How to downsize a Microsoft 365 subscription license
Summary
In case you don't need the current amount of Microsoft 365 subscription licenses anymore you can downsize the licenses. You have 2 scenarios
Scenario 1: downsize within the 7 days window
Scenario 2: downsize outside modification window. (schedule downsize)
This article describes how you can do this.
Prerequisites
Make sure you can login to our Copaco Cloud Portal
Make sure the customer has a Microsoft 365 subscription
Getting Started
Scenario 1
When logged in to our Copaco Cloud Portal click on “Select Organisation” in right top corner.
Click on the customer name for which you want to place the downsize order.
In the top menu select “subscriptions”.
Click on the subscription for which you want to place a downsize order. In this example we are going to downsize the “Exchange Online (plan 1)” licenses with “1” license. Click on the subscription name.
Click on “Edit”
Note: If you are within the 7 days windows you must always use the change options dislpayed in the yellow box.
Now we change the “Quantity” from “2” to “1” and click “save changes”.
Now Accept the “Terms & Conditions” and click “I Agree”
Now your downsize order has been placed. You can now view your order or continue shopping.
Scenario 2
When logged in to our Copaco Cloud Portal click on “Select Organisation” in right top corner.
Click on the customer name for which you want to place the downsize order.
In the top menu select “subscriptions”.
Click on the subscription for which you want to place a downsize order. In this example we are going to downsize the “Exchange Online (plan 2)” licenses with “1” license. Click on the subscription name.
Click on “Edit”
Here you can only select “On renewal” since “custom date” and “Now” is not allowed by Microsoft.
Click “Continue”
Now we are going to downsize the “Quantity” by “1” and click “Save changes”
Now your order has been placed and your order is scheduled
