Is it safe to provide PSBC account and authorized numbers to a Microsoft partner?

IT Arc
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We are changing our Microsoft Partners for Dynamics GP and they requested our Microsoft Customer PSBC account and authorized numbers so they can fill out the Microsoft "Change of Partner" form. Just checking if it is safe to provide this information to the new Microsoft Partner? If it is not safe what are the risks or concerns?
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Dr. KlahnPrincipal Software Engineer

Commented:
This should go through your legal department or a lawyer.
IT ArcIT Manager

Author

Commented:
Thank you Dr. Klahn,

The legal department or a lawyer, will ask the same question; "What are the ramifications of sharing a Microsoft PSBC account and authorized numbers with a Microsoft partner?" If there are no ramifications then no further action would be required.

Commented:
Hi,

Yes, it is safe.  The Change of Partner Form is a standard form among Microsoft Dynamics customers and is routinely used to switch partners.

If you have any concerns, you can first contact Microsoft to verify that the partner you want to switch to is a current MS partner in good standing.  But the fact that they are asking you to complete the form and submit it to MS would seem to indicate they are an active GP partner.

Also, note that you can switch to a new partner at any time by submitting the Change of Partner Form.  There are no exclusive regions or geographic limitations (your partner could be in a different country), and there is no obligation to remain assigned to a partner for any minimum period of time.  

Please let me know if you have any questions or need any additional information.

Thanks,

Steve Endow
Microsoft MVP
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Commented:
Hi,

I re-read your question and realized I forgot one important detail.  I don't deal with the change of partner process with customers, but my understanding is that customers typically submit the Change of Partner Form directly to Microsoft.

You should be able to download the form from MS (or have them email it to you), fill it out, and submit it directly to MS.  When I worked for a GP partner, we never processed the form--we asked the customer to fill it out and submit it to MS directly.

Thanks,

Steve Endow
Microsoft MVP
IT ArcIT Manager

Author

Commented:
Thank you Steve Endow,

So if a Microsoft partner is in possession of a customer's PSBC account and authorized numbers, are there any ways they can misuse them? (e.g. sign up the customer to a different Microsoft Partner without their knowledge etc.)

Kind Regards,
Commented:
I suppose that is possible, but I can’t imagine a GP partner doing that, as I assume Microsoft will punish them, and I assume that violates their partner agreement.

When a customer changes partners, Microsoft definitely notifies the old partner, but I don’t know if Microsoft also notifies the customer of the change.

If you wish to change to the new partner, they will have access to your Customer Source info as soon as you switch to them, so that info isn't particularly confidential.

Steve

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