Provisioning Add-Ons in Work 365

Applies to: Work 365, Dynamics 365
Audience: Administrators, CSP Partners

Overview

In Work 365, add-ons are supplementary services or features that enhance primary subscriptions. Proper provisioning of these add-ons ensures seamless integration and functionality. This guide outlines the steps to effectively provision add-ons within the Work 365 platform.

Key Considerations

1. Parent-Child Relationship

✅ Definition: Add-ons must be linked to their respective primary (parent) subscriptions to function correctly.
✅ Example: Services like Audio Conferencing or Phone System should be associated with a primary subscription such as Office 365 E5.

2. Bundling Subscriptions

✅ Scenario: When creating bundles that include both primary subscriptions and add-ons, it's crucial to maintain accurate parent-child relationships.
✅ Common Issue: Assigning an add-on to a virtual parent (e.g., a custom bundle) instead of the correct primary subscription can lead to provisioning failures.

Provisioning Steps

1. Access Work 365

✅ Log in to your Dynamics 365 environment.
✅ Navigate to the Work 365 app.

2. Navigate to Subscriptions

✅ In the left-hand menu, select Subscriptions.
✅ Locate and open the primary subscription to which you intend to add the add-on.

3. Add the Add-On Subscription

✅ Within the primary subscription record, navigate to the Related tab.
✅ Select Add-ons.
✅ Click on New Add-on to create a new add-on subscription.

4. Configure Add-On Details

✅ Product Selection: Choose the appropriate add-on product from the list.
✅ Parent Subscription: Ensure the Parent Subscription field is set to the correct primary subscription (e.g., Office 365 E5).
✅ Quantity and Other Details: Specify the required quantity and configure additional settings as needed.

5. Save and Provision

✅ After entering all necessary information, click Save.
✅ Work 365 will initiate the provisioning process for the add-on.

Common Pitfalls and Resolutions

1. Incorrect Parent Assignment

❌ Issue: Assigning an add-on to a virtual or incorrect parent subscription can cause provisioning failures.
✔ Solution: Always assign add-ons to their respective primary subscriptions.
✔ Example: Assign Audio Conferencing directly to Office 365 E5, not to a custom bundle.

2. Bundling Considerations

✅ Scenario: In bundles containing multiple services, maintain the correct hierarchy:

Additional Resources

Conclusion

By following these steps, you can effectively provision add-ons in Work 365, ensuring that subscription hierarchies remain accurate, and services are properly linked to their parent subscriptions for seamless provisioning.