WeTransacter Resources
Employee Knowledge Base
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Free Trial & Self-Setup
Add more users for Free Trial
How to upgrade your plan when you're ready
Unable to verify Account - Legal Info
Go Live in 5 Days with your CSM
Step 1 — Create Your Microsoft Work Account
Step 2 — Become a Microsoft Partner & Access Partner Center
Step 3 — Enroll in the Required Partner Center Programs
Step 4 — Submit Your Legal Profile (24-hour Microsoft validation)
Step 5 — Complete Your Payout & Tax Profile (48-hour Microsoft validation)
Step 6 — Grant WeTransact Access to Partner Center
Step 7 — Creating your first Microsoft Marketplace Listing, As Easy as 1-2-3 and Go Live.
Or—Sync your product listings in one click, and Go Live
Partner Center, day-to-day
I have added WeTransact, but support/bot can't log in.
How to Delete and Re-add support and bot?
Invite External Users in Azure Portal
How to update the primary contact email address in legal info?
Account Verification Email Not Received by Primary Contact
How to create a new users in Partner Center?
How to Add a Location and Publisher Account in Partner Center?
How to Create a Microsoft Support Ticket Without a Partner Center Account
How to find an object ID of a user?
How to find PartnerGlobal ID?
How to check Microsoft Entra application roles?
How does a CSP resell a Marketplace Solution ? (Direct CSPs)
How to Enable Microsoft Authenticator via Azure Portal
How to generate activation links in Partner Center (CSPs)?
Partner center/Azure User Rights
Partner Center User Rights
Azure Portal User Rights
WeTransact Portal, day-to-day
Listing Content Guidelines: What Microsoft Does and Does Not Allow
How to use existing terms and conditions for the product listing?
How to Create New Pricing Options?
How to add users in the WeTransact Portal?
How do I add a subscription ID to the supplemental tab in the WeTransact portal?
How to Set Up the Finance Tab in the Wetransact Portal?
How to update credentials for finance Tab in the Wetransact Portal?
How do I set up the Deal Registration tab on Wetransact portal?
Deal Registration Consent & Troubleshooting Guide
Deal Registration: Create a New Co-sell Deal
How do I use the report function for custom dimensions?
How to configure multiple Publisher IDs in WeTransact portal?
How do I select a publisher location for the product listing?
How to clone pricing?
Private Plan & Private Offer SetUp
Private Plan
Direct Private Offer
CSP Private Offer
Selling & Offer Management
How to Verify MCA (Microsoft Customer Agreement) Status - Customer Guide
Change the amount of seats in an already purchased subscription in the Marketplace.
How to find and purchase a private plan?
How to set up a new Subscription (Azure)?
How to Purchase a WeTransact Solution?
How to purchase a solution on Azure Marketplace (generic)?
How to Cancel a Subscription?
How do I turn off Auto Renew on Azure Subscriptions?
How to verify a subscription is cancelled?
How to Fix a Suspended Subscription?
How to Create a Billing Support Request in Microsoft Azure Portal?
How to find your marketplace invoice?
How to find your subscription ID?
How to configure a SaaS account in Azure Portal?
How to check if auto-renewal is on for your Azure subscriptions?
How do I change the billing region in Azure Marketplace?
How to pay your marketplace invoices?
How to know which customers includes a Microsoft Payment
Finance & Order
Finance, how marketplace finance works
How to find the invoice ID for a customer transaction?
Metering limitations and FAQ
How to Activate/Accept Order?
How to update payment methods in Microsoft Azure Portal?
How to find order details in Partner Center?
How to view marketplace listing status?
How to Stop distribution of a Listing?
How to create a Partner Center support ticket?
How to find the MPN ID?
How to Check if a Legal Profile is Verified?
How to change the publisher ID name?
Create Azure Support Request for Invoice Payment
API set up + Automated Order Management (AOM) + Automated Usage Reporting
GTM - Go To Market
Video Masterclasses
How to leverage the WeTransact Collaborative Customer Tab for enhanced sales strategies?
Ecosystem Watchers - Explore Partners and Vendors Across Microsoft Marketplace
How to connect an email account for Outreach campaigns?
Create Warmify Email Rule in Outlook
Create Warmify Email Rule in Gmail
Subscribe to the WeTransact Page notifications on LinkedIn
IP Co-Sell/Partnership
How to check Azure Consumption (ACR) in the Azure portal?
How to use the reference architecture diagram builder for IP co-sell documentation?
How do I use the customisation tool to expedite the co-sell pitch deck?
How to submit the IP Co sell documentation?
How do I export a technical diagram as a .png?
Create an IP-cosell support ticket (Billed Sales)
Create an IP-cosell support ticket (ACR)
Incentive
How do I check Incentive (Transact & Grow) Cashback?
Where to find the Azure Sponsorship?
Where are my marketing benefits in Partner Center ?
How do I enrol for the incentive campaign?
How to download the incentive justification?
Untitled
What to Do When You Can't Lodge a Claim — Build and Publish AI Marketplace
CRM Connectors
SalesForce Installation Guide
WeTransact Hubspot App Installation guide
Creating Co-Sell Deals & Private Offers in Salesforce
Troubleshooting
Azure Marketplace Procurement Guide
Unable to enrol in the commercial Marketplace "Something went wrong. Please try again; if this problem persists, please contact Microsoft support."
Raising a support ticket because my legal profile was not validated.
Have an issue with Marketplace leads.
Retrieving the ID – Managed Application
How to test your Managed Application package before publishing
Guide your customer when they have not completed the order.
Fixing Legal Profile Issues
Configuring Cross-Tenant Access for WeTransact in Microsoft Entra
FAQs
Microsoft Partner Center
WeTransact Portal
IP Co-Sell
Incentives
Azure Credits
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