Office 365 Partner tools, tips and tricks for managing your customers

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Customer Acquisition
Customer Visibility
Customer Administration
Create trial & purchase offers
Service heath information
List of your customers
Provision new customers
View service requests
Search, sort and filter customers
Send delegated admin requests
Admin-on-behalf-of
Capabilities and tools to help Partners own the customer lifecycle
Own the customer relationship
Service the complete customer lifecycle
Attach Partner services
Offer monthly billing
Provision and manage subscriptions
Provide technical support
Partner
capability
Advisor
Open
Cloud Solution
Provider
Value Added
Services
Recommended
Recommended
Recommended
Support
Recommended
Recommended
Manage
Recommended
Recommended
Provision
Recommended
Recommended
Bill
N/A
Sell
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Partner admin center
“Advisor” Partner Admin Center
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Create trial & purchase offers
Create delegated admin requests
View list of your customers
Search for customer by name
Perform admin tasks on behalf of a customer
View service health dashboard for a customer
Manage service requests for a customer
Partner Admin Center + CSP Tools
All existing Partner admin center
capabilities + additional tools:
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Provision new customers (tenants)
Order subscriptions for a customer
Add seats for a subscription
Order add-ons for a subscription
Sales support role for subscription mgmt
Partner of
Record (POR)
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Tenant-wide association
Partner can configure and admin the service
Partner must send a request
Partner can remove themselves
Subscription-level association
Used for Online Services Advisor Incentives
Customer can assign within their own portal
Partner is Cc:’ed on customer comms
Delegated
Admin
Privileges (DAP)
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• POR is not a
prerequisite for
Delegated Admin
• A customer can have
multiple DAP
relationships
• A customer can have a
different POR for each
subscription
• Only a customer
admin can set a POR
Partner admin mobile app
Partner
Contract
# Prompt for the password of the Partner Admin Username
# Establish a PS session with Microsoft Office 365
# Get all the "Contracts" for the logged in Partner.
# Contracts define the AOBO/DAP relationship between the Partner and Customers
# Get the Initial Domain (MODRD) for the customer
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Connect to Azure AD
Manage users
Manage group and role membership
Manage service principals
Manage domains
Manage single sign-on
Manage subscriptions and licenses
Manage company information and service
Manage administrative units
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New-PSSession -ConnectionUri https://outlook.office365.com/powershellliveid?DelegatedOrg=<company>.onmicrosoft.com
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Connect-SPOService -Url https://<sitename>-admin.sharepoint.com
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CsOnlineSession -OverrideAdminDomain <company>.onmicrosoft.com
# Prompt for the password of the Partner Admin Username
# Establish a PS session with Microsoft Office 365
# Get all the "Contracts" for the logged in Partner.
# Contracts define the AOBO/DAP relationship between the Partner and Customers
# Get the Initial Domain (MODRD) for the customer
<Output shortened for presentation>
Ways to get the reports Ease of use
Customizable
Getting there
Office 365 admin center
predefined charts and
lists
Low. Interactive filtering by
Simple, interactive status-and
date, triggered transport
health-checks.
policy rules, and so on.
https://portal.microsoftonline.com/ad
min/AllReports.aspx
Reporting Windows
PowerShell cmdlets
Scripting necessary. Precise
data for periodically
generated reports in scriptbased IT maintenance tools.
High. Perfect for script-based
analytical tools.
Exchange Online PowerShell
REST Reporting web
service
Programming required
service-monitoring portals,
or for scorecards requiring
integration with custom and
non-Office 365 services.
Very high. REST Web service
provides ODATA2 query
filtering and a full
programming IDE in
Microsoft Visual Studio.
https://reports.office365.com/
ecp/reportingwebservice/
reporting.svc
The Challenge:
We can:
We know how to get
one Customer’s
information, but how
do we do this across
ALL of our
customers?
1. Use the Partner Contracts to
retrieve our Customers
2. Run the Office 365 Report for
each Customer in the list.
3. Combine all the report data
into a single output.
# Construct Reporting URL and Filter
# Get the Initial Domain (MODRD) for the customer
#Contruct the URL with the DelegatedOrg parameter
# Build report URL
# Invoke-RestMethod
• Better manage their customers
• Identify additional sales opportunities
• Drive usage of Office 365
A few more tools and
resources
http://office.com/roadmap
Focus on new and updated functionality*
Covers what’s coming in the near-term, and some
longer-term
Offers high-level details, including name,
description, status
Not a comprehensive view of all change
First release
 Enables you access to Office 365 service
communications.
 Honors the delegated admin relationship.
Admins can monitor the following on their
domains or on behalf of their customers the
following:
 Real-time service health
 Message Center communications
 Planned maintenance notifications
 Understand the tools available to you
 Partner admin center as the hub
 Partner admin app for on-the-go
 APIs and PowerShell for bulk & programmatic ops
 Better insights through data and reports
http://myignite.microsoft.com
# Prompt for the password of the Partner Admin Username
# Establish a PS session with Microsoft Office 365
# Get all the "Contracts" for the logged in Partner.
# Contracts define the AOBO/DAP relationship between the Partner and Customers
# Get the Initial Domain (MODRD) for the customer
# Prompt for the password of the Partner Admin Username
# Establish a PS session with Microsoft Office 365
# Get all the "Contracts" for the logged in Partner.
# Contracts define the AOBO/DAP relationship between the Partner and Customers
# Get the Initial Domain (MODRD) for the customer
# Import MSOnline module to allow connectivity to Microsoft Office 365
# Partner Admin Username to be used to run the Report
# For each of the Contracts (Customers) execute the specified report and output the information
# Get the Initial Domain (MODRD) for the customer
# Location for Report output and Error Log
# Build report URL
# The Report to execute and all the necessary parameters
# Invoke-RestMethod
# Build report URL
# Prompt for the password of the Partner Admin Username
# Establish a PS session with Microsoft Office 365
# Get all the "Contracts" for the logged in Partner.
# Contracts define the AOBO/DAP relationship between the Partner and Customers
# Convert the Report data to CSV format
# For the first time don't skip any lines so we include the Header
# For all other times skip the first line (so we don't re-write the Header
# If the Invoke-RestMethod didn't return and Report data, log an Error.
# Import MSOnline module to allow connectivity to Microsoft Office 365
#Contruct the URL with the DelegatedOrg parameter
# Partner Admin Username to be used to run the Report
# Build report URL
# Location for Report output and Error Log
# Invoke-RestMethod
# The Report to execute and all the necessary parameters
# Build report URL
# Prompt for the password of the Partner Admin Username
# Establish a PS session with Microsoft Office 365
# Get all the "Contracts" for the logged in Partner.
# Contracts define the AOBO/DAP relationship between the Partner and Customers
# Convert the Report data to CSV format
# For the first time don't skip any lines so we include the Header
# For all other times skip the first line (so we don't re-write the Header
# For each of the Contracts (Customers) execute the specified report and output the information
# If the Invoke-RestMethod didn't return and Report data, log an Error.
# Get the Initial Domain (MODRD) for the customer
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