To connect to the partner center, you'll need to complete the setup steps in Tackle. Follow the workflow in the order shown below to get started.
Before you begin
Before you begin connect and start co-selling for Microsoft commercial marketplace, you'll need:
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.
Either Referral Admin, Owner or Manager role access, and Finance Contributor role access in your Partner Center account. For help with this, see Microsoft Documentation on Adding and Managing Users🔗, check with your Microsoft Business Development representative, or submit a ticket in the Partner Center.
A co-sell-eligible solution🔗 configured on the Microsoft commercial marketplace.
The right skills and permissions to carry out these tasks. This may mean scheduling time to work with others at your organization.
Step 1: Add a Tackle user
Important
You must have the correct permissions to perform this task.
If you already have a Tackle Listing set up, you only need to amend and add Referral Admin as a role.
Open 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, Developer
Click Save.
Step 2: Register with Active Directory
If you already have a Tackle Listing set up, you only need to amend and add the Redirect URL.
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 Account Settings > Marketplace >Microsoft (or Account Settings > Co-sell > Microsoft). Copy and paste the values from the Active Directory page into Tackle Account Settings 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 Tackle Account Settings page. Tackle needs this value to create a test purchase and set up reporting.
Click Save.
Step 3: Grant API permissions
In Active Directory🔗 , click the Tackle Marketplace App you created, then click API Permissions.
Select Add permissions and then APIs My Organizations Uses.
Add the User impersonation API Permissions for the:
Microsoft Partner Center permission with the Application (client) ID of 4990cffe-04e8-4e8b-808a-1175604b879f
Microsoft Partner Center permission with the Application (client) ID of fa3d9a0c-3fb0-42cc-9193-47c7ecd2edbd
These permissions will show in Active Directory as permissions not granted. Request Admin Consent to grant Tackle API permissions.
In Microsoft Partner Center🔗 provide consent to allow Tackle to use the Partner Center Referral API on your behalf to submit co-sell opportunities and to notify you of updates.
Once the above steps have been completed the checkbox next to the header API permissions should be marked as complete. If not click here🔗 to recheck the permissions or try again.
Step 4: Add product details
List out the solutions that you will be co-selling with Microsoft to pre-populate the form when creating a co-sell later on.
In this context, a solution is the name of the product you are offering to sell to solve your buyer's problem. Your solution must already be configured with the Microsoft Partner Center🔗 .
Go to Partner Center🔗 under Referrals.
Find a previously submitted co-sell opportunity that also has the Solution you want to use now.
Scroll down to Solutions/Public offers and copy the Solution id (usually in the format in the format SOL-#####-XXX, or as a long string of numbers and letters).
Tip: You can confirm co-sell eligibility by going to Referrals > Co-sell > Solutions to confirm the solution that you want to sell has a status of Co-Sell Ready and/or Azure IP co-sell eligible.
Open Tackle in a separate tab. Click Account Settings > Co-sell > Microsoft🔗 . Add a unique Solution name and paste the Solution id from Partner Center under Solution ID.
Click Save.
Repeat these steps if you are using multiple solutions. You can also delete a solution by clicking the trash icon on the right.
This will pre-populate the submission forms for co-sell both in Tackle and in Salesforce (when Salesforce is connected).
Step 5: Set up the Salesforce integration
Follow these steps to set up the Salesforce integration so you can co-sell directly in Salesforce.