Discover StreamOne^® Ion Training Resources

Managing my business: Part 1
Managing my business: Part 2
Setting up my business
Billing my business
Resources

Platform Essentials

This course introduces new StreamOne^® Ion users how to navigate and best utilize the platform’s core functionalities.

Lesson 1: StreamOne® Ion Overview

Brief overview of the functionalities available in StreamOne® Ion

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Lesson 2: StreamOne® Ion Reseller Landing Page Overview

Overview of Reseller's initial view (landing page) of the StreamOne® Ion Platform

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Lesson 4: StreamOne® Ion Customer 360 Manage Products Console

Overview of the Customer 360 console landing page.

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Lesson 5: StreamOne® Ion Customer 360 Quote Creation & Management

Overview of how to create a quote, save a quote, and purchase approved quote for customer

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New Lesson 6: Reseller Account Creation-Role Based Access Control

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.

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Lesson 7: How to Create a New Customer

Overview of how to create a new customer

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Lesson 8: How to Create a New User

Overview of how to create a new user

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Lesson 9: How to Edit/Modify User

Overview of how to edit/modify exisiting customer/users

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Lesson 10: Enrolling in Programs

Learn how to enroll in various vendor programs offered on the StreamOne® Ion platform

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Lesson 11: Price Management

Learn what a price book consists of, price book lifecycle management logic, how to assign to a customer, how to make special pricing adjustments

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Lesson 12: Reports

Learn how to create dynamic reports

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Lesson 13: Billing & Invoicing

Learn how to create detailed billing reports, manage cloud accounts, included taxes, and currency conversions

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Lesson 14: Support

Provides information on where to go to request support steps to create a support ticket, where to review details, how to customize exportable report

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Microsoft Vendor Essentials

This course will assist users on the identification and foundational application of specific Microsoft processes on StreamOne^® Ion.

Lesson 1: Modern WorkPlace (MWP) Experience

This course provides an overview of the Modern Workplace Experience on the StreamOne® Ion Platform.

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Lesson 2: NCE (New Commerce Experience)

This course provides an overview of differences in identifying, purchasing, cancelling a NCE vs. MWP product on the StreamOne® Ion Platform

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Lesson 3: Microsoft NCE Standalone Add-ons

This course provides and overview of how to purchase and manage NCE add-ons separated from the base subscription

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Lesson 4: Click-2-Run Solutions for Microsoft Azure

This course provides an overview of purchasing and deploying a click to run solution on the StreamOne® Ion Platform

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Lesson 5: Purchasing & Provisioning Azure Plan

This course provides an overview of the purchase and provisioning of Azure Plan on the StreamOne® Ion Platform.

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Lesson 6: Purchasing & Provisioning Azure Reserved Instances (RIs)

This course provides an overview of the purchase and provisioning of Azure Reserved Instances on the StreamOne® Ion Platform.

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Lesson 7: GDAP Reports

This course provides an overview of Granular Delegated Admin Privileges and how to run reports to check setting permissions within the StreamOne® Ion Platform

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Lesson 8: GDAP LCM & New Tenant

This course provides an overview of Granular Delegated Admin Privileges new tenant creation and lifecycle management within the StreamOne® Ion Platform

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Lesson 9: White Label Marketplace

This course provides an overview of how to set up and manage the Customer Storefront on the StreamOne® Ion Platform

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Lesson 10: Lifecycle Mgmt: Pause/Resume a Subscription

This course provides an overview of how to pause and resume a subscription StreamOne® Ion Platform.

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Lesson 11: Lifecycle Mgmt: Upgrade a Subscription

This course provides an overview of how to upgrade a subscription on the StreamOne® Ion Platform.

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Lesson 12: Lifecycle Mgmt: Manage Auto Renew

This course provides an overview of how to set up and manage the auto renew funciont on the StreamOne® Ion Platform.

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Lesson 13: Lifecycle Mgmt: Cancel Subscription/Decrease Seats

This course provides an overview of how to cancel or decrease seats on the StreamOne® Ion Platform.

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Lesson 14: Lifecycle Mgmt: Increase Seats

This course provides an overview of how to increase seats on the StreamOne® Ion Platform.

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Lesson 15: Lifecycle Management: Assign Licenses to Users

This course provides an overview of how to assign licenses to users on the StreamOne® Ion Platform.

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Lesson 16: Connectwise Integration

This course provides an overview of how to set up and integrate ConnectWise with the StreamOne® Ion Platform

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Lesson 17: Autotask Integration

This course provides an overview of how to set up and integrate Autotask with the StreamOne® Ion Platform

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Assists Partners after the migration of their business to StreamOne® Ion with initial log on and business setup procedures.

Lesson 01: Introduction to Setting Up My Business Course

Quick Intro of the Setting Up My Business Course

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Lesson 02: Benefits of Managing Your Business on StreamOne® Ion

Overview of the efforts TD SYNNEX is embarking on to lead the channel in digital transformation

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Lesson 03: Microsoft Management Changes on SCM

Overview of what Partners can expect on SCM once Microsoft Business move to StreamOne® Ion is complete

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Lesson 04: First Steps When Accessing StreamOne® Ion

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.

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Lesson 05: Quick Reference Guide for StreamOne® Ion

Overview of the different sections and useful feature locations within the StreamOne® Ion Platform

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Lesson 06: Viewing Company Profile and MPN ID on StreamOne® Ion

Overview of how to view and confirm account details have been correctly transferred to StreamOne® Ion

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Lesson 07: Creating User Accounts (Reseller) on StreamOne® Ion

Overview of how to create user accounts for Partner Employees providing them individual access to the platform

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Lesson 08: Viewing Customer's Company Profile On StreamOne® Ion

Overview of how to view your Customer's Profile and ensure company details are correct

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Lesson 09: Creating User Accounts (Customer) on StreamOne® Ion

Overview of how to create Customer User Accounts for purchasing on behalf of or for customers to make their own purchases

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Lesson 10: Managing Pricebooks on StreamOne® Ion

Overview of the step-by-step process of managing pricing including how to create a pricebook, adjust a pricebook, and assign/delete pricebooks

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Lesson 11: Viewing Microsoft Data on StreamOne® Ion

Overview of how to view the Microsoft assets and subscription details of your customers

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Lesson 12: Partner Account Impersonation (Advanced Settings)

Overview of how to create a TD SYNNEX Admin User, Delegate Impersonation Access to Reseller Account and types of Role Based Permissions

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Lesson 13: Cost Based Pricebook Management (Advanced Settings)

Overview of how to calculate appropriate markups for pricebooks.

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Lesson 14: Multi-Factor Authentication (MFA) Security Verification (Advanced Settings)

Overview of how to set up MFA for the StreamOne Ion platform (when enabled) using the device and service of your choosing.

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Assists Partners after the migration of their business to StreamOne® Ion with the main billing changes & improvements from SCM to StreamOne® Ion

Lesson 01: Understanding my Microsoft Invoices: Viewing Billing Statements Connected to Your Invoice in StreamOne® Ion

Overview of how to find the StreamOne Ion Billing Statement connected to My Invoice

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Lesson 02: How to Reconcile my Microsoft Billing Data: Understanding TD SYNNEX Billing Statements

Overview of how to understand TD SYNNEX billing statements on StreamOne® Ion

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Lesson 03: How to Reconcile my Microsoft Billing Data: Custom Billing Reports in StreamOne® Ion

Overview of how to create a default report that helps reconcile billing data against new invoices

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Lesson 04: Reconcile Use Cases and Guidelines Overview

Overview of how to use the information available in StreamOne® Ion to reconcile your invoices and ensure your records are up to date

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Discover StreamOne^® Ion Training Resources

Training Resources

Platform Essentials

Microsoft Vendor Essentials

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Americas

Europe

Asia Pacific & Japan

Discover StreamOne® Ion Training Resources

Training Resources

Platform Essentials

Join the community

Global Headquarters

Global Headquarters

Discover StreamOne^® Ion Training Resources