Confirm customer acceptance of the Microsoft Customer Agreement in the CSP partner program

Applies to

  • Partner Center
  • Microsoft 365 Admin Center

Appropriate roles

  • Admin agent
  • Sales agent

Appropriate partner types

  • Indirect resellers, Direct bill, Indirect providers

On October 1st, 2019, Microsoft introduced the Microsoft Customer Agreement to the CSP program to replace the Microsoft Cloud Agreement. Read additional guidance for indirect resellers. To facilitate partners' migration to the new agreement, both agreements coexisted in the CSP program until January 31st, 2020. Starting February 1, 2020, the Microsoft Customer Agreement replaced the Microsoft Cloud Agreement.

Customers have two options for accepting the Microsoft Customer Agreement.

Option 1: Partner attestation of customer acceptance - Partner can confirm customer acceptance using Partner Center API/SDK or through the Partner Center dashboard.

Option 2: Customer direct acceptance - Partner can invite the customer via a URL to review and accept the agreement in the Microsoft 365 Admin Center.

Access Microsoft Customer Agreement template

You can manually download the latest version of the Microsoft Customer Agreement template from here. The Microsoft Customer Agreement is country-specific. When requesting the Microsoft Customer Agreement template, be sure to select the correct country based on the customer's location.

Option 1: Confirm customer acceptance in Partner Center

Partners can confirm customer acceptance of the Microsoft Customer Agreement in Partner Center for new and existing customers. Resellers cannot attest on behalf of their customers and need to work with their Indirect Provider to get attestation completed.

Confirm customer acceptance for new customers

When you create a new customer tenant in Partner Center, use the following steps to confirm the customer's acceptance of the Microsoft Customer Agreement. You must be an Admin agent or Sales agent to perform these steps.

  1. Select Customers, and then New customer.

  2. Under Account info, enter information for the company and its primary contact.

  3. Under Microsoft agreement, select the box to attest that the customer has accepted the Microsoft Customer Agreement.

  4. Under Agreement acceptance date, enter the appropriate date. You cannot set this to a future date.

  5. Make sure that the primary user contact information displayed is correct. If it's incorrect, select Update and enter the accurate information for the person who accepted the agreement.

  6. Select Next to continue creating the customer tenant.

    New customer

Confirm customer acceptance for existing customers

You must be an Admin agent or Sales agent to do this:

  1. Select Customers. Find and select the customer.

  2. Select Account info.

  3. Under Microsoft Customer Agreement, select Update.

  4. Enter the First name, Last name, Email address, and Phone number (optional) of the person who accepted the agreement. Under Agreement acceptance date, enter the appropriate date. You cannot set this to a future date.

  5. Select Save and continue.

    Existing customer

Retrieve confirmation of customer acceptance

You can retrieve confirmation that an existing customer has accepted the Microsoft Customer Agreement using the following steps. You must be an Admin agent or Sales agent to do this.

  1. Select Customers, and then find and select the customer you want to see.

  2. Select Account info.

  3. Under Microsoft customer agreement, view if confirmation has or hasn't been provided by this customer.

Confirm customer acceptance using Partner Center API/SDK

You can use Partner Center API/SDK to confirm customer acceptance of the Microsoft Customer Agreement. For details on the API/SDK, refer to:

Option 2: Customer acceptance in Microsoft 365 Admin Center

Partners can invite new and existing customers, via a URL, to review and accept the agreement within the Microsoft 365 Admin Center. The next few sections show you how to:

  • Create a new customer and invite the customer to review and accept the agreement.

  • Invite a new customer to review and accept the reseller relationship and agreement.

  • Invite an existing customer to review and accept the agreement.

Note

You can use Partner Center API/SDK to get the status of a customer's direct acceptance of the Microsoft Customer Agreement.

Create a new customer and invite the customer to review and accept the agreement

Use the following steps to create a new customer in Partner Center then invite them to review and accept the Microsoft Customer Agreement within Microsoft 365 Admin Center.

  1. From the Customers tab within Partner Center, select Add customer.

  2. Under Account Info, enter information about the new customer in all required fields, including the customer's company name and primary contact.

  3. Under Customer Agreement, select the first option, Customer will be asked to accept the Microsoft Customer Agreement in Microsoft 365 Admin Center. Complete any other required fields on the page.

  4. Select Next: Review then continue the steps to create the customer tenant.

Note

New customers cannot make a new purchase until they accept the Microsoft Customer Agreement.

Create new customer

  1. When you reach the Confirmation screen in the new customer workflow, save the customer credentials. You will need to give these credentials to your customer later.

  2. Outside of Partner Center, create and send an email that invites the customer to accept the Microsoft Customer Agreement in Microsoft 365 Admin Center. Make sure to include these items in the email:

    • A link to this URL (Sign-in required)

    • The customer's credentials you saved in Step 5.

  3. The customer will then receive the email invite from the partner and select the URL.

  4. The customer signs into Microsoft 365 Admin Center using the customer credentials previously received from the partner.

  5. The customer then checks the box to accept the Microsoft Customer agreement.

Invite a new customer to review and accept the reseller relationship and Microsoft Customer Agreement ​

Use the following steps to invite a new customer to review and accept the reseller relationship and the Microsoft Customer Agreement. ​

  1. From the Customers tab within Partner Center, select Request a reseller relationship link. ​

  2. An automatic email template will be generated, including text and a parameterized URL which will direct the customer to the Microsoft 365 Admin Center.​

  3. You can customize the automatically generated email template and then select Copy to clipboard or Open in email.​

  4. Use this email template to invite the customer to accept reseller relationship request and the Microsoft Customer Agreement.​ (Note: In the email invite, make sure the partner also includes the URL that was automatically provided as well as the customer credentials that were recently created.)

    create a relationship

  5. Customer receives invite via email and clicks on the parameterized URL. ​

  6. Customer uses credentials provided by partner within email to sign into Microsoft 365 Admin Center.

  7. Customer checks the box to accept the reseller relationship and Microsoft Customer Agreement. ​

  8. Within the same URL, the customer is able to see a consolidated list of different partners they are working with. They can select a partner to see details.​

    Accept agreement

Invite an existing customer to review and accept the agreement

Use the following steps to invite an existing customer to review and accept the Microsoft Customer Agreement. ​

  1. Create the customer email with the embedded URL inviting your customer to accept the Microsoft Customer Agreement.​

  2. Your customer receives the invitation via email and clicks the URL. ​

  3. The customer enters their credentials into Microsoft 365 Admin Center.

  4. Your customer checks the box to accept the Microsoft Customer Agreement. ​

  5. Within the same URL, the customer can see the consolidated list of different partners they are working with. They can select a partner to see details.

    customer

Note

In certain scenarios, customers may not be able to directly accept the Microsoft Customer Agreement. To learn more about these situations, see Two scenarios where you need to attest on behalf of your customer.

Historical timeline details

Date Milestone Details
August 01, 2019 UX preview available in sandbox Partners can confirm customer acceptance of the Microsoft Customer Agreement using the Partner Center dashboard in the CSP sandbox environment. Partners with access to the CSP sandbox environment preview the user experience changes. Partners without sandbox access can learn about the changes in this topic.
September 03, 2019 API preview is available in sandbox. Partner can confirm customer acceptance of the Microsoft Customer Agreement using Partner Center API in CSP sandbox environment. API partners can use this opportunity to preview the API changes and start working on API integration to support the new agreement.
September 20, 2019 .NET SDK preview is available in sandbox. Partner can confirm customer acceptance of the Microsoft Customer Agreement using Partner Center .NET SDK in CSP sandbox environment. API partners can use this opportunity to preview the .NET SDK changes and start working on API integration to support the new agreement.
October 01, 2019 Microsoft Customer Agreement available in production Microsoft introduces the Microsoft Customer Agreement to the CSP program to replace the Microsoft Cloud Agreement. Partners can confirm customer acceptance of the Microsoft Customer Agreement using the Partner Center dashboard and API in production. The Microsoft Cloud Agreement remains supported within the CSP partner program. However, partners are advised to start migrating to the Microsoft Customer Agreement. New purchases and license count changes to existing subscriptions will require partner confirmation of either the Microsoft Customer Agreement or the Microsoft Cloud Agreement. Certain new offers (for example, the new Azure plan) will require confirmation of the Microsoft Customer Agreement.
January 31, 2020 Microsoft Cloud Agreement removed from production The Microsoft Cloud Agreement is no longer accepted within the CSP partner program. New purchases and license count changes to existing subscriptions will require the partner to provide confirmation of the Microsoft Customer Agreement. This requirement applies to new customers and existing customers who may have previously accepted the Microsoft Cloud Agreement.
February 3, 2020 Partner now has the option to invite the customer via a URL to review and accept the agreement in authenticated Microsoft 365 Admin Center. Customer can accept the Microsoft Customer Agreement in Microsoft 365 Admin Center. Customer's direct acceptance of the agreement in Microsoft 365 Admin Center confirms approval of terms. ​