Microsoft products and plans

In this step, you configure the platform for selling Microsoft products. As a result, the platform will automatically create, group, and update products in the reseller catalog according to the current Microsoft price list. The only exception is Microsoft Azure Plan, which only needs to be configured once.

Before you begin

  1. Provide the ActivePlatform team with a questionnaire with access to the Microsoft Partner Center.

  2. Request from the ActivePlatform team a template for the basic settings file for Microsoft Plan Updater.

What to do

  1. Create integration settings once, to be used for all Microsoft products: .

  2. Create connectors and retrieve resource lists for each required service:

    1. Microsoft NCE:

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    2. Microsoft Software Subscriptions:

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    3. Microsoft Perpetual Software:

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    4. Microsoft Azure Plan:

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    5. If you are configuring Microsoft Azure Plan, add resources to the connector (Azure RI, third‑party resources, Azure Savings Plan): .

    6. Create product categories, products, and plan categories for Microsoft services:

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    7. If you are configuring Microsoft Azure Plan, create a provisioning rule and a plan for its connector: .

    8. For each connector except Microsoft Azure Plan, prepare a basic settings file based on the template you received:

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    9. For each connector except Microsoft Azure Plan, create and run the plan update connector manually:

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    10. (Optional) Configure switchable plans: .