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Connect to Microsoft Partner Center

As part of your cloud setup, connect to Microsoft Partner Center to start co-selling right away in Tackle.

Leslie avatar
Written by Leslie
Updated over a week ago

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 can start connecting and 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.

  1. Open Partner Center User Management🔗 to see a list of existing users.

  2. 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
    ​

  3. 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.

  1. 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 App

    Supported Account Types: Any Azure AD directory - Single-tenant

    Redirect URL (required): https://co-sell-api.tackle.io/api/v2/vendor/msft-partner-consent
    ​Platform: Web
    ​

  2. 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 (or Integrations > Microsoft Co-sell). Copy and paste the values from the Active Directory page into Tackle in the fields indicated.

  3. In the left menu in Active Directory, click Certificates & secrets. Click +New client secret.

  4. Add a description (like, “Tackle Marketplace Secret”) and set the expiration to 24 months.

  5. 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.

  6. Click Save.

Step 3: Create a Tackle integration user

In addition to adding a Tackle user (Step 1), Microsoft recommends that you create a unique integration user to connect🔗.

Note

You must be signed in as an owner, manager, or global admin to create /add a new integration user.

To create a Tackle integration user:

  1. Go to Microsoft Partner Center user management and click Add user to create an integration user.

  2. Once you've identified the integration user, find the user on the list of users on the User management page and click the username to view user permissions.

  3. Assign the integration user the Referrals admin permissions to Manages your organization's referrals for one or more locations > Entire Organization > Referrals admin.

Step 4: Grant API permissions

  1. In Active Directory🔗, click the Tackle Marketplace App you created, then click API Permissions.

  2. Select Add permissions and then APIs My Organizations Uses.

  3. Add the User impersonation API Permissions for the:

    1. Microsoft Partner Center permission with the Application (client) ID of 4990cffe-04e8-4e8b-808a-1175604b879f

    2. Microsoft Partner Center permission with the Application (client) ID of fa3d9a0c-3fb0-42cc-9193-47c7ecd2edbd

  4. These permissions will show in Active Directory as permissions not granted.

  5. Open a new incognito/private web browser window and sign in to the Tackle platform at https://downstream.tackle.io🔗.

    Note: Tackle highly suggests you use a private window to ensure that the next onboarding steps are not affected by an existing MSFT Azure session.

  6. Once signed in to Tackle, go to Integrations > Microsoft Co-Sell - View Details > Set up co-sell for Microsoft.

  7. In step 5, click Go to Microsoft Partner Center Permissions.
    ​


    ​Important: Sign in on the Microsoft Sign-in screen using the new integration user that was created in Step 3: Create a Tackle integration user. Complete the sign-in flow to provide consent to allow Tackle to use the Partner Center Referral API on your behalf to submit co-sell opportunities and notify you of updates.
    ​

  8. Once you've completed the steps above, the API permissions checkbox will be selected to mark this item as completed.
    ​Note: If the checkbox is not selected, recheck the permissions in Tackle and try again.
    ​

Step 5: Set up the Salesforce integration

Follow our guide to set up the Salesforce integration to co-sell directly in Salesforce.

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