Migrate Customer from Indirect CSP to Direct CSP

[luxfield]

We have a Customer who was with an Indirect CSP as the DPoR on their Tenant. They have recently requested this to be transferred over to us seeing we look after their IT for them anyway and to keep things unified. As we are a Direct CSP, we were only on their Tenant as a Advisor previously. Now, the Indirect CSP have already removed themselves from the Tenant. In order for us to take over as DPoR, do we need to delete our Relationship and re-add ourselves again on the Tenant? We have already been advised previously by the Indirect CSP that we would need to re-add all the Licences prior to the Cancellation, so users do not experience any down time & that their Tenant + Data will not be cancelled/deleted. Can someone confirm this as well?

[JanoschUlmer · Accepted solution]

In order to be able to provision licenses to his customer, you will need to establish a reseller relationship as CSP. The customer can also remove you as advisor partner, but afaik this is not necessary.

If the indirect CSP would remove themselves completely from the tenant all licenses would need to be cancelled before, so I guess this did not happen yet. What may have happened is that the Indirect reseller has deleted the reseller relationship and/or delegated admin permissions, but the indirect provider still has the reseller relationship - this has to be the case if you still see CSP licenses in the tenant.

It is correct that in order to allow a smooth transition it is recommended that the new partner adds the same licenses befiore the old partner cancels them - this way licenses are automatically reassigned to users. If licenses are added again after cancellation, the licenses need to be assigned manually to users - there will be no data loss if licenses are reassigned within 30 days though.

Generally there is no DPOR with CSP - DPOR & being Advisor is for scenarios where customer does not obtain licenses via CSP. In CSP it is the "reseller relationship" with or w/o delegated permissions.

[luxfield]

Hi Janosch, Many thanks for the response. That made perfect sense.