1. Microsoft FastTrack & FY16 Cloud PBX Adoption Offer
Microsoft Office365
2/26/2018
Microsoft FastTrack & FY16 Cloud PBX Adoption Offer
Step-by-step guide and redemption details
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. FastTrack site overview http://fasttrack.microsoft.com

3. MANAGE ALL YOUR CUSTOMERS IN ONE LOCATION
2/26/2018
MANAGE ALL YOUR CUSTOMERS IN ONE LOCATION
Create and manage success plans in a collaborative environment
Define plans and assign stakeholders
Track the status for deployment and adoption
Redeem eligible offers
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. 2/26/2018
MANAGE AND ENGAGE WITH YOUR CUSTOMERS IN THE FASTTRACK PORTAL QUICKLY AND EASILY
Invite all your Microsoft customers to participate in the FastTrack experience by inviting them to the FastTrack site
Inviting customers and requesting access
Search for your customers using customer name, tenant domain, or TPID
Invite your customer using a verified address
Request access if your customer is already a member of FastTrack
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. WHAT DOES THE CUSTOMER NEED TO DO?
2/26/2018
WHAT DOES THE CUSTOMER NEED TO DO?
The customer receives an invitation via to participate in the FastTrack experience
Customers sign in to the FastTrack site
Work or school account
Production or trial tenant
Customers customize their experience
Logos
Team members
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. SUCCESS PLANS STREAMLINE THE ROAD TO ADOPTION
2/26/2018
SUCCESS PLANS STREAMLINE THE ROAD TO ADOPTION
Success plans capture the intent for the engagement through a series of questions scoped to the planned activities and workloads
Scope
Deployment and/or adoption
Technical workloads: Office 365, Enterprise Mobility Suite, Microsoft Azure
Dynamics CRM
Timeline
Stakeholders – customer/partner/Microsoft
Business scenarios
Recommended planning & remediation activities
Resources based on the scope
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. EXECUTE ON ELIGIBLE OFFERS
2/26/2018
EXECUTE ON ELIGIBLE OFFERS
There are a number of offers available for both eligible customers and their eligible partners which are managed by the Microsoft FastTrack site
Once a customer has verified their registration within Microsoft FastTrack, all aspects of offer redemption may be managed by the eligible partner
Verify customer and partner eligibility
Submit offer requests
Track redemption progress and status
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Cloud PBX Adoption Offer details http://aka.ms/adoptionoffers

9. FY16 Cloud PBX ADOPTION OFFER
2/26/2018
FY16 Cloud PBX ADOPTION OFFER
Partners may leverage the FastTrack Center to help drive Cloud PBX deployment to deliver the following customer outcomes:
Deployment of Cloud PBX
Configuration of On-Premises PSTN Connectivity
Configuration of PSTN Calling
Partner funding to drive Cloud PBX with On-Premises PSTN Connectivity and/or PSTN Calling deployments
Partner Competency Requirement: Communications
A new customer who buys 150+ eligible seats of Office 365 (50+ seats effective Feb 1, 2016)
Office 365 Enterprise E5
Office 365 Government G5
Skype for Business Plan 2 with Cloud PBX standalone SKU
E1 or E3 with Cloud PBX add-on SKU
E3 /E4 to E5 Step-Up SKUs
Offer Available
December 1, 2015 – June 30, 2016
WHO/WHEN
Partner funding
Earn funds on a per seat basis to enable Cloud PBX deployment
Customer purchases 50+ eligible SKUs to qualify
$10,000 for configuration of Cloud PBX and completion of 50 user deployment
Additional $10 per eligible SKU purchased, up to 5,000 SKUs ($50,000)
$60,000 limit per customer
Partner proof of execution for payment
Customer approved Success Plan in the FastTrack Center
Validation of successful configuration of Cloud PBX with between users deployed utilizing On-Premises PSTN Connectivity and/or PSTN Calling with 90% of eligible SKUs deployed
WHAT
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. WHAT ARE THE REDEMPTION REQUIREMENTS?
2/26/2018
WHAT ARE THE REDEMPTION REQUIREMENTS?
Before a partner will be eligible to claim funds from the FY16 Cloud PBX Adoption Offer, the offer terms and conditions must be satisfied, including:
The customer must be eligible based on their Cloud PBX purchase as defined in the offer terms and conditions
The partner must be eligible base on required competencies as defined in the offer terms and conditions
The customer must be invited to the FastTrack site to verify ownership of their tenant
A customer verified Success Plan is published in the FastTrack site
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. WHAT ARE THE PAYMENT MILESTONES?
MILESTONE 1 PAYMENT ($10,000)
Configuration of Cloud PBX and completion of a 50 user deployment
MILESTONE 2 PAYMENT ($10 per eligible SKU purchased, up to 5000 SKUs)
Cloud PBX deployment of at least 90% of eligible SKUs, up to $50,000
Verification
No funds will be paid out until the eligible partner and eligible customer have completed all POE requirements for each milestone
Microsoft will confirm deployment prior to approving payment to a qualified partner for each milestone listed above
Microsoft will reject payment requests where deployment requirements are not met
Visit for offer terms and conditions for complete eligibility and POE requirements

12. DO YOU HAVE QUESTIONS ABOUT ELIGIBILITY, MILESTONES, PROOF OF EXECUTION, ETC.?
FY16 Cloud PBX Adoption Offer
Terms and conditions
Complete FAQ
Common FAQs
Q: How will the 90% metric be tracked?
A: Partners will run a script in the customer’s environment to validate the number of seats deployed. No PII will be collected. The output file will be uploaded to the FastTrack site. Microsoft will validate deployment milestones are met before paying the partner funds.
Q: Do partners need to write an SOW?
A: If an SOW is needed, it will be provided by Microsoft’s Offers management team upon funding approval. SOWs may be necessary depending upon the country in which the services occur. See process flow in next section.
Q: Is there an exception for the Communications Competency requirement?
A: There are no exceptions. Click here to get more information on becoming a Communications Competency partner.

13. FY16 Cloud PBX Adoption Offer redemption process

14. FY16 CLOUD PBX ADOPTION OFFER REDEMPTION
INVITE YOUR CUSTOMER
PUBLISH A SUCCESS PLAN
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED START WORK
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
FY16 CLOUD PBX ADOPTION OFFER REDEMPTION WORKFLOW
Partner has eligible competencies
Partner is supplier
Partner invites customer to the FastTrack Portal
Partner/ customer publishes a Success Plan
Partner submits offer request via the portal targeting “Published” Success Plan
Partner returns signed SOW
Partner receives PO and begins work
Partner verifies POE and invoices for milestone 1
Partner receives $10,000 payment
Partner verifies POE and invoices for milestone 2
Receives remaining payment
Offer team receives and verifies eligibility
SOW sent to partner for signature
SOW signed by PMG PO generated and sent to partner
PMO receives invoice and audits POE
POE verified and invoice approved
Customer makes an eligible purchase
Customer approves request in FastTrack Portal
PARTNER
OFFER TEAM
CUSTOMER
PREREQUISITES
STANDARD OFFER FLOW

15. INVITE YOUR CUSTOMER TO FASTTRACK
2/26/2018
INVITE YOUR CUSTOMER TO FASTTRACK
INVITE YOUR CUSTOMER
PUBLISH A SUCCESS PLAN
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED START WORK
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
Invite all your Microsoft customers to participate in the FastTrack experience by inviting them to the FastTrack site
Inviting customers and requesting access
Search for your customers using customer name, tenant domain, or TPID
Invite your customer using a verified address
Request access if your customer is already a member of FastTrack
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. 2/26/2018
PUBLISH A SUCCESS PLAN
INVITE YOUR CUSTOMER
PUBLISH A SUCCESS PLAN
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED START WORK
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
Use FastTrack to collaborate with your customer and help them define what Success looks like for the adoption of Microsoft cloud services
Create a Success Plan
Identify Customer Success Plan Owner
Add additional team members
Target specific workloads
Complete your plan
Publish the Success Plan
Publishing identifies the plan as complete and makes the plan available for offer submission
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. SUBMIT FOR AN ELIGIBLE OFFER
2/26/2018
SUBMIT FOR AN ELIGIBLE OFFER
INVITE YOUR CUSTOMER
PUBLISH A SUCCESS PLAN
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED START WORK
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
Before submitting your request
Make sure you are an eligible partner
Microsoft Supplier ID
Eligible Partner Competencies
Make sure your customer is eligible
Eligible purchase in the offer period
Your customer must make their purchase before you submit your request for the Cloud PBX Adoption Offer
Once submitted, customer eligibility is confirmed within 15 business days of purchase by Microsoft
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. OFFER VERIFICATION & PO APPROVAL
2/26/2018
OFFER VERIFICATION & PO APPROVAL
INVITE YOUR CUSTOMER
PUBLISH A SUCCESS PLAN
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED START WORK
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
The Customer Plan Owner is notified when a partner submits for an offer
Receives an to validate partner’s request
After the customer verifies partner submission, Microsoft is notified to begin eligibility verification
Customer eligibility verified on purchase history
Partner competency verified
SOW signed by partner and Microsoft
PO approved – partner can start work
Partner returns signed SOW
Partner receives PO and begins work
Offer team receives and verifies eligibility
SOW sent to partner for signature when required
SOW signed by PMG PO generated and sent to partner
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. POE & MILESTONE PAYMENTS
2/26/2018
POE & MILESTONE PAYMENTS
INVITE YOUR CUSTOMER
PUBLISH A SUCCESS PLAN
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED START WORK
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
TERMS AND CONDITIONS:
FY16 Cloud PBX Adoption Offer
MILESTONE 1
Submit your invoice for $10,000 of eligible funds if
Cloud PBX has been configured and completion of 50 user deployment
MILESTONE 2
Submit your invoice for payment of $10 per eligible purchased SKUs if
90% of eligible Cloud PBX seats have been deployed
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. 2/26/2018
SUPPORT
INVITE YOUR CUSTOMER
PUBLISH A SUCCESS PLAN
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED START WORK
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
If you need help or have any questions about the offer redemption process submit a ticket using the FastTrack site Support app
Within the FastTrack site select Support from the top navigation bar
Provide a description of the issue or question
Select the Offer that you are submitting for
Support alias
Will be redirected through the Support app
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. FY16 Cloud PBX Adoption Offer Deployment verification

22. Cloud PBX Deployment Verification Steps
Locate customer in FastTrack & select Cloud PBX Adoption Offer
Click on “Finalize for Payment” button
Download Proof of Execution (POE) zip file
The CPV.zip file contains instructions, a PowerShell script to run on the customer’s tenant to validate the Cloud PBX deployment, and sample outputs.
Submit the customer’s CPV_Totals.txt output file in FastTrack under “Finalize for Payment”.
Invoice Microsoft for appropriate milestone either $10,000 (50 users of purchased seats deployed) or remaining amount of eligible funds (90% of purchased seats deployed).