How to add a new customer record in Partner Center

  • Artiklu
  • 2 minuti biex taqra

Appropriate roles: Global admin | User management admin | Admin agent | Sales agent

This article describes how to add a new customer in Partner Center. These steps are required before you can sell subscriptions, manage billing, or provide support to a customer.

Considerations

When adding a new customer record in Partner Center:

  • Use the correct registration ID: When entering your company registration ID, be sure to use your business tax ID and not the customer's personal ID.

  • Enter additional info for some countries: Company registration ID and phone number are required for some countries if you're a direct bill partner or an indirect provider

  • Confirm Microsoft Customer Agreement: Before you can place an order on a customer's behalf, you must confirm that they've accepted the Microsoft Customer Agreement.

  • Use different steps for existing customers: For existing customers, including customers who already have customer records in Partner Center through a Multi-channel or Multipartner scenario, request a relationship with them, instead of following the steps here.

  • Enter detailed, accurate customer information: To ease customer verification, ensure that you:

    • Enter the exact legal/official name as it appears in the official documents.
    • Avoid using acronyms or short forms.
    • Don't use test names.
    • Provide complete, exact address info (for example, location details, city, state, country, and postal/zip code).

To add a new customer in Partner Center

Use the following steps to add a new customer.

  1. Sign in to the Partner Center dashboard, select the Customers tile, and then select Add customer.

  2. If your customer is an educational institution, see how to create an eduction customer.

  3. On the Account info page, enter the customer's details and primary contact information.

Enable Microsoft Cost Management for customers

After a partner adds a new customer, the partner can enable Microsoft Cost Management for customer tenant Azure subscriptions. Providing access allows customers to view their costs for Azure consumed services at pay-as-you-go retail rates. Costs are shown in the customer's billing currency for their consumed usage at Azure RBAC subscription and resource groups scopes. For more information about how partners can grant access to customers, see Enable cost management for customer tenant subscriptions.

Company registration IDs and phone numbers

Direct bill partners and indirect providers adding records for customers in the following countries must also enter the company phone number and registration ID (also known as the organization INN):

Armenia, Azerbaijan, Belarus, Brazil, Hungary, India, Iraq, Kazakhstan, Kyrgyzstan, Moldova, Myanmar, Poland, Russia, Saudi Arabia, South Africa, South Sudan, Tajikistan, Thailand, Turkey, Ukraine, United Arab Emirates, Uzbekistan, Venezuela, and Vietnam

Validate names and addresses

Your company and email addresses must adhere to many validation rules. See Validate company names and email addresses for a complete list of these rules.

Next steps