Setting up a New Customer

A new client setup can originate from within your Sales process or directly from the Provider.

Provisioning using a Sales Order:

Sales Order ProvisioningSales Order Provisioning

For Automatic Providers

• If the New Customer is setup in the Provider follow these steps

• In Work 365:

  • Create the Customer Account in Work 365/CRM
  • Sync Provider Account Synching Provider Accounts
  • Create the customer’s Billing Contract
  • Then go to the billing contract and sync subscriptions Synching Subscriptions into a Billing Contract

For Microsoft Partner Center:

• Work 365 enables you to provision a tenant directly Customer Onboarding Workflow

Setting up customers Provisioned at a Distributor

You must set the customer account on the Distributor portal or site. Please contact your distributor for guidance.