Merge pull request #54223 from MicrosoftDocs/NEW-getting-started-surface-support-portal

Albertyang0 · web-flow · commit 4cc19f9f8247 · 2026-04-13T16:20:48.000-07:00
New getting started surface support portal -&gt; main
diff --git a/learn-pr/achievements/getting-started-surface-support-portal-badge-social.png b/learn-pr/achievements/getting-started-surface-support-portal-badge-social.png
diff --git a/learn-pr/achievements/getting-started-surface-support-portal-badge.svg b/learn-pr/achievements/getting-started-surface-support-portal-badge.svg
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/1-introduction.yml b/learn-pr/device-partner-university/getting-started-surface-support-portal/1-introduction.yml
@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.dpu.getting-started-surface-support-portal.introduction
+title: Introduction
+metadata:
+  title: Introduction
+  description: This content is part of the "Getting started with Surface Support Portal" module.
+  ms.date: 04/13/2026
+  author: ozahran7
+  ms.author: v-zahranomar
+  ms.topic: unit
+durationInMinutes: 1
+content: |
+  [!include[](includes/1-introduction.md)]
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/2-access-the-microsoft-365-admin-center.yml b/learn-pr/device-partner-university/getting-started-surface-support-portal/2-access-the-microsoft-365-admin-center.yml
@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.dpu.getting-started-surface-support-portal.access-the-microsoft-365-admin-center
+title: Access the Microsoft 365 Admin Center
+metadata:
+  title: Access The Microsoft 365 Admin Center
+  description: This content is part of the "Getting started with Surface Support Portal" module.
+  ms.date: 04/13/2026
+  author: ozahran7
+  ms.author: v-zahranomar
+  ms.topic: unit
+durationInMinutes: 2
+content: |
+  [!include[](includes/2-access-the-microsoft-365-admin-center.md)]
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/3-verify-surface-support-portal-access-requirements.yml b/learn-pr/device-partner-university/getting-started-surface-support-portal/3-verify-surface-support-portal-access-requirements.yml
@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.dpu.getting-started-surface-support-portal.verify-surface-support-portal-access-requirements
+title: Verify Surface Support Portal access requirements
+metadata:
+  title: Verify Surface Support Portal Access Requirements
+  description: This content is part of the "Getting started with Surface Support Portal" module.
+  ms.date: 04/13/2026
+  author: ozahran7
+  ms.author: v-zahranomar
+  ms.topic: unit
+durationInMinutes: 1
+content: |
+  [!include[](includes/3-verify-surface-support-portal-access-requirements.md)]
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/4-assign-required-roles-for-surface-support-portal.yml b/learn-pr/device-partner-university/getting-started-surface-support-portal/4-assign-required-roles-for-surface-support-portal.yml
@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.dpu.getting-started-surface-support-portal.assign-required-roles-for-surface-support-portal
+title: Assign required roles for Surface Support Portal
+metadata:
+  title: Assign Required Roles For Surface Support Portal
+  description: This content is part of the "Getting started with Surface Support Portal" module.
+  ms.date: 04/13/2026
+  author: ozahran7
+  ms.author: v-zahranomar
+  ms.topic: unit
+durationInMinutes: 2
+content: |
+  [!include[](includes/4-assign-required-roles-for-surface-support-portal.md)]
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/5-verify-surface-support-portal-access.yml b/learn-pr/device-partner-university/getting-started-surface-support-portal/5-verify-surface-support-portal-access.yml
@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.dpu.getting-started-surface-support-portal.verify-surface-support-portal-access
+title: Verifying Surface Support Portal access
+metadata:
+  title: Verifying Surface Support Portal Access
+  description: This content is part of the "Getting started with Surface Support Portal" module.
+  ms.date: 04/13/2026
+  author: ozahran7
+  ms.author: v-zahranomar
+  ms.topic: unit
+durationInMinutes: 2
+content: |
+  [!include[](includes/5-verify-surface-support-portal-access.md)]
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/6-knowledge-check.yml b/learn-pr/device-partner-university/getting-started-surface-support-portal/6-knowledge-check.yml
@@ -0,0 +1,84 @@
+### YamlMime:ModuleUnit
+uid: learn.dpu.getting-started-surface-support-portal.knowledge-check
+title: Knowledge check
+metadata:
+  title: Knowledge Check
+  description: This content is part of the "Getting started with Surface Support Portal" module.
+  ms.date: 04/13/2026
+  author: ozahran7
+  ms.author: v-zahranomar
+  ms.topic: unit
+durationInMinutes: 5
+quiz:
+  title: Check your knowledge
+  questions:
+  - content: "Where is the Surface Support Portal accessed?"
+    choices:
+        - content: "Microsoft Intune admin center"
+          isCorrect: false
+          explanation: "Incorrect. The module states that Surface Support Portal access isn't managed through Intune."
+        - content: "Azure Active Directory portal"
+          isCorrect: false
+          explanation: "Incorrect. Azure Active Directory is part of the tenant but isn't where Surface Support Portal is accessed."
+        - content: "Microsoft 365 admin center"
+          isCorrect: true
+          explanation: "Correct. The module explains that Surface Support Portal is accessed through the Support section of the Microsoft 365 admin center."
+        - content: "Partner Center"
+          isCorrect: false
+          explanation: "Incorrect. Partner Center isn't used to access Surface Support Portal, even though partners may benefit from completing the module."
+  - content: "Is Intune enrollment required to use Surface Support Portal?"
+    choices:
+        - content: "Yes, for all devices"
+          isCorrect: false
+          explanation: "Incorrect. The module clearly states that Intune enrollment isn't required."
+        - content: "Yes, but only for repairs"
+          isCorrect: false
+          explanation: "Incorrect. Repair requests can be initiated even if a device isn't enrolled in Intune."
+        - content: "No"
+          isCorrect: true
+          explanation: "Correct. The module confirms that Surface Support Portal can be used even when devices aren't enrolled in Intune."
+        - content: "Only for support requests"
+          isCorrect: false
+          explanation: "Incorrect. Neither service nor support workflows require Intune enrollment."
+  - content: "What prevents a user from creating a service order in Surface Support Portal?"
+    choices:
+        - content: "Device not enrolled in Intune"
+          isCorrect: false
+          explanation: "Incorrect. The module explains that Intune enrollment isn't required for service orders."
+        - content: "Missing required administrative role"
+          isCorrect: true
+          explanation: "Correct. Users must be assigned the appropriate administrative role to create service orders."
+        - content: "No Microsoft 365 subscription"
+          isCorrect: false
+          explanation: "Incorrect. The module states that a subscription isn't required to access Surface Support Portal."
+        - content: "Surface Support Portal requires a paid license"
+          isCorrect: false
+          explanation: "Incorrect. The module doesn't state that a paid license is required."
+  - content: "Which task is appropriate for Surface Support Portal?"
+    choices:
+        - content: "Viewing device compliance status"
+          isCorrect: false
+          explanation: "Incorrect. Device compliance is managed through Intune, not Surface Support Portal."
+        - content: "Deploying configuration profiles"
+          isCorrect: false
+          explanation: "Incorrect. Configuration profiles aren't managed in Surface Support Portal."
+        - content: "Tracking a repair request"
+          isCorrect: true
+          explanation: "Correct. The module describes tracking service and repair requests as a key Surface Support Portal task."
+        - content: "Enrolling devices in Intune"
+          isCorrect: false
+          explanation: "Incorrect. Device enrollment is handled outside of Surface Support Portal."
+  - content: "After assigning roles for Surface Support Portal, what should you do before verifying access?"
+    choices:
+        - content: "Restart the Microsoft 365 admin center"
+          isCorrect: false
+          explanation: "Incorrect. Restarting the admin center doesn't affect role availability."
+        - content: "Enroll devices in Intune"
+          isCorrect: false
+          explanation: "Incorrect. Intune enrollment isn't required according to the module."
+        - content: "Allow time for role propagation"
+          isCorrect: true
+          explanation: "Correct. The module emphasizes allowing time for roles to propagate before validating access."
+        - content: "Submit an actual service order"
+          isCorrect: false
+          explanation: "Incorrect. The module states that submitting an actual request isn't required to confirm access."
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/7-summary.yml b/learn-pr/device-partner-university/getting-started-surface-support-portal/7-summary.yml
@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.dpu.getting-started-surface-support-portal.summary
+title: Summary
+metadata:
+  title: Summary
+  description: This content is part of the "Getting started with Surface Support Portal" module.
+  ms.date: 04/13/2026
+  author: ozahran7
+  ms.author: v-zahranomar
+  ms.topic: unit
+durationInMinutes: 1
+content: |
+  [!include[](includes/7-summary.md)]
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/1-introduction.md b/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/1-introduction.md
@@ -0,0 +1,13 @@
+This module shows how to access Surface Support Portal through the Microsoft 365 admin center, verify access requirements, assign required roles, and confirm that the portal is ready to create and manage Surface service and support requests.
+
+>[!NOTE]
+> If you're a Microsoft partner, completing this module can also contribute to your organization's skilling visibility when your Microsoft Learn profile is linked to Partner Center.
+
+## Learning objectives
+
+By the end of this module, you'll be able to:
+
+- Access the Surface Support Portal through the Microsoft 365 Admin.
+- Verify the access requirements for using Surface Support Portal.
+- Assign the administrative roles required to create service orders and support requests.
+- Confirm that Surface Support Portal access is ready to use.
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/2-access-the-microsoft-365-admin-center.md b/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/2-access-the-microsoft-365-admin-center.md
@@ -0,0 +1,21 @@
+To use Surface Support Portal, sign in to the Microsoft 365 admin center and confirm that you're working in the correct Microsoft tenant.  A Microsoft tenant is your organization's private space in Microsoft's cloud. It gives your organization access to Microsoft services like:
+
+- Microsoft 365 (Outlook, Teams, SharePoint, etc.)
+- Azure Active Directory
+- Surface Management and Support Portals
+
+Your organization's tenant is identified by its domain name. It's where users, devices, and data are managed securely. For the Surface Support Portal, access is managed through the Microsoft 365 Admin Center. Let's explore how to access the Microsoft 365 Admin Center:
+
+- Sign in to the Microsoft 365 Admin Center by visiting [https://admin.microsoft.com](https://admin.microsoft.com).
+- Confirm that the correct Microsoft tenant is selected.
+
+>[!IMPORTANT]
+> The Surface Support Portal on the Microsoft 365 Admin Center doesn't require a subscription for access.
+
+:::image type="content" border="true" source="../media/microsoft-surface-support.png" alt-text="Screenshot of Microsoft Surface Support in the Microsoft 365 Admin Center.":::
+
+- In the left navigation menu, select **Support**.
+- Then select **Microsoft Surface support** > **Surface Support Portal**.
+
+>[!IMPORTANT]
+> Surface Support Portal is accessed through the Microsoft 365 Admin Center in the Support section.
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/3-verify-surface-support-portal-access-requirements.md b/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/3-verify-surface-support-portal-access-requirements.md
@@ -0,0 +1,13 @@
+:::image type="content" border="true" source="../media/portal-access-requirements.png" alt-text="Photograph of a user sitting on a couch holding and using a Surface device.":::
+
+Before using Surface Support Portal, confirm the following:
+
+- A Microsoft tenant exists for your organization.
+- You have an appropriate administrative role.
+- Intune enrollment isn't required.
+
+For Surface Support Portal users, it isn't required to have a device enrolled in Intune, meaning that this portal can service and support workflows even on unenrolled devices.
+
+Imagine that you're an IT administrator and you need to submit a repair request for a deployed Surface device. A deployed Surface device requires repair, but isn't enrolled in Intune.
+
+**Correct action:** Use Surface Support Portal to initiate service, because Intune enrollment isn't required.
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/4-assign-required-roles-for-surface-support-portal.md b/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/4-assign-required-roles-for-surface-support-portal.md
@@ -0,0 +1,20 @@
+:::image type="content" border="true" source="../media/support-portal-role-assignment.png" alt-text="Photograph of user interacting with a Surface device.":::
+
+To perform service and support actions in Surface Support Portal, the correct roles need to be assigned in the Microsoft 365 Admin Center. To assign roles:
+
+- In the Microsoft 365 Admin Center, select **Users**, then **Active users**.
+- Select the user.
+- Open **Manage roles**.
+- Assign the administrative role required for Surface support actions.
+- Save changes.
+
+To perform service and support actions in Surface Support Portal, assign the administrative role required to:
+
+- Create service orders.
+- Open support cases
+- Track request status.
+
+>[!IMPORTANT]
+> After assigning roles, it's crucial to allow time for role propagation before verifying administrator access for new users. For the Surface Support Portal, it's recommended to assign the Microsoft Hardware Warranty Administrator role—as it ensures that all aspects of service requests, warranty claims, and operational efficiencies are handled effectively.
+
+Imagine you're an IT administrator, and a user can open Surface Support Portal but is unable to create a service order. To fix this issue, assigning that user with the required Surface Support role allows them to proceed with their service request.
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/5-verify-surface-support-portal-access.md b/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/5-verify-surface-support-portal-access.md
@@ -0,0 +1,18 @@
+After roles are assigned and access requirements are met, you must confirm that Surface Support Portal is visible and accessible with the correct admin experience. Surface Support Portal is accessed only through the Microsoft 365 Admin Center. Its visibility confirms:
+
+- You're signed into the correct Microsoft tenant.
+- Your account meets the baseline access requirements for Surface service and support.
+- The portal is available for use within your organization.
+
+If Surface Support Portal doesn't appear where expected, access isn't yet ready. Common causes include missing role assignments, an unapproved access request, or being signed into the wrong tenant.
+
+Once Surface Support Portal is visible, validate that you can begin service or support workflows. Access is ready when you can:
+
+- See Surface Support Portal in the Microsoft 365 Admin Center.
+- Start a service order flow.
+- Start a support request flow.
+- View Surface service and support entry points without permission errors.
+
+You don't need to submit an actual request to complete validation. The ability to initiate these actions confirms that your roles and tenant context are correctly configured.
+
+Imagine you're an administrator and you sign into the Microsoft 365 Admin Center and open Surface Support Portal. The portal is visible, but you can't start a service order. The correct response is to recognize that Surface Support Portal access isn't yet fully configured. Confirm role assignment, tenant context, and access approval according to your organization's process before proceeding.
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/7-summary.md b/learn-pr/device-partner-university/getting-started-surface-support-portal/includes/7-summary.md
@@ -0,0 +1,3 @@
+In this module, you learned how to access Surface Support Portal through the Microsoft 365 admin center, verify access requirements, assign the required administrative role, and confirm that the portal is ready to start service and support workflows.
+
+You also confirmed that Surface Support Portal can be used even when devices aren't enrolled in Intune.
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/index.yml b/learn-pr/device-partner-university/getting-started-surface-support-portal/index.yml
@@ -0,0 +1,44 @@
+### YamlMime:Module
+uid: learn.dpu.getting-started-surface-support-portal
+title: Getting started with Surface Support Portal
+metadata:
+  title: Getting started with Surface Support Portal
+  description: '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.'
+  ms.date: 04/13/2026
+  author: ozahran7
+  ms.author: v-zahranomar
+  ms.topic: module
+  ms.service: surface
+summary: >
+  This module provides an overview of the Surface Support Portal, including how to get started, prerequisites for access, required roles and permissions, and how to verify access to the portal for managing your Surface support cases effectively.
+
+abstract: |
+  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.
+
+prerequisites: |
+  - None
+iconUrl: /training/achievements/getting-started-surface-support-portal-badge.svg
+ratingEnabled: false
+levels:
+  - beginner
+roles:
+  - administrator
+  - business-leader
+  - business-owner
+  - business-user
+  - technology-manager
+products:
+  - surface
+units:
+  - learn.dpu.getting-started-surface-support-portal.introduction
+  - learn.dpu.getting-started-surface-support-portal.access-the-microsoft-365-admin-center
+  - learn.dpu.getting-started-surface-support-portal.verify-surface-support-portal-access-requirements
+  - learn.dpu.getting-started-surface-support-portal.assign-required-roles-for-surface-support-portal
+  - learn.dpu.getting-started-surface-support-portal.verify-surface-support-portal-access
+  - learn.dpu.getting-started-surface-support-portal.knowledge-check
+  - learn.dpu.getting-started-surface-support-portal.summary
+badge:
+  uid: learn.dpu.getting-started-surface-support-portal.badge
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/media/microsoft-surface-support.png b/learn-pr/device-partner-university/getting-started-surface-support-portal/media/microsoft-surface-support.png
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/media/portal-access-requirements.png b/learn-pr/device-partner-university/getting-started-surface-support-portal/media/portal-access-requirements.png
diff --git a/learn-pr/device-partner-university/getting-started-surface-support-portal/media/support-portal-role-assignment.png b/learn-pr/device-partner-university/getting-started-surface-support-portal/media/support-portal-role-assignment.png
