Customers
A customer record
The parts of a customer record, its eight tabs, and the Create button that opens the Document Studio.
Open a customer from the Customers list to see their record.
The header
- The customer's name, with the opportunity's number and label underneath (for example OPP-1017 · Guest Onboarding), then Organization, Primary contact and Agreement when they're known.
- While scenarios are being recalculated, a small Updating prices badge (then Prices updated for a moment). Click it to open Scenario planning. On Scenario planning itself, the indicator sits beside the scenario's name instead.
- Create, on every tab: makes a presentation, executive brief, quote or scenario export. See Document Studio.
The tabs
| Tab | What's there |
|---|---|
| Overview | Insights, Products & pricing and Terms & conditions, plus Deal details. See Insights, Products & pricing and Terms & conditions |
| M365 data | The customer's Microsoft 365 tenant: licenses, users, usage, security and apps. See M365 data |
| Azure data | Azure subscriptions, spend, resources, Advisor and CSP readiness. See Azure data |
| Scenario planning | Price the deal. See Scenario planning |
| Funding | Microsoft funded engagements for this deal. See Funding |
| Partner offers | Your services attached to the deal. See Partner offers |
| Tech Stack | Competitor tools you could replace. See Tech Stack |
| Documents | Uploaded files and generated documents. See Documents |
The tab bar stays at the top as you scroll. The selected tab is part of the page address, so you can bookmark or share a link straight to it.
If figures couldn't be refreshed after a change, you'll see Figures may be out of date. Reload the page.