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Cloud Essentials and Cloud Accelerate Program: Step-by-Step Enrollment Guide

Cloud Essentials and Cloud Accelerate Program: Step-by-Step Enrollment Guide. Table of Contents. Cloud Essential Pack Overview Cloud Accelerate Program Overview Cloud Essentials Enrollment Guide Detail Enrollment Steps High-Level Enrollment Process Flow Step-by-Step Enrollment Guide

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Cloud Essentials and Cloud Accelerate Program: Step-by-Step Enrollment Guide

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  1. Cloud Essentials and Cloud Accelerate Program: Step-by-Step Enrollment Guide

  2. Table of Contents • Cloud Essential Pack Overview • Cloud Accelerate Program Overview • Cloud Essentials Enrollment Guide • Detail Enrollment Steps • High-Level Enrollment Process Flow • Step-by-Step Enrollment Guide • Step 1: Prepare to Enroll • Step 2: Evaluate and Complete Program Requirements • Step 3: Opt-In and Access Benefits • Cloud Accelerate Enrollment Guide • Detail Enrollment Steps • Enrollment Process: Cloud Essentials vs. Cloud Accelerate • Step-by-Step Enrollment Guide • Step 2a: Evaluate and Complete Program Requirements • Step 2b: Complete and Submit Online Enrollment Form • Appendix

  3. Cloud Essentials Pack Overview

  4. Microsoft Cloud Essentials Program Overview REQUIREMENTS BENEFITS & RESOURCES Sell & Service 1 2A 3 Partner selects applicable Business Track and begins qualification process to obtain benefits. Can qualify via one or both tracks. • IUR & Partner Preferred Pricing • BPOS – 250 licenses • Dynamics CRM Online 2011– 250 licenses (Available late Jan. 2011) • Windows Intune – 10 devices (Available CY 2011) • Windows Azure Platform (Available Jan 7, 2011): • Windows Azure • SQL Azure • App Fabric • Data Transfers “I sell and deploy online services” MPN Profile MSFT Online Services Sales: (None to start; active sales to continue benefit) MPN Profile • Sales Agreement: • MOSPA: incl. 100-level training and assessment • (OR) • CSA: requires (1) deal 18 months prior to enrollment Annual FeeNone Pre-sales and Technical Support: Partner Forums for Cloud, Practice Accelerator for BPOS-S Annual FeeNone Online Sales Tools: Demo Showcase 2B Build & Develop Financial Modeling Tools: Profitability Modeler “I build intellectual property delivered through the cloud” Marketplace Participation: Pinpoint Training Platform with Targeted Cloud Training Platform Ready Signup & Profile application Marketing Resources

  5. Getting Started: Cloud Essentials Enrollment Highlights • Cloud Essentials Enrollment follows 3 steps: • Partner selects relevant business track: • Sell & Service: for partners selling Microsoft Online Services (BPOS and other products) • Build & Develop: for partners building applications with Windows Azure • Partner completes Cloud Essentials enrollment requirements for selected track: • Sell & Service OR • Build & Develop • Once approved, Partner activates benefits • Partners receive access to all benefits, regardless of qualifying business track • Requirement Key Points: • Only one of the two sales agreements is required, either MOSPA or CSA. • No program fee to enroll. To re-enroll partners will need to meet a sales requirement to continue using IUR. • Detailed Enrollment Steps 1 2A 2B 3 Slide 5

  6. Cloud Accelerate Program Overview

  7. Microsoft Cloud Accelerate Program Overview BENEFITS REQUIREMENTS Sell & Service • IUR & Partner Preferred Pricing • BPOS – 250 licenses • Dynamics CRM 2011 Online – 250 licenses (Available late Jan. 2011) • Windows Intune – 25 devices (Available CY 2011) • Windows Azure Platform • MSDN Premium Subscriptions (Silver Competency) • Cloud Essentials Pack Benefits (Avail. 1/7/2011) 3 1 2A Partner selects applicable Business Track and begins qualification process to obtain benefits. Can qualify via one or both tracks. “I sell and deploy online services” Training & Assessment (Technical; 200 level) MPN Profile Sales Agreement: MOSPA + Assessment (OR) CSA Agreement + (1) deal 18 months prior to enrollment Pre-sales and Technical Support: 20 Additional Advisory Hours, Deployment Support for qualified BPOS deals, Partner Forums , and Practice Accelerator for BPOS-S Three Cloud Customer references Three Deals sold and 150 seats minimum Sales Commitment (8 deals and 500 seat minimum) Earned Silver Competency & Related MPN Competency Benefits Fee$0 for competency partners; otherwise local pricing applies Cloud Accelerate Badge Online Sales Tools: Demo Showcase 2B Build & Develop “I build intellectual property delivered through the cloud” Financial Modeling Tools: Profitability Modeler Sales Commitment ($10K Azure Revenue) MPN Profile Marketplace Prioritization: Pinpoint Azure Solution Passed Test (Platform Ready) Local Subsidiary Engagement Cloud Roadmap Fee$0 for competency partners; otherwise local pricing applies Marketing Resources Training Platform: Targeted Cloud Training Three Cloud Customer refs

  8. Getting Started: Cloud Accelerate Enrollment Highlights • Partner uses same enrollment process of 3 steps: • Partner selects relevant business track: • Sell & Service: for partners selling Microsoft Online Services (BPOS and other products) • Build & Develop: for partners building applications with Windows Azure • Partner fills out Cloud Accelerate enrollment form to complete requirements: • Sell & Service OR • Build & Develop • Once approved, Partner activates benefits • Partners receive access to all benefits, regardless of qualifying business track • Requirement Key Points: • Only one of the two sales agreements is required, either MOSPA or CSA. • Partners do not have to be managed partners. • “Deals Sold” and “Cloud References” required to enroll • “Sales Commitment” is agreement to enroll; must be achieved to re-enroll. • Enrollment Demo (in development) • Detailed Enrollment Steps 1 2A 2B 3 Slide 8

  9. Step-By-Step Enrollment Guide: Cloud Essentials Pack

  10. Detail Cloud Essentials Enrollment Step:Sell & Service/ Build & Develop • Have you achieved one of these? If so, log into the Cloud Portal and skip to Step 3a. • S&S: Signed MOSPA and completed the Assessment • OR • S&S: Have an active CRM Software Advisor Agreement (CSA) • OR • B&D: Profiled a Windows Azure Platform application on Microsoft Platform Ready Step Prepare for Enrollment 1 1a Navigate to the Cloud Partner Portal and login: http://www.microsoftcloudpartner.com/ Select the Sell & Service business track and Cloud Essential Pack program Navigate to the Qualify tab in Getting Started and review requirements 1b 1c Step Evaluate and Complete Program Requirements 2 • Determine if any requirements have not been met; take the necessary steps to complete and outstanding requirements. • Note: Please refresh your browser to view the current status of requirements recently completed. There may be a slight delay before these are rendered on the screen.​ 2a Agree to the program Terms and Conditions Navigate to the ActivateBenefits tab for Getting Started and follow the instructions to request your IUR benefits Navigate to the other portal tabs including those in Build your Business and Go to Market to access additional Cloud Program material related to each Step Opt In and Access Benefits 3a 3 3b 3c

  11. Cloud Essentials Pack: High Level Enrollment Process Flow NOTE: There is no fee to join the Microsoft Cloud Essentials Pack. 3 2 Claim Benefits & Resources (including IUR) Signed MOSPA Agreement & Assessment Select Sell & Service Track OR 1 Active CSA Agreement(1+ CRM Online deal sold ) Go to the Cloud Partner Site Sign In with Windows Live ID Join MPN if not a member Agree to T&Cs* Select Build & Develop Track Profile Application (MS Platform Ready) Legend = CA Requirements = Email Triggered * Triggers a “Welcome to the program” email.

  12. Step 1: Preparing for Enrollment Cloud Essentials Pack

  13. Step 1a: Getting to the Microsoft Partner Cloud Portal 1 1 Navigate to the Cloud Program homepage: • www.microsoftcloudpartner.com NOTE: The portal can be accessed from various pages in the MPN portal. There is a direct link from the homepage on the Global MPN site. 2 On the Partner Cloud landing page, learn about the Microsoft Partner Cloud Programs • Microsoft Cloud Essentials Pack • Microsoft Cloud Accelerate 3 Login to the Microsoft Cloud Partner Portal 3 3 2

  14. Step 1a: Logging into the Microsoft Cloud Partner Portal Users will be prompted to either: • Sign in with a Live ID (if not already) 1 • Join the Microsoft Partner Network (if Live ID not associated with a partner): • Links partner to the simplified MPN enrollment process 2 1 2 3 • Uncertain if you’re an active partner? Use this button to check your MPN status. 3 NOTE: You must have a Live ID associated with a MPN Profile to move past this page.

  15. Step 1b: Selecting a Business Track 1 Based on your business focus, select the track that best suites your ability to qualify for the program: • Select Sell and Service if your company sells Microsoft based cloud solutions or provides deployment services • Select Build and Develop if your company develops applications on the Microsoft Azure Platform Click on Continue to proceed to the Portal dashboard Note: The qualification requirements for Cloud Essential is easily achievable. If the organization has already met one of the requirements: signed MOSPA+Assessment, active CSA, or profiled application on MPR, you will automatically proceed to the Opt-In Process. 2 1 2

  16. Step 1c: Navigating the Microsoft Cloud Partner Portal Upon entering the Cloud Portal, the user can view the portal dashboard, and easily navigate to the relevant and accessible pages. • The global navigation bar allows you to access Support content, provide feedback anonymously, and access the Wiki Toggle between Program offerings • Toggle between Business tracks Dashboard provides insight into % of requirements met to qualify for each offering Left navigation tabs in order of steps to qualify, activate your benefits, and then deploy online services internally Top navigation tabs ordered based on Cloud maturity

  17. Step 1c: Navigating to the Qualify Tab – Review Requirements Navigate to the Qualify tab in Getting Started to determine your current enrollment status, and requirements to qualify. Sell & Service Only qualify through one business track to activate the Cloud Essentials Pack The Qualify tab highlights the requirements that need to be completed The progress bar for the Cloud Essentials Pack reflect a 100% once all the requirements are satisfied. 1 3 2 Build and Develop 3 2 3 2 Note: Until you qualify, certain benefit tabs will be locked

  18. Step 2: Evaluating and Completing Enrollment Requirements Cloud Essentials Pack

  19. Step 2: Evaluating and Completing Applicable Enrollment Requirements If any requirements have not been met, complete these to qualify and access your benefits. • Note: For the Sell and Service track, your organization needs to satisfy only one of these two requirements: • S&S: Signed MOSPA and completed Online Services assessment • OR • S&S: Have an active CRM Software Advisor Agreement (CSA)* 1 2 • * To be active, your organization must have sold at least 1 CRM Online deal in the 18 months prior to enrollment. Use the URL links to access the site where this requirement can be achieved 1 2

  20. Step 2: Next Steps – Satisfying the MOSPA Requirement To meet the MOSPA requirement for enrollment, a partner must do both: 1 Sign the MOSPA agreement • Microsoftcloudpartner.com will automatically reflect the MOSPA requirement status when both these actions have been taken. • MOSPA and the Assessment can be found here: • There could be a delay in the Cloud Portal reflecting the current status. AND 1 Pass the Online Services Assessment 2 2 • *Note: Partners that wish to apply for the CSA agreement will do so via a Dynamics pipeline. • https://mbs2.microsoft.com/public/crmsignup/relationshiptype.aspx 1 2

  21. Step 2: Next Steps - Satisfying the Microsoft Platform Ready Requirement Partner must profile an Azure-compatible application in Microsoft Platform Ready 1 Follow the MPR URL to sign-up for an account. Profile you Windows Azure application. Note: Partners must mark their application as Azure-compatible when profiling their application on at MPR, and complete the fields circled in the screenshot to the right. 2 1 2

  22. Step 3: Opting In and Accessing the Program Benefits Cloud Essentials Pack

  23. Step 3a: Accepting the Program Terms and Conditions The Terms and Conditions (T&Cs) page will display to Partners that meet at least one of the following requirements upon login: • S&S: Signed MOSPA and completed Online Services assessment OR • S&S: An activeCRM Software Advisor Agreement (CSA) OR • B&D: Profiled Windows Azure Platform application on Microsoft Platform Ready By clicking on the checkbox and accepting these T&Cs , the partner will qualify for the Partner Cloud Program and be able to access the Cloud Essentials Pack benefits. NOTE: Partners that fulfill the above requirement prior to entering the Cloud Portal will be presented this page when they first login. These partners will also need to select a track before opting into the Terms and Conditions of the program.

  24. Step 3b: Accessing the Cloud Essential Pack Benefits (IUR) 1 Navigate to the Activate tab in Getting Started. 1 After accepting the T&Cs for the program, Partners will have access to the Cloud Essentials benefits upon login. To activate or access your IUR benefit, click on the blue arrow and follow the detailed instructions. 2 1 2

  25. Step 3c: Access the Cloud Essential Pack Benefits (Other) • Build Your Business: • Resources to help you build your online services business. In addition to IUR related benefits, the program gives you access to various sales and marketing resources, which can be found in different tabs: 1 1 • Go to Market: • Sales Resource: Help your organizations market to your customers • Sales Tools: Customer management tools 2 2 3 3

  26. Step-By-Step Enrollment Guide: Cloud Accelerate Pack

  27. Cloud Accelerate Enrollment Steps – Sell & Service Navigate to the Cloud Partner Portal and login: http://www.microsoftcloudpartner.com/ Select the Sell & Service business track and toggle to the Cloud Accelerate offer Navigate to the Qualify tab in Getting Started 1a 1b 1c • Review req. and ensure all are met; complete any outstanding req. that apply • Note: The requirement status displayed in the Portal may not represent the actual status until your application has been submitted and processed. • Click on the Cloud Accelerate Application Form and complete each tab • Instructions: select the country/region where your application is processed • Eligibility: select ONE these qualification paths: • MOSPA + Assessments (including the 200 level assessment) • OR • Active CRM Software Advisor Agreement (CSA) • Customer References: identify 3 customer references relating to Microsoft Online Services • Sales Deals: identify at least 3 deals relating to Online Services with a combined total of at least 150 seats. • Sales Commitment: commit to achieving the required sales target and describe the high level plan • Competency: confirm your organization’s MPN competency status and select a Silver level competency, if applicable. • Submit the Cloud Accelerate Application Form and await RSC approval. 2a Step Prepare for Enrollment 1 2b Step Evaluate and Complete Requirements, and Submit the Program Application Form 2 Step Opt In and Access Benefits 3 2c • Receive a welcome email to the Cloud Accelerate program • Login into the Cloud Portal and access the Benefits tab to request benefits • All tabs will be unlocked, including the Roadmap tab in Build Your Business 3a 3b

  28. Cloud Accelerate Enrollment Steps - Build & Develop Navigate to the Cloud Partner Portal and login: http://www.microsoftcloudpartner.com/ Select the Build & Develop business track and toggle to the Cloud Accelerate offer Navigate to the Qualify tab in Getting Started 1a 1b 1c • Review req. and ensure all are met; complete any outstanding req. that apply • Note: The requirement status displayed in the Portal may not represent the actual status until you application has been submitted and processed. • Click on the Cloud Accelerate Application Form and complete each tab • Instructions: select the country/region where your application is processed • Eligibility: confirm that your application has been successfully tested on the Windows Azure platform. • Customer References: identify 3 Customer references related to the Cloud Services • Sales Commitment: commit to achieving a utilization target and briefly describe you plan to achieve this goal. • Competency: confirm your organization’s MPN competency status and select a Silver level competency, if applicable. • Submit the Cloud Accelerate Application Form and await RSC approval. 2a Step Prepare for Enrollment 1 2b Step Evaluate and Complete Requirements, and Submit the Program Application Form for Approval 2 Step Opt In and Access Benefits 3 2c • Receive a welcome email to the Cloud Accelerate program • Login into the Cloud Portal and access the Benefits tab to request your benefits • All tabs will be unlocked, including the Roadmap in the Build Your Business tab. 3a 3b

  29. Enrollment Process: Cloud Accelerate vs. Cloud Essential • The primary difference between the enrollment process for the Cloud Accelerate Program and the Cloud Essential Pack is as follows: • Online Application Form: Partners are required to complete and submit an Online Application Form in “Step 2” to qualify for the Cloud Accelerate program. • Requirement Status: The additional requirements for the Cloud Accelerate program, displayed on the Qualify tab, are manually set by the Regional Service Center upon review and approval of the application form. Therefore, these will not be checked until this process is completed. • Eligibility: The Cloud Accelerate program is open to all partners who can meet the requirements – they do NOT have to be a managed partner. • Opting In: If a Partner has accepted the terms and conditions of the Cloud Program upon qualification for the Cloud Essentials Pack, the Partner does not have to accept these again upon qualification for the Cloud Accelerate program. NOTE: The Step-By Step guide focuses on the detail processes for Step 2 of the enrollment process only. Step 1: Accessing the Portal and Preparing to Enroll and Step 3: Accessing Benefits are essentially the same. Please refer to the detail steps in the Cloud Essential guide for detail steps for those processes.

  30. Step 2: Evaluating and Completing Requirements, and Submitting the Application Form for Approval Cloud Accelerate Program

  31. Step 1c thru 2a: Enrollment Requirements Status Assessment Navigate to the Qualify tab in Getting Started to determine your current enrollment status, and requirements required to qualify. Login to the Microsoft Cloud Partner Portal and toggle to the Cloud Accelerate program Select the track through which your company is best suited to qualify Click on the Qualify tab and review the qualification requirements and determine any that need to be completed When all requirements can be met, click on “Get Started Here” 1 2 2 1 3 5 3 4 Note:Currently only the MPN profile, MOSPA, CSA, and MPR requirements are automated. Once you submit the Application Form, the current status will be manually updated 5 4

  32. Step 2b: Completing the Cloud Accelerate Application Form The form will default to the Instructions tab. Note: ensure the header information is correct Instructions Tab: On both forms, you must select the regional service center that supports your organization location. 1 To become a Cloud Accelerate partner, your partner organization must submit the online application form. The form will vary somewhat by track, but most of the steps are similar. 1 2 2

  33. Step 2b: Cloud Accelerate Application Form – Eligibility(Sell & Service) 2 1 • Method B • Sign CSA Agreement and pass the Microsoft Certified Business Management Solutions Specialist – Customization in Microsoft Dynamics CRM assessment. • AND • Have sold at least 1 Dynamics CRM Online deal prior to enrollment • Method A: • Sign MOSPA andpass the Microsoft Online Services assessment • AND • Pass one of the 200 Level Trainings: • Business Productivity Online Suite • Windows Intune The eligibility requirements for the Cloud Accelerate program vary by track. There are two ways to qualify for the Sell and Service track. Note: A valid CSA, and the sale of one or more CRM online deals can be validated in PartnerSource: http://www.microsoft.com/dynamics/en/us/partner-login.aspx 1 2

  34. Step 2b: Cloud Accelerate Application Form - Eligibility (Build & Develop) Unlike CE, B&D partners must profile andsuccessfully test a Windows Azure-compatible application using the Microsoft Platform Ready tools to qualify. 1 Partner must use the Platform Ready Test Tool to successfully test the application 1

  35. Step 2b: Cloud Accelerate Application Form – Customer Reference Add the Customer Name for the online services customer reference. Add the Project Name for the online services customer reference. Select the Online Serviceswhich this reference relates to most. 1 Partners must cite 3 Customer References logged in Partner Membership Center that are associated with a Microsoft cloud-related product. 2 1 2 3 3 Note: This criteria applies to both tracks.

  36. Step 2b: Next Steps - Customer References Entered in PMC 1 Refer to your organizations Customer Reference List in the Partner Membership Center and identify those references that are associated with a Cloud related Microsoft Product The reference status must be in an approved state The reference does not have to be associated with a Competency – this field can be left unassigned 2 1 3 3 2

  37. Step 2b: Cloud Accelerate Application Form – Deals Sold(Sell& Service Only) To meet the this requirement, partner must have sold: • 3+ Deals • 150+ Seats The deals are product agnostic and can be any combination of Cloud related Microsoft products; there is no prescriptive criteria relating to deal size. • For the applicable Deals Sold, provide the following: • Enter the # of Deals Sold • Enter the # of Seats Sold • Verify that the totals meet the above requirement 1 2 1 2 2 1 3 3 3

  38. Step 2b: Cloud Accelerate Application Form –Commitment • In the form, describe your plan to meet this commitment: • Enter the Email Address and Location of your PAM or TPAM • Enter the number of Deals and related Seats for each Cloud Product you plan to sell/service • Describe the plan to achieve these deal sales Sell & Service: commit to closing 8+ deals and total of 500+seats of Microsoft Online Services during the enrollment period (next 12+ months). 1 1 2 2 3 3 Build & Develop: commit to utilizing at least $2500 in Windows Azure Platform resources, and describe the related plan.

  39. Step 2b: Cloud Accelerate Application Form – Competency 1 • Identify if you already have a competency • Select a competency associated with your primary area of cloud focus. Cloud Accelerate program partners will be awarded a competency based on the primary Microsoft cloud product focus. 2 1 Note: Partners without an active competency will have to pay a local competency fee prior to activation 2 Competency Choices: • BPOS sales: Partner may choose between Portals & Collaboration or Unified Communications • CRM Online sales: Partner may receive CRM • Windows Intune sales (not yet possible): Partner may receive Desktop & Systems Management • Windows Azure tested product: partner may choose ISV, Web Development & Software Development, or Data Platform

  40. Step 2c: Cloud Accelerate Application Form – Submit for Approval 1 • Click on Save to complete the application at a later point • Click on Submit to route the application to the RSCs for review and approval Once the application form has been completed, the user will submit the application for Regional Service Center (RSC) for approval. The application will be routed to the RSC location based on the country/region selected in the Instructions tab. 2 1 1 2 • Note 2: • Once the application is saved, only the user and the MPN primary partner contact can edit and submit the application. • Once the form is submit the application cannot be edited, nor can another application be submitted. Note 1: All the required fields must be completed on the form before it can be submitted. Else, an error message is rendered as above.

  41. appendix

  42. Microsoft Cloud Accelerate High Level Process Flow – Sell/Service Track 2A MOSPA and Assessment 1 Sell & Service Track Go to the Cloud Site And RSC Contacts the Partner Active CSA Agreement(1 deal sold in past 18 months) 200 Level Assessment (BPOS or Intune) No 3+ Deals Sold & 150+total seats Yes Or Sign In with Windows Live ID Join MPN if not a member Yes Override Competency in PMC (only if partner does not have a competency) 3 Customer References (Associated with Cloud Products) No And Sales Commitment 8 deals >=500 seats And Partner Pays Fee (only if partner does not have competency RSC Reviews Application Override Competency Legend And More info req? = CA Requirements Partner Completes and Submits Application* RSC Activates the Partner** Competency? = Manual 3 Yes = Automated No = Email Triggered Partner Claim Benefits & Resources (incl. IUR) Select Desired Competency *Triggers a “Thank you for submitting your application” email. ** Triggers a “Welcome to the program” email.

  43. Microsoft Cloud Accelerate High Level Process Flow – Build Track MPR Certified Application Microsoft Platform Ready 1 2B Go to the Cloud Site Build & Develop Track Partner Claim Benefits & Resources (incl. IUR) 3 Cloud Customer References And Partner Completes and Submits Application Sales Commitment >= 10k Revenue 3 Join MPN if not a member Sign In with Windows Live ID And RSC Activates the partner in Cloud Portal/PMC** Yes RSC Reviews Application Competency? Partner Pays Fee (only if partner did not have a competency) No Select Desired Competency Legend More info required? Override Competency in PMC (only if partner does not have a competency) Yes = CA Requirements RSC Contacts the Partner No = Manual = Automated = Email Triggered Competency Required? *Triggers a “Thank you for submitting your application” email. ** Triggers a “Welcome to the program” email.

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