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Your Benefit Request Has Been Accepted and Is Under Review I 130

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Ostend customer has accustomed the Microsoft Customer Agreement

  • Article
  • six minutes to read

Appropriate roles: Admin agent | Sales agent

There are two options for how they accept the Microsoft Client Agreement.

  • Partner attestation - As a partner, you can ostend your customer'south acceptance through the Partner Eye dashboard or Partner Center APIs.

  • Customer direct acceptance - You can invite the customer to review and accept the agreement in the Microsoft 365 Admin Center.

Partner attestation

Direct bill partners can confirm customer acceptance of the Microsoft Customer Agreement in Partner Center for new and existing customers. Indirect resellers cannot attest on behalf of their customers and demand to work with their Indirect Provider to get testament completed.

Note

Yous must be an Admin amanuensis or Sales amanuensis to confirm customer acceptance.

Attest for new customers

When yous create a new customer tenant in Partner Center, use the post-obit steps to ostend the customer's acceptance of the Microsoft Customer Agreement.

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

  2. Nether Business relationship info, enter information for the company and its primary contact.

  3. Nether Microsoft agreement, select the box to attest that the client has accustomed the Microsoft Client Agreement.

  4. Under Agreement acceptance date, enter the appropriate date. You cannot set this to a future date.

  5. Make sure that the primary user contact information displayed is correct. If information technology'southward incorrect, select Update and enter the authentic information for the person who accustomed the understanding.

  6. Select Next to go along creating the customer tenant.

Adjure for existing customers

  1. Sign in to the Partner Center dashboard and select the Customers tile.

  2. Find and select the customer you want, so select Account.

  3. Nether Microsoft Customer Understanding, select Update.

  4. Enter the Beginning proper noun, Last name, Email accost, and Phone number (optional) of the person who accustomed the agreement. Under Agreement acceptance appointment, enter the appropriate date. You cannot gear up this to a future date.

  5. Select Save and continue.

    Screenshot showing agreement status for an existing customer.

Verify customer acceptance

To get confirmation that an existing customer has accepted the Microsoft Customer Agreement, utilise the following steps.

  1. Sign in to the Partner Center dashboard and select the Customers tile.

  2. Find and select the customer yous want, then select Business relationship.

  3. Under Microsoft customer agreement, view if confirmation has or hasn't been provided by this customer.

Verify with Partner Centre APIs

Y'all can use Partner Center APIs to ostend customer credence of the Microsoft Customer Agreement.

  • Go understanding metadata for the Microsoft Client Agreement
  • Ostend client acceptance of Microsoft Customer Agreement
  • Get confirmation of customer acceptance of Microsoft Customer Understanding
  • Get a download link for the Microsoft Customer Understanding template

Customer direct acceptance

Partners can invite new and existing customers to review and take the agreement within the Microsoft 365 Admin Center using 1 of the following methods.

  • Create a new client and invite the client to review and accept the understanding
  • Invite a new client to review and accept the reseller relationship and agreement
  • Invite an existing client to review and take the agreement

Annotation

You tin can apply Partner Center APIs to get the status of a customer'southward direct acceptance of the Microsoft Customer Agreement.

Create a new customer and invite the customer to review and accept the understanding

Employ the following steps to create a new customer in Partner Center then invite them to review and take the Microsoft Customer Understanding within Microsoft 365 Admin Heart.

  1. Sign in to the Partner Center dashboard and select the Customers tile.

  2. Select Add Customer and enter data nigh the new customer in all required fields, including the customer's company name and primary contact.

  3. Under Customer Agreement, select Customer will be asked to accept the Microsoft Customer Agreement in Microsoft 365 Admin Eye. Consummate any other required fields on the page.

  4. Select Side by side: Review then continue the steps to create the customer tenant.

    Annotation

    New customers can't brand a buy until they accept the Microsoft Client Agreement.

  5. When y'all reach the Confirmation screen in the new client workflow, make sure to save the customer credentials. You will need to give these credentials to your client later.

  6. Outside of Partner Center, create and send an email that invites the customer to accept the Microsoft Customer Agreement in Microsoft 365 Admin Center. Brand sure to include these items in the email:

    • A link to this URL (Sign-in required)

    • The customer'south credentials that yous saved in Step five.

  7. The client will then receive the email invite from the partner and select the link to the Microsoft 365 Admin Center.

  8. The customer signs into Microsoft 365 Admin Eye using the client credentials you provided.

  9. The client selects the box to accept the Microsoft Customer Understanding.

Invite a new customer to review and accept the reseller relationship and Microsoft Customer Agreement

Use the following steps to invite a new customer to review and have the reseller human relationship and the Microsoft Customer Agreement.

  1. Sign in to the Partner Centre dashboard and select the Customers tile.

  2. Select Request a reseller relationship.

    An email template volition be generated that includes text and a parameterized URL that directs the client to the Microsoft 365 Admin Eye.

  3. You can customize the automatically generated email template and and so select Copy to clipboard or Open up in email.

  4. Utilize this email template to invite the customer to take reseller relationship request and the Microsoft Client Agreement.

    In the email invite, make sure to include the URL that was automatically provided too equally the customer credentials that were recently created.

    Screenshot showing create a relationship screen in Partner Center.

  5. Customer receives invite via e-mail and clicks on the parameterized URL.

  6. Customer uses credentials y'all provide within email to sign in to Microsoft 365 Admin Center.

  7. Customer checks the box to accept the reseller relationship and Microsoft Customer Agreement.

  8. Within the aforementioned URL, the client is able to run across a consolidated list of unlike partners they are working with. They can select a partner to see details.

Invite an existing customer to review and take the agreement

Utilize the following steps to invite an existing customer to review and take the Microsoft Client Agreement.

  1. Create the client email with the embedded URL inviting your customer to take the Microsoft Customer Agreement.

  2. Your customer receives the invitation via e-mail and selects the link to the Admin Center.

  3. The customer enters their credentials and selects the box to have the Microsoft Customer Agreement.

  4. The customer can too run across the consolidated list of different partners they are working with, and they can select a partner to see details.

Troubleshoot customer acceptance issues

There are scenarios where customers may not exist able to directly accept the Microsoft Customer Agreement inside the Microsoft 365 Admin Eye, such equally if an existing customer has purchased any of the following through an existing partner relationship: offers, software or software subscriptions, Reserved Instances, or Azure plan.

When attempting to make whatsoever new buy (excluding auto-renewal), that customer may receive the bulletin "Please achieve out to your Partner to ostend your credence of the Microsoft Client Agreement."

To resolve, y'all must attest on behalf of the customer.

Confirm your customer has accepted the agreement

If you endeavor to create a new order for an existing client who you lot take not confirmed before, you'll receive a prompt to complete the confirmation. Use the following procedure to do this.

  1. Enter the Commencement name, Last name, E-mail address, and Phone number of the user who accustomed the agreement.

  2. Under Agreement acceptance date, enter the electric current date. You cannot set this to a future engagement.

  3. Select Relieve and continue.

Side by side steps

  • Verify or update your company profile data
  • Microsoft Customer Agreements past region and language

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Source: https://docs.microsoft.com/en-us/partner-center/confirm-customer-agreement

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