Work 365

Work 365 Agreements

62 views October 8, 2019 December 17, 2019 0

Work 365 Agreements are intended to be customer agreement records. For Direct CSP Partners these Agreements pull from, and sync to, Microsoft Partner Center. However, an agreement record can be created with any provider, automatic or not, such as a distributor or even a Partner’s agreement with their customer.

When provisioning for a new Account through Work 365, the Agreement template is selected with an Executed-On date. This process will automatically create the Agreement record in Work 365. For Direct CSP Partners, these agreements are first created in Partner Center after the account is provisioned, and then synced back to Work 365. For more information on how to provision an account with a Provider, see the Customer Onboarding Workflow. Furthermore, the physical document which customers sign can be added as an attachment in the notes section of the agreement in Work 365.

As a best practice, customer agreements should be tagged on the Billing Contract form.

This needs to be done manually where the button Add Existing Agreement is clicked, the customer name is searched, and the agreement will populate to be selected. Add the agreement and then it will be tagged on the Billing Contract.

Note: When a customer cancels their services, the Agreement can also be deactivated. For this just click on Deactivate, this will change the Status from Active to Inactive. For details on how to properly deactivate customer subscriptions, go to Deactivating Subscriptions in Work 365.

Note: An Agreement template is required for an Agreement to be created. By default, the Microsoft Cloud Agreement template is already created in Work 365. However, agreement templates for other manual providers, and Partner providers will need to be created.

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