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Update customer account info, company details, and customer billing information in Partner Center

  • Стаття

Appropriate roles: Sales agent | Admin agent

In Partner Center, you can:

Update customer details

To update a customer's details, use the following steps:

  1. Sign in to Partner Center and select Customers.
  2. Choose a customer from the list, then select Account.
  3. Edit the details you wish to change, and then select Save.

Update customer name

After setting up the relationship, if a customer name or domain name is changed, it will not be updated in the Customer list.

You can update a customer's details if you're a direct CSP or an indirect provider who has the correct Partner Center roles. Use the following steps:

  1. Update the company name in Microsoft Partner Center > Customers > Customer > Account > Billing information > Company name.

    Note

    Changing the customer's company name in Partner Center is a "friendly" name change, which will be displayed in only a few areas of Partner Center: on the Customer list within the Customers workspace, and this updated name will display on the Billing information section of the customer's Account page. The original customer tenant name will persist in the Company details section of the customer's account page and in Partner Center's breadcrumb navigation.

    Alternatively, if you have appropriate access to your customer's tenant, you can update the customer's organization name from the Microsoft 365 Admin Center. To do so from Partner Center, use the following steps:

  2. From the customer's record, navigate to Service Management > choose Microsoft 365. From the admin center Dashboard view, > choose Settings > Org settings > Organization profile > Organization information > update Name.

Note

Changing the customer's company name in Microsoft 365 admin center does not affect Partner Center.

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