Overview

This article covers the process to transfer the billing ownership of seat-based (license-based) and Azure subscriptions between Microsoft CSP partners.  This includes your responsibilities as an Evolve IP customer.

Transfer Limitations

The following limitations apply to subscription transfers between Microsoft CSP partners:

• Transfers can only occur between Microsoft CSP partners, and both CSP partners must be in the same region.  For Evolve IP customers this is the US or Canada.
• Transfers cannot be performed with other purchasing channels like volume license agreements (EA, MPSA, Open, etc.), or directly with Microsoft (web-direct).
• Transfers can only occur if both Microsoft CSP partners approve it.  Neither CSP partner is under any obligation from Microsoft to accept/approve a transfer request.
• Microsoft does not provide any mediation services between customers and their CSP partners.

For the subscription products that are being transferred between CSP partners:

• Partial transfers are not supported.
• Product quantity changes cannot be made during a transfer.
• Product renewal/expiration dates cannot be modified during a transfer.
• Product billing terms (annual/monthly) cannot be modified during a transfer.

Supported Product Types

Microsoft only supports transferring the following Microsoft CSP New Commerce Experience (NCE) product types:

• NCE seat-based (license-based) subscriptions (O365, M365, Teams, Entra ID, Defender, etc.)
• Azure Plan (NCE)
  
  • Azure Subscriptions
  • Azure Reservations
  • Azure Savings Plans

Incoming Transfers to Evolve IP

The following is an overview of the process to transfer subscriptions to Evolve IP including your responsibilities as the customer:

• You, the customer, are responsible for all communications with your current Microsoft CSP partner.  Evolve IP will not reach out to your current CSP partner on your behalf.
• You must provide an email or other document showing approval from your current Microsoft CSP partner to transfer one or more of your subscriptions.
• You must provide Evolve IP a current inventory of the subscriptions that will be transferred.  To generate the sales order for your transfer, each product in the inventory must include the following information:
  • Subscription Name
  • Quantity
  • Term Duration (Annual or Monthly)
  • Subscription Renewal Date
  • Subscription Billing Duration (Annual or Monthly)

• You must provide your current CSP partner's Company Name and Microsoft ID (Tenant ID).
• If your current CSP partner is a Microsoft CSP Indirect Reseller, you must provide the Company Name and Microsoft ID (Tenant ID) of the reseller's Indirect Provider.
• You must provide us with a Name and Email Address for a named contact within your organization.  If needed, this can be an email distribution group that accepts email from external sources.

Incoming Transfer Process

• You establish a reseller relationship with Evolve IP as your CSP partner, and if needed accept Microsoft's Customer Agreement.
• Using the details you provided of your current CSP partner, Evolve IP submits a transfer request to your current CSP partner.
• Your current CSP partner receives a notification of the request from Evolve IP, selects the subscriptions to be transferred, and approves the transfer request.
• It can take up to 72 hours for the transfer to complete.
• Everyone (both CSP partners and you the customer) receive email notifications upon successful transfers.
• If any of the subscriptions fail to transfer, the process can be repeated.
• Upon successful transfers, the subscriptions are reviewed, and any discrepancies are corrected.

Outgoing Transfers from Evolve IP

The following is an overview of the process to transfer subscriptions away from Evolve IP including your responsibilities as the customer:

• You, the customer, are responsible for all communications with your future Microsoft CSP partner.  Evolve IP will not reach out to your future CSP partner on your behalf.
• An Evolve IP representative (Account Exec or CRM) must approve the transfer request to your future Microsoft CSP partner.
• A sales order will be generated with line items for each subscription that is being transferred.

Outgoing Transfer Process

• You establish a reseller relationship with your future Microsoft CSP partner, and if needed accept Microsoft's Customer Agreement.
• Evolve IP provides you with our Company Name and Microsoft ID (Tenant ID), and you give that information to your future CSP partner.
• Using the details provided by Evolve IP, your future CSP partner submits a transfer request to Evolve IP.
• Evolve IP receives a notification of the transfer request, selects the subscriptions to be transferred, and approves the transfer request.
• It can take up to 72 hours for the transfer to complete.
• Everyone (both CSP partners and you the customer) receive email notifications upon successful transfers.
• If any of the subscriptions fail to transfer, the process can be repeated.

Cancelling a Transfer Request

After a Microsoft CSP partner creates a transfer request, the request sits in a Pending state until the other CSP partner approves the request.

• The CSP partner can cancel the request at any time.
• Cancelling a transfer removes the ability of the other CSP partner to approve the transfer.
• Cancelling a transfer is helpful if the transfer was mistakenly created.
• If the other CSP partner doesn't want to approve the transfer, they can ignore the request.

Microsoft Resources

• Transfer Billing Ownership (Overview)
• Transfer License-Based Subscriptions
• Transfer Azure Plan Subscriptions