How to configure Microsoft Customer Agreement (MCA) setting in the automation platform?
Overview
Microsoft Customer Agreement (MCA) is a policy enforced by Microsoft which tells its CSP program partners to confirm that their fellow customers have accepted the MCA terms. Microsoft has enforced this and the deadlines are set as below:
Partner center portal
Any customer being registered via the Partner Centre from 7th November 2018 onward should accept the Microsoft Customer Agreement.
Partner center API
Any registrations happening via APIs with partner center portal after 22nd March 2019 must include the MCA compliance aspect also.
The automation platform uses Partner Center APIs to manage end customers and their services. It has implemented the MCA process to help users accept the MCA agreement for different Microsoft services.
Microsoft Customer Agreement configuration in Automation Platform
The following sections will focus on the process to enable MCA changes in the automation platform.
Obtain the User Object ID
You will find the User ID in the Partner center portal. It will be used during the MCA acceptance process in the automation platform through Partner Center APIs.
- Login to the Partner center dashboard: https://partner.microsoft.com/en
- After logging in, click on the Settings icon on top-right corner and select User Management from there. (Please refer first screenshot)
- On the user management page, you will get the list of users. Now the user (admin or with admin agent role) can either be searched by Admin Agent role or by name.
- Once you click on appropriate user from list, it will show the user details page. On the
user details page, you can find the user Object ID in the URL in the address bar.
MCA master settings
Home >> Settings >> Products/Services >> MS Office 365 Products >> MS CSP Setting
Login into the automation platform with your admin credentials and follow the steps given below:
- Go to Settings.
- Under Products & Services tab, click on MS Office 365 products.
- Click on MS CSP Settings option given on the top of the page.
- Check the Enable MCA checkbox to enable the MCA pop-up.
- Add the CSP User ID ( This ID is provided by the MSCSP portal).
MCA Pop-up
Once you enable the MCA checkbox using the above process, it will appear on the screen during the below mentioned cases.
Purchase of new Microsoft Service
Purchase Microsoft Add-On (Create/Suspend/Unsuspend)
Service Upgrade/Downgrade
Service Quantity Upgrade/Downgrade
Service Recurring Area (Create, Suspend, Unsuspend)
MS CSP Data Migration: While migrating data from Partner Center, Automation Platform will automatically accept the MCA irrespective of whether its accepted in Partner Center or not.
Import Client Services: Client Services will be imported for the clients who have already accepted the MCA.
MSCSP Client Migration via cron: While migrating MSCSP client data through cron, Automation Platform will automatically accept the MCA irrespective of whether its accepted in Partner Center or not.
The pop-up will look like the below:
The customer needs to fill the required details with agreement date and click on the Accept button to be able to process further. (Fields marked with asterisk(*) are compulsory.)
The MCA pop-up will appear during the interaction with specified scenarios (listed) only if the agreement process is not done previously for that customer. Once the MCA acceptance process is completed then the popup will not appear again for same customer until Microsoft updates the current MCA version.
Microsoft Customer Agreement Report in Automation Platform
Home >> Reports >> Clients >> MCA Report
MCA report displays the list of Automation Platform customers with MCA Acceptance status and other details related to MCA Acceptance i.e. Agreement date, Agreement Template ID, Name, Email, Mobile number.
Using this list, the Service Provide & Partners can easily find out that for which customers the MCA accepted/still pending. This list can also be exported to CSV format.
To see the MCA report in Automation Platform:
- Go to Home.
- From Reports, select Clients and then MCA Reports.
This report has filters like Client ID, Username, Email ID, First Name, Last Name, Partner, MCA Status and Agreement Type.