1. Microsoft 365 powered device offers Execution Guidance
8/6/2018 2:39 AM
Microsoft 365 powered device offers Execution Guidance
Slide objective: Give an overview of FastTrack
Our mission as a company—to help every individual and business on the planet achieve more—is not only about the products we create, but how we enable customers to get the most value out of those products.
We’ve designed FastTrack – our customer success service – to help businesses realize business value faster with the Microsoft Cloud. FastTrack can help you:
Migrate , content, and light up Microsoft 365 services – including assessment and remediation guidance to help prep your infrastructure for the cloud
Deploy and securely manage devices including Microsoft 365 powered devices
Enable your business and gain end-user adoption
FastTrack is an ongoing and repeatable benefit – available as part of your subscription – delivered by Microsoft engineers to help you move to the cloud at your own pace. FastTrack also provides you access to qualified partners for additional services, as needed.
With over 40,000 customers enabled to date, FastTrack helps maximize ROI, accelerate deployment, and increase adoption across your organization.
© Microsoft Corporation. All rights reserved.

2. Have questions? E-mail support: ftm365pd@microsoft.com
Microsoft 365 powered device Offer Process
Partner nomination process via FastTrack portal 1 2 3 4
Find Customer
Login to the FastTrack Portal and search for a customer. If you have not yet engaged with a customer on FastTrack, select +Request Access
Submit Request
Navigate to the Offers tab and complete the funding request.
Partner will receive an notification on status & next steps within 3 days.
Define Scope
If approved, download Microsoft 365 powered device delivery content
(refer to this content to determine project scope).
Sign SOW via DocuSign
Sign the SOW, which would be requested via DocuSign. Once Microsoft receives the fully executed SOW, a Purchase Order (PO) will be requested. 5 6 7 8
PO Issued
Begin deployment with customer once receiving PO via
Deliver Service
Microsoft Partner delivers services based on scope of work agreed upon in SOW
Obtain POE
From customer with PO# Update Success Plan (Optional) Help Complete the Success Plan based on the outcome of the engagement
Get Paid
Submit PoE and invoice to
Work cannot start until a PO # has been assigned
Have questions? support:

3. Have questions? E-mail support: ftm365pd@microsoft.com
Microsoft 365 powered device Offer Process
Microsoft Account nomination process via GetBIF/ECIF 1 2 3 4
Submit Request
Reach out to Microsoft Account team who can submit an offer request on your behalf
Define Scope
If approved, download Microsoft 365 powered device delivery content
(refer to this content to determine project scope).
Sign SOW via DocuSign
Sign the SOW. Once Microsoft receives the fully executed SOW, a Purchase Order (PO) will be requested.
PO Issued
Begin deployment with customer once receiving PO via
Work cannot start until a PO # has been assigned 5 6 7
Deliver Service
Microsoft Partner delivers services based on scope of work agreed upon in SOW
Obtain POE
From customer with PO# Update Success Plan (Optional) Help Complete the Success Plan based on the outcome of the engagement
Get Paid
Submit PoE and invoice to
Have questions? support:

4. Detailed execution guidance for nomination via FastTrack portal

5. Detailed Execution Guidance Partner nomination process via FastTrack portal
Work cannot start until a PO # has been assigned
Search for
customer
Log into FastTrack
From the Welcome page, search for a customer
If you have not yet engaged with a customer on FastTrack, select +Request for Access and enter the customer’s
address. The customer selects Notifications for the notice and then will approve or deny the request. If you can’t
find the customer you’re looking for, create a new customer and invite that customer to join. 1
From your Dashboard, select the customer you want to create a Success Plan for and select +Create Success Plan.
Complete the Required sections for the Success Plan: complete the Business Case section, provide dates for the
Implementation Timeline, include at least one customer contact in the Team tab and in the Service Readiness section,
complete the first 4 questions with the total number of users and devices.
Submit request in FastTrack/Offers. Once submitted, the FastTrack for Microsoft 365 powered device Service Desk
will review request confirm/collect request details and once the request is complete, route for internal review.
Once this review is complete, the Partner will receive an notification on the request status including next steps. Allow
up to 3 days.
Success plan requirement is being planned to be removed by Sep 2017
Submit Offer
funding request 2
If approved, the Partner will work with the customer and/or the Microsoft field to determine the scope of project
Microsoft provides partners with technical and marketing content to facilitate Microsoft 365 powered device programs on (refer to this content to determine project scope)
Once the scope is finalized, the Partner will submit the Microsoft Statement of Work (SOW) to the FastTrack for Microsoft 365 powered device Service Desk,
Define scope 3

6. Detailed Execution Guidance Partner nomination process via FastTrack portal
Work cannot start until a PO # has been assigned
Sign Microsoft
SOW 4
Microsoft End User Investment Funds (ECIF) Operations will send the SOW to the partner contact and the Microsoft SAFE Approver for signatures
This will occur electronically via DocuSign in those countries that support electronic signatures
Some countries require additional ECIF documentation for compliance purposes; Microsoft ECIF Operations will work with the Partner to meet those country-specific requirements
Public Sector customers require a signed Notice & Consent (N&C) document.
PO issued 5
Once an approved Purchase Order (PO) is assigned, the Partner will receive confirmation to start work. Note: it can take up to 14 business days to open a PO
Microsoft Partner delivers services based on scope of work agreed upon in SOW
Deliver service 6
A Proof of Execution (PoE) is required from the customer for each project in which Microsoft pays a partner, regardless of program, project, dollar amount, or industry. If the project has milestones, Microsoft requires a customer PoE for each milestone, as well as a final PoE, to close the engagement and approve the invoice for final payment
The Microsoft 365 powered device team uses a PoE template which the partner fills out with project details and sends to the customer. The customer is asked to respond with the word “CONFIRMED” from their business ; essentially stating the work performed by the partner was successfully delivered
The start date on the PoE must be after the PO issue date
[Optional] Update Success Plan based on the outcome of the engagement (success plan is an effective tool to help customer understand how key considerations of the Microsoft 365 powered device rollout are addressed)
Obtain Proof of
Execution (PoE) 7

7. Work cannot start until a PO # has been assigned
Detailed Execution Guidance Partner nomination process via FastTrack portal
Partner submits invoice and customer confirmed PoE to
Invoices will not be approved until PoE’s are uploaded and verified by Microsoft ECIF Operations and the Success Plan is complete and confirmed by the FastTrack for Microsoft 365 powered device Service Desk
Partners are paid in accordance to their MSA with Microsoft
Submit invoice
and get paid 8