Exchanging Reserved Instances
To submit a request to cancel a Reserved Instance, please submit a request via our Azure Reservation Exchange form.
If you are unsure of your account manager's details, please use this Knowledge Base article to locate these details.
Once you have submitted your request, this will then be processed internally and you will receive a notification to let you know once completed, or if for some reason the request couldn't be actioned due to vendor restrictions you will be advised as well.
Information Required to Exchange a Reservation
Your PRISM Account Name: this is the Account Name that you are invoiced against, this can be found by referring to a recent invoice in PRISM under the invoices tab.
For all other information of the reservation, once in PRISM, navigate to the Microsoft CSP tile, and under the Manage Tenant screen, you will be able to see the Reserved Instances heading; underneath this heading, you will see a list of Active Reserved Instances, select the Manage button next to the reservation that requires an exchange:
- Tenant Name
- Tenant Domain
- Reservation Name or Friendly Name (please ensure to select the correct reservation before copying the reservation friendly name)
On the following screen, you will see the information on this Reserved Instance.
- Current Product Name
- Reservation ID
- Current Product SKU
- Current Reservation Renewal Date
- Current Quantity under Reservation
To locate your Current Reservation Billing/Term Structure, please review the last invoice you received for this reservation. If the term on the last invoice was 1 or more years, than select Annual Billing with Annual Term. If the term on the last invoice was 1 month than select Monthly Billing with Annual Term.
Email Template
Dear Account Manager,
Can you please process the following Azure Reservation Exchange request on our behalf.
Our PRISM Account Name: <enter Entity/Account Name as per your PRISM Account, this will be the account name you signed up to Crayon with.>
Email Address for Completion Notification: <enter the email address of who you would like to receive the completion notification>
Details of Reservation to be exchanged
Tenant Name: <enter tenant name as per PRISM>
Tenant Domain: <enter tenant domain as per PRISM>
Reservation Name or Friendly Name: <enter reservation name as per PRISM>
Current Product Name: <enter current reservation product name>
Reservation ID: <enter reservation IDas per PRISM>
Current Product SKU: <enter current reservation product SKU>
Current Reservation Region: <enter the region the reservation is configured to>
Current Reservation Renewal Date: <enter current reservation renewal date as per PRISM>
Current Quantity under Reservation: <enter current reservation quantity as per PRISM>
Current Reservation Billing/Term Structure: <enter current reservation billing/term structure as per PRISM options include: Monthly billing with Annual Term or Annual billing with Annual Term>
Details of Replacement Reservation
Replacement/Exchange Product Name: <enter replacement/exchange reservation product name>
Replacement/Exchange Reservation Region: <enter the region the reservation is to be configured to>
Replacement/Exchange Quantity: <enter replacement/exchange reservation quantity (please note that you can exchange all or some of the quantity of the reservation, if you would like all of the reservation exchanged, the exchange quantity should match the current reservation; if partially exchange, the exchange quantity should be less than the current quantity>
Replacement/Exchange Reservation Billing/Term Structure: <enter current reservation billing/term structure options include: Monthly billing with Annual Term or Annual billing with Annual Term>
Kind Regards
Example of Completed Template using the demo scenario presented above
Dear Account Manager,
Can you please process the following Azure Reservation Exchange request on our behalf.
Our PRISM Account Name: Contoso Managed Services Pty Ltd
Email Address for Completion Notification: tash.robb@crayon.com
Details of Reservation to be exchanged
Tenant Name: AzriorAzuretest
Tenant Domain: AziorAzuretenant.onmicrosoft.com
Reservation Name or Friendly Name: AziorVmMonthly1yr
Current Product Name: Reserved_VM_Instance_Standard_B1s_US_East_1_Year
Reservation ID: B4DC766A-0608-4F48-B8D4E-FC66B1D3B46
Current Product SKU: DZH318Z0BQ35:002C
Current Reservation Region: US East
Current Reservation Renewal Date: 06.12.2022
Current Quantity under Reservation: 2
Current Reservation Billing/Term Structure: Monthly billing with Annual Term
Details of Replacement Reservation
Replacement/Exchange Product Name: Reserved_VM_Instance_Standard_B2s_US_West_1_Year
Replacement/Exchange Reservation Region: US West
Replacement/Exchange Quantity: 2
Replacement/Exchange Reservation Billing/Term Structure: Monthly billing with Annual Term
Kind Regards
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