Partner Center New Commerce Experience Operating Guide
Partner Center new commerce experience operating guideThis guide is designed to help Cloud Solution Provider (CSP) partners quickly learn and understand the operational aspects of transactingmarketplace offers, Microsoft Azure reservations, software (perpetual) licenses, and server subscriptions through Partner Center. PartnerCenter orders for these offering types are built on Microsoft’s new commerce platform so some things may be different than partners areused to when compared to the legacy billing platform. Additional information can also be found in the Partner Center Help section as theseoffers become generally available in market. As Partner Center features and capabilities continue to evolve this document will be updatedperiodically to ensure partners have the most current and accurate documentation available to help them quickly and successfully transactwith Microsoft. A Change Log is located at the end of this document summarizing any updates.NOTE: The new commerce experience for Azure in CSP is covered in the technical documentation here.March 2021Page 1 of 89
ContentsPolicies . 5Key Policies Overview . 5Agreements . 7Software and Server Subscriptions . 7Marketplace offers. 7Azure reservations . 8Price Lists . 9Software . 9Offer Matrix . 10Pricing & offer comparison to other channels . 10Server Subscriptions . 11Offer Matrix . 11Marketplace offers. 12Azure Reserved VM Instances. 13Offer Matrix . 13Azure Pricing Calculator . 14Azure Reserved VM Instances. 15Azure SQL DB Reservations . 18Ordering & Fulfillment Through Partner Center . 21Software and Server Subscriptions . 21Marketplace offers. 33Non-consumption offers . 33Consumption offers . 37Azure Reservations . 42Remote Desktop Services license key activation . 51Page 2 of 89
Guidance on Software Key Distribution . 58Using the Microsoft 365 Admin Center to obtain customer software downloads and license key license keys . 58Using Partner Center to obtain customer software downloads and license key license keys . 58Azure Reserved VM Instance Scope Management . 60Billing, Invoice, & Recon File . 60Billing . 60How to access your New commerce offer invoices and recon files . 63How to read the Invoice. 63Recon files . 69Returns/Cancellation Policy . 69Software . 69Marketplace offers. 69Cancelling a non-consumption offer . 70Azure Reservations . 72How to place a Return . 72Software License Transfer. 74Exchanges. 75How to place an Exchange . 76Support Requirements . 78Software and Server Subscriptions . 78Azure Reserved VM Instances. 78Incentives . 78Software . 78Server Subscriptions . 79Azure Reserved VM Instances. 79Azure Portal: Partner Ordering . 82Page 3 of 89
Azure Portal: Enabling Azure Hybrid Benefits with Server Subscriptions . 82Azure Partner Shared Services . 83How to purchase Azure Reserved VM Instances through the Azure Partner Shared Services . 83Sandbox. 88Software . 88Azure Reserved VM Instances. 88API/SDK . 88Change Log . 89March 2021 . 89January 2021 . 89September 2020. 89July 2020 . 89Page 4 of 89
PoliciesBelow is a quick overview of key policy items that partners should be aware of compared across Software, Azure reservations, Marketplaceoffers, Seat-based Online Services and Server Subscriptions sold through the Cloud Solution Provider program. For full details regarding policyinformation see the Microsoft Product Terms.Key Policies OverviewSoftwareServer Subscriptions soldthrough CSPUp front for 1 year or 3year termBillingUp frontLicenseLicensed to the endcustomerLicensed to the endcustomerCoverage TermNot applicableAll Server Subscriptionswill have their ownunique coverage period,i.e., not coterminous toany previous softwaresubscription purchase.Auto-renewWhat’sincluded in thecostMulti-currencyNot applicablePerpetual software IPNot availableServer Subscriptions IPincludedInvoice based oncustomer countrycurrency. NOTE:Changing to partnerbilling locationcurrency startingInvoice based oncustomer countrycurrency. NOTE:Changing to partnerbilling location currencystarting January 28, 2021,see details here.Marketplace offersAzure reservationsVariable (offerdependent), see offerdescription.Variable (offerdependent), see offerdescription.Variable (offerdependent), see offerdescription.Up front for the full term,monthlyAvailableVariable (offerdependent), see offerdescription.Invoice based oncustomer countrycurrency. NOTE:Changing to partnerbilling locationcurrency startingNot availableCompute Cost. Does notinclude the cost of theoperating system IP.Invoice based on customercountry currency. NOTE:Changing to partner billinglocation currency startingJanuary 28, 2021, see detailshere.Page 5 of 89Seat-based onlineservicesMonthly or AnnualLicensed to the endcustomerLicensed to the endcustomerAll Azure reservations (AzureReserved VM Instances)have their own uniquecoverage period, i.e., notcoterminous to any previousAzure Reservation purchase.Additional seat-basedlicenses will snap into theexisting coverage period.EX. O365 bought 100licenses for 1-yearcoverage period and twomonths later purchased10 more licenses. Theadditional 10 licenses willexpire the same time asthe original purchased100.AvailableNot ApplicableBased on Partner countrycurrency
Invoice &Recon filePrice List &Offer MatrixJanuary 28, 2021, seedetails here.Separate invoice andRecon file for eachcustomer countrycurrency. NOTE:Changing toconsolidated invoicestarting January 28,2021, see detailshere.See the PartnerCenter Sell Pricing& Offers page.Separate, single filewith all pricing andoffer details included.There is no separateOffer Matrix file.Separate invoice andRecon file for eachcustomer countrycurrency. NOTE:Changing to consolidatedinvoice starting January28, 2021, see detailshere.See the Partner CenterSell Pricing & Offerspage.Separate, single file withall pricing and offerdetails included. There isno separate Offer Matrixfile.GeoAvailabilitySee the PartnerCenter Sell Pricing& Offers page.See the Partner CenterSell Pricing & Offerspage.Returns andExchanges-Returns less than orequal to *60 daysfrom order date willreceive a 100%credit,license keys will bedeactivated.-Partial returns willnot be accepted-Returns less than orequal to 60 days fromorder date will receive a100% creditlicense keys will bedeactivated.-Partial returns will notbe acceptedJanuary 28, 2021, seedetails here.Separate invoice andRecon file for eachcustomer countrycurrency. NOTE:Changing toconsolidated invoicestarting January 28,2021, see detailshere.See the PartnerCenter Sell Pricing& Offers page.No regularlypublished price list.Marketplace offersand pricing can beexported real-time toCSV file format usingPartner Center.See the PartnerCenter Sell Pricing& Offers page forreal-time availability.Availability forMarketplace offers issubject to partneroffer companydiscretion.Varies between onemonth and 12-monthlicense based offersas well as usagebased offers. SeeReturns/CancellationsPolicy section for fulldetails.Page 6 of 89Separate invoice and Reconfile for each customercountry currency. NOTE:Changing to consolidatedinvoice starting January 28,2021, see details here.All orders on one invoiceand Recon fileSee the Partner Center Sell Pricing & Offers page.Separate, single file with allpricing and offer detailsincluded. There is noseparate Offer Matrix file.See the Partner CenterSell Pricing & Offerspage.Separate price list andoffer matrix (2 files).See the Partner Center Sell Pricing & Offers page.See the Partner CenterSell Pricing & Offerspage. 247 countries.-Returns less than 5 daysafter order date will receivea 100% credit.-Returns greater than 5 daysafter order date will receivea pro-rated credit and a 12%early termination fee of thepro-rated credit-Cap of 50,000 USD (orlocal currency) per customerper yearSuspensions/cancellationsless than 30 days willreceive a 100% creditSuspensions/cancellationsgreater than 30 days willreceive a pro-rated credit
SupportPlease see theMicrosoft PartnerAgreement for fulldetails.Standard supportrequirements of theCloud Solution ProviderprogramDowngraderightsDowngrade rights foreach product aredictated by thatproduct’s use rightsdocument.Downgrade rights foreach product are dictatedby that product’s userights document.Partner offercompany isresponsible fortechnical support.CSP Partner isresponsible for presales activities,transaction, andbilling support.See offer descriptionSee Returns and Exchangessections in this document forfull details.Standard supportrequirements of the CloudSolution Provider programNot ApplicableStandard supportrequirements of theCloud Solution ProviderprogramNot Applicable*Effective June 1, 2021 the CSP software return policy as stated in the Microsoft Partner Agreement (MPA) will change from 60 days to 30 daysfrom purchase. CSP partners received an email in September 2020 regarding this and other updates to the MPA, please refer to this notice for fulldetails.AgreementsSoftware and Server SubscriptionsSoftware and Server Subscriptions (software subscriptions) terms & conditions for partners to transact in the Cloud Solution Provider (CSP)program can be found in the Microsoft Partner Agreement – Online Services and Software Channel Authorization (the “Channel Authorization”)terms.Marketplace offersThe Microsoft Partner Agreement contains the terms and conditions governing Marketplace offers between Microsoft and CSP partners andpartners should review these to ensure they are operating in compliance within the program. If partners have already signed their CSPagreements (MCRA/MCDA) they do not need to re-sign to sell Marketplace offers. Note that certain Marketplace offers may require additionalagreements to be signed between CSP and the ISV and/or the customer. It is the partner’s responsibility to provide the customer with thePartner offer Customer Agreement associated with each Partner offer ordered by that customer.Page 7 of 89
Azure reservationsFor Azure reservations, the key agreement to be aware of is the Microsoft Cloud Agreement. Partners in Cloud Solution Provider (CSP) programare responsible for reviewing Microsoft’s terms and conditions, including the acceptable use of Microsoft products and services, with theircustomers. In this way Azure reservations are like any other offer in the CSP program.As for any offer in the CSP program, as a CSP partner you’ll need to: Have the customer accept the Microsoft Cloud Agreement (MCA). If the customer has already accepted the MCA they do not need tore-accept. Note the following terms included by accepting the MCA:o Online Services Terms & Conditionso Microsoft Product Terms Azure reservations are inherently part of this agreemento Online Services Service Level AgreementAdditionally, Azure third party software plan purchases are governed under the terms and conditions as listed al/Marketplace offers-terms/ (See the “Reservations” clause)Page 8 of 89
Price ListsSoftwarePricing for Software is posted in Partner Center in the Software section of the Sell Pricing & Offers page. The price list is posted once a monthusing the standard Partner Center publication cycle of 1st of the month. The price list is published in Microsoft Excel format.Page 9 of 89
The structure of the price list is as follows:Offer MatrixPlease refer to the Software price list for a listing of available offers in the Cloud Solution Provider program.Pricing & offer comparison to other channelsSoftware prices are designed to achieve directional alignment with the Open No-Level net-prices, however some variances may exist on aproduct/geography level.Page 10 of 89
Server SubscriptionsPricing for Server subscriptions is posted on Partner Center in the Software subscriptions section of the Sell Pricing & Offers page. The pricelist will be posted once a month using the standard Partner Center publication cycle of 1st of the month. The price list will be published inMicrosoft Excel format.Offer MatrixPlease refer to the Server Subscriptions price list for a listing of available offers in the Cloud Solution Provider program.Page 11 of 89
Marketplace offersPricing for Marketplace offers is posted on Partner Center in the Sell Pricing & Offers page in a section titled Marketplace. Note that onlyMarketplace products that ISVs have opted for Partner Center will be included. Pricing is subject to change daily.Page 12 of 89
Azure Reserved VM InstancesThe Azure reservations price list is posted on Partner Center in the Sell Pricing & Offers page in a section titled Microsoft Azure ReservedInstances. The price list is posted once a month using the standard Partner Center publication cycle of 1st of the month. Price changes can occurwithout notice and if this occurs a new price list will be published (as noted in the Microsoft Partner Agreement). The price list is published inMicrosoft Excel format.Offer MatrixThe price list file is consistent with the Azure consumption-based price list file. See the Azure Reservations (Azure Reserved VM Instances) pricelist to see all available offers and pricing.Page 13 of 89
Azure Pricing CalculatorListed below are a couple examples of using the Azure Pricing Calculator. As new offers become available the steps involved in using calculatorwill essentially be the same:1.2.3.4.Sign into your organizations Azure PortalChoose the product(s) you’d like to include in your estimate. They will be added below to your view.Select “Cloud Solution Provider (CSP)” from the “Programs and Offers” dropdown at the bottom of the desired product.Proceed to make your product specific selections.Page 14 of 89
Azure Reserved VM InstancesStep 1: Log in using your Partner Center credentialsStep 2: Choose “Virtual Machines”Page 15 of 89
Step 3: Choose “CSP” from the “Programs and Offers” dropdown at the bottom of the Virtual Machines section if not already chosen for you.Step 4: In the “Billing Option” section choose either 1 year or 3 year.Page 16 of 89
Step 5: In the “Virtual Machines” section choose your desired optionsStep 6: In the “Billing Options” section enter in the number of reservations. Additionally, you can toggle on/off the Azure Hybrid Benefit costsavings.Page 17 of 89
Azure SQL DB ReservationsStep 1: Log in using your Partner Center credentialsStep 2: Select “Azure SQL Database”, this will add it to your view. Scroll down once added.Page 18 of 89
Step 3: In the top section of the Azure SQL Database view, choose a Type selection of either “Elastic Pool” or “Single Database”. Then make theappropriate selections for the other dropdowns.Step 4: In the “Billing Option” section:1. Choose one of the three options2. If using Azure Hybrid Benefit toggle on the Azure Hybrid Benefit cost savings3. Enter in the number of Instances.Page 19 of 89
Step 5: Choose the desired options for the Storage and Long-Term Retention sections:Page 20 of 89
Ordering & Fulfillment Through Partner CenterSoftware and Server SubscriptionsStep 1: Log into Partner CenterStep 2: Select the customer:Page 21 of 89
Step 3: Select Software. NOTE: this page shows all purchased softwarePage 22 of 89
Step 4: Select Add ProductsPage 23 of 89
Step 5: Choose Software, then choose Perpetual SoftwarePage 24 of 89
Step 6: Available software products are displayed. Choose or search for the desired product, enter license quantity, and click Add to cart.Page 25 of 89
Step 7: The text will display as “Added!”. Next choose Review.Page 26 of 89
Step 8: Products ordered will be displayed as well as the Billing Frequency. In this screen you are also able to update the license count as wellas add more products. If there is an indirect reseller involved enter their MPN ID in the Reseller (MPN ID) field. If not, choose No indirectreseller.Page 27 of 89
Step 9: When finished reviewing the order select Buy.Page 28 of 89
Step 10: The order confirmation page is displayed. Order ID is included as well as all products ordered. Choose Review order history to reviewthe order.Page 29 of 89
Step 11: The Order history page displays the orders by date. Find your submitted order and confirm the Fulfillment status is displayed as“Success”.Page 30 of 89
Step 12: Choose SoftwarePage 31 of 89
Step 13: In the customer Software screen you will see the purchased software products. Expand the desired software product to:1.2.3.4.5.Choose product version, language, bit, and select Get keys and downloads.Choose Get Key which will display the 32-digit product in a pop-up dialogue which you can copy and send to the customer.Choose Download to download the bits.Choose Copy Link if you want to send the customer the link to the bits download.You can also Cancel the software order and receive 100% credit (if done within the 60 days cancellation policy period).NOTE: If the wrong version is delivered to customer you can come back to these steps and choose the appropriate version.RECOMMENDATION: While it is possible to obtain software keys and downloads using *Partner Center we strongly recommend thatpartners leverage the Microsoft 365 Admin Center and have customer retrieve their own license keys instead. This greatly reducespartner risks associated with copying and sending license keys directly to the customer. See the Using the Microsoft 365 Admin Centerto obtain customer software downloads and license key license keys section below for details.Page 32 of 89
Marketplace offersNon-consumption offers1. In Partner Center, select the customer, then select Subscriptions, then select Add subscription2. Choose Online Services. Next filter Publisher dropdown to be either “Microsoft” or “Partner”. Choose the desired offer and select Addto cartNote: You can also filter billing type (monthly or annual) and category typePage 33 of 89
3. Choose Review4. Choose BuyPage 34 of 89
5. Some offers require partner to go to publishers’ site to complete activation6. Subscription now appears on customer Subscriptions page. From here you can select the subscription hyperlink to manage thesubscription.Page 35 of 89
7. In this window you can change the subscription nickname, cancel the subscription, turn off auto-renew, and add the Reseller MPN ID.Page 36 of 89
Consumption offersIMPORTANT: Customer must have an Azure subscription before you can purchase a usage-based marketplace offer for them. Billing forMarketplace resources fall under the customer’s Azure sub
Apr 01, 2021 · Invoice & Recon file Separate invoice and Recon file for each customer country currency. NOTE: Changing to consolidated invoice starting January 28, 2021, see details here. Separate invoice and Recon file for each customer country currency. NOTE: Changing to consolidated invoice starting January 28, 2021, see details here. Separate invoice and
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