Partner with indirect resellers in the Cloud Solution Provider program

With such a complex and rapidly changing technology marketplace, customers want the competitive edge that technology solutions can give them. In such a climate, it makes sense for partners to invest in partner-to-partner engagement to extend offerings and enable customers to do even more.

New resellers are entering the market and seeking ways to offer their solutions to customers outside of their markets and locales. As an established technology provider, you're well-positioned to be their route to market. Partner with indirect resellers in the Cloud Solution Provider (CSP) program to connect with other partners, bring new solutions to the market, and advance customers’ adoption of cloud services.

In the indirect provider-reseller (two-tier) model, you partner with indirect resellers to offer Microsoft cloud solutions to customers. You purchase products and subscriptions directly from Microsoft and then offer these solutions to customers through your resellers.

As an indirect provider, you use the Partner Dashboard to:

  • Connect with indirect resellers who can help expand your reach and customer base
  • Establish partnerships with indirect resellers that allow you both to serve common customers
  • Designate indirect resellers to manage specific customers and subscriptions
  • Manage your relationships with Microsoft, customers, and indirect resellers all in one place

For more information about the indirect model in CSP, see Explore the indirect model on the Microsoft Partner Network website.

Indirect provider tasks in the Partner Dashboard

Complete the following steps to establish and manage your partnership with indirect resellers and customers. Steps two and three are described in more detail below.

  1. Review your company's profile on Microsoft's official indirect providers list.

    • To make changes to your company's indirect provider profile, submit a Partner Dashboard support request and include your company name, logo, and target URL for each location. We will update your profile within two to three weeks.
  2. Connect with indirect resellers

    • Before you can interact and transact with resellers, you must establish partnerships with them in the Partner Dashboard.
  3. Connect with customers

    • Associate new customers and subscriptions to resellers
    • Establish reseller relationships with existing customers

After you complete these steps, you can manage your reseller partnerships on the Indirect resellers page from your Dashboard menu.

Important
Before you can start working with resellers, they must be enrolled as indirect resellers in the CSP program and have Partner Dashboard accounts. Point your resellers to Partner with indirect providers in CSP for information about enrolling in CSP.

Connect with indirect resellers

To interact and transact with indirect resellers in the Partner Dashboard, you must establish a partnership with them. Having a partnership with an indirect reseller allows you and the reseller to both serve common customers.

To establish a partnership, email a partnership request to the reseller. Be sure to have the reseller’s email address on hand before you get started.

  1. Select Indirect resellers from your Dashboard menu.

  2. On the Indirect resellers page, select Request a partnership. A draft email message appears.

  3. Select Open in email to open the message in your default email application, or select Copy to clipboard to copy and then paste the message into an email. Select Done when finished.

    Important You can edit the text in the email message, but be sure to include the link as it is personalized for your Partner Dashboard account.

  4. After the reseller accepts your partnership request, they’ll appear in your indirect resellers list, and you’ll be able to:

    • Add new customers on their behalf
    • Submit orders on behalf of their customers
    • Associate them with a subscription so they can manage it on behalf of the customer who purchased it
    • Designate them as the customer’s support contact for specific subscriptions

Depending on the level of access and involvement you want the reseller to have, you may want to take one or more of the actions described below.

To accomplish this Do this Where
Enable the reseller to manage a customer’s account and have administrator permissions to manage their subscriptions Associate a reseller to a customer account when adding a new customer On the New customer page
Enable the reseller to manage an Azure customer's account Associate a reseller to an Azure customer account when adding a new customer On the Azure service portal, select User Settings to give the indirect reseller tenant owner permissions
Give the reseller credit for incentives Associate the reseller to the subscription (new or existing) On the New subscription page
Delegate customer support for specific subscriptions to the reseller Select the reseller from the Designated support contact list On the subscription’s detail page: Select the customer from your Customers page, then select the subscription from the customer’s Subscriptions page

Connect with customers

When you get new customers, you need to create accounts for them in your Partner Dashboard. When you add a new customer account, you can designate a specific reseller to manage the account and administer the customers’ subscriptions and services on their behalf.

When you associate a reseller with a new customer account, you are delegating account and subscription management to the reseller. This means that the reseller has administrator access to the customer’s subscriptions and services and can manage them on behalf of the customer.

Add new customers and associate them with indirect resellers

  1. Select Indirect resellers from your Dashboard menu.

  2. Find the indirect reseller that you want to assign new customers to and then select Add new customer. Note that the indirect reseller is already selected for you on the customer detail form. Provide the customer’s details and then select Next: Subscriptions .

  3. On the New subscription page, select the subscription(s) the customer wants to buy and then enter the number of licenses the customer needs.

  4. Select Next: Review.

  5. If the order is correct, select Submit. If the order is incorrect, select Cancel to cancel the entire operation and start over.

  6. After you submit the order, the Confirmation page appears. Under Setup info, the admin user account name and temporary password are displayed. Copy down the user account name and password information so you can send it on to the new customer.

    Important Be sure to make a note of the user account name and password as you won’t be able to access this information again after you close this page.

  7. Select Done. The new customer appears in your customer list, associated with the indirect reseller. The reseller now has admin access to the customer’s account information and subscriptions and can manage the subscriptions on the customer’s behalf.

Add new subscriptions to customer accounts

When customers want to buy new subscriptions, upgrade existing ones, or buy additional licenses, you make these changes in the customer’s account.

  1. Select Customers from your Dashboard menu.

  2. Find the customer whose account you want to change. You can filter the list by indirect reseller to narrow your choices. Expand the customer’s record by selecting the down arrow, and then selecting Add subscription.

  3. On the New subscription page, select the subscription(s) and enter the number of licenses the customer wants to purchase.

  4. To associate the subscription with a reseller, select the reseller’s name from the list and then select Submit. Associating the reseller with the subscription enables them to earn incentives, if applicable.

  5. The new subscription(s) appears in the customer’s subscriptions list.

  6. If you want the reseller to handle customer support requests for the new subscription, select the subscription and then select the reseller from the Designated support contact list.

  7. Select Submit when finished.

See also

For more information about managing customer accounts and subscriptions, see:

Customer accounts

Customer subscriptions