Exclude Office 365 Licenses Globally

Global License Exclusions

Automatically exclude licenses that you are never going to bill or sync!


There are typically a few license types in Office 365, that are either free or that you will never bill to the customer.

Our global exclusion function allows you to setup once for the licenses you always want to exclude and we will automatically take care of those billing profiles so you do not have to manually exclude them.


  1. Select the “Bulk License Options” from the Tools menu
  2. You will see a list of Office 365 licenses that you can exclude
  3. Tick the licenses you want to exclude globally and click “Set Exclude Licenses Globally”
  4. We will check if any of the selected licenses to exclude are active in Connectwise and give you the option to cancel them
  5. From now on, we will automatically exclude the selected licenses for you.


Please note, there can be a delay between new licenses appearing from Microsoft 365, and the system automatically marking it as excluded.

    • Related Articles

    • Calculated Custom License Examples for MSP Billing

      Calculated Custom License Examples for MSP Billing Calculated custom licenses are best used when an MSP billing quantity needs service logic, filters, inclusions, exclusions, or overage calculations. Use a standard custom license for copying a ...
    • Custom License Billing and Calculated Custom Licenses

      Custom License Billing and Calculated Custom Licenses Sync 365 custom licenses let you create a billable quantity when the item you need to bill does not map cleanly to one Microsoft 365 license SKU. Use normal Microsoft license mapping for standard ...
    • View license sync history

      To view the sync history of a customer tenant. Open the Customers tab Click on the name of the customer you would like to see This will bring up a sync overview and you will see a tab with history so you can see the history of license sync While you ...
    • License Mapping/Configuration Options

      License Mapping and Configuration Options This article explains the main options available when mapping a Microsoft 365 licence or subscription row to your PSA. Sync 365 can show licences in two ways: Licences view: shows a combined licence row. ...
    • Understanding the Company Info License page

      The Company info page is where you will see all Microsoft Licenses and custom licenses for an added company. This page explains each of the components License Overview The license overview list gives you key information about the licenses in a tenant ...