the link for the Microsoft Customer Agreement and read the document.
  3. Check the box to acknowledge that you read the agreement.
  4. Select Accept.
  5. The list of partners that you’re working with is displayed. Select any partner to see details.

Remove partner admin roles

Depending on the request made by the partner, when you accept the invitation, you agree to give them Global and Helpdesk admin roles. When you give these admin roles to a partner, you automatically grant them delegated admin privileges in Azure AD. To learn more, see Delegated admin privileges in Azure AD.

If you don't want to give the admin roles to the partner, cancel the invitation instead of accepting it.

You can remove admin roles from a partner at any time. Removing the admin roles doesn’t remove the partner relationship. They can still work with you in a different capacity, such as a Reseller. If you decide that you don’t want to work with a partner anymore, contact your partner to end the relationship.

  1. In the admin center, go to the Billing > Partner relationships page.
  2. On the Partner relationships page, select the row that contains the name of the partner that you want to remove.
  3. Select the row that contains the name of the partner.
  4. On the partner page, select Remove roles.
  5. In the Remove roles? dialog box, select Yes.