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 the Partner Center after the account is provisioned, and then synced back to 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 and Microsoft Customer Agreement templates are already created in Work 365. However, agreement templates for other manual providers, and Partner providers will need to be created.
When an Agreement Template is in an Active State, syncing Provider Accounts from an Automatic Provider to Work 365 will create Agreements of that Provider in that Account. These Agreements will be created with a Pending Status Reason. Customers will need to Accept the Agreement.
Agreements for the self-service portal:
Microsoft agreements will populate on the portal by default, however, sometimes having one’s own agreement on the portal for a customer is also preferred. To add a new agreement, follow the prior detailed steps and leave the agreement in a pending state. This will populate a notification on the portal requesting the customer to sign the agreement. Once they update, the agreement in Work 365 will update automatically.
To bulk create your own agreements, follow these steps:
- Go to Work 365 > Provider Management> Agreement Templates
- Bulk import provider accounts. The provider on these provider accounts needs to be the same provider selected on the agreement template.
- Go back to the agreement template that was previously created. Hit the Work 365 “Create Agreements” button.
This will bulk create Agreements for any customers that have that provider account with the same provider listed, that matches the agreement template. These agreements will automatically populate on the self-service portal requesting clients to confirm.