How to order license to a Siteshop CRM Connector for Dynamics 365

Table Of Contents

Introduction
Prerequisites
How to order Siteshop CRM Connector license through Microsoft Marketplace

Introduction

Siteshop CRM Connectors are provided by Siteshop ApS which is a Microsoft ISV Partner.

You can order and pay for a license to a Siteshop CRM Connector the same way that you order and pay your Microsoft Dynamics 365 licenses.

If you have a Microsoft Customer Agreement (MCA) or an Enterprise Agreement (EA), purchases from Microsoft Marketplace can be added to your existing Microsoft invoice in order to keep the overview.

The billing profile must be set up in the Microsoft 365 Admin Center or Azure Portal, depending on the type of subscription.

Prerequisites

Notes for customers with CSP Agreement

If the customer is under a Cloud Solution Provider (CSP) agreement, their Microsoft partner may need to be involved in the purchasing process. The partner can assist in managing the subscription and ensuring the licenses are correctly assigned. This is done in the Partner Center.

Notes for MCA (Microsoft Customer Agreement) and EA (Enterprise Agreement) customers

To order a Siteshop license to a CRM Connector, make sure invoice payment is enabled in your Billing Profile.

If you do not have a Billing Profile with invoice payment enabled, be sure to have the Global Administrator or Billing Administrator role and follow the guide below.

Enable invoice payment in a Billing profile

First you need to add a new Billing Profile.

Note: To create a new Billing Profile, you must be one of the following:

Global Administrator
Billing Administrator

Required permissions

To change the payment method of your new Billing Profile, you must be one of the following:

Billing Profile Owner
Billing Profile Contributor

If you made the new Billing Profile yourself, you should be “Billing Profile Owner“

Step-by-step: How to enable invoice payment in a Billing Profile

Sign in to the Microsoft 365 Admin Center: admin.microsoft.com
Go to Billing > Billing accounts
Select the relevant Billing Account, then go to the Billing Profiles tab
Click on the desired Billing Profile to open its details
Under Payment method, click Replace
Choose Wire transfer as the payment method, if invoice payment is approved for your account. If this option is not
available, you’ll need to contact Microsoft support to request invoice payment activation
Fill in the required details (bank info, PO number, etc.)
Click Save to apply the changes

Notes

Invoice payment (wire transfer) is only available for MCA and EA customers, and must be approved by Microsoft
If you purchased through a Microsoft representative, invoice payment is usually enabled by default
You can also add a PO number and additional invoice recipients under Invoice settings

How to order Siteshop CRM Connector license through Microsoft Marketplace

Prerequisites

As mentioned earlier, you need a MCA or EA that contains a Billing Profile with Invoice Payment enabled, to order a license through Microsoft Marketplace.

1 – Find the correct SMART CRM Connector in Microsoft Marketplace

Note: In this guide the “Hubexo SMART CRM Connector” will be used as an example. The following procedure for ordering any license for the Siteshop CRM Connectors for Dynamics 365 is the same.

Go to Microsoft Marketplace and find the desired CRM Connector.

Click the “Buy now” button.

2 – Select plan

Select the correct plan (depending on different parameters like number of CRM Connector users).
Note: If you are in doubt please contact your Siteshop sales rep.
Then click the “Next” button