This course introduces new StreamOne® Ion users how to navigate and best utilize the platform’s core functionalities.
Brief overview of the functionalities available in StreamOne® Ion
Overview of Reseller’s initial view (landing page) of the StreamOne® Ion Platform
Overview of the Quick Access Menu
Overview of the Customer 360 console landing page.
Overview of how to create a quote, save a quote, and purchase approved quote for customer
Overview of how to manage user permissions and assign roles so that each employee has the appropriate level of permissions and restrictions within the platform.
Overview of how to create a new customer
Overview of how to create a new user
Overview of how to edit/modify exisiting customer/users
Learn how to enroll in various vendor programs offered on the StreamOne® Ion platform
Learn what a price book consists of, price book lifecycle management logic, how to assign to a customer, how to make special pricing adjustments
Learn how to create dynamic reports
Learn how to create detailed billing reports, manage cloud accounts, included taxes, and currency conversions
Provides information on where to go to request support steps to create a support ticket, where to review details, how to customize exportable report
This course will assist users on the identification and foundational application of specific Microsoft processes on StreamOne® Ion.
This course provides an overview of the Modern Workplace Experience on the StreamOne® Ion Platform.
This course provides an overview of differences in identifying, purchasing, cancelling a NCE vs. MWP product on the StreamOne® Ion Platform
This course provides and overview of how to purchase and manage NCE add-ons separated from the base subscription
This course provides an overview of purchasing and deploying a click to run solution on the StreamOne® Ion Platform
This course provides an overview of the purchase and provisioning of Azure Plan on the StreamOne® Ion Platform.
This course provides an overview of the purchase and provisioning of Azure Reserved Instances on the StreamOne® Ion Platform.
This course provides an overview of Granular Delegated Admin Privileges and how to run reports to check setting permissions within the StreamOne® Ion Platform
This course provides an overview of Granular Delegated Admin Privileges new tenant creation and lifecycle management within the StreamOne® Ion Platform
This course provides an overview of how to set up and manage the Customer Storefront on the StreamOne® Ion Platform
This course provides an overview of how to pause and resume a subscription StreamOne® Ion Platform.
This course provides an overview of how to upgrade a subscription on the StreamOne® Ion Platform.
This course provides an overview of how to set up and manage the auto renew funciont on the StreamOne® Ion Platform.
This course provides an overview of how to cancel or decrease seats on the StreamOne® Ion Platform.
This course provides an overview of how to increase seats on the StreamOne® Ion Platform.
This course provides an overview of how to assign licenses to users on the StreamOne® Ion Platform.
This course provides an overview of how to set up and integrate ConnectWise with the StreamOne® Ion Platform
This course provides an overview of how to set up and integrate Autotask with the StreamOne® Ion Platform
Assists Partners after the migration of their business to StreamOne® Ion with initial log on and business setup procedures.
Quick Intro of the Setting Up My Business Course
Overview of the efforts TD SYNNEX is embarking on to lead the channel in digital transformation
Overview of what Partners can expect on SCM once Microsoft Business move to StreamOne® Ion is complete
Overview of logging into the StreamOne® Ion Platform for Partners once they receive their initial Migration Email including how to reset password, T&C approval, and importance of this process.
Overview of the different sections and useful feature locations within the StreamOne® Ion Platform
Overview of how to view and confirm account details have been correctly transferred to StreamOne® Ion
Overview of how to create user accounts for Partner Employees providing them individual access to the platform
Overview of how to view your Customer’s Profile and ensure company details are correct
Overview of how to create Customer User Accounts for purchasing on behalf of or for customers to make their own purchases
Overview of the step-by-step process of managing pricing including how to create a pricebook, adjust a pricebook, and assign/delete pricebooks
Overview of how to view the Microsoft assets and subscription details of your customers
Overview of how to create a TD SYNNEX Admin User, Delegate Impersonation Access to Reseller Account and types of Role Based Permissions
Overview of how to calculate appropriate markups for pricebooks.
Overview of how to set up MFA for the StreamOne Ion platform (when enabled) using the device and service of your choosing.
Assists Partners after the migration of their business to StreamOne® Ion with the main billing changes & improvements from SCM to StreamOne® Ion
Overview of how to find the StreamOne Ion Billing Statement connected to My Invoice
Overview of how to understand TD SYNNEX billing statements on StreamOne® Ion
Overview of how to create a default report that helps reconcile billing data against new invoices
Overview of how to use the information available in StreamOne® Ion to reconcile your invoices and ensure your records are up to date