TD SYNNEX

Channel Academy

We are migrating training materials to Channel Academy.

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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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FAQs-Moving to StreamOne® Ion

This document contains a list of questions that will be most frequently asked during the transition period.

Open Datasheet

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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New ERP Invoicing Format

This document explains the different invoice types and the data that will be presented on each invoice.

Open Datasheet

TD SYNNEX

TD SYNNEX

Channel Academy

We are migrating training materials to Channel Academy.

Please login or register for Channel Academy to empower your employees and accelerate your business with TD SYNNEX Online Learning Platform.

Training Resources

Platform Essentials

Microsoft Vendor Essentials

New training materials coming soon!

Join the community

Global Headquarters

Global Headquarters

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Americas

Europe

Asia Pacific & Japan

Americas

Europe

Asia Pacific & Japan

TD SYNNEX

TD SYNNEX

Channel Academy

We are migrating training materials to Channel Academy.

Please login or register for Channel Academy to empower your employees and accelerate your business with TD SYNNEX Online Learning Platform.

Training Resources

Platform Essentials

Join the community

Global Headquarters

Global Headquarters