1. Partner Quick Start Guide Software Assurance Planning Services

2. Quick guide through the Planning Services process This step-by-step guide is designed to guide partners through the Planning Services process. Partner Step 1 Verify you’ve met eligibility requirements Partner Step 2 Enroll in Planning Services (PS) program Partner Step 3 Update profile in Planning Services Partner Directory Customer Step (Customer creates voucher and assigns to PS partner) Partner Step 4 Reserve voucher(s) in VVR Partner Step 5 Complete engagement and submit final customer deliverable(s) to Microsoft via the online completion report Partner Step 6 Redeem voucher(s) in VVR Partner Step 7 Register for SAVB account (registration required for each voucher program) Partner Step 8 Submit a payment request by invoicing against voucher(s) in SAVB Partner Step 9 Receive payment! Review the Planning Services process page on the Planning Services Partner Portal for detailed guidance and hyperlinks to required online tools and portals.Planning Services process

3. AZDPS Microsoft Azure for Public Cloud engagements: silver or gold competency in Cloud Platform Enterprise Mobility engagements: silver or gold competency in Enterprise Mobility Management or cloud Platform DDPS Desktop Deployment planning engagements: silver or gold competency in Devices and Deployment Mobility Productivity planning engagements: silver or gold competency in Enterprise Mobility Management or Devices and Deployment Office 365 engagements: silver or gold competency in Devices and Deployment with either a silver or gold Cloud Productivity competency or membership in the Microsoft Cloud Deployment program DTDPS Gold competency in Application Lifecycle management (ALM) DYDPS Silver or gold competency in Cloud Customer Relationship Management Gold competency in one of the following: Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) PVDPS Gold competency in Datacenter SDPS SharePoint planning engagements: silver or gold competency in Collaboration and Content Office 365 engagements: silver or gold competency in Collaboration and Content with a silver or gold Cloud Productivity competency or membership in the Microsoft cloud Deployment program Project and Portfolio management (PPM) solution planning engagements: silver or gold competency in Project and Portfolio Management S&EDPS Skype for Business planning engagements: silver or gold competency in Communications Exchange planning engagements: silver or gold competency in Messaging Office 365 engagements: silver or gold competency in Messaging with a silver or gold Cloud Productivity competency or membership in the Microsoft Cloud Deployment program SSDPS Gold competency in one of the following: Data Analytics or Data Platform Partner step 1: Verify you’ve met eligibility requirements

4. Partner Step 2 Enroll in the Planning Services program Your Global Admin must navigate herehere Sign in with your Live ID which has Global Admin rights in MPN Click enroll next to the program(s) for which you are eligible Accept the terms and conditions Opt-in to the eligible program(s)

5. Partner Step3 Update your profile in the Planning Services Partner Directory Update your Planning Services Partner Directory listing Navigate to aka.ms/PSPartnerDirectory-Managementaka.ms/PSPartnerDirectory-Management Sign in using the Windows Live ID associated to your MPN Org ID At the top of the page you will see the Org ID and Location ID for which you are viewing registration information In the status box, you will see your status for each of the programs; there will be an “Edit” hyperlink (or button) next to the programs you are currently enrolled in. Click the “Edit” hyperlink (or button) for the program you wish to update. You may edit: Supported Location(s), Customer Segment, Service Level, Supported Languages & Logo. When adding supported locations (these locations must be within the country that is listed in MPN for the location ID that you are editing), you may select more than one option for the customer segment, service level and supported language. When you’ve finished making edits, click on the Update Registration button at the bottom of the page. The updated details will be published within the Planning Services Partner Directory

6. Your customer creates and assigns voucher(s) *non-partner step* Familiarize yourself with required customers actions and the resources available to them: Review Activate Voucher Benefit and Create and Assign Voucher videos.Activate Voucher BenefitCreate and Assign Voucher Visit the SA Planning Services customer landing page to review what the customer sees.SA Planning Services customer landing page Review the Planning Services Partner Directory where customers search for Planning Services partners.Planning Services Partner Directory Customers escalate problems with vouchers to VLSC or vlserva@microsoft.comVLSCvlserva@microsoft.com

7. Partner Step 4 Reserve your voucher(s) in VVR Reserve your voucher(s) in VVR Navigate to vvr.microsoft.com and sign in using the Live ID associated to your MPN Location IDvvr.microsoft.com Click on Planning Services Voucher Administration At the top of the page you will see the Org ID and Location ID for which you are viewing registration information Make sure the location ID on the left side of the screen is the correct location for which you want to reserve the voucher under Click on Validate/Reserve Voucher and enter the voucher number and corporate email address provided to you Click Validate Voucher Enter the expected service start and end dates – please ensure the service end date is PRIOR to the voucher expiration date Click Reserve Voucher (the customer will automatically be notified the voucher has been reserved by the partner)

8. Partner Step 5a Conduct the engagement AZDPS microsoftazdps.com DDPS microsoftddps.com DTDPS microsoftdtdps.com DYDPS microsoftdydps.com S&EDPS microsoftedps.com PVDPS microsoftpvdps.com SDPS microsoftsdps.com SSDPS microsoftssdps.com

9. Partner Step 5b Submit completion report to Microsoft After delivering a Planning Services engagement, partner consultants must fill out and submit the online Planning Services Completion Report Submission Form, making sure to upload a copy of the final customer deliverable. Submitted completion reports allow Microsoft to monitor the quality of engagements and gather valuable insights for future program enhancements. Submit the online Planning Services Completion Report Submission Form: Open the online Planning Services Completion Report Submission FormPlanning Services Completion Report Submission Form Complete the form, making sure to upload the final customer deliverable Click "Submit" Upon successful submission, a confirmation will appear on the screen and an email will be automatically generated and delivered to the submitting partner, providing an attached receipt of successful submission and guidance for the next steps of redeeming the related voucher(s) in VVR then invoicing Microsoft for payment in SAVB.

10. Partner Step 6 Redeem your voucher(s) in VVR Redeem voucher(s) in VVR Navigate to https://vvr.microsoft.com/ and sign in using the Live ID associated to your MPN Location IDhttps://vvr.microsoft.com/ Click on Planning Services Voucher Administration Make sure the location ID on the left side of the screen is the correct location for which you want to reserve the voucher under Click Redeem Voucher Search and select the voucher being redeemed. Be sure to select “all days” in the field Enter the service start and end date as was submitted at the time of reserving the voucher Click Upload Voucher Deliverables and upload the required deliverables for your engagement Click Confirm Redemption (the customer will automatically be notified the voucher has been redeemed by the partner)

11. Partner Step 7a Register for SAVB account Register your organization in SAVB o Important: If your organization is active in more than one voucher program (e.g. SATV and Desktop Deployment Planning Services), you must go through this registration step for each voucher program. o You must have vouchers in Redeemed status in VVR before attempting to register in SAVB A Global Administrator is required to complete the initial process by logging into https://channelincentives.microsoft.com/home.mvc/savb.https://channelincentives.microsoft.com/home.mvc/savb On the initial Registration page, select the Organization name from the drop-down menu (if this is your first time in SAVB, you will not see anything listed in the “Programs Registered” section of the page.) In the Programs available for Registration section, click on the program(s) for which you are now registering, then click “Register”. View the Confirmation page and ensure the listed program is accurate. Click on the “Return to Home” link to go to your program “Home Page” in SAVB. You have now enrolled in the Planning Services program. If this is the first time registering for this location, you will receive a New Vendor Application within 5-6 business days. If not, please allow 24-24 hours to map your payment profile to your location.

12. Partner Step 7b Obtain a New Vendor ID

13. Partner Step 7c Assign Vendor ID

14. Partner Step 8 Invoice your Voucher From your program Home Page, click on the “Create Payment Request” link located in the “I Need To…” menu in the right zone of the page. Using the voucher search criteria filters, narrow your voucher selection to find the vouchers for which you want to invoice. Click search. Review the Redeemed vouchers in the “Create Payment Request – Select Vouchers” pane in the lower half of the screen. Check the “Invoice By” date next to the vouchers to ensure that you prioritize the ones that are closest to the date shown for submission first. To view the Voucher Details of a particular voucher listed in the table, click on the arrow next to the voucher record, or use Expand All/Collapse All to see all details for all vouchers. Select the vouchers you wish to attach to this payment request. Click on the “Add” in the row of each voucher to be included. Confirm the Voucher Sub-Total for the vouchers you have added to the payment request. Input your company’s own proprietary alpha/numeric Invoice Number in the “Partner Invoice No.” field provided. (*Required Field) Input tax rate and attach any required documentation. SAVB will prompt you if you are required to supply a soft or hard copy of the invoice Important: Be sure the information on your own company invoice exactly matched the information in the only payment request including partner invoice number and total. If your invoice does not match, your payment may be delayed. After clicking Submit or Save, you will receive a confirmation.

15. Partner step 9 Receiving payment for your voucher(s) Invoice Microsoft for payment First level approval Second level approval Payment sent to partner Owner Partner Voucher status (SAVB) Processed Payment request status Pending approval Payment status Validating Timeline Within 60 days of completing engagement Questions/resources SAVB User Guide Owner Regional Service Center (RSC) Voucher status (SAVB) Processed Payment request status Approved Payment status Validating Timeline 2-5 days Questions/resources RSC Owner SAB Operations Team Voucher status (SAVB) Processed Payment request status Approved Payment status Payment approved Timeline 2-5 days from first level approval Questions/resources RSC Owner Regional AP team Voucher status (SAVB) Processed Payment request status Approved Payment status Payment sent Timeline 2-5 days from second level approval Questions/resources Regional AP team

16. Partner Step 9 (cont.) Receiving payment for your voucher Register in SAVB Set up and assignment of payment profile Invoice and request payment Receive payment Redeem Voucher Payment Request Search & Status SAVB allows users to quickly find payment requests which have been created and “saved”, or have already been “submitted” for payment processing From your program Home Page, click on the “Search Payment Requests” link located in the “I Need To…” menu in the right zone of the page. To conduct a payment request search, select your criteria from the available filters and click search. This will give you the status of your payment request To view the Invoice Details of a particular payment request listed in the table, click on the  next to the Microsoft Reference Number, or use Expand All/Collapse All to see all details for all listed payment requests.

17. Resources Have a question? Please contact us at sapssup@microsoft.com (Software Assurance Planning Services Support)sapssup@microsoft.com Information in this presentation and more located in the: Planning Service Partner Portal: microsoftdps.commicrosoftdps.com Understand the voucher process Voucher Guidance Videos

18. Appendix

19. High level overview of voucher process VLSC Customer: Assigns DPS vouchers to someone within their organization Customer: Contacts a qualified provider to schedule an engagement. Partner: Validates customer’s voucher information and reserves it VVR Partner: Delivers a DPS engagement Partner: Submits deliverables and redeems the voucher Partner: Submit invoice and request payment SAVB 1 2 3 4 5 6 VLIT Systems CHIP Partner: Receives payment

20. The Planning Services process Customer : Create and assign voucher and contact qualified partner Create the Planning Services voucher(s) and assign to someone within your organization. Getting Started Getting Started Contact a qualified Planning Services partner to schedule an engagement. Planning Services Partner Directory Planning Services Partner Directory Partner : Reserve assigned voucher(s) in VVR Validate customer’s voucher information and reserve the voucher(s) in the VVR Tool. Instructions VVR Tool Partner : Complete engagement and submit completion report Deliver a Planning Services engagement. View available Planning Services offerings and engagements and deliverables required for payment Planning Services offerings and engagements deliverables required for payment Complete the online Planning Services Completion Report Submission Form, upload the final customer deliverable and click “Submit”. (an email with confirmation receipt will be automatically generated and delivered to you.) Planning Services Completion Report Submission Form Partner : Redeem voucher in VVR Upload the confirmation receipt (from the previous step) into the VVR Tool. Follow these instructions to redeem the voucher(s) Contact your RSC for VVR support questions.VVR Tool instructionsRSC Partner : Invoice against voucher(s) in SAVB (registration required) Submit invoice and request payment through the SAVB tool. Click here for more information on SAVB. Contact your RSC for invoice or support questions.SAVB toolhereRSC Partner : Receive payment!

22. Quick escalation guide ToolPurposeCommon IssuesEscalation Contact(s) Planning Services Partner Portal microsoftdps.com Scope/content/deliverables Invoicing information Guidance & process documentation Eligibility Requirements & Registration Unable to download documents Broken links Content needs updated Questions regarding engagements and scope Planning Services support: sapssup@microsoft.comsapssup@microsoft.com Voucher Validation and Redemption (VVR) Reserve/Redeem vouchers Upload deliverables Track voucher status Access/log in Unable to reserve/redeem voucher(s) Voucher reserved/redeemed under wrong location Wrong engagement dates Voucher expired Planning Services support: sapssup@microsoft.comsapssup@microsoft.com *Customers escalate problems with vouchers to VLSC or vlserva@microsoft.comVLSC vlserva@microsoft.com Software Assurance Voucher Benefit (SAVB) Invoicing for redeemed vouchers Track voucher payment status Access issues No payment profile set up Program not showing in SAVB Payment/invoice inquiries Planning Services support: sapssup@microsoft.comsapssup@microsoft.com * Payment/invoice inquiries should be directed to the partner’s RSC via Microsoft Partner Network support.Microsoft Partner Network support Microsoft Partner Network (MPN) Registration Status of required competencies Program approval status Updating contact roles per location Partner not yet registered for program through MPN Partner doesn't hold 1 of 6 contact roles for a given location Partner needs to update company information in MPN Competency status is incorrect Planning Services support: sapssup@microsoft.comsapssup@microsoft.com *Competency, profile and program contact inquiries should be directed to the partner’s RSC via Microsoft Partner Network support.Microsoft Partner Network support aka.ms/PSPartnerDirectory- Management Updating information displayed in the Provider’s Directory after registering through MPN Partner needs to update information displayed in the Planning Services Partner DirectoryPlanning Services Partner Directory Specific location or country is not listed in Provider’s Directory Planning Services support: sapssup@microsoft.comsapssup@microsoft.com