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Microsoft CSP

Connect Microsoft CSP customer records with tenant matching and client administration workflows.

Example workflows with Triggr Studio

These ideas are starting points for a custom workflow in Studio. Build around your MSP and your clients, or add our done-for-you team to scope and deliver it.

Match customer tenants

Compare the CSP customer list with your PSA and documentation to establish the correct client-to-tenant mapping.

Prepare an administration handoff

Resolve the customer reference before passing an approved request to a Microsoft administration workflow.

Review customer coverage

Identify customer records that are missing from your operational tools and route them for reconciliation.