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Dynamics Advisory Incentive (CSA, OSA, OSU-DYN)

Starting October 1st, 2019, partners have access to Dynamics Incentives for CSA, OSA Sell, and OSU-DYN. Unique eligibility requirements and rates for each incentive. Details subject to change.

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Dynamics Advisory Incentive (CSA, OSA, OSU-DYN)

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  1. Effective Oct. 1, 2019 through Sep. 30, 2020 Details below subject to change prior to Oct. 1, 2019. Dynamics Advisory Incentive (CSA, OSA, OSU-DYN) • Purpose • 1 • 2 • Timeline • 3 Starting October 1st 2019 under the Dynamics Advisory Incentive guide we will make available the following Dynamics Incentives: • CSA • OSA Sell • OSU-DYN • The OSU Incentive is being split into 3 distinct programs • Modern Workplace, Power Platform, and Dynamics • Unique eligibility requirements and rates for each incentive remain • Partners will access Partner Center for OSA/OSU and Partner Source for CSA. • Need to know FY19 FY20 OSU OSU Extension Other OSU Incentive Programs (Modern Workplace and Power Platform) • Dynamics Advisory Incentive Guide • CSA • OSA Sell • OSU DYN OSA Sell CSA CSA Extension Oct July Jan Oct

  2. Effective Oct. 1, 2019 through Sep. 30, 2020 Details below subject to change prior to Oct. 1, 2019. Dynamics Advisory Incentive (CSA) • Eligibility • Purpose • 1 • 2 • Incentive rates • Need to know • 3 • 4 Pay Advisors who provide pre-sales support for Microsoft Dynamics CRM On-Premises via VL and Microsoft Dynamics AX On-Premises via EA • Contracts: MPN membership and CSA agreement • Revenue performance: 12-month revenue roll must meet threshold • Cloud and On-Premise revenue count • 24-month grace period from first signing the CSA or new Authorizations • Certifications • CRM: 5 employees collectively taking a set of exams • AX: 5 employees collectively taking a set of exams • Partners access CSA claims and reporting via Partner Source • Requires 24-month CSA agreement signed electronically • Incentive paid on adjusted MSRP • Applicable licensing programs: • CRM: EA, Select/Plus, Open, Open Value, Academic • AX: Enterprise Agreements, Academic • Claims window is 90 days • Incentive guide and other resources available on MPN at aka.ms/partnerincentives * Based on customer location ** Excluding customers in China

  3. Effective Oct. 1, 2019 through Sep. 30, 2020 Details below subject to change prior to Oct. 1, 2019. Dynamics Advisory Incentive (OSA) • Eligibility • Purpose • 1 • 2 • Incentive rates • Need to know • 3 Reward and recognize partners for selling new Biz Apps Cloud seats (Dynamics, PowerApps, AI, MR) under EA, CASA/EES, MOSA, and OSPA* • Active MPN membership • Active CSA agreement at all times • Certifications: Min. number of employees taking product-specific exams • AX or CRM: 5 or more employees • 12-month revenue performance: • Mature Market: $100,000 • Emerging Market: $50,000 • Partners access OSA claims and reporting via Partner Center • To earn OSA Sell incentives, partners must claim transactions within 90 days  • D365 New Customer Add accelerator extended from 1st order to all orders for the first 12 months • Adding PowerApps, Artificial Intelligence (AI), and Mixed Reality (MR) • Incentive guide and other resources available on MPN at aka.ms/partnerincentives • 4 * China only

  4. Effective Oct. 1, 2019 through Sep. 30, 2020 Details below subject to change prior to Oct. 1, 2019. Dynamics Advisory Incentive (OSU-DYN) • Eligibility • Purpose • 1 • 2 • Incentive rates • Need to know • 3 • 4 Reward partners for growing end customer active use of Microsoft Dynamics 365 Services under EA, CASA/EES, and OSPA* • Incl. CSP when moving to workloads • Active MPN membership • Gold or Silver level competency in one of the following: • Partners access OSU claims and reporting via Partner Center • Partner/Customer association: shift to claims and departure from Digital Partner of Record (DPOR) • Claiming at subscription level starting 1 Oct with transition to association at workload level later in the program year.  • Monthly payments per rate card • OSU rate increased from 10% to 15% • Incentive guide and other resources available on MPN at aka.ms/partnerincentives * China only ** Competencies may be changed or retired with new Cloud Biz App competency coming (FY21)

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