For TechData regardless if a client will have a new Microsoft tenant or if they are transferring from a different provider or reseller setting up the client’s account must be completed within TechData’s portal StreamOne.
Here are the steps to follow in setting up a new customer:
- Navigate to TechData’s portal StreamOne.
- Follow the instructions in this guide to place an order with TechData: StreamOne Cloud Marketplace Guide
- After submitting the order the subscriptions will be provisioned in StreamOne.
- The next step is to sync the client’s tenant in StreamOne to Work 365.
- Go to Work 365 > Provider Management > Providers > Open the automatic TechData provider
- Hit the Work 365 drop down > Sync Provider Accounts
- The client’s provider account is the customer’s tenant from the TechData Portal which has synced to Work 365.
3. The account will need to be mapped to a CRM account so a connection between the client’s tenant and their account in CRM can be established (this enables the automatic subscription provisioning to take place). See Provider Accounts for additional information.
4. Then go to the client’s billing contract to sync the subscriptions.
- If the subscriptions are not synced manually via the billing contract, all the client’s subscriptions will sync to Work 365 automatically through a backend job by the next day.
5. Once the subscriptions are synced, ensure the Billing Contract, Customer, and pricing fields are all accurate.
If the client had a previous manual subscription which will be replaced by the automatic TechData subscription:
- Of the old subscriptions with a Manual provider, reassign the License change log history to the automatic TechData subscription, excluding the “create” license change log event, to the new TechData subscription with the automatic TechData provider. This way the license change log history is still active with the automatic subscription.
2. On the new TechData subscription complete the following updates: The purpose of this is to ensure the exact same subscription history is reflecting on the new subscription.
- Update the effective date of the subscription so it matches the same effective date on the previous manual subscription.
- update the “create” lcl event so that the quantity matches the same quantity on the previous manual subscription “create” lcl event.
- Archive the “create” lcl event on the new subscription to avoid it being invoiced. See this article on archiving lcl records.
3. Deactivate the previous manual subscription. If this “deactivate” event should not be invoiced be sure to archive this lcl event. See this article on archiving lcl records.
4. Run the license mismatch report to ensure there are no license mismatches on the which have to be addressed.
- Work 365 Administration > Help & About > License Mismatch Report under links on the right side