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Microsoft

Surface Management and Support Portals learning path

Microsoft via Microsoft Learn

Overview

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  • Learn about Surface Management and Support Portals, their functions, and when to use each portal for managing and supporting your Surface devices effectively.

    By the end of this module, you're able to:

    • Understand what Surface Management and Support Portals are and their key functions.
    • Differentiate between the two portals and identify when to use each one for managing and supporting Surface devices effectively.
  • In this module, learn how to get started with Surface Management Portal, including prerequisites for access, required roles and permissions, and how to verify access to the portal for managing your Surface devices effectively.

    By the end of this module, you're able to:

    • Understand the prerequisites for accessing Surface Management Portal.
    • Identify the required roles and permissions needed for access.
    • Verify access to Surface Management Portal to manage your Surface devices effectively.
  • In this module, learn how to get started with Surface Support Portal, including prerequisites for access, required roles and permissions, and how to verify access to the portal for managing your Surface support cases effectively.

    By the end of this module, you're able to:

    • Understand the prerequisites for accessing Surface Support Portal.
    • Identify the required roles and permissions needed for access.
    • Verify access to Surface Support Portal to manage your Surface support cases effectively.
  • In this module, you'll learn how to confirm access and assign roles in Surface portals. You'll understand the importance of confirming access and assigning appropriate roles to users in order to ensure a secure and efficient experience when using Surface portals.

    By the end of this module, you'll be able to:

    • Verify whether a Microsoft tenant exists.
    • Identify the global administrator for a Microsoft tenant.
    • Assign suitable roles for Surface portals.
  • In this module, you'll learn how to set up a Microsoft tenant to access the Surface Support Portal and manage your Surface devices effectively.

    By the end of this module, you'll be able to:

    • Create a Microsoft tenant for your organization.
    • Save tenant credentials and tenant ID securely.
    • Request access to the Surface Support Portal to manage your Surface devices effectively.
  • In this module, you'll learn how to create service orders and support requests in Surface portals. You'll understand the different types of service orders and support requests, how to create them in the Surface Partner Portal and Surface Support Portal, and how to track their status and updates.

    By the end of this module, you'll be able to:

    • Understand the different types of service orders and support requests for Surface devices.
    • Create service orders and support requests in the Surface Partner Portal.
    • Create service orders and support requests in the Surface Support Portal.
    • Track the status and updates of service orders and support requests.
  • In this module, you'll learn how to troubleshoot common access issues related to the Surface Management Portal and Surface Support Portal, ensuring that you can effectively manage your organization's Surface devices and support requests.

    By the end of this module, you'll be able to:

    • Identify common access issues related to the Surface Management Portal and Surface Support Portal.
    • Validate portal visibility and prerequisites to ensure proper access.
    • Escalate unresolved access issues to Microsoft support for further assistance.
  • In this module, you'll learn how to manage Surface support as a service provider or partner. You'll understand the different partner access models for Surface support and how to use a customer's tenant or a partner tenant to manage Surface support. You'll also learn how to manage multiple customer tenants safely and understand partner boundaries and escalation paths.

    By the end of this module, you'll be able to:

    • Understand the different partner access models for Surface support.
    • Use a customer’s tenant to manage Surface support.
    • Use a partner tenant to manage Surface support.
    • Manage multiple customer tenants safely.
    • Understand partner boundaries and escalation paths.

Syllabus

  • Introduction to Surface Management and Support Portals
    • Introduction
    • What are Surface Management and Support Portals?
    • How the Surface portals work
    • Compare Surface Management and Support Portal functions
    • When to use Surface Management Portal
    • When to use Surface Support Portal
    • Knowledge check
    • Summary
  • Getting started with Surface Management Portal
    • Introduction
    • Access the Microsoft Intune Admin Center
    • Verify prerequisites for Surface Management Portal access
    • Assign required roles for Surface Management Portal
    • Verify Surface Management Portal access
    • Knowledge check
    • Summary
  • Getting started with Surface Support Portal
    • Introduction
    • Access the Microsoft 365 Admin Center
    • Verify Surface Support Portal access requirements
    • Assign required roles for Surface Support Portal
    • Verifying Surface Support Portal access
    • Knowledge check
    • Summary
  • Confirming access and assigning roles in Surface portals
    • Introduction
    • Verify whether a Microsoft tenant exists
    • Identify the Global Administrator
    • Assign suitable roles for Surface Portals
    • Knowledge check
    • Summary
  • Microsoft tenant setup for Surface Support Portal access
    • Introduction
    • Confirm that no tenant exists
    • Create a Microsoft tenant
    • Save tenant credentials and tenant ID
    • Request access to Surface Support Portal
    • Knowledge check
    • Summary
  • Creating service orders and support requests in Surface portals
    • Introduction
    • Create a Service Order
    • Create a Support Request
    • Track service orders and support requests
    • Knowledge check
    • Summary
  • Troubleshooting Surface Portal access issues
    • Introduction
    • Identify common access issues
    • Validate portal visibility and prerequisites
    • Escalate unresolved issues
    • Knowledge check
    • Summary
  • Managing Surface support as a service provider or partner
    • Introduction
    • Understand partner access models for Surface support
    • Use a customer's tenant to manage Surface support
    • Use a partner tenant to manage Surface support
    • Manage multiple customer tenants safely
    • Understand partner boundaries and escalation paths
    • Knowledge check
    • Summary

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