Office 365 Partner Admin Center Overview & Walkthrough Microsoft Office 365 10/3/2017 Office 365 Partner Admin Center Overview & Walkthrough Speaker name Title Microsoft This presentation provides an overview of the different features available to Office 365 partners, particularly the capabilities available to Partners within the Office 365 Partner admin center. These features are relevant to a variety of Partner types that are involved in selling and deploying Office 365 for customers, including System Integrators, Resellers and managed service providers. Many of the features described in this presentation are available to Microsoft Cloud Partners that have signed a MOSPA agreement. Partners can sign up to become a Cloud partner at www.microsoftcloudpartner.com. © 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.

Contents Overview of the Office 365 Partner admin center Microsoft Office365 10/3/2017 Contents Overview of the Office 365 Partner admin center Getting access to the Partner admin center Viewing your customers and performing delegated admin tasks Viewing your customers’ service health Viewing your customers’ service requests Creating trial invitations Creating purchase offers Setting up delegated administration with your customers Accepting delegated administration: the customer experience Getting assigned as the Partner-of-Record on a subscription This presentation provides an overview of the different features available to Office 365 partners. This includes features available to Partners within the Office 365 Admin console, within the Partner area of the console. These features are relevant to a variety of Partner types that are involved in selling and deploying Office 365 for customers, including System Integrators, VARs and Resellers. Many of the features described in this presentation are available to Cloud Essentials and Cloud Accelerate partners that have signed a MOSPA agreement. Partners can sign up to become a Cloud partner at www.microsoftcloudpartner.com. © 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.

Office 365 Partner admin center Goal is to make it easier and faster to view & administer customers Available to MPN network members with a signed MOSPA Partners sign into their Office 365 tenant to access the Partner features Customer Acquisition Customer Visibility Customer Administration On the highest level, Partners have consistently told us that it’s critical for them to be at the center of the customer lifecycle. Partners are in the best position to own the relationship with the customer. The investments we make in tools and capabilities are organized around helping Partners achieve this. There are three main categories of capabilities that address this: Customer Acquisition. Help Partners “Sell”. This means helping Partners grow their business by giving them the tools to sell to customers and acquire customers. Customer Visibility. Help Partners “See”. This means helping Partners have better visibility and awareness of their customer’s Office 365 environment, including visibility into service health information and subscription information. Customer Administration. Help Partners “Service”. This means giving Partners simple and flexible admin capabilities, including the ability to perform configuration tasks on behalf of customers and providing access to diagnostic information to help support customers. Examples of Admin tools include the ability to manage customers from within the Partner admin center and configure customers via PowerShell. Create trial invitations Create purchase offers Send delegated admin requests Service heath information Manage service requests List of your customers Search, sort and filter customers Admin-on-behalf-of Capabilities and tools to help Partners own the customer lifecycle

Getting access to the Office 365 Partner admin center Microsoft Office365 10/3/2017 Getting access to the Office 365 Partner admin center This section describes how Partners can access the Office 365 Partner admin center. © 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.

Make sure you are set up to access the Office 365 Partner admin center Microsoft Office365 10/3/2017 If you see the Partner link at the top header of your Office 365 admin portal, then you have access to the Partner admin center. Make sure you are set up to access the Office 365 Partner admin center General requirements to get the Partner admin center: Have a tenant for your organization Obtain at least one of the following Partner levels: MPN member with a signed MOSPA (Microsoft Online Services Partner Agreement) Microsoft Action Pack Subscription Silver or Gold competency Cloud Accelerate or Cloud Deployment Partner Complete the activation steps on the following slides The Office 365 Partner admin center is available to Microsoft Partners with different Partner status levels. This now means that the Partner features are available to any MPN network Partner that has a signed MOSPA as well as Partners with additional levels of status, including Partners with a Microsoft Action Pack Subscription (MAPS), a Silver or Gold competency or Cloud Accelerate status. The following slides show the steps in getting access to the Partner admin center. As described later, an individual user within the Partner’s organization must be set up with rights to administer the companies that the Partner supports. © 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.

Partner capabilities extend to CRM Online and Intune Microsoft Office365 10/3/2017 While this presentation primarily focuses on the Office 365 Partner admin center experience, Partner capabilities also extend to CRM Online and Intune. Partners who meet the requirements on the previous slide are also able to: Login to the Intune admin portal and manage Intune customers Login to the Office 365 Partner admin center and manage CRM Online customers Partner capabilities extend to CRM Online and Intune © 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.

Learn more about Microsoft Cloud Solutions and partner benefits How you got here: By navigating to https://mspartner.microsoft.com/en/us/Pages/Solutions/microsoft-cloud-solutions.aspx What you should do here: Review the information on Microsoft Cloud Partner programs Visit here to learn more about Microsoft Cloud Solutions Visit here to learn more about benefits, including internal use rights Note: Partner internal use rights benefits are changing in CY2014. Please see how benefits and Internal Use Rights are transitioning.

Go to the partner digital download site to start accessing your Office 365 benefits At the partner digital download site, sign in using the Windows Live ID associated with your MPN membership. NOTE: You will need to have administrative permissions for your organization’s MPN account in order to access this site. Please refer to the MPN Program Administrator Guide for additional information. How you got here: By going to the Partner digital download site at https://www.microsoft.com/msppdd/home.aspx. What you should do here: Click Sign In button on top of the page and sign in with the Live ID associated with your MPN membership.

Click on the Microsoft Online Services tile. On the next page Microsoft Office365 10/3/2017 Click on the Microsoft Online Services tile after you’ve signed in. Click on the Microsoft Online Services tile. On the next page Click on the Partner Features option. Then, click on the Partner Features link. © 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.

Select whether or not you have an existing tenant Start here if already have a tenant How you got here: By going to the Partner digital download site at https://www.microsoft.com/msppdd/home.aspx, signing in with a Live ID associated with your MPN membership, and then selecting the Microsoft Online Services link at the top of the page and then selecting the Partner Features option. What you should do here: If you want to activate the Partner features on an existing tenant, select the first link. If you want to activate the Partner features on a new tenant, select the second link. Start here if you don’t have a tenant

Microsoft Office365 10/3/2017 If you are setting up a new Office 365 tenant, provide your basic company information How you got here: By going to the Partner digital download site at https://www.microsoft.com/msppdd/home.aspx, signing in with a Live ID associated with your MPN membership, and then selecting the Microsoft Online Services link at the top of the page and then selecting the Partner Features option. Then, selecting the activate partner features on new tenant link. What you should do here: Fill in the fields requested. Why you are being asked for this information: This information will be used to set up your organization’s Office 365 account. © 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.

Microsoft Office365 10/3/2017 If you are setting up a new Office 365 tenant, create User ID and Domain name How you got here: After filling in basic information on the “partner sign up” form. What you should do here: If the domain is available, continue with sign-up. If it is not available, choose a new domain name before continuing with sign-up. Why you are being asked for this information: Microsoft creates a domain name when you initially sign up for Office 365. This allows you to have e-mail service immediately after signing up, without having to re-route your existing e-mail flow. If your company already owns a domain name, and wants to receive e-mail at addresses associated with that domain, you can configure this setting later. Create both your Office 365 ID and Domain name here © 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.

Microsoft Office365 10/3/2017 Login to Office 365 at https://login.microsoftonline.com Either with your existing tenant or with the new Office 365 tenant you just created, login to the Office 365 portal. Sign in using your Office 365 ID How you got here: By filling in the requested sign-up information (including user name and domain name accepted). The partner signup process has been successfully completed. What you should do here: Click next to start using Office 365, or learn more by reviewing help content © 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.

Verify the Partner link is at the top navigation of the Office 365 admin center

Add a new user (that will have delegated admin privileges) Microsoft Office365 10/3/2017 Add a new user (that will have delegated admin privileges) How you got here: Within the Admin area, click users and groups, click on Active Users, then click the + sign. Or, within the Admin area, click on Add new users in the right hand navigation area What you should do here: Click + to begin adding a new user. This is a user that will have delegated admin privileges to administer customers that the Partner serves. © 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.

Enter the new user details Microsoft Office365 10/3/2017 Enter the new user details Enter the details for the new user, including first and last name, user name and password. © 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.

Microsoft Office365 10/3/2017 Edit user details After the new user is created After creating the new user, select the user and click EDIT. © 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.

Edit user details and give a user delegated admin permissions. Microsoft Office365 10/3/2017 Edit user details and give a user delegated admin permissions. On the user information screen, click on Settings to define if this user should have admin privileges on the tenant and delegated admin permissions for customers. To ensure this user in your company can see and use the Partner features, select Yes © 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.

Microsoft Office365 10/3/2017 Entering the Partner admin center, viewing your customers and performing delegated admin tasks This section describes how Partners can start to perform Office 365 administration tasks on behalf of customers that have accepted a delegated administration offer from the Partner. © 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.

Access the Partner admin center within the Office 365 admin portal How you got here: By signing in with your Office 365 ID. What you should do here: Partners log in to their Microsoft Online Portal at https://login.microsoftonline.com for access to the partner capabilities: Once logged in, they will click on the Partner link at the top to arrive at the Partner admin center landing page with the ability to select client management, build your business, service requests or service health from the left navigation area.

Select client management to see a list of your customers in which you have delegated admin privileges How you got here: By signing in with your Office 365 ID and going to the Partner tab. This takes you to the Partner admin center main page. What you should do here: Select client management from the left navigation area to see a list of all the customers in which you have delegated admin privileges. If you do not have delegated admin privileges for a customer, it will not appear on this list. The list is sorted alphabetically by default. You can also sort by primary domain name or sort by service incidents (the SERVICE HEALTH column). You can also search for a customer by using the search box located above the customer list. Select an individual customer from the customer list to view details about the customer in the right pane. This includes customer contact information and subscription information associated with that customer. Select a customer to view summary information, subscription info, perform admin tasks for the customer Note: This will only show the customers in which you have delegated admin privileges

Filter your customers by recently accessed or flagged There are three ways in which to filter your customer list. This is particularly useful if you have a large customer list that spans across many pages (there are currently 15 customers displayed per page on your client management page). When you click on the filter icon above your customer list, you have three filters to choose from: Flagged: This will filter your customer list to show only the customers that you have flagged. You can flag a customer by highlighted it from your customer list and then clicking on the flag icon that can be found within the customer summary information at the right. Recently Accessed: This will filter your customer list to show only the customers that you have recently viewed. Clicking the filter icon will give you the option to filter your customer list by recently accessed or flagged. To flag a customer, highlight the customer in your customer list and then click on the flag icon.

Click the company name link to see additional configuration details for that customer How you got here: By signing in with your Office 365 ID and going to the Partner tab. This takes you to the Partner admin center main page. Click on the company name link to view additional configuration details about the customer, such as a list of administrators, DirSync status and preferred language

Go to the customer’s admin center to perform tasks How you got here: By signing in with your Office 365 ID and going to the Partner tab. This takes you to the Partner admin center main page. Then, selecting client management, and within the customer list selecting an individual customer. What you should do here: Look at the links listed under client admin in the right pane. Click Office 365 admin center to go directly into the customer’s Office 365 admin center and start performing admin tasks on behalf of that customer. The Partner can also go directly into the customer’s Exchange Online admin center, SharePoint Online admin center or Lync Online admin center. Under the client admin quick links, go directly into the customer’s Office 365 admin center

Perform admin tasks within Customer’s Office 365 admin center Microsoft Office365 10/3/2017 Perform admin tasks within Customer’s Office 365 admin center The Partner is now seeing the same Admin page that the customer would see within their own Office 365 admin portal, and the Partner can perform admin tasks. Perform admin tasks on behalf of the customer, and when you are done, click on the Partner link to go back to the Partner admin center. © 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.

Viewing your customers’ service health and service requests Microsoft Office365 10/3/2017 Viewing your customers’ service health and service requests This section describes how a Partner can view a customer’s service health dashboard and service requests © 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.

Microsoft Office365 10/3/2017 Under service health, Partner views a customer’s service health dashboard How Partners get here: Within the Partner admin center, Partner selects service health on the left navigation area. What Partners should do here: Partner views the customer’s service health dashboard. Note that this is the same service health dashboard that the customer would see within its own Office 365 admin center. This gives the Partner a quick view into any service incidents that may be impacting the customer’s environment. This includes a history of the past seven days within the dashboard view or a history of incidents over the past 30 days. The Partner can also see if there are any planned maintenance events that may impact the customer. Partners can also use the search box to view the service health dashboard of another customer. Partner sees the service health dashboard for an individual customer © 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.

Microsoft Office365 10/3/2017 Under service requests, Partner can view all service requests associated with a customer How Partners get here: Within the Partner center, Partner selects service requests on the left navigation. What Partners should do here: Partner views all the service requests associated with an individual customer. These are Office 365 service requests opened with Microsoft support, either by the customer or by the Partner on behalf of the customer. When selecting a service request, the Partner can view the details of that service request, add notes or even close the request if the issue has been resolved. The Partner can also create a new service request with Microsoft on behalf of a customer by selecting the + icon. Partners can use the search box to find a specific customer and view service requests associated with that customer. Partner can view all service requests associated with a customer, search for a service request by reference number or search for an individual customer © 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.

Partner can create a new service request on behalf of a customer Microsoft Office365 10/3/2017 Partner can create a new service request on behalf of a customer Selecting the + icon enables the Partner to start creating a new service request for a customer How Partners get here: Within the Partner center, Partner selects service requests on the left navigation. What Partners should do here: The Partner clicks the + symbol to start creating a service request on behalf of the customer. The Partner then provides the required information and any supporting details or documentation. Submitting the service request will enter the item into the Office 365 support system. The Partner can go back at any time to the service request item and view the details of the service request, add additional notes or even close the request if the issue has been resolved. Enter the details of the service request © 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.

Creating trial Invitations Microsoft Office365 10/3/2017 Creating trial Invitations This section describes how Partners can create and send Office 365 trial invitations to customers. © 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.

To create a trial invitation, under build your business, click Create invitation How you got here: Within the Office 365 portal, under the Partner tab, selecting build your business from the left navigation area, then click Create invitation under the Create trial invitation section. What you should do here: Partners log in to their Microsoft Online Portal at https://login.microsoftonline.com for access to the partner capabilities: Once logged in, they will click on the Partner link at the top to arrive at the main Partner admin landing page with the ability to select client management, build your business, service requests or service health from the left navigation area. Click on build your business, then click Create invitation. Choose the options for creating the trial invitation, including the SKU and whether or not to include a request for authorization for delegated administration along with the trial invitation.

Select the trial SKU and delegated admin offer Partners log in to their Microsoft Online Portal at https://login.microsoftonline.com for access to the partner capabilities: Once logged in, they will click on the Partner link at the top to arrive at the main Partner admin landing page with the ability to select client management, build your business, service requests or service health from the left navigation area. Click on build your business, then click Create invitation. Choose the options for creating the trial invitation, including the SKU and whether or not to include a request for authorization for delegated administration along with the trial invitation. Remember to check this box to include an offer for delegated administration. Select the SKU for the trial

Copy trial offer link and send in email to customer Microsoft Office365 10/3/2017 Copy trial offer link and send in email to customer How you got here: Within the Office 365 portal, under the Partner tab, within the build your business section, clicking Create invitation and then completing the trial offer options. What you should do here: It’s up to the partner to decide how to communicate the trial link to the customer(s). This text is ready to be copied into an e-mail, but the partner could also choose to copy just the URL and place it in a marketing message. © 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.

Creating purchase offers Microsoft Office365 10/3/2017 Creating purchase offers This section describes how Partners can create and send Office 365 purchase offers to customers. © 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.

To create a purchase offer, under build your business click Create offer How you got here: Within the Office 365 portal, under the Partner tab, selecting build your business from the left navigation area, then click Create offer from the top navigation area. What you should do here: Partners log in to their Microsoft Online Portal at https://login.microsoftonline.com for access to the partner capabilities: Once logged in, they will click on the Partner link at the top to arrive at the main Partner admin landing page with the ability to select client management, build your business, service requests or service health from the left navigation area. Click on build your business, then click Create offer. Choose the options for creating the purchase offer, including the SKU, number of licenses and whether or not to include a request for authorization for delegated administration along with the trial invitation.

Select the SKUs and license count for the purchase offer. Select the details of the purchase offer, include SKU and number of licenses Partners log in to their Microsoft Online Portal at https://login.microsoftonline.com for access to the partner capabilities: Once logged in, they will click on the Partner link at the top to arrive at the main Partner admin landing page with the ability to select client management, build your business, service requests or service health from the left navigation area. Click on build your business, then click Create offer. Choose the options for creating the purchase offer, including the SKU, number of licenses and whether or not to include a request for authorization for delegated administration along with the trial invitation. Remember to check this box to include an offer for delegated administration.

Copy purchase offer link and send in email to customer Microsoft Office365 10/3/2017 Copy purchase offer link and send in email to customer How you got here: Within the Office 365 portal, under the Partner tab, within the build your business section, clicking Create offer and then completing the purchase offer options. What you should do here: It’s up to the partner to decide how to communicate the purchase offer link to the customer(s). This text is ready to be copied into an e-mail, but the partner could also choose to copy just the URL and place it in a marketing message. © 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.

Setting up delegated administration Microsoft Office365 10/3/2017 Setting up delegated administration This section describes how Office 365 Partners can offer delegated administration to their customers. Note: The partner with delegated admin privileges can also be a customer’s Partner of Record (POR) but does need to be. It is the customer’s responsibility to authorize a partner to be its Delegated Administration partner by responding to the partner’s invitational email. The roles of Partner of Record (POR) and Delegated Administration partners are separate, and the customer designates them separately. This design allows a customer to choose one partner for purchase advice and another partner for implementation or ongoing managed services. It also allows partners to choose whether to build business with a specialty in one or both of these roles. Even when a customer has authorized a partner to perform administrative tasks on its behalf, the customer can still contact Microsoft support directly: Having an authorized Delegated Administration partner does not forfeit the customer’s right to submit service requests. Also, the customer does not need to assign a license to the delegated admin partner. © 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.

Under build your business, click Request permissions How you got here: Within the Office 365 portal, under the Partner tab, selecting build your business from the left navigation area, then click Request permissions. What you should do here: Partners log in to their Microsoft Online Portal at https://login.microsoftonline.com for access to the partner capabilities: Once logged in, they will click on the Partner link at the top to arrive at the main Partner admin landing page with the ability to select client management, build your business, service requests or service health from the left navigation area. Click on build your business, then click Request permissions.

Copy and paste the invitation text into the email that you will send to customers. Partners log in to their Microsoft Online Portal at https://login.microsoftonline.com for access to the partner capabilities: Once logged in, they will click on the Partner link at the top to arrive at the main Partner admin landing page with the ability to select client management, build your business, service requests or service health from the left navigation area. Click on build your business, then click Request permissions. It’s up to the partner to decide how to communicate the delegated admin offer link to the customer(s). This text is ready to be copied into an e-mail. Copy and paste the delegated admin request link into an email and send to you customer

Customer receives delegated administration offer and clicks on link Microsoft Office365 10/3/2017 Customer receives delegated administration offer and clicks on link How customer got here: Partner sent a delegated administration offer link to the customer. In this case, the Partner copied the delegated administration offer details and link in an email and sent it to the customer. What the customer should do here: If the customer wishes to accept the delegated administration offer from the Partner, click the link, which will start the acceptance process. © 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.

Customer accepts delegated administration offer and terms Microsoft Office365 10/3/2017 Customer accepts delegated administration offer and terms How customer got here: Partner sent a delegated administration offer link to the customer. In this case, the Partner copied the delegated administration offer details and link in an email and sent it to the customer and the customer clicked on the offer link. What the customer should do here: Make sure Yes is checked to accept the delegated administration terms. © 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.

Microsoft Office365 10/3/2017 In Customer’s Office 365 Admin portal, Partner is listed as delegated admin How customer got here: Customers signs into the Office 365 portal using their Office 365 ID and goes to the Admin area, and then to the users and groups area on the left-hand navigation area, and then clicking the delegated admins on the top navigation area. What the customer should do here: Customer should see the delegated administration Partner listed here. To return here in the future, the customer can click Overview under Support, then Manage your delegated administrators. © 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.

Partner receives confirmation email Microsoft Office365 10/3/2017 Partner receives confirmation email How you got here: After customer accepts the delegated administration offer from the customer, the Partner receives a confirmation email. © 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.

Getting designated as the Partner-of-Record on a subscription Microsoft Office365 10/3/2017 Getting designated as the Partner-of-Record on a subscription This section describes how a Partner can be associated as the customer’s Partner-of-Record. Note: The partner with delegated admin privileges can also be a customer’s Partner of Record (POR) but does need to be. It is the customer’s responsibility to authorize a partner to be its Delegated Administration partner by responding to the partner’s invitational email. The roles of Partner of Record (POR) and Delegated Administration partners are separate, and the customer designates them separately. This design allows a customer to choose one partner for purchase advice and another partner for implementation or ongoing managed services. It also allows partners to choose whether to build business with a specialty in one or both of these roles. Even when a customer has authorized a partner to perform administrative tasks on its behalf, the customer can still contact Microsoft support directly: Having an authorized Delegated Administration partner does not forfeit the customer’s right to submit service requests. Also, the customer does not need to assign a license to the delegated admin partner. © 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.

Getting associated as the Partner-of-Record (POR) on a subscription Microsoft Office365 10/3/2017 Getting associated as the Partner-of-record on a subscription is relevant for both Advisor Partners as well as Partners that sell via the Open program. For Advisor Partners, you are automatically associated as the Partner- of-record when you send a customer a subscription purchase offer link created from within your Partner admin center. For Advisor Partners that weren’t initially established as the Partner-of- record on a subscription, complete the steps on the following slides to have the customer manually add you as the Partner-of-record. If you sold a subscription thru the Open program, complete the steps on the following slides to have the customer manually add you as the Partner-of-record on an Open subscription. Getting associated as the Partner-of-Record (POR) on a subscription © 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.

Microsoft Office365 10/3/2017 Customer selects subscription details within their Office 365 admin portal How customer got here: The customer signs into the Office 365 portal using its Office 365 ID, goes to the Admin area, then clicks on licensing on the left-hand navigation, then clicks subscriptions on the top navigation. What the customer should do here: Customer clicks on the subscription in which to assign a Partner-of-Record. Often times this process requires the Partner to request the customer to go into their Office 365 admin portal and perform these steps. © 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.

Customer adds partner information under subscription details Microsoft Office365 10/3/2017 Customer adds partner information under subscription details How customer got here: The customer signs into the Office 365 portal using its Office 365 ID, goes to the Admin area, then clicks on licensing on the left-hand navigation, then clicks subscriptions on the top navigation, then clicks on a subscription to view the specific details. What the customer should do here: Customer clicks on partner information in order to add a Partner-of-Record. © 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.

Customer searches for Partner by partner ID Microsoft Office365 10/3/2017 Customer searches for Partner by partner ID How customer got here: The customer signs into the Office 365 portal using its Office 365 ID, goes to the Admin area, then clicks on licensing on the left-hand navigation, then clicks subscriptions on the top navigation, then clicks on a subscription to view the specific details, then clicks add partner information. What the customer should do here: Customer must search for the Partner by Partner ID. This may require the customer to contact the Partner directly to get the Partner’s ID. © 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.

Customer verifies Partner listed under subscription details Microsoft Office365 10/3/2017 Customer verifies Partner listed under subscription details How customer got here: The customer signs into the Office 365 portal using its Office 365 ID, goes to the Admin area, then clicks on licensing on the left-hand navigation, then clicks subscriptions on the top navigation, then clicks on a subscription to view the specific details. What the customer should do here: Customer verifies that the Partner is listed under partner information. This means the Partner is now associated as the Partner-of-Record. The customer can return here at any time to change the Partner-of-Record. © 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.

Partner receives confirmation email Microsoft Office365 10/3/2017 Partner receives confirmation email How you got here: After customer provides the partner information to associate the Partner-of-Record, the Partner receives a confirmation email. © 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.

Microsoft Office365 10/3/2017 For purchases via an EA (Enterprise Agreement), use the Online Services Advisor (OSA) form To attach a Partner-of-record for Advisor-lead purchases via an EA (Enterprise Agreement): Get the Online Services Advisor (OSA) attach form on MPN Partner completes and signs the form Customer must sign the form Partner submits the form to the Regional Service Center Once form is processed, Partner-of-record is designated Download the form for additional details. For additional information on the OSA form: http://support.microsoft.com/kb/2892881/en-us © 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.

Get started! Become a MPN network member and sign the MOSPA Microsoft Office365 10/3/2017 Get started! Become a MPN network member and sign the MOSPA Get an Office 365 tenant for your organization Get access to the Office 365 Partner admin center Get delegated admin privileges from your customers Explore the new capabilities and administer your customers © 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.

Microsoft Office365 10/3/2017 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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. © 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.