1. DDPS Customer and Partner Training ddpspoc@microsoft.com

2. DDPS Customer and Partner Training - Overview
Today we will be going over the steps that allows a Microsoft Customer and Partner to start engaging and activating vouchers for the Desktop Deployment Planning Services.
First Part
Customer: Activating the voucher
Customer: Converting vouchers
Getting a MPN ID
Registering your company on the OSSD
Registering as a DDPS Provider
Getting approved ( Exam)
Finding and engaging the customer
Validating and reserving the voucher
Second Part
Getting Paid
Redeem a Voucher
Requesting payment through SABV tool

3. Step 1: How to Activate DDPS Voucher
Sign into VLSC (
Select Software Assurance from the top menu
Click on Planning Services (This will take you to the S.A Benefit Details Page)
Click on LicenceID for which you want to manage Planning Services.
Select planning services.
Select the DDPS voucher type and service level.
Assign the planning services voucher to a project manager within your organization.
*The project manager will receive an that provides information about the benefit. This is will also include a link to a list of MS partners of MS Consulting Services so that the project manager can schedule the planning engagement.
**FYI: You can convert unused training vouchers to engagement days on a 3:1 basis

4. Converting Unused Training Vouchers To Engagement Days
Part 1: Activate Training Vouchers
Sign into VLSC (
Select Software Assurance from the top menu
Click on Training Vouchers (This will take you to the S.A Benefit Details Page)
Click on LicenceID for which you want to manage Planning Services.
Select training vouchers
Select activate
Part 2: Convert Training Days to Planning Services Days
From the Training Voucher Benefit Detail Page, select Convert Training Days
VLSC will prompt you to choose the number of Training Days you want to convert and confirm the conversion action.

5. What are the Partner requirements to participate as a DDPS Provider?
To qualify and be approved as a DDPS provider, partners must:
Be enrolled in the Microsoft Partner Network (MPN) Partners must be enrolled in the Microsoft Partner Network (MPN) and have a Microsoft Partner Network ID (MPN ID).
2. Have a Windows Live ID that is associated to the partner MPN organization. During DDPS registration, partner individuals must sign in using a Windows Live ID that is associated with the partner organization. 
Sign up for a Live ID
Learn how to associate a Live ID to a partner organization

6. Partner requirements to participate as a DDPS Provider
Register as a DDPS Provider:
Register your company online for each service type with a simple online acceptance of the Terms and Conditions.
4.Get Approved
Your registration will remain in a "pending" status until your organization has met the approval requirements for DDPS which is having on staff at least one consultant having passed exam 
After registering, view the DDPS Interactive Guide to walk you through the DDPS process from start to finish.

7. Finding and Engaging the Customer
1. Customers qualified to engage in Package Services: need to have signed one of the following Volume Licensing agreements
Enterprise Agreement (EA)
EA Subscription
Open Value
Open Value Subscription
Select with Software Assurance Membership (SAM)
2. How Partners connect with eligible costumers
There are several ways to go about proactively identifying customer opportunities and verifying customer entitlement to the Packaged Services benefit to help create your qualified customer list. 
Joint Account Planning with Your Partner Account Manager to Create a Qualified Customer List
Working with LARs
Offer Deployment Planning to all Customers Regardless of Eligibility
Working with Customers to Determine Eligibility
 3.Conducting the Engagement 
 Customer has to activate the Voucher in the Microsoft Volume Licensing System,
 Partner reserves the Voucher in the Voucher Validation Redemption Tool
Note:If the partner does not validate the customer's voucher, it may have already been used or is no longer valid If the partner does not immediately reserve the voucher in VVR after validating, the voucher is still available for other partners to reserve.

8. Validating and reserving the voucher in VVR
Step 1: Validate/Reserve a Voucher
1.Go to
2. Click Sign In:
3. Log in using a valid Passport account name and password. The user must be associated to the registered MSPP ID of an approved Packaged Services Partner to enter the system.
4. Click Packaged Service Voucher Administration
5. Click Validate/Reserve Voucher:
6. Enter the Voucher number. Enter the corporate address of the person at the customer organization who was assigned to the voucher (the Packaged Services Contact) at the time of voucher creation.
7. Click Validate Voucher
8. Enter the expected Service Start Date and Service End Date - Please ensure that the Service End Date is sometime PRIOR to Voucher Expiration Date.
9. Click Reserve Voucher
Validate the Voucher once the Partner has delivered the Planning Service Engagement.

9. Get Paid
When the partner has completed the DDPS engagement, they are ready to begin the process to receive payment from Microsoft. 1. Submit Planning Services Completion Report (Info Path) and Redeem Vouchers in the VVR Tool Partners must submit required deliverables for the engagement using the Planning Services Completion Report InfoPath Form. Partners will need a Live ID to sign into the Info Path Form *Important: The Planning Services Completion Report will need to be saved locally to be uploaded in the next step.

10. Redeem a Voucher Step 2: Redeem a Voucher
1.Go to
2. Click Sign In:
3. Log in using a valid Passport account name and password. The user must be associated to the registered MSPP ID of an approved Packaged Services Partner to enter the system.
4. Click Packaged Service Voucher Administration
5. Click Redeem Vouchers
6. Search and select the Voucher being Redeemed.

11. Redeem a Voucher
7. Partner should create an invoice that includes the relevant Voucher ID. Enter the Partner Invoice Number associated with this voucher in the space provided.
8. Enter the Service Start Date as was submitted at the time of Reserving the Voucher.
9. Enter the Service End Date as was submitted at the time of Reserving the Voucher.
10. Click Upload Voucher Deliverables
11. Click Browse to locate the first Deliverable to be uploaded.
12. Select the Deliverable to be uploaded
13. Click Attach
14. Click Confirm Redemption

12. How to request payment through the SAVB tool
To access SAVB for the first time STEP 1 – Select your program: Software Assurance Voucher Benefit 1.Select organization: Company Name 2.Select the voucher programs in which your organization participates. 3.Click Register when completed. You will then receive a confirmation and then you will go back to the ‘Home Link’ Step 2 – How To Map Your Bank Accounts In the ‘I Need To…’ box there is a link where you can ‘Manage Payment Profile’. This will allow you to assign where you want the payments to go in case you have multiple bank locations for one of your organizations Note: After registering in SAVB you must wait hours before validating your bank information and mapping your payment profile in SAVB to your organization’s locations. *Remember a Global administrator much register in SAVB to establish use of the tools for the organizations program. An organization may have up to 3 Program Administrators (PA) in SAVB.

13. How to request payment through the SAVB tool
Step 3 – Create Payment Request
In the ‘I Need To…’ box there is a link where you can ‘Create Payment Request’
PART 1: You will have to fill in these 4 fields and click search.
Select Country
Select Payment Profile
Locations
Tax Jurisdictions
PART 2:When the results come back review the redeemed vouchers and select the ones you want to receive payment on.
Verify the partner information
Input Partner Invoice: Put your own company invoice number in the required field
Confirm sub total
PART 3: Once subtotal is confirmed
Input Tax: put in the correct tax based on tax jurisdiction
Attach documentation: attach invoice of the work that was completed
SUBMIT, wait for confirmation number
*Make sure that the invoice number and money total match your records or payment could be delayed*

14. Q & A Question and Answer Session
This now concluded our presentation and we will take any questions that you might have or any problems that you have encountered or might encounter in the future.