Set Up Microsoft Co-sell in Labra

Labra enables Microsoft Co-sell directly from your CRM through an integration with Microsoft Partner Center. The Microsoft Co-sell onboarding flow guides you through connecting your Partner Center account to Labra, allowing your team to create, submit, and manage co-sell opportunities without leaving your CRM.

Follow the steps below to connect your account and get started.

Before you begin

Before you begin onboarding, make sure:

• Your organization is eligible for Microsoft Co-sell. Microsoft-side eligibility and prerequisites must be completed before you can fully configure Co-sell in Labra.

  🚀 Learn more! For details, see Azure IP Co-Sell Eligibility: What It Means & How Labra Helps.

• You have an active Microsoft Partner Center account with a Microsoft Partner Network ID, (MPN ID, also known as Partner ID).
   
• Have access to a Microsoft Partner Center account with Admin-level permissions.
   

• Create a separate user for Labra integration in Microsoft Partner Center. This user must be assigned the Referral Admin role.

  
  🚀 Learn more! For help with this, see Microsoft Documentation on Adding and Managing Users.
   
• A solution must be configured with the Microsoft Partner Center.

📌 Who is this for?

• New users onboarding Microsoft for Co-Sell for the first time.
   
• Existing users already using AWS for Co-Sell and now onboarding Microsoft.

🔑 Getting Started with Microsoft Co-sell Onboarding

If you are onboarding to Labra for the first time, then to begin the Microsoft Co-sell onboarding process, you need to follow these steps:

✅  Accept the invite to the Labra.io Platform.

🤝  Select the Co-sell option and Microsoft Cloud to start the onboarding process.


Fig. 1

➡️  Step 1: Company details

Fill in your company information.


Fig. 2

➡️  Step 2: Cloud settings

Prerequisites

Select all the prerequisites to proceed further.


Fig. 3

Microsoft Partner Center account details

Fill out your Microsoft account details. These can be found in Microsoft Partner Center → Account Settings → Identifiers → Publisher:


Fig. 4
 

 We will need:

• Microsoft Partner Type (Optional): Select one or more from the dropdown.
  
  
  Fig. 5
   
• MPN ID: Enter your 7-digit Microsoft Partner Network ID.
• Microsoft Account Name: Give your account a name for reference.

• Seller Partnership Type: Choose one or more options:

  • Independent Software Vendor
  • Consulting Partner / Reseller / Channel Partner
    
    
    Fig. 6
     

Solution Details:

Provide solution-specific information from your Partner Center:

Fig. 7

Required inputs:

• Solution Name (alias in MPC)
• Solution ID
• Solution Type: Select the solution type as per your solution.
  • My company’s solution
  • Microsoft’s solution

• Publisher Name
  
  
  Fig. 8
   

  📒  Please note: Adding a solution is mandatory if ISV is selected in above section.

   

Link your Microsoft Partner Center account to Labra

• Click the Connect Microsoft Partner Center button.
  
  
  Fig. 9
   
  • A Microsoft login screen will open to authorize the connection.
  • Upon successful linking, a toast message confirms the connection and displays the connected MPN ID.
  • You may disconnect the account anytime via the Disconnect Microsoft Partner Center button.

➡️  Step 3: CRM connection

The final step will be connecting your CRM environment.

➡️ Step 4: Configure your field mappings

Once your CRM and Microsoft Co-sell accounts are connected, the final step is to configure how your CRM data maps to Microsoft Co-sell referral fields.

1. In Labra, navigate to Settings - Sync configuration - Co-sell.
   
   
   Fig. 10
    
2. Under Cloud Management, select your Microsoft account.
   
   
   Fig. 11
    
3. Open the Mapping Manager and click Create New Template.
   
   
   Fig. 12
    
4. Enter a unique name for your mapping template and click Create.
   
   
   Fig. 13
    

5. Map your CRM fields to the corresponding Microsoft Co-sell fields. You can also set default values for fields that should remain consistent across referrals.

   
   🚀 Learn more! Click here for full list of Labra Microsoft Co-sell Referral Fields.
    
6. Review your mappings and save your template.

Your mapping template will be available when creating Microsoft Co-sell referrals from your CRM, helping automatically populate referral information using your existing CRM data.

✅ User 2: Already using AWS Co-Sell, now adding Microsoft

1. Navigate to: Settings → Cloud → Co-sell
   
   
   Fig. 12
    
2. Click on Add new cloud account and select Microsoft.
   
   
   Fig. 13
    
3. Follow the above Step 2 to connect Labra account to your Microsoft Partner Center
4. Complete Step 4 above to configure the field mappings.
5. All inputs are auto-saved.