CSP regional authorization tenant consolidation

Applies to

  • Partner Center
  • Partner Center for Microsoft Cloud for US Government
  • Partner Center for Microsoft Cloud Germany

[Some information relates to pre-released product which may be substantially modified before it's commercially released. Microsoft makes no warranties, express or implied, with respect to the information provided here.]

Use these instructions to consolidate tenants for different country/regions.

Note You must be aware of all of the subscriptions and seat counts for your customers provisioned from the transition accounts. You will be re-provisioning those same exact subscriptions with the same seat counts under the new Central CSP account as part of the migration process. Use the export list feature to help create a list of customers to move over to the centralized tenant. Partners choose to consolidate their tenants. Once consolidation is complete, Partners cannot revert to their previous state. Note that customer action may also be required.

Prepare for migration

  • Sign in to your Dashboard with the Transitioning (existing) account (the one you will transition) and take note of all customers and all of the services provisioned for those customers.

regional customer list

Migrate customer accounts

  1. Sign in to your Dashboard with the Transitioning (new) account (the one you are transitioning into) and navigate to the Customers list from Customers.

  2. Select Customers.

  3. Click Request a reseller relationship. You are presented with a default email message to present to your customers. This message contains a URL with the org ID unique to your new Partner Center account.

  4. Customer Action: Ensure that each of the active customers you want to migrate visits this URL. When opening the URL, the customer is prompted to sign in to the Office 365 portal. The customer signs in using the same Org ID that they use to access the Azure and Office 365 admin portals.

  5. After signing in, the Global Admin for the customer account is prompted to submit an agreement to give delegated admin privileges to the new CSP account. If they agree, the customer selects the checkbox and agrees to authorize the relationship.

The customers will appear in the partner’s customer list after they have submitted the agreement, one by one.

Migrating Office 365 and non-Azure usage-based subscriptions

  1. Once your customer has signed the agreement, you can recreate their subscriptions under your Centralized Partner Tenant.

  2. From the Dashboard select Customers.

  3. Open the company name for the customer you want to migrate.

  4. Click Add subscription.

  5. Add the correct subscriptions and seat counts from the catalog. Verify with the information provided in the Transitioning From partner accounts.

    screenshot of customer list

  6. Click Submit.

The services are now provided to the customer from the Transitioning To partner account.

Repeat these steps to migrate subscriptions for all additional customers.

Before proceeding to the next section, ensure all customer subscriptions existing under the Transitioning From partner accounts are re-provisioned under the Transitioning To partner account.

Note Partners must suspend subscriptions on the Transitioning From Partner Tenant account in Partner Center the same day that those subscriptions are transitioned and set up under the Transitioning To Partner Tenant account in the Partner Center to ensure double billing does not occur. Support requests will be denied for credits due to any overlap in billing that occurs from not correctly setting the Transitioning From subscriptions to disabled.

Disabling the Office 365 subscriptions under the Transitioning From partner account

Disabling the CSP subscription under the Transitioning From partner accounts stops any future billing. You do not have to manually disable Azure subscriptions, because Azure subscriptions are automatically disabled during the migration process.

  1. Sign in to the Dashboard with the Transitioning From CSP account and navigate to the customer list.

  2. Open the customer with subscriptions to disable, and then select the first offer to disable.

  3. Set the subscription to suspended, and then click submit.

    Note Suspending the subscription ensures double billing does not occur.

The Subscription shows **suspended** on the subscriptions list.
  1. Repeat these steps for all subscriptions under the customer. Verify all show suspended.

  2. Select the next customer on the list and repeat the process of disabling all subscriptions.

Migrating Azure usage-based subscriptions

Note that Azure usage-based CSP subscriptions do not need to be migrated manually as in the case with Office 365 CSP subscriptions. Microsoft Azure Support can migrate the Azure subscriptions as well as all deployed services or resources from the Transitioning From CSP reseller accounts to the Transitioning To CSP reseller account. There will be no disruption of service to the customer during this transition.

  1. Ensure that the customer accounts that need Azure subscriptions migrated have accepted the agreement to be associated with the new Transitioning To CSP account.
  2. Partners notify Microsoft which customer accounts that have Azure subscriptions are ready to migrate, and provides those customer’s company names.
  3. Microsoft migrates the Azure usage-based subscriptions and notifies the partner when the migration is complete.
  4. The partner confirms that the Azure subscription under the Transitioning From CSP reseller accounts now shows suspended in the Partner Center under the customer subscriptions section.
  5. The partner confirms that the Azure subscription under the Transitioning To CSP reseller account now shows a status of active in the Partner Center under the customer subscriptions section.

    Note Disabling the subscriptions under the customer does not change the appearance of the customer in the Customers list. There is currently no option to remove customers from the list. Partners should avoid adding subscriptions back to these customers from their Transitioning From account in the future.

  6. Repeat these steps for all subscriptions under all of your customers to stop future charges on the Transitioning From account(s). The partner will receive one final invoice with a credit for the number of unused days between the day of cancellation and the last day of the billing period. No future invoices will generate after that final billing period.

Notes

  • Disabling the subscription from the Transitioning From CSP account does not impact end customer’s service provided the service was provisioned from the Transitioning To CSP account prior to the disable.

  • Subscriptions cannot be used by the customer and do not generate charges when suspended or cancelled.

  • There is currently no way to remove a customer from the Customers list completely.

  • Note Partners must suspend subscriptions on the Transitioning From Partner Tenant account in Partner Center the same day that those subscriptions are transitioned to and set up under the Transitioning To Partner Tenant account in the Partner Center to ensure double billing does not occur. Microsoft will not support requests for credits due to any overlap in billing which occurs from not correctly setting the Transitioning From subscriptions to suspended.

Simplify migration using Export

Using the Export Function, you can capture the subscriptions you need to use in your new consolidated structure:

  1. Click Customers on your Dashboard to see the list of customers in your existing structure.

  2. Open the desired customer name.

  3. On the Subscriptions page, click Export Subscriptions to export details of subscriptions to an Excel file.

  4. Use this list to recreate the subscriptions in your new consolidated tenant.

API registration

For more information about API registration, see this page.