Microsoft Partner Guidance For Partner Initiated Office 365 E1 Trial

Microsoft Partner Guidancefor Partner InitiatedOffice 365 E1 Trial

Getting StartedOffice 365 E1 Trial FAQContentsUsing this guide 4Overview 4Frequently asked questions 4Why create a partner-initiated trial?What is unique about this trial?How should partners use the Office 365 Trial?Which user scenarios are supported in this trial?How does the trial drive customer acquisition?How does the trial drive upsell?How does the trial support customer retention?How would a partner take advantage of this trial with customers?Do partners have to wait 6 months to convert customers to higher paidSKU? Will the trial automatically convert to a paid SKU?Can partners get usage credit during the trial period?Who can start the customer trial and who is notified?Once the trial subscription has been created what else needs to be done?Details of the trial 4How long does the trial last?When does the trial start?Which customers are eligible for the 6-months free trial? 6Which customers are not eligible for the trial?What happens when the trial ends?How many seats are included in the trial?How do you upgrade from the Trial?2

Getting StartedOffice 365 E1 Trial FAQContentsWhich service plans are included with this trial? 7Managing Teams trial offer 7How do I enable the Partner-initiated Office 365 E1 trial?Who is notified when the Trial is initiated?How is the trial managed and users assigned licenses?Partner-initiated vs. User-Initiated Trial 8What is the Microsoft Teams User-Initiated trial?How is the User-Initiated trial different from the Partner-Initiated trial?Can CSP customers use the User-Initiated 1-year trial?Can both trials run at the same time?Supporting the partner-initiated trial 8How do partners get support for trial related questions?Learn about Microsoft Teams3

Getting StartedOffice 365 E1 Trial FAQUsing this guideThis document provides Microsoft Partner guidancefor the partner-initiated Microsoft Office 365 E1 Trial.OverviewThe partner-initiated 6-month trial of Office 365 E1 in CSP enables partners to provide customers withthe full E1 experience through campaigns that drive customer acquisition, upsell, and customer retention.New in March 2020, a free 6-month Office 365 E1 Trial, including Microsoft Teams, is now available.Microsoft is making this special E1 Trial license available in response to the increased need foremployees to work from home (WFH) in response to the COVID-19 (coronavirus) outbreak.Search for Subscription name on Cloud Marketplace: Office 365 E1 TrialLearn how to order: hereFrequently Asked QuestionsWhy create a partner-initiated trial?Partners manage a large portion of customers who do not have access to Microsoft Teams and Office365 today. Creating a trial for partners enables them to leverage the value Teams programmatically withcustomers in their sales and marketing motions. This trial provides partners with the trial lifecyclereporting they need to help customers know when they can use the trial and when it will expire, thusbeing able to enable the capability for new trial customers and manage follow ups when trial is expiring.What is unique about this trial?Partners require trial lifecycle reporting to tie trials into their sales and usage campaigns. Reportingenables partners to coordinate customer activities when trials are activated and/or before trials expire. Itis not possible to include this set of necessary reporting into the current user-initiated trial.How should partners use the Teams TrialPartners should use this trial for enhancing business in the following three areas:1) Acquire new customers2) Upsell customers to premium SKU’s3) Retain customersWhich user scenarios are supported in this trial?1) Organizations - including nonprofits - who haven't activated any other Office 365 E1 trials in the pastHow does the trial drive customer acquisition?Partners can include this trial into current customer acquisition motions that entice new customers tosign up for partner services. Throughout the trial partners have opportunity to engage withcustomers to purchase partner services and SKUs that include Microsoft Teams.4

Getting StartedOffice 365 E1 Trial FAQHow does the trial drive upsell?Partners can engage with customers who have no previous experience with Office 365 to help themexperience the full value of its cloud services - include Microsoft Teams. Throughout the trial, partnerscan engage with customers to explore business cases that drive customers to buy premium SKUs.How does the trial support customer retention?Partners can engage with customers who are dormant and/or discontinuing services by enticing themwith new capabilities and services provided in this trial. These new capabilities may entice thecustomer to continue to purchase partner services and possibly upgrade to premium SKUs.How would a partner take advantage of this trial with customers?Partners are encouraged to follow the below sequence to gain maximum value from the trial.SequenceTimelineActivity1T-180Identify Exchange Only or Office 365 Business customers2T-170Target customers via sales processes (e.g. telesales)3T-160 - 140Discuss teamwork related business use cases (chat, file collaboration, meetings)4T-140Activate Microsoft Office 365 E1 Trial5T-120Enable business use cases6T-60Document customer value from using Teams7T-45Upsell to premium SKU and offer value added servicesDo partners have to wait 6 months to convert customers to higher paid SKUs?No, partners can convert customers from Trial to Paid SKUs at any time during the trial.Will the trial automatically convert to a paid SKU with Teams?No, the trial will simply end, there will be no automatic changes to the customer's purchased SKUs.Can partners get usage credit for usage during the trial period?No, trial usage does not count toward Teams and Office 365 usage. To capitalize on the usageincentives, convert the customer to a paid SKU before they cross the usage incentive threshold.Who can start the customer trial and who is notified?CSP partners can initiate the trial through Ingram Micro Cloud Marketplace.Once the trial subscription has been created what else needs to be done?Before users can access the trial, users must be enabled in the Microsoft 365 Admin Center.5

Getting StartedOffice 365 E1 Trial FAQDetails of the trialHow long does the trial last?The trial lasts for six (6) months from the date it is initiated in Ingram Micro Cloud Marketplace. It is useragnostic, meaning that a user added to a trial that was initiated five months ago will only have one month offree usage available. For example, if a partner initiated the trial in Partner Center on January 25, 2019, the trialwould expire on July 24, 2020 at midnight GMT for all users assigned subscription licenses.When does the trial start?The trial starts on the date that the trial is initiated for the tenant, not when users are assigned licenses.Which customers are eligible for the 6-month free trial?New customers without an Office 365 E1 TenantWhich customers are not eligible for the trial?Organizations aren’t eligible for the trial if:They are a GCC, GCC High, DoD or EDU customerWhat happens when the trial ends?If the E1 Trial license ends and a user is not immediately upgraded to a subscription that includesTeams, the user data is not removed. The user still exists in Azure Active Directory and all data withinTeams still remains. Once a new license is assigned to the user to enable Teams functionality again, allcontent will still exist.For more information, see Office 365 licensing for Microsoft TeamsHow many seats are included in the trial?Trial subscriptions will be provisioned for up to 3000 seats to ensure teams can be deployed to theentire organization. Minimum 25 seats.How do you upgrade from the Trial?To upgrade E1 Trial users to a paid subscription:1. Purchase a subscription that includes Teams.2. Remove the Office 365 E1 trial license from the user3. Assign the newly purchased license.Remove an Office 365 E1 Trial LicenseIf you would like to remove this license by using PowerShell, see: Remove licenses from users withOffice 365 PowerShellIf you would like to remove this license through the admin portal, see: Remove licenses from users inOffice 365 for business6

Getting StartedOffice 365 E1 Trial FAQWhich service plans are included with this trial?For each license assigned to a user in the trial they will receive 1TB of OneDrive for Business cloudstorage and the following to experience the full value of Office 365 and Microsoft Teams:Web Version of Office applications (Word, Excel, PowerPoint, Outlook, OneNote and Publisher)Email and Calendars via Microsoft ExchangeEnterprise Social with YammerCommunication and teams sites with SharePointOneDrive for Business with 1TB cloud storageDelve for content discoveryStaffHub and PlannerMS StreamMicrosoft TeamsManaging Teams trial offerHow do I enable the Partner-initiated Teams trial?Please see the Step-by-Step guide on the steps required to enable the trial for customers on IngramMicro Cloud MarketplaceWho is notified when the Trial is initiated?Customers billing admins will be notified when a partner initiates the Microsoft Office 365 E1 Trial.Customers will also be able to see a trial subscription of “Office 365 E1 Trial“ is seen in their list of availablesubscriptions.How is the trial managed and users assigned licenses?Tenant admins or delegated admin partners can assign or unassign licenses provided through the trial forusers to take advantage of the Microsoft Office 365 Trial.7

Getting StartedOffice 365 E1 Trial FAQPartner-Initiated vs. User-Initiated TrialPartner-initiated trial is designed to help partners acquire new customer, drive upsell, and retaincustomers by leveraging the customer value of Microsoft Teams. The partner trial duration is 6-months sothat partners can build pipeline and convert customers to premium SKU’s within a typical sales campaign.Partner-initiated trial can be provisioned through Ingram Micro Cloud MarketplacePartners can initiate the trial for customers when they are readyCloud Marketplace reports allows visibility into customers trial dates enabling additional services and upsell opportunitiesCan CSP customers use the user-initiated 1-year trial?Yes, however, partners will not have visibility to when the user-initiated trials begin or end.Can both trials run at the same time?NoSupporting the partner-initiated trialHow do partners get support for trial related questions?Partner are supported through the regular process for other products. No additional support isprovided for the trial.Learn about Microsoft TeamsSuccess with Teams – core IT Pro TrainingTraining courses for Microsoft Teams Training on EdxCertifications: Microsoft 365 Certified: Teamwork Administrator AssociateFor further inquiries, please contact your dedicated Ingram Micro Cloud specialistor email Microsoft-Cloud@ingrammicro.com8

2. Remove the Office 365 E1 trial license from the user 3. Assign the newly purchased license. Getting Started Office 365 E1 Trial FAQ Remove an Office 365 E1 Trial License If you would like to remove this license by using PowerShell, see: Remove licenses from users with Office 365 PowerShell