Introduction
Cloud Solution Provider program is a Microsoft initiated set up that lets you set your own prices and profit margins for reselling Office 365, Dynamics 365 and Azure, three of Microsoft’s most popular products.
CSP is a way for partners to resell Microsoft products by working with Microsoft directly, or going through a trusted partner that is already a member of the CSP program. These two options are called Direct and Indirect CSP.
HCP- CSP Integration
HCP with HCP version 6.2+ allows any CSP partner to on-board and manage all its customers and and the services consumed by them. And partnering with HCP enables them to offer bundle solutions of industry-leading products providing added value to the customers.
Prerequisite
Only Cloud Admin(Partner with CA Role) is allowed to add the Partner Account to the HCP in order to get started.
Accounts
To add go to the ADMINISTRATION → ACCOUNT MANAGEMENT → Azure Csp Account
Click on the AZURE → CSP to view or add a new CSP partner account
Register New Partner Account
To add a new partner account click on the ADD ACCOUNT button on the top right of the screen.
Field | Description |
|---|---|
Account Name | Name of the Company that User wants to be recognized with-in HCP. |
Account Id | The tenant/account/microsoft/Commerce ID of the partner account. |
Login with Microsoft:
Click Login with Microsoft once all the required information has been provided to the profile input form which will take CA to the Microsoft MFA screen for authorization .
Go through the consent screens to authenticate-authorize and provider partner consent.
On successful registration a pop-up window will ask if user wants to start with Discovery(optional) which is will trigger a import process to pull all the partner customer,subscriptions and billing detail items.
Discovery : One click import feature
Click on the "Trigger Discovery" button to start discovery, User can trigger discovery either on save or from the button at the right section of the provider page.
Discovery Items
Once discovery is in progress, user can go to customer,subscription,billing and dashboard pages to see the incoming results with details.
Customers
Go to customer page from Customer Management → Customers
Subscriptions
Go to subscription page from Customer Management → Customers → Click on particular customer
Dashboard
Go to Customer Management → Dashboard
Billing
Go to Customer Management → Provider → Billing
Billing will provide all the invoices details generated till date along with the billing details of customers per invoice
INVOICE
Invoice Detail : Billing details for customers per invoice
Go to Customer Management → Provider → Billing → Select Invoice
Customer Billing Details: Per invoice per customer Billing details
Go to Customer Management → Provider → Billing → Select Invoice → Select Customer
Discovery : Operations and RUNs
Every discovery that is triggered either manually or system triggered is defined as discovery Task-Run and each run keeps track of the discovery progress at background and maintains state which is reflected on the UI with symbol and state.
Partner discovery is an Iterative(periodically system triggered per partner twice a day) and Incremental process(as for every run only the latest discovered or not-fetched data is pulled and updated to HCP for the partner).
Operation | Description | Symbol |
|---|---|---|
› Not Started | Discovery has never been started | |
› In Progress | means discovery is currently in progress state. It might take 20 to 40 minutes when discovery runs for the first time. | |
› Stopped | means the running discovery has been stopped manually | |
› ERROR | Something went wrong while the discovery was in progress and the process failed. | |
› Discovery Completed | Discovery task completed successfully. |
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Customer Mark-Up
CA as a Partner use mark-ups to charge customer on top of what they are billed from Microsoft services.
For adding markup for the Customer Go to Customers → Budget Settings
