Office 365 Integration with the Automation Platform
Summary
The section helps you understand the process of integrating Office 365 CSP service for provisioning and billing with the automation platform.
Benefits of Integrating
• Automatic provisioning of Office 365
Step by step process of Integration
Create a new product in Automation Platform
1. Create a new product in Automation Platform
Home >> Settings >> Products/Services >> Packages >> Product Type
The admin needs to create a new product under the product type to configure it.
- Go to Home >> Settings. (Look for icon in the upper right corner of the home page)
- Select Packages under the Products/Services section.
- Click on Add Product.
- This will open the Add Product window.
- Select the Product Type from the dropdown.
- Add the product name.
- Click on Save.
Home >> Settings >> Products/Services >> Packages >> Product Group
Next, the admin needs to create the product group which is basically a package name within which plans are created
- Click on Product Group on the packages section window.
- This will open the Add Product Group window.
- Select the Product Name which you created in the previous section.
- Mention the name of the Product Group.
- Apply taxes if any. You can also add multiple taxes.
- Click on Save.
Home >> Settings >> Products/Services >> Packages >> Create a New Plan
The admin will now create the product plan where he will configure various parameters related to plan details, pricing, module settings etc.
- Click on the Create a new Plan option on the packages window.
- This will open the Create a New Plan window.
- Select the Venture from the drop-down. (if you have different business units selling different products etc.)
- Select the Product Type from the drop-down.
- Select the Product Name from the drop-down.
- Select the Product Group from the drop-down.
- Mention the Plan name. You can keep a name per your suitability.
- Click on Save.
- From the Packages section, click on edit icon located in front of the plan which you want to edit.
- Click on the Pricing section.
- You can set prices from here.
Click here, to know in detail how to set prices for a product.
- Click on Module setting.
- Select Office 365 from the Module Name dropdown.
- Keep Server Group none.
- Mention the App ID, App Secret, CSP Account Username, CSP Account Password, Domain, CSP MS ID/Account ID, MS Offer/SKU ID.
The details of the module setting like App ID, App Secret, CSP MS ID/Account ID, MS Offer/SKU ID etc. can be obtained from the MSCSP panel under the Account Settings >> App Management. To get the offer ID, go to Pricing & Offers, select Current under the Offers sections. The Offer Matrix sheet will be downloaded. Open the Office_Dynamics_Windows_Intune tab. You will find the offer ID under the durable offer ID column of the sheet.
In the Tier Type, select 2-tier (Partner based selling) from the drop-down or 1-Tier (Direct Customer sale).
- Select the License Agreement Type from the drop down.
On selecting "Academic" in License Agreement Type dropdown, a new text box appears, in which terms and conditions can be added. When a client places order for any Academic plan, then while placing the order, a pop-up with terms and conditions will be shown. the client can place the order only if he agrees with the given terms and conditions.
- Click on Save.
4. Order Product
As soon as the module settings related to product are done and saved, the order URLs will be generated. These are unique URLs per plan per billing frequency. You will be able to use this and hyperlink to this via your website.Your customer can place order directly from your marketplace/website.
For Tier 2:
In case of Tier 2 Office 365 CSP, the process of integration will be same apart from some points:
- The partner of the service provider can sell only those plans which the service provider allows him to sell.
- The service provider admin needs to select the checkbox Applicable on Partner Website on the packages section. If ON the plan will be available for the partner to sell and if OFF, the partner will not be able to sell that particular plan.
Rest module setting process will be the same. Just select Tier 2 in Tier Type dropdown.
Set MPNID
Home >> Clients >> Partners >> Automation platform Partner Program >> List
- Go to Home >> Clients >> Partners.
- Select Automation Platform Partner Program and then list.
- You will get the detail of all partners.
- Open the partner detail section by clicking on partner’s name.
- Click on Partner Express. Here, under the Microsoft Partner Network Detail enter the MPNID of the partner.
Pricing Setting
- The partner can edit the discount on the product or plan and set his markup.
- Select any plan to configure by clicking on the edit icon located in front of that plan.
- In the Markup textbox under the pricing tab, the partner can define the markup which the Partner’s end customer will pay him (product cost + markup).
Order Product
The Order URLs will be generated as soon as the module setting related to the product/plan are done and saved. The partner's end customers can directly go to the partner's marketplace and place order from there.
Alternatively, in some cases, if the partner wants to place order on his customer's behalf, he can do so by following:
Home >> Billings >> Orders >> Create order
- Go to Home >> Billing.
- Select Orders.
- Click on Create Order.
- Once the order is placed and approved then the service is created in the automation platform under the products/services in the client area. (Home >> Clients >> Customers >> List)
- On service details page, the complete details of the service can be seen.
Important: Only a Microsoft CSP account with global admin privileges, will be compatible with the automation platform for integration.