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1 | 1 | # Create.CSP.Reporting |
2 | | -|create|it| Microsoft Cloud Solution Provider (CSP) Reporting Samples |
| 2 | +Create IT Microsoft Cloud Solution Provider (CSP) Reporting Samples |
3 | 3 |
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4 | 4 | This is a CSP Reporting sample application, intended for Microsoft CSP Partners, that provides Customer Insights (CI) and Opportunities Identification (OI) for Office 365 (seat based licensing). |
5 | 5 |
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6 | 6 | The analysis made by the sample, complements and details the information that is available in the CSP Partner Center Portal, and also shows how with a basic set of rules the CSP customer basis can be segmented and classified in terms of: |
7 | 7 | * Activation Opportunities - Seat related opportunities (e.g. A customer purchased 10 E3 seats but only 5 of them are assigned) |
8 | | -* Usage Opportunities - Service usage opportunities (e.g. From the 5 assigned E3 seats, 2 licenses are not using Skype for Business) |
| 8 | +* Usage Opportunities - Last 30 days' service usage opportunities (e.g. From the 5 assigned E3 seats, 2 licenses have not used Skype for Business in the last 30 days) |
| 9 | + |
| 10 | +(At the end of this document, you can find more detail about the opportunity types that are identified.) |
9 | 11 |
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10 | 12 | Supplied with this information, the CSP Partner can for example determine and prioritize the customers that should be targeted by a Marketing Campaign, and/or work with their Sales and Support teams, to get these customers to make a better use of their purchased licenses and services. |
11 | 13 |
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@@ -73,7 +75,7 @@ The Reporting Job and the Reporting Portal both need a database connection to wo |
73 | 75 | | Configuration Key | Description | |
74 | 76 | | ------------- | ------------- | |
75 | 77 | | CSPDatabaseModelEntities connection string | The connection string to the Reporting Database. | |
76 | | -| Logging connection string | The connection string to the Reporting Database. Typically it refers to the same database as above. | |
| 78 | +| Logging connection string | The connection string to the Reporting Database. Typically, it refers to the same database as above. | |
77 | 79 |
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78 | 80 | # Usage |
79 | 81 | ### Reporting Job |
@@ -130,7 +132,36 @@ To refresh the report, follow these steps on Power BI Desktop: |
130 | 132 |
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131 | 133 | NOTE: The Power BI reports can be published to an Office 365 tenant with Power BI enabled, for easier sharing within a team. |
132 | 134 |
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133 | | -Final disclaimer: The samples are provided freely as a proof of concept as-is, with no support whatsoever. |
| 135 | +# Opportunity types |
| 136 | +The opportunities are classified by an Action Type and a Sub-Type detail. The detail is explanatory, indicating the reason for that classification. |
| 137 | + |
| 138 | +### Activation Opportunities |
| 139 | +The following types of opportunities are identified: |
| 140 | + |
| 141 | +| Action Type | Action Sub Type | |
| 142 | +| ------------- | ------------- | |
| 143 | +| NO ACTION NEEDED | <ul><li>Customer is deleted or without relationship.</li><li>Waiting for subscription life cycle to de-provision subscription</li><li>All active licenses are assigned</li></ul> | |
| 144 | +| ACTION NEEDED | <ul><li>All licenses assigned. Some licenses are about to expire</li><li>Customer has more users with licenses than licenses available</li></ul> | |
| 145 | +| ACTIVATION OPPORTUNITY | <ul><li>Customer relationship to partner is different from reseller</li><li>Customer does not have any subscribed SKUs</li><li>Customer does not have any subscriptions</li><li>No seats active, assigned, about to expire or disabled</li><li>No seats assigned yet, all licenses are about to expire</li><li>Not a CSP offer</li><li>SKU capability status not enabled</li><li>No seats assigned yet</li><li>No seats assigned yet, some licenses are about to expire</li><li>Not all seats have been assigned yet</li></ul> | |
| 146 | +| Scenario not defined | If this occurs to you, please contact us :) | |
| 147 | + |
| 148 | +### Usage Opportunities |
| 149 | +The usage is analyzed taking into consideration the user's activity in the last 30 days. |
| 150 | +Currently, only usage referring to the following Office 365 services are supported: |
| 151 | +* Exchange Online |
| 152 | +* Skype for Business Online |
| 153 | +* SharePoint Online |
| 154 | + |
| 155 | +The following types of opportunities are identified: |
| 156 | + |
| 157 | +| Action Type | Action Sub Type | |
| 158 | +| ------------- | ------------- | |
| 159 | +| NO ACTION NEEDED | <ul><li>Customer is deleted or without relationship</li><li>All users are active on the service</li></ul> | |
| 160 | +| ACTIVATION OPPORTUNITY | <ul><li>Customer relationship to partner different from reseller</li><li>Customer does not have any subscribed SKUs</li><li>Customer does not have any subscriptions</li><li>Subscription state: [state detail]</li><li>Not all users are active on the service</li></ul> | |
| 161 | +| Not supported | <ul><li>Subscription Offer does not map to any CSP Subscribed SKU Product</li><li>Service Plan information extraction not supported</li></ul> | |
| 162 | +| Scenario not defined | If this occurs to you, please contact us :) | |
| 163 | + |
| 164 | +Final disclaimer: These samples are provided freely as a proof of concept as-is, with no support whatsoever. |
134 | 165 |
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135 | 166 | http://www.create.pt |
136 | 167 |
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