Work 365

Work 365 Provider Accounts

37 views July 30, 2019 August 13, 2019 0

After an Automatic Provider has been set up and the integration successfully completed on the Provider select sync Provider Accounts.

For details on the different types of Providers see Work 365 Providers.  To set up the Microsoft Partner Center Provider, see configuring Microsoft Partner Center. For setting up other Automatic Providers, see this article for details.

After the Provider Accounts have been synced, go to Work 365 ➤ Provider Accounts. There will be some accounts that are missing the mapping information.

Provider Name– Reflects the customer account in the Automatic Provider Portal.

Account Name- Reflects the CRM account. If the account field is empty, look for the CRM account and select the appropriate one.

For the Provider Account to successfully map to the CRM Account, the domain of the Provider Account must be the same as the domain in the CRM Account.

Provider Specific Account Id- Is the unique Id of the customer for the Provider.

Note: For the Provider Account to successfully map to the CRM Account, the domain of the Provider Account must be the same as the domain in the CRM Account.

Provisioning new customers from Work 365 will automatically map provider accounts to CRM Accounts. For details on provisioning new customers see the Work 365 Onboarding Workflow or the Sales Order Provisioning Process.

 

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