Tackle's Microsoft integration lets you:
List products: Get listed on the Microsoft commercial marketplace.
Co-sell with Partner Center: Register co-sell opportunities and collaborate with Microsoft sellers on shared deals.
Transact: Create and manage private offers and process purchases through the Microsoft marketplace.
Track performance: Monitor critical metrics and data for your Microsoft business.
This is a required step before using other Tackle features with Microsoft — such as offers and co-sell. Follow the setup steps below in order. Depending on the permissions required, you may need to coordinate with others at your organization.
Before you begin
Before you can start connecting to Microsoft, you'll need:
Tackle - Administrator role, or a custom role with Administrator privileges.
A Microsoft Partner Center account with a Microsoft Partner Network ID. If you don't already have one, you must enroll in the Microsoft Partner Center Program. If you've previously enrolled, be sure you've accepted the latest agreements.
Global Admin role access to your Microsoft account (required for Step 1).
Access to Azure Cloud Shell (used in Step 1 to run the automated setup command).
Microsoft Partner Admin role access in your Partner Center account (required for Steps 2–4). For help with this, see Microsoft Documentation on Adding and Managing Users, check with your Microsoft Business Development representative, or submit a ticket in Partner Center.
If you are setting up co-sell, a co-sell-eligible solution configured on the Microsoft commercial marketplace.
If you need to get help from others to gather these permissions, you may want to schedule time to complete these tasks together.
Additionally, you'll need someone on your connection team who knows how your business handles taxes, finances and payouts. This will help you review your legal information, publisher agreement, and enroll in the marketplace program.
Choose your integration type
Before starting the setup steps, choose whether you want to co-sell, transact, or both.
In Tackle, go to Integrations and click Configure on the Microsoft card.
Select one or both options:
Co-sell with Microsoft Partner Center — Register opportunities and collaborate with Microsoft sellers on shared deals.
Transact on Microsoft commercial marketplace — Create and manage private offers, and process purchases through the Microsoft marketplace.
Complete the prerequisites (Marketplace)
If you selected Transact on Microsoft commercial marketplace, you must complete the following steps in Partner Center before continuing. These ensure your Microsoft commercial marketplace account is fully configured.
Legal Info
Open Partner Center and select Account Settings (under the gear icon) and verify that the information is complete and correct.
Commercial Marketplace Program
Enroll in the Commercial Marketplace Program. If you have previously enrolled, be sure you've accepted the latest agreements.
Verify Authorization
Under Account Settings > Legal Business Profile, confirm that the Verification Status is "Authorized." If it is, no further action is needed. If the status is "Pending", select the Learn More link and follow the steps for email verification.
Azure Publisher Agreement
Review the Azure Publisher Agreement terms and select Accept.
Payout and Tax Profiles
In the Partner Center, under Payout and tax profile assignment, either select an existing tax profile or create a new one. You may need help from someone in your organization who can provide financial information (like routing number, tax ID or account types).
Once you have chosen the tax profile to use, you will see a section for payment profiles. Complete the payment profile with payment information (like bank or PayPal).
Business Profile
In the Partner Center, under Business Profile, select Create to create a new business profile.
In the window that opens, enter the required information, accept the terms and conditions, and select Publish.
Check the box to confirm: "I confirm that I've completed the above steps to transact on marketplace" and click Continue setup to proceed.
Step 1: Connect to Microsoft
Create a secure, password-free connection between Tackle and your Azure environment by running an automated setup command in Azure Cloud Shell.
Important: You must be signed into your Microsoft account as the Global admin.
Copy setup command
Copy the command displayed in Tackle. This script creates the required Azure identity and permissions for Tackle.
Click the copy icon next to the command to copy it to your clipboard.
Run command in Azure Cloud Shell
Sign in to the Azure Portal with Global Admin permissions.
Click Launch Cloud Shell in Tackle (or open Azure Cloud Shell directly).
Paste the command into the Cloud Shell terminal and press Enter to run it.
Wait for the command to complete. The script downloads a Terraform template, initializes, and applies it automatically.
Return to the Tackle tab. Tackle will detect the connection automatically—you do not need to click anything.
Once the connection is established, this step will collapse and display a Connected badge. If this is your first time opening Azure Cloud Shell, you may need to complete a couple of one-time setup steps before you can run the command.
Step 2: Add a Tackle User
Adding a Tackle user allows Tackle to log into Microsoft's portal on your behalf to perform necessary support actions, ensuring efficient management and troubleshooting of your services.
Important: You must be signed into your Microsoft account as the Microsoft Partner Admin.
Go to Partner Center User Management to see a list of existing users.
Click Invite Users at the top of the list. Invite Tackle using the email and role below. (If you are unable to do this, be sure you have the correct permissions.)
Email: [email protected]
Role: Referral Admin, DeveloperClick Save.
Return to Tackle and check the box: "I confirm that I've added Tackle as a user with the assigned roles."
Click Setup complete.
Step 3: Set up Co-sell
Note: This step only appears if you selected Co-sell with Microsoft Partner Center during integration type selection.
Important: You must be signed into your Microsoft account as the Microsoft Partner Admin.
Create a Tackle integration user
Microsoft recommends creating a unique integration user.
Go to Microsoft Partner Center user management and click Add user to create an integration user.
Once created, find and select the integration user from the list to view permissions.
Assign Referrals admin permissions: Manages your organization's referrals for one or more locations > Entire Organization > Referrals admin.
Check the box in Tackle: "I confirm that I've created the integration user."
Authorize Tackle in Partner Center
Allow Tackle to access Microsoft Partner Center APIs for co-selling. This quick process takes about 1–2 minutes. Tackle needs this access to manage co-sell opportunities for you through the Partner Center API.
Note: Permissions might take up to 24 hours to update after completing this step. If your connection status doesn't change after 24 hours, contact [email protected].
Sign in on the Microsoft Sign-in screen using the new integration user that was created in Step 3a.
Click Authorize Tackle in Tackle to open Microsoft Partner Center in a new window.
Review the permissions requested, then click Accept.
Return to Tackle—authorization will be automatically checked.
Once authorization is verified, this step will collapse and display a Completed badge.
Step 4: Set up Marketplace
Configure your marketplace settings to create and manage private offers using Microsoft Commercial Marketplace.
Note: This step only appears if you selected Transact on Microsoft commercial marketplace during integration type selection. The step number in the Tackle UI may be Step 3 or Step 4, depending on whether you also selected co-sell.
Important: You must be signed into your Microsoft account as the Microsoft Partner Admin.
Grant Tackle permission
Give Tackle permission to manage your offers, plans, and private deals:
Go to Partner Center, then head to Account Settings > User Management > Azure AD Applications.
Click + Add Azure AD Application.
Choose the App Identity you created in Step 1. The Application Client ID is displayed in the Tackle UI for reference—click the copy icon to copy it.
Assign the role Manager (Windows).
Click Save to finish.
Return to Tackle and check the box: "I confirm that I've assigned the Manager (Windows) role to the App."
Click Setup complete.
Step 5: Connection details
After completing all setup steps, the Microsoft integration page in Tackle displays your connection details.
Viewing your connection details
At the top of the page you'll see the Microsoft logo and a Connected badge confirming the integration is active. If you click on the card to see more details, the following information will be displayed on the page:
Tenant ID | The Directory (tenant) ID of your Azure environment. |
Application ID | The Application (client) ID of the Azure App Registration created during setup. |
Auth Method | The authentication method used for the connection (for example, Workload Identity Federation). |
Created | The date and time the connection was originally created. |
Last Updated | The date and time the connection configuration was last modified. |
Cloud admin contact details
You can provide your cloud administrator's contact information to help Tackle quickly resolve connection issues and keep your data and transactions up-to-date.
Click Cloud admin contact details in the top-right corner of the connection details page.
Enter the Email (required) and Name (required) for each contact.
To add additional contacts, click Add contact. You can add up to 5 contacts.
Click Save.