• Clients purchased an Microsoft 365 Business Standard or Enterprise 1, 3, or 5 license through a 3rd party like Microsoft
• Clients call in to get their Microsoft 365 3rd party subscription registered
• Clients email to get their Microsoft 365 3rd party subscription registered

Determine if customer has a valid Microsoft 365 Business Standard or Enterprise 1, 3, or 5 license AND Global Administrator rights

1. Login to Microsoft 365: https://www.office.com

2. Select Admin

3. Select User

4. Select Active Users

5. Select User Account wanting to integrate with Sage 50cloud

6. Verify Product License: Microsoft 365 Business Standard or Enterprise 1, 3, or 5

7. Verify Roles: Global administrator

Determine if customer has a syndicated license

1. Login to Microsoft 365 as a Global Admin

2. Go to the Admin Center

3. Click on Settings > Partner Relationships

4. If there are no results in the partner relationships page, that means customer is on a Syndicated license

5. If there are results on the page (GoDaddy, Tech Data etc), then customer has a CSP license

Syndicated License: Customer cannot accept CSP agreement with Sage as long as they have a Syndicated license. They will need to purchase a new plan with us OR contact their 3rd party provider to allow multiple CSP agreements.

CSP License: Customer can have multiple CSP agreements. They will have to use a special url to accept us as a partner. Have customer use this url: https://portal.office.com/partner/partnersignup.aspx?type=ResellerRelationship&id=0905f21e-815d-4c96-beca-c1397e7754e2&csp=1&msppid=0