How to add a new customer record in Partner Center
Appropriate roles: Global admin | User management admin | Admin agent | Sales agent
This article describes how to add a new customer record in Partner Center.
A record of a new customer must be added to Partner Center before you can sell subscriptions, manage billing, or provide support to them.
When adding a new customer record in Partner Center:
Enter detailed, accurate customer information: To ease customer verification, ensure that you:
- Enter the exact legal, official name as it appears in official documents.
- Avoid using acronyms or short forms.
- Don't use test names.
- Provide complete, exact address info (for example, location details, city, state, country/region, and postal or ZIP code).
Use the correct registration ID: When entering your company and customer registration ID, be sure to use your business tax ID and not the customer's personal ID.
Confirm Microsoft Customer Agreement: Before you can place an order on a customer's behalf, you must confirm that they've accepted the Microsoft Customer Agreement.
Use different steps for existing customers: For existing customers, including customers who already have customer records in Partner Center through a Multi-channel or Multi-partner scenario, request a relationship with them, instead of following the steps here.
If your customer is an educational institution, see How to create an education customer.
Enter additional information for some countries/regions: Company registration ID and phone number are required for some countries/regions if you're a direct bill partner or an indirect provider
Add a new customer in Partner Center
- Sign in to Partner Center and select Customers.
- Select Add customer.
- On the Account info page, enter the customer's details and primary contact information.
- Uncheck Opt-in checkbox if Default GDAP is not required.
Partners must explicitly grant granular permissions to security groups in the Default GDAP to manage customer.
Validate names and addresses
Your company name, customer name, and email addresses must adhere to many validation rules. See Validate company names and email addresses for a complete list of these rules.
Enable Microsoft Cost Management for customer tenant Azure subscriptions
After you add a new customer, you can enable Microsoft Cost Management for customer tenant Azure subscriptions. Providing access allows customers to view their costs for Azure consumed services at pay-as-you-go retail rates.
Costs are shown in the customer's billing currency for their consumed usage at Azure RBAC subscription and resource groups scopes.
For more information about how partners can grant access to customers, see Enable cost management for customer tenant subscriptions.
Company registration IDs and phone numbers required for some countries/regions
Direct-bill partners and indirect providers adding records for customers in the following countries/regions must also enter the company phone number and registration ID (also known as the organization INN):
- Saudi Arabia
- South Africa
- South Sudan
- United Arab Emirates
For more information about what you can sell to customers through the Cloud Solution Provider program, see Partner offers in the Cloud Solution Provider program.