Onboard to the Microsoft Customer Agreement (MCA)

This playbook (guide) helps customers who buy Microsoft software and services through a Microsoft account manager to set up an MCA. The guide was created to recommend best practices to onboard you to an MCA.

The onboarding processes and important considerations vary, depending on whether you are:

• New to MCA and didn't already sign an MCA contract but might have bought Azure and per device or user products using another method, such as licensing vehicle or contracting type.

-Or-

• Migrating from an existing Enterprise Agreement (EA) to an MCA.

This guide follows each path and provides information for each step of the process. Several of the following steps are similar for each path. However, there are important notes called out in each path to make each step of the process easier.

Important terms

• Enterprise Agreement (EA) - A licensing agreement designed for large organizations with 500 or more users or devices. It's a volume licensing program that gives organizations the flexibility to buy Azure or seat-based cloud services and software licenses under one agreement.
• Microsoft Customer Agreement (MCA) - A Microsoft licensing agreement designed for automated processing, dynamic updating of terms, transparent pricing, and enhanced billing management capabilities.
• Pay-as-you-go (PAYG) – A utility computing billing method used in cloud computing and geared towards organizations and end users. Pay-as-you-go is a pricing option where you pay for the resources you use on an hourly or monthly basis. You only pay for what you use and can scale up or down as needed.
• APIs - A software intermediary that allows two applications to interact with each other. For example, it defines the kinds of calls or requests that can be made, how to make them, the data formats that should be used, and the conventions to follow.
• Power BI - A suite of Microsoft data visualization tools used to deliver insights throughout organizations.

What is an MCA?

The MCA is a simplified purchase agreement presented, accepted, and stored through a fully digital experience. It's a short, simple agreement that doesn't expire and automatically updates as you add products.

MCA benefits

The MCA has several benefits that can improve your invoice process, billing operations, and overall cost management including:

Simplified purchasing with fast and fully automated access to Azure and per device or user licenses

• A single, short agreement that doesn't expire and can be digitally signed
• Allows you to complete a purchase and start using Azure right away
• No upfront costs required with pay-as-you-go billing for most services
• Buy only what you need when you need it and negotiate commitments when desired
• You to easily manage and track your organization's software usage with per device or per user subscriptions

Improved billing experience with intuitive invoices

• Intuitive invoice layout displays charges in an easy-to-read format, making expenditures easier to understand
• Easily organize costs by teams, projects, departments, or any other way you need
• Receive as many invoices as you need to better track your costs

Management, deployment, and optimization tools in a single portal

• Manage all your Azure purchases through a single, unified portal at Azure.cn
• Centrally control user authorizations in a single place with a single set of roles
• Integrated cost management capabilities provide enterprise-grade insights into usage with recommendations on how to save money
• Easily manage your per device or user subscriptions for Microsoft licenses through the same portal, streamlining your software management process.

New MCA Customer

This section describes the steps you must take to enable and sign an MCA, which allows you to experience its benefits.

Start your journey to MCA by using the steps in the following diagram. More details and supporting links are in the sections that follow the diagram.

New customer contract setup

The following sections help you set up your MCA contract.

Step 1 – Connect with your Microsoft account manager

Work with your Microsoft account manager to get an MCA proposal for products and services and to sign the contract. With an MCA, the contract is digital; however, there are multiple signing options to address different customer requirements.

In the MCA contract process, there are two main customer roles – the Signer and the Billing Account Owner.

Important points

There are two customer roles assigned to one person in the Click-to-accept and Embedded e-sign processes. The person that has the Billing Account Owner role can then invite someone else in their organization to complete the contract acceptance process. This person also receives the Billing Account Owner role.

• The Signer is the person in your organization who is authorized to accept and enter into contractual agreements on the company's behalf.
• The Billing Account Owner is the administrator of the Billing Account. This person places the order, accepts the proposal, and must have a Microsoft Entra identity in the customer tenant.

You can accelerate proposal creation and contract signature by gathering the following information before you contact your Microsoft account manager:

• Expiring enrollment number ID or any other enrollments that you want to consolidate under your new Microsoft Customer Agreement
• Existing domain name or tenant ID that you want to be primary on your Billing Account
• Company's legal name and address
• Company's VAT or Tax ID
• The primary contact's name, phone number, and email address

The name and email address of the Billing Account Owner who is the person in your organization that has authorization. They make the initial purchases and sign the MCA. They might or might not be the same person as the signer mentioned previously, depending on your organization's requirements.

If your organization has specific requirements for signing contracts such as who can sign, purchasing limits or how many people need to sign, advise your Microsoft account manager in advance.

Step 2 – Receive proposal

At the end of Step 1, your Microsoft account manager created a proposal for software and services based on your specific business needs. Afterward, you receive an email with a hyperlink that takes you to the proposal details.

Follow the emailed hyperlink to review your proposal for accuracy and completeness and move to Step 3 if you're satisfied. If you don't receive the email-generated proposal, check your spam folder or contact your Microsoft account manager.

Step 3 – Accept proposal

You can review the proposal and sign the MCA in the Microsoft Admin Center through the link shared by your Microsoft account manager. The choice of MCA signature method depends on whether your company requires a physical copy and if the MCA should display who signed the agreement.

Based on your signature requirements, request the appropriate article from your Microsoft account manager:

• Click-to-accept signing steps – The process works best when there's a single person in your organization who is signer (to accept the MCA) and the billing account owner (to accept the proposal.) There's no need for Microsoft or customer signature blocks. It's the simplest signature option.
• Embedded e-sign signing steps – The process works best when there's a single person in your organization who is the signer (to accept the MCA) and the billing account owner (to accept the proposal.) Use it when you need to see actual Microsoft and customer signature blocks.
• Electronic signature signing steps – The process works best when you have a signer who doesn't necessarily have a Microsoft Entra identity in the tenant and when actual Microsoft and customer signature blocks are required. With the signature option, a different person who has a Microsoft Entra identity in the tenant must be assigned as the billing account owner to accept the proposal. The signature option allows one or more reviewers to review the agreement.
• Physical signature signing steps – The process works best when you require a paper agreement and physical signatures from your organization and from Microsoft. You can assign one or more persons from your organization as signers to sign the MCA. One of the signers, or a different person from your organization, must be assigned by your Microsoft account manager as billing account owner to accept the proposal so that they can accept the proposal in the Admin Center. The signature option supports one or more reviewers to review the agreement.

Step 4 – Complete purchase

For both electronic and physical signature signing steps, after you accept the proposal, your Microsoft account manager needs to send a proposal link to the billing account owner to complete the checkout. The billing account owner goes to the Admin Center to check out and complete the purchase.

Become operational with new MCA

To become operational includes steps to manage billing accounts, fully understand your invoices and get to know the tools that help you budget and forecast expenditures. Complete the following key steps.

Step 5 – Set up billing account

Each billing account has at least one billing profile. Your first billing profile is set up when you sign up to use Azure. Users assigned to roles for a billing profile can view cost, set budgets, and can manage and pay invoices. Llearn about the powerful billing capabilities.

Step 6 – Understand your MCA invoice

In the billing account for an MCA, an invoice is generated every month for each billing profile. The invoice includes all charges from the previous month organized by invoice sections that you can define. You can view your invoices in the Azure portal and compare the charges to the usage detail files. Take a step-by-step invoice tutorial.

Step 7 – Get to know MCA features

Learn more about features that you can use to optimize your experience and accelerate the value of MCA for your organization.

For more information, see the following resources:

• Cost Management - Azure Blog

Establish governance for your new MCA

The following sections help you establish governance for your MCA.

Step 8 – Confirm access and billing account roles

We recommend using billing account roles to manage your billing account on the MCA. These roles are in addition to the built-in Azure roles used to manage resource assignments. Billing account roles are used to manage your billing account, profiles, and invoice sections. Get an overview of how billing account roles work in Azure.

Step 9 – Organize your costs and customize billing

The MCA provides you with flexibility to organize your costs based on your needs, whether it's by department, project, or development environment. Understand how to customize your billing to meet your needs.

Step 10 – Evaluate your needs for more tenants

The MCA allows you to create multitenant billing relationships. They let you securely share your billing account with other tenants, while maintaining control over your billing data. If your organization needs multiple tenants, see Manage billing across multiple tenants.

Manage your new MCA

Use the following sections to manage your MCA.

Step 11 – Configure your invoice

It's important to ensure that your billing account information is accurate and up-to-date. Confirm your billing account address, sold-to address, PO number, tax ID, and sign-in details. For more information, see Change contact information for an Azure billing account.

Step 12 – Manage payment methods

Follow the instructions at the bottom of your invoice on how to pay your bill.

There are two ways to pay your bill for Azure. You can pay with the default payment method of your billing profile or you can make a one-time payment with Pay now.

If you signed up for Azure through a Microsoft account manager, then your default payment method was set to wire transfer. Automatic credit card payment isn't an option if you sign up for Azure through a Microsoft account manager. Instead, you can pay up to $50,000 USD with a credit card for individual MCA invoices (subject to credit card approval).

For more information, see Pay your Microsoft Customer Agreement Azure or Microsoft Online Subscription Program Azure bill.

Step 13 – Create subscription

An Azure subscription is a logical container used to create resources in Azure. It's a way to manage access, billing, and resources for Azure services. You can create multiple subscriptions to organize resources and manage billing. Each subscription has limits on the number of resources you can create and the amount of usage you can consume. You can use the Azure portal to manage your subscriptions, including creating, deleting, and modifying them.

To create a subscription, see Create a Microsoft Customer Agreement subscription.

Migrate from an EA to an MCA

This section of the onboarding guide describes the steps you follow to migrate from an EA to an MCA. Although the steps in this section are like those in the previous New MCA customer section, there are important differences called out throughout this section.

Important migration changes

The following points help you plan for your migration from EA to MCA:

• Migrating from EA to MCA redirects your charges from your EA enrollment to your MCA billing account after you complete the subscription migration. The change goes into effect immediately. Any charges incurred up to the point of migration are invoiced to the EA and must be settled on that enrollment. There's no effect on your services and no downtime.
• You can continue to see your historic charges in the Azure portal under your EA enrollment billing scope. Historical charges are visible in cost analysis when migration completes if you are an Account Owner or Enterprise Administrator for the enrollment.
• Subscription ownership does not provide access to historical data since there is no access to the EA Billing Scope. We recommend that you download your cost and usage data and invoices before you transfer subscriptions.
• Depending on the timing of your migration, you might receive two invoices, one EA and one MCA, in the transition month. The MCA invoice covers usage for a calendar month and is generated from the fifth to the seventh day of the month following the usage.
• To ensure your MCA invoice gets received by the right person or group, you must add an accounts payable email address as an invoice recipient's contact to the MCA. For more information, see share your billing profiles invoice.
• If you use Cost Management APIs for reporting purposes, familiarize yourself with Other actions to manage your MCA.
• Be sure to alert your accounts payable team of the important change to your invoice. You get a final EA invoice and start receiving a new monthly MCA invoice.
• Bank remittance details for your new MCA are different from your old EA. Use the remittance information at the bottom of your MCA invoice. For more information, see Bank details used to send wire transfers.

Start your transition from your EA to MCA by using the steps in the following diagram. More details and supporting links are in the sections that following the diagram.

MCA contract setup

Use the following sections to set up your MCA contract.

Step 1 - Connect with your Microsoft account manager

Work with your Microsoft account manager to get an MCA proposal for products and services and to sign the contract. With an MCA, the contract is digital; however, there are multiple signing options to address different customer requirements.

In the MCA contract process, there are two main customer roles - the Signer and the Billing Account Owner.

Important points

There are two customer roles assigned to one person in the Click-to-accept and Embedded e-sign processes. The person that has the Billing Account Owner role can then invite someone else in their organization to complete the contract acceptance process. They also receive the Billing Account Owner role.

• The Signer is the person in your organization who is authorized to accept and enter into contractual agreements on the company's behalf.
• The Billing Account Owner is the administrator of the Billing Account. They place the order, accepts the proposal, and must have a Microsoft Entra identity in the customer tenant.

You can accelerate proposal creation and contract signature by gathering the following information before you contact your Microsoft account manager:

• Expiring enrollment number ID or any other enrollments that you want to consolidate under your new Microsoft Customer Agreement.
• Existing domain name or tenant ID that you want to be primary on your Billing Account.
• Company's legal name and address.
• Company's VAT or Tax ID.
• The primary contact's name, phone number and email address.

The name and email address of the Billing Account Owner who is the person in your organization that has authorization and signs the MCA and who makes the initial purchases. They might or might not be the same person as the signer mentioned previously, depending on your organization's requirements.

If your organization has specific requirements for signing contracts such as who can sign, purchasing limits or how many people need to sign, advise your Microsoft account manager in advance.

Step 2 - Receive proposal

At the end of Step 1, your Microsoft account manager created a proposal for software and services based on your specific business needs. You receive an email with a hyperlink that takes you to the proposal details.

Follow the emailed hyperlink to review your proposal for accuracy and completeness and then move to Step 3 if you're satisfied. If you didn't receive the email-generated proposal, check your spam folder or contact your Microsoft account manager.

Step 3 - Accept proposal

You can review the proposal and sign the MCA in the Microsoft Admin Center through the link shared by your Microsoft account manager. The choice of MCA signature method depends on your requirement for a physical copy and if the MCA should display who signed the agreement.

Based on your signature requirements, request the appropriate article from your Microsoft account manager:

• Click-to-accept signing steps - The process works best when there's a single person in your organization who is the signer (to accept the Microsoft Customer Agreement) and the billing account owner (to accept the proposal.) There's no need for Microsoft or customer signature blocks. It's the simplest signature option.
• Embedded e-sign signing steps - The process works best when there's a single person in your organization who is the signer (to accept the MCA) and the billing account owner (to accept the proposal.) Use this choice when you need to see actual Microsoft and customer signature blocks.
• Electronic signature signing steps - The process works best when you have a signer who doesn't necessarily have a Microsoft Entra identity in the tenant and when actual Microsoft and customer signature blocks are required. With the signature option, a different person who has a Microsoft Entra identity in the tenant must be assigned as the billing account owner to accept the proposal. This signature option allows one or more reviewers to look over the agreement.
• Physical signature signing steps - The process works best when you require a paper agreement and physical signatures from your organization and from Microsoft. You can assign one or more people from your organization as signers (to sign the MCA). One of the signers, or a different person from your organization, must be assigned by your Microsoft account manager as billing account owner to accept the proposal. This signature option supports one or more reviewers to review the agreement.

Step 4 - Complete purchase

For both electronic and physical signature signing steps, after you accept the proposal, your Microsoft account manager needs to send a proposal link to the billing account owner to complete the checkout. The billing account owner must go to the Admin Center to check out and complete the purchase.

Become operational after migration to MCA

Becoming operational includes steps to manage billing accounts, fully understand your invoices and get to know the tools that help you budget and forecast expenditures. Complete the following key steps. For more information, see the detailed checklist at Top customer actions with MCA.

Step 5 - Set up billing account

Each billing account has at least one billing profile. Your first billing profile is set up when you sign up to use Azure. Users assigned to roles for a billing profile can view cost, set budgets, and manage and pay invoices. Learn about the powerful billing capabilities.

Step 6 - Understand your MCA invoice

In the billing account for an MCA, an invoice is generated every month for each billing profile. The invoice includes all charges from the previous month organized by invoice sections that you can define. You can view your invoices in the Azure portal and compare the charges to the usage detail files. Take a step-by-step invoice tutorial.

Step 7 – Get to know MCA features

Learn more about features that can use to optimize your experience and accelerate the value of MCA for your organization.

For more information, see the following resources:

• Cost Management - Azure Blog

Establish governance after migration to MCA

Use the following steps to establish governance for your MCA.

Step 8 - Confirm access and billing account roles

We recommend using billing account roles to manage your billing account on the MCA. These roles are in addition to the built-in Azure roles used to manage resource assignments. Billing account roles are used to manage your billing account, profiles, and invoice sections. Get an overview of how billing account roles work in Azure.

Step 9 - Organize your costs and customize billing

The MCA provides you with flexibility to organize your costs based on your needs whether it's by department, project, or development environment. Understand how to customize your billing to meet your needs.

Step 10 - Evaluate your needs for more tenants

The MCA allows you to create multitenant billing relationships. They let you securely share your billing account with other tenants, while maintaining control over your billing data. If your organization needs multiple tenants, see Manage billing across multiple tenants.

Manage your MCA after migration

Use the following steps to manage your MCA.

Step 11 - Configure your invoice

It's important to ensure that your billing account information is accurate and up to date. Confirm your billing account address, sold-to address, PO number, tax ID, and sign-in details. For more information, see Change contact information for an Azure billing account.

Step 12 - Manage payment methods

Follow the instructions at the bottom of your invoice on how to pay your bill.

There are two ways to pay your bill for Azure. You can pay with the default payment method of your billing profile, or you can make a one-time payment with Pay now.

If you signed up for Azure through a Microsoft account manager, then your default payment method was set to wire transfer. Automatic credit card payment isn't available if you sign up for Azure through a Microsoft account manager. Instead, you can pay up to $50,000 USD with a credit card for individual MCA invoices (subject to credit card approval.)

For more information, see Pay your Microsoft Customer Agreement Azure or Microsoft Online Subscription Program Azure bill.

Step 13 - Migrate subscription

Transition the billing ownership from your old agreement to your new one.

• If you're moving from the EA, review your key transition steps at Set up your billing account for a Microsoft Customer Agreement.
• If you're moving from the Microsoft Online Subscription Agreement (buying Azure online), see the step-by-step transition guide.

For more information, see Cost Management + Billing frequently asked questions.

Other actions to manage your MCA

The MCA provides more features for automation, reporting, and billing optimization for multiple tenants. These features might not be applicable to all customers; however, for those customers who need more reporting and automation, these features offer significant benefits. Review the following steps if necessary:

Migrating APIs

The Azure Enterprise Reporting APIs enable Enterprise Azure customers to programmatically pull consumption and billing data into preferred data analysis tools.

Review Power BI setup

Learn how to use Power BI with Microsoft Cost Management. For more information, see Connect to Cost Management data in Power BI Desktop.

Manage billing across tenants

If you manage billing across multiple tenants using associated billing tenants, see Manage billing across multiple tenants.

MCA support

If you need more support, use your standard support contacts, such as:

• Your Microsoft account manager.
• Access Microsoft support in the Azure portal.

Related content

• View and download your Azure invoice
• Why you might not see an invoice
• Azure pricing calculator
• Microsoft Customer Agreement FAQ