How to upsize a Microsoft 365 subscription license

In case you need an additional license for your customers subscription you can place an upsize order. 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

1. When logged in to our Copaco Cloud Portal click on “Select Organisation” in right top corner
   

   

2. Click on the customer name for which you want to place the upsize order
   

   

3. In the top menu select “subscriptions”
   

   

4. Click on the subscription for which you want to place an upsize order. In this example we are going to upsize the “Exchange Online (plan 1)” subscription by adding 1 additional license. Click on the subscription name.
   

   

5. Click on “Edit”
   

   

6. Now you can choose when you want to make the change. In this example we are going to choose for “now” Select “Now” and click “Continue”.
   Note: you can also schedule the order by chosing “custom date” since “on renewal” is not allowed by Microsoft.

   

   
   

7. Now we are going to change the “Quantity” from 1 to 2 and click “Save Changes”
   

   

   
   

8. On the “confirmation” page click “Confirm”
   

   

   
   

9. Accept the “Terms & Conditions” and click “I Agree”
   

   

10. Your upgrade order has now been placed. You can view your order or continue shopping.