Move license-based customers from other channels & partners to the Cloud Solution Provider program

Applies to

  • Partner Center

If your customer wants to hire multiple partners, transfer their subscriptions to another partner, or manage their subscriptions purchased elsewhere, you can move them manually. You can also move customers into Partner Center from another channel.

Move your customer's license-based subscriptions to the Cloud Solution Provider Program (CSP)

  1. Select Customers from the Partner Center menu and then select Request a reseller relationship. To provide support for multi-channel accounts, you do the same thing.

  2. Once the customer accepts your invitation, you'll be able to provision the desired subscriptions and licenses for the customer (for example, the same Office 365 offer that the customer purchased previously).

  3. The customer can either allow the original subscriptions to expire or cancel them. However, since there are no refunds on canceled subscriptions, it's best to wait until the subscriptions are near the natural expiration dates.

    Note

    The customer might be eligible for a credit if they purchased through the Microsoft 365 (M365) admin portal (for example, through monthly or yearly billing direct from Microsoft). Credits for subscriptions purchased directly from Microsoft are handled by M365 billing support. See M365 guidance on how to cancel your M365 subscription. If you have delegated administration privileges for the customer, you can contact M65 support on behalf of your customer. If not, please ask your customer to contact M365 support directly to find out how much credit they are eligible for and how this credit will be given to them. Read information on delegated admin privileges.

  4. The customer will then continue forward with the subscriptions you have provisioned without interruption.

If you provision the same offers as the offers your customer has been using, there is no need to reassign licenses, and there will be no disruption to end users. The offers must be the same to ensure no data loss. As long as the total number of licenses remains the same and the offer is equivalent your customers will feel no impact.

If you transfer customers who are on offers that have been discontinued, you will need to find an equivalent offer in order to prevent data loss. If you move the customer to a different offer, you will need to update their license assignment.

Note

You, the CSP partner, must be in the same region as the customer tenant to transition that customer to you.

Next steps