Adding Office 365 partner account or global admin

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To get license details, we need to connect to Office 365. There are 2 ways we can achieve this.

  1. Through your Microsoft partner account
    1. This is the account you use in the MS partnercenter which gives the listing of your client accounts that have provided you with delegated admin and you can manage them.
  2. With the Global Administrator of the Office 365 tenant

Microsoft Partner Account

We recommend that you use a partner account that has delegated admin permissions to your customer accounts. We use the modern application security model to connect in this method to allow you to be compliant and have MFA enabled on your accounts.

We recommend adding a specific sync account to your tenant, using a complex password and providing that account with access to your customers in the partner center. This link provides details on assigning an account permissions in your partner centre, or you can use the short steps after to complete this.
NOTE: Set up and enable MFA on this account prior to granting consent. If you grant consent and then enable MFA on the account it will revoke consent and you will have to re-grant it.

https://docs.microsoft.com/en-us/partner-center/permissions-overview

The short steps to do this are

  1. Log in to the partner centre https://partner.microsoft.com/en-us/pcv/dashboard/overview
  2. Click the settings cog in the top right and select “User Management”
  3. Select the user you want to use from the list
  4. Set the permission for “Assists your customers as” and select admin agent
  5. Update the account

Adding a delegated admin account for sync

  1. From your Sync 365 License dashboard, click on the Customers tab
    1. Click the delegated admin tab
  2. Click the + to add a new delegated admin
  3. Click on “Grant Partner Center Consent”
  4. You will be prompted to log into Office 365 if you are not already.
    1. You will be presented with the required permissions which are to access the partner center and read your profile.
    2. Click on “Accept” to grant consent.
    3. This process may take a few minutes while consent is granted and we do the initial refresh.
  5. You will be returned to the delegated admin page and you can now continue
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