Learn how to transfer a customer's Azure subscriptions to another partner

Applies to

  • Partner Center for Microsoft Cloud for US Government
  • Partner Center for Microsoft Global Cloud
  • Partners in the Cloud Solution Provider (CSP) program

This article describes how a customer can switch their Microsoft Azure services from one Cloud Solution Provider (CSP) to another.

To switch a customer's Azure services or subscriptions to a different partner, follow these manual steps. Both the partner and the customer need to complete the steps.

Note

Currently, only Direct or Indirect Providers can transfer subscriptions. You can't change partners for Cloud Solution Provider subscriptions associated with Azure plan, Office 365, Enterprise Mobility Suite, or Microsoft Dynamics CRM subscriptions.

Switch partners for Azure subscriptions

  1. To transfer an Azure subscription to a new partner, the customer must start the process and contact their current partner of record in writing.

    Note

    It is the current partner's responsibility to create the service ticket that initiates the transfer process. Microsoft cannot intervene on behalf of the customer or the new partner. The customer should plan to work closely with the current partner to make the transition go smoothly.

  2. The partner for the subscription needs to do the following tasks:

    Create an Azure service ticket from Partner Center to request a subscription transfer:

    • From the Partner Center menu, select Customers, select your customer from the list, and then select Service management. Under the Support tickets section, select the New ticket dropdown and choose Microsoft Azure.

    • From the Azure portal, select New support request.

      In Step 1, choose Subscription management as the issue type, specify the Subscription ID you want transferred, and choose Cloud Solution Provider as the support plan.

      In Step 2, select C-Minimal impact and choose Other General Questions as the problem type.

      Download the CSP Subscription Transfer form.

  3. The partner for the subscription: Fill in the CSP Subscription Transfer form, sign it, and then send it to the customer. To fill in the form, you'll need the following information:

    • The current partner's contact information and Microsoft ID. In the Partner Center menu, select Account settings > Organization profile, and use the Microsoft ID, Organization name, and Address listed there.

    • The customer's Microsoft ID. In the Partner Center menu, select Customers, then expand the customer's listing to see their Microsoft ID.

    • The subscription ID to transfer. In the expanded customer listing, select View Subscriptions, then expand the chosen subscription to see the Subscription ID.

    Note

    Transferring a subscription results in two subscription IDs which you will see on the Edit Subscription page of the transferred subscription: 1- The Partner Center Subscription ID is used for billing purposes. 2- The original Azure Subscription ID is retained and will appear in Partner Center as well as in the Azure Management portal. This ID will appear in your recon file. When logging support tickets, you need to use both IDs.

  4. The customer and new partner for the subscription:

    Review the form, fill in information about the new partner, and sign it. Confirm that the new customer has a contract agreement in place. Send the form back to the current partner of record.

    Important: If the new CSP Partner doesn't have a reseller relationship with the customer, they must establish one before the subscription is transferred. You can find information on how to do this here.

    Note

    The new CSP partner and the customer tenant must be in the same country.

  5. Current partner:

    Make sure the form includes contact information for both partner admins. Microsoft Support will contact both admins to verify the transfer. Make sure you have all three signatures. Then use the File Upload option to attach the completed form to your existing service request. A Microsoft support engineer will get back to you within eight business hours to validate receipt and completion.

  6. New partner:

    Update the Azure subscription settings to remove the old partner from the account. To see which role assignments are provisioned, run two PowerShell Commandlets.

    • Add the new partner as the reseller on the account:

      Connect-AzAccount -Tenant 'xxxx-xxxx-xxxx-xxxx'
      

      Note

      The customer's Tenant ID appears in Partner Center as the customer's Microsoft ID. To find the Microsoft ID (Tenant ID) for a specific customer, sign into the Partner Center dashboard. Then select Customers from the menu. Locate the customer on the list. Select the down-arrow to expand the customer's listing. You will see information about the customer's Domain name and the customer's Microsoft ID. Use the 16-digit Microsoft ID in the PowerShell commandlet.

    • View roles on the account, including previous CSP partners:

      Get-AzRoleAssignment
      
  7. Remove outdated access permissions

    • In the Partner Center menu, select Customers.
    • Locate the customer on the list. Select (double-click) their company name. This opens the customer Subscriptions page.
    • In the customer detail menu, select Service management.
    • Under Microsoft Azure, click the link to go to the Microsoft Azure Management Portal.

Next steps