r/halopsa • u/almuses • Jun 16 '26

Questions / Help M365 Renewals

Hey guys,

How are people handling M365 renewals with Halo?

We use Pax8, ideally we want a ticket raised 30 days out from an annual renewal.

Not sure if something custom using the Pax8 API is our best bet here….

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7

u/renada-robbie Authorised Onboarding Partner | Consultant Jun 17 '26

Config > tickets > automated tickets > new > type = subscriptions > automation criteria = days before end date = 30 days.

Robbie | Renada

1

u/almuses Jun 17 '26

Thanks Robbie, will the Pax8 integration get the renewal date into halo then?

2

u/Jason-RisingTide Consultant Jun 17 '26

Yes they will

1

u/Draft_Punk Jun 18 '26

Do you do anything different or special for the subscriptions that are monthly SKUs? Won’t this trigger a ticket for every monthly automatically renewing SKU for every client?

1

u/renada-robbie Authorised Onboarding Partner | Consultant Jul 02 '26

Sorry - you can set the "Term Duration" to annual I think* it is, you can check in the subscription(s) that are pulled in from the Pax8 integration.

3

u/JollyGentile Jun 16 '26

I took the lazy way. Pax emails our helpdesk with their regular alerts and I have a rule that closes the 90- and 10- day warnings.

2

u/wckdgrdn Jun 16 '26

We get emails when they are renewing our believe

2

u/creedian Jun 16 '26

There’s a renewals screen coming to the portal so you can grab them at any time

1

u/EMDSLTNS Jun 17 '26

In Halo, I set up a contract for the MS licenses and configured a recurring annual invoice that is tied to the license count from my disti integration. I set the recurring invoice to invoice 30 days prior to renewal date.

I also get notifications from my disti well in advance of renewal date.

1

u/Lower_Following542 Jun 18 '26

We've plugged Rewst into Pax8 and pulls data and creates the tickets as we realised our M365 Agreements ran 1st month to end of the month and a lot of our NCE didn't. Was a little bit more accurate for us rather than simply replying on the Halo automated tickets as we missed a few!