Can you mix Office 365 Midsize Open and Advisor plans?

J.J. Antequino

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While the answer to this question can be found in a number of different slide decks and trainings that my fellow teammates have delivered, I wanted to take a moment to highlight the conversation.

During some of my recent VAR Summits, partners have been asking whether or not they have to sell Office 365 Midsize Business either through the Open program or through the Advisor model to their customers.

The good news is that you can actually do both…. at the same time!

For example:

You have a customer who decides to purchase Office 365 Midsize Business from you.  You sell them 50 seats through the Open program.  This payment is made up front and those users are set for the year once their 50 seat key is activated.  A few months later, your customer decides to purchase 10 more seats, but they wish to pay monthly instead of the one year up front.

Through the portal, you will see that you have the option to do either add new seats through the Open program by activating additional keys, or by entering in a credit card (Advisor model).  See the option to “Use another payment method” in the screenshot below:

One thing you will need to keep in mind here is that the original 50 users will still maintain their original end date, while the 10 new users will have a different end date 12 months from when the credit card info was entered.  That is because you are essentially creating a new Advisor model subscription.