Suggested by LeeAnne Hughes – Completed
When a FT referral email is sent to the FRP it would be helpful to have the tenant name included. Since referral emails are allowed as the initial PoE documentation for submitting the CPOR requests, having the the tenant name would speed up the process. This also helps when the customer does not know what their tenant name is and/or does not know what their default domain is (which happens way too frequently).
I propose a table in the email that could look something like this:
This would be in addition to what is already in the email body.
If emailing this information is a concern then please instruct the Gateway team in adding this information in the OSNs in FTOP.
Any time we can get this information up front would be extremely helpful.
I propose a table in the email that could look something like this:
| FTOP record name | Contoso US |
| Tenant ID | 2k1wi-2cats-3d0gs-24kgld-12blah |
| Tenant name | contosousa.onmicrosoft.com |
| Customer PoC | Jo Smith (jo.smith@contoso.com |
If emailing this information is a concern then please instruct the Gateway team in adding this information in the OSNs in FTOP.
Any time we can get this information up front would be extremely helpful.
Status details
2021-05-19 - Referrals Team - We do not and won't provide tenant name in the email, due to privacy concerns. However this information is available in RFA notes. Step by step instructions can be found here: https://partner-docs.microsoft.com/partner-site/operations-guide/rfa-and-referral-ready.html#partner-steps-when-receiving-a-referrals.2021-02-22 - Assignment Team - assigning to Referrals Team to traige.
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O agree with LeeAnne this would be very helpful!
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Since this is an email, the information shared needs to be limited for security reasons. However, this information is available with every RFA as part of the notes now. Steps can be found here: Operations Guide - Referral Ready (microsoft.com)