BPOS Basic Knowledge Lars Van Huyck – Partner Account Manager BPOS

Topics of today How to become a Cloud Essentials partner How to setup & manage a BPOS account Customer Dashboard Order on behalf functionality How to receiving PoR fee Q&A 2

Become a Cloud Essentials partner 3 steps: – Follow an online training – Complete an assessment – Sign an agreement Benefits: – BPOS licenties for internal use (IUR) – BPOS demo account (20 users) Other Cloud Essentials benefits: – CRM Online (250 licenses), Windows Intune (10 devices), Windows Azure – Marketplace participation: Pinpoint – Sales & Marketing material – Pre-sales and technical support Go to:

Topics of today How to become a Cloud Essentials partner How to setup & manage a BPOS account Customer Dashboard Order on behalf functionality How to receiving PoR fee Q&A 4

Setup a BPOS account 1.Buying new BPOS licenses Customer Portal (mocp portal) BPOS account managment Administration Center Website for Users My Company Portal

Microsoft Online Services Customer Portal (mocp)

Available BPOS services Business Productivity Online Standard Suite – Exchange Online – Office Communications Online – Office Live Meeting – SharePoint Online Business Productivity Online Deskless Worker Suite – Exchange Online Deskless Worker SharePoint Online Extra Storage Hosted BlackBerry® Service

4 types of accounts Customer Accounts Trial account Paid account Partner Accounts IUR account Demo account

Trial account activation Using a new Windows LiveID Login with a new created Windows LiveID for your customer Sign up for a Microsoft BPOS trial Using your customers Windows LiveID Make use of the ‘Order on Behalf Functionality’

Paid account activation Using a new LiveID Login with a new created Windows LiveID for your customer Click to add the desired service to your Shopping Cart (Buy Now) Using your customers Windows LiveID Make use of the ‘Order on Behalf Functionality’

Shopping Cart 11 Register yourself as PoR! Desired number of seats

Payment Options 2 Payment options Via Creditcard Always possible Via Invoice Possible above 200 EUR/month

SharePoint Online Extra Storage Hosted Blackberry Services Via Subscriptions: Note: You have to buy Exchange Online/SharePoint Online/BPOS first, before you can order these services! How to buy...

IUR account activation Go to Sign up for a Microsoft BPOS trial using a Windows Live ID associated with your MSPP partner organization. During the sign-up process use the promo code “Partner” Free for first year, remains free if you sell at least 50 seats in total in prior year

Demo account activation Go to Sign up for a Microsoft BPOS trial using a Windows Live ID associated with your MSPP partner organization. Ask via a service request an extension of 1 year of your trial account accompanied by your Partner ID and Windows Live ID.service request

Administration Center

Where to find login info mocpmocp  Subscriptions  Get Credentials

Tasks ToDo First Tasks To Do! 1.Add a domain 2.Create User accounts Other tasks To Do: 18

How the verification process works: you must create a CNAME record at your registrar that points your domain information to Microsoft Online Services. Microsoft Online Services will check the record you created. Wait at least 15 minutes after creating the record before asking Microsoft to verify the domain 19 Add a Domain

You can add as many domains as you like But don’t forget to make one of them the Default domain! Domain  edit  Default user account domain Default domain 20

Add users The Admin account – has admin rights but is not a user account  no user licesence needed – Is mostly the account used by the partner Tip: Give at least one user account admin rights! Users  User List  Edit User  Settings

Managing Exchange Online To create a new mailbox create a new user Assign BPOS or Exchange Online to this user To be able to book resources in the Calendar Create a conference room Mailbox size of 50 MB  No user license needed! 22

Default SharePoint site: Managing SharePoint sites

Migration tools coexistence coexistence possible between Exchange on-premise and Exchange Online  Not all mailboxes need to be migrated to Exchange Online at once Mailbox Migration tool for Exchange on-premise Pop3/IMAP accounts  To migrate from other accounts (i.e. Lotus Notes) there exist very good 3th party tools

Need help? Related Help box on each page Support tab – Log a Service Request – Use the search tool Call BPOS support:

My Company Portal 26

Option 1: Single Sign in Links Client software with Server – Outlook <> Exchange Online – Live Meeting <> Live Meeting Online – Office Communicator <> Office Communications online Provide username & passwoord one time only

Option 2: Online Web Access Online web access to Outlook (OWA), SharePoint and Live Meeting  Access to , SharePoint and Live Meeting from anywhere on any device

Outlook Web Access (OWA) 29

Topics of today How to become a Cloud Essentials partner How to setup & manage a BPOS account Customer Dashboard Order on behalf functionality How to receiving PoR fee Q&A 30

Customer Dashboard

Customer Dashboard Gives an overview of all your customers and their accounts Track your Microsoft Online Services customer quotes, trials, and subscriptions. Identify deals that may be at risk. 32

Customer Dashboard: PoR fee information PoR fee

Customer Dashboard: interesting functionalities Export sales data into an Excel file Filter data

Topics of today How to become a Cloud Essentials partner How to setup & manage a BPOS account Customer Dashboard Order on behalf functionality How to receiving PoR fee Q&A 35

Partner Sales Portal: Order on Behalf Functionality

Create a Trial account for your customer Create a Paid account for your customer

Topics of today How to become a Cloud Essentials partner How to setup & manage a BPOS account Customer Dashboard Order on behalf functionality How to receiving PoR fee Q&A 39

Reveiving PoR fee Paid quarterly More info: Billing Microsoft Partner Customer

Receiving PoR: How it works 1.Microsoft will send an – To the Microsoft partner account administrator for your organization – With details of the fees paid by Microsoft during the closing quarter – Within 14 days after the end of each quarter 2.Create an invoice – Based on the information of that – Don’t forget to include any VAT (BTW/TVA) 3.Send a soft copy or hard copy of the invoice – By – By fax: – Or by mail: Microsoft Ireland Operations Limited Attention: Microsoft Rebate Center P.O. Box Versmold Germany

Receiving PoR: Important to Know! To receive your PoR fees via a bank transfer: – Complete the Bank Detail Request Form. – Send it to the address listed on the form. Microsoft must receive an invoice from the partner before PoR fees can be paid. Customers will only receive a soft copy of their invoice. On the Windows LiveID on which their BPOS account is registered. Also accessible via Administration centre.

Partner Information Online Services Portal BPOStalk Support

Online Services Portal NLFR

BPOStalk BPOS Partnership (Cloud Essentials, preferred partners, Cloud Accelerate, Partner benefits) Events (Roadshow, Goud in de cloud) Campaigns (Elevate your business, NWOW) Useful Tools (Order on behalf, health dashboard) Compete corner (Google compete info) Related BPOS products (CRM online, SBS essentials) Trainings Deepdive trainings, Office 365) Tips & Tricks (from a preferred partner)

BPOS Support BPOS support: or via the websitevia the website For all kind of questions about BPOS & technical support Pre-sales support: +32 (2) of Technical guidance about features, product capabilites and integration of Microsoft solutions and assistance with troubleshooting in a testing or demo environment Physical support during a complex deal Your commitment: BPOS sales training & technical deep-dive training Contact Microsoft BPOS Partner Account Managers SMB segment: CA and EPG segment: 46

Next steps Become a Cloud Essentials partnerCloud Essentials partner Have a look at our Online Services Portal (NL/FR)NLFR Activate your IUR and Demo Account Follow our next Livemeeting sessions – Next commercial Live Meeting session on 28 March: Office 365 – Technical Live Meeting sessions (Dutch only) Follow Online BPOS Trainings (sales/technical) Come to our “Cloud Business, Your Business” event – 14 March (NL)NL – 25 March (FR)FR