Connecting Microsoft Partner Center
The Partner Center Connection Wizard lets you import your entire CSP customer list in one step, rather than adding customers one at a time. Once connected, every imported customer appears in your customer list and can be enabled for Outermind individually or in bulk.
Prerequisites
Before starting the wizard, confirm the following:
- You are a Microsoft CSP partner (Direct-bill or Indirect Provider).
- You have active GDAP relationships with your customers.
- Your GDAP includes the Application Administrator role.
These are informational checks - the wizard does not enforce them, but the OAuth authentication step will fail if they are not met.
If you are not a CSP partner, you can still add customers using the direct enablement method. Go to Customers - Add a customer to add them individually.
Starting the Wizard
Navigate to Settings - Partner Center and click Connect Partner Center, or go directly to /partner-center/connect.
The wizard has four steps:
- Overview and Prerequisites
- Authenticate
- Syncing
- Complete
Step-by-Step Walkthrough
Step 1 - Overview and Prerequisites
Review the prerequisites checklist. When ready, click Connect Partner Center to proceed to authentication.
To abort, click Cancel to return to your dashboard.
Step 2 - Authenticate
Click Connect Partner Center on this step to open a Microsoft OAuth popup. Sign in with your Partner Center credentials. Microsoft handles all MFA prompts in the popup window.
- Do not close the popup manually - the wizard detects completion automatically.
- If your browser blocks the popup, allow popups from this site and try again.
- Once authentication succeeds, the wizard advances automatically to Step 3.
To go back to Step 1, click Back.
Step 3 - Syncing
The portal fetches your customer list from Partner Center. A running count ("Found N customers...") updates in real time as customers are discovered. Wait for the sync to finish - this typically takes a few seconds for smaller lists and up to a minute for very large ones.
The wizard advances to Step 4 when the sync is complete.
To go back to Step 2, click Back.
Step 4 - Complete
The wizard shows how many customers were imported. Two actions are available:
| Button | Action |
|---|---|
| View Customer List | Opens /customers to browse all imported customers |
| Enable Customers Now | Opens /customers in bulk-enable mode to provision Outermind for multiple customers at once |
Error Handling
| Error | What to do |
|---|---|
| OAuth denied | Click Retry and sign in again. Ensure the account has the Application Administrator GDAP role. |
| Popup blocked | Allow popups for this site in your browser settings, then click Retry. |
| Sync error | Click Retry to re-run the sync. If the error persists, check that your GDAP relationships are still active in Partner Center. |
On any error, a Skip to direct enablement link is shown. Use this to add customers individually without Partner Center if the issue cannot be resolved immediately.
FAQ
Does Outermind store my Partner Center credentials? No. Only an encrypted refresh token is stored. Your access token is never persisted.
Can I reconnect Partner Center later?
Yes. Return to /partner-center/connect at any time to run the wizard again. Re-running the wizard re-syncs your customer list and picks up any new customers added in Partner Center since the last sync.
What if I am not a CSP partner? Use the direct enablement method instead. Go to Customers - Add a customer to add each customer individually.
How long does the sync take? Typically a few seconds for small lists. Large partner tenants with hundreds of customers may take up to a minute.