Registering Autotask deals with the Microsoft Partner Portal
Push an opportunity from Autotask through to Microsoft Partner Center without re-keying it into the portal
A walkthrough of Cotillion CORE's Microsoft Partner Portal integration: an opportunity created in Autotask is mapped, checked and registered against the Microsoft partner programme, with the outcome written back so sync status is visible in one place.
- Opportunities flow in from Autotask rather than being re-typed into the Microsoft portal
- Deals are mapped to the right vendor programme before anything is submitted
- Registration is pushed to the Microsoft Partner Portal and the result is written back
- Sync status and deals needing attention sit on one dashboard
This walkthrough covers registering a Microsoft deal from Autotask through Cotillion CORE, so the opportunity your team already created is the one that reaches the Microsoft Partner Portal.
Deals arrive from the connected PSA with their description, opportunity and last-updated time. Anything not yet matched to a vendor programme is flagged as unmapped, which keeps a registration from landing against the wrong programme.
Once mapped, the deal is submitted to the Microsoft Partner Portal and the outcome is written back to the dashboard, so the status you see reflects what the portal actually accepted.
The effect is the same as the AWS workflow: deal registration stops being a manual task remembered at the end of a sales cycle and becomes part of the workflow the team is already in.