To help you sell in Microsoft commercial marketplace, Tackle needs to establish a data connection with your Microsoft account. This is a required step before using other Tackle features with Microsoft — such as offers and co-sell.
Step 1: Before you connect
Gather your account permissions and business knowledge
To complete your connection, you will need access the following account permissions with Tackle and Microsoft:
Tackle - Administrator role, or a custom role with Administrator privileges.
Partner Center - Owner or Manager, and Financial Contributor role access in your Microsoft Partner Center Account. If you need help with permissions, check with Microsoft Documentation🔗 your Business Development Representative if you have one, or submit a ticket in Partner Center.
Azure Active Directory - Owner or Manager, and Global Admin permissions. You need these permissions to be able to add Tackle as a user. Learn more about Microsoft Azure permissions.🔗
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.
Prepare your Microsoft accounts and agreements
If you haven't already, enroll in the Microsoft Partner Center Program🔗 and create a Microsoft Partner Center account with a Microsoft AI Cloud Partner Program ID. For more help enrolling, see this article from Microsoft: Create a Microsoft AI Cloud Partner Program account in Partner Center. If you've previously enrolled, check your account to make sure you've accepted all of the latest agreements.
Open the Partner Center🔗 and click on Account Settings (under the gear icon). Verify that the information is complete and correct.
If you haven't already, enroll in the Commercial Marketplace Program🔗. If you have previously enrolled, be sure you’ve accepted the latest agreements and check this box as completed.
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, click Learn More and follow the steps for email verification.
Review the Microsoft Publisher Agreement🔗 terms and click Accept.
Step 2: Connect Tackle and Microsoft
Invite Tackle Service Account
Open Partner Center User Management🔗 to see a list of existing users:
If Tackle is not already a user, select Invite Users at the top of the list, invite Tackle using the email and roles below, then select Save.
Email:[email protected]
Role: Referral Admin, Developer
If Tackle already has access, amend the existing the role to add Referral Admin.
Register with Azure Active Directory
Open Active Directory🔗 and select the app you want to use from the list of registered apps, or register a new app. To do this, click +New Registration, enter the information below, and click Register.
Name:Your Company Name Marketplace AppSupported Account Types:Any Azure AD directory - MultitenantRedirect URL (required):https://co-sell-api.tackle.io/api/v2/vendor/msft-partner-consent
Platform: Web
In Active Directory, on the Overview page, copy the Application (client) ID and Directory (tenant) ID values. In a separate tab, open the Tackle application and click on Integrations > Microsoft Marketplace. Copy and paste the values from the Active Directory page into Tackle in the fields indicated.
In the left menu in Active Directory, click Certificates & secrets. Click +New client secret.
Add a description (like, “Tackle Marketplace Secret”) and set the expiration to 24 months.
Copy and paste the new secret value (not the secret ID) and the expiration date from Active Directory into the same page in Tackle. Tackle needs this value to create a test purchase and set up reporting.
Click Save.
Add your application in Partner Center User Management
Add your application in Partner Center User Management so that Tackle will be able to access transaction data for Azure data feed reporting.
Open the Partner Center User Management Apps🔗. Be sure to find the correct directory.
Click +Add Azure AD Application.
Find and select the application you just created: Your Company Name Marketplace App, then click Next.
Select the Manager (Windows) checkbox and click Add. Verify that it was added successfully.
Step 3: Configure additional services
Add your tax and payment information. Open these areas of the Partner Center to complete these tasks and connect to necessary services.
Payout and Tax Profiles
Important
If this step is not completed, Tackle won't be able to submit your listing in Partner Center to generate a preview. This can cause delays in your process.
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 you want 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, click Create to create a new business profile.
In the pop-up, enter the required information, accept the terms and conditions, and click Publish.
Listing and enablement
Creating your marketplace listing and planning your first transaction should happen at the same time. This reduces the time it takes to see a return on your investment.
Creating the listing will require help from multiple functions in your company. See the Listing Best Practices article for more information on how you can get started.
At this point, you also want to start thinking about your co-sell strategy and how you plan on investing resources into that motion.