1. Microsoft FastTrack & FY16 Office 365 Adoption Offers
Microsoft Office365
2/13/2018
Microsoft FastTrack & FY16 Office 365 Adoption Offers
Step-by-step guide and redemption details
© 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.

2. FastTrack site overview http://fasttrack.microsoft.com

3. MANAGE ALL YOUR CUSTOMERS IN ONE LOCATION
2/13/2018
MANAGE ALL YOUR CUSTOMERS IN ONE LOCATION
Create and manage success plans in a collaborative environment
Define plans and assign stakeholders
Track the status for deployment and adoption
Redeem eligible offers
For more information download the Success Plan Creation Guide:
© 2014 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.

4. Office 365 Adoption Offer partner requirements

5. Hold the required partner competency for the offer you wish to redeem
OVERVIEW OF PARTNER REQUIREMENTS
Hold the required partner competency for the offer you wish to redeem
As detailed in the offer terms and conditions and FAQ at fasttrack.microsoft.com, partners must hold specific Microsoft competencies in order to take advantage of offers  
Be an active Microsoft Supplier in good standing
Offer funds are secured and distributed using a purchase order (PO) between the partner and Microsoft. POs may be opened to organizations that are Microsoft Suppliers only 
Note: a membership under the Microsoft Partner Network is not the same as being
an approved Microsoft Supplier by Microsoft Procurement
Be a BIF-enabled Microsoft Supplier through your local
Microsoft Procurement team
Offer funds are categorized as Microsoft Business Investment Funds (BIF). Starting November 7, 2015, Microsoft Suppliers must be BIF-enabled Suppliers via the local Microsoft Procurement Team in order to execute projects funded by BIF

6. OFFER PARTNER COMPETENCY MAP
Offer name
Required partner competency
Resources
FY16 Office 365 Adoption Offer
One of the following:
Cloud Productivity
Small and Midmarket Cloud Solutions
Project and Portfolio Management (for Project-only engagements)
MPN
Enterprise Mobility Management
Devices and Deployment
Communications
Cloud Productivity/Deployment
FY16 EMS Adoption Offer
FY16 Cloud PBX Adoption Offer
FY16 Office 365 Adoption Offer operated by 21Vianet
(for partners located in China only)
Buy E4 Now
FY15 Office 365 Adoption Offer
Cloud Deployment

7. MS SUPPLIER AND MS SUPPLIER BIF-ENABLED STATUS
Inquiry
Answer
Action
Are you currently an MS Supplier?
Yes
Ensure you have correct Microsoft Supplier ID to include in your funding request form.
Questions?
the Partner Procurement Enablement Help Desk No
Do you have a Microsoft Partner Sales Executive (PSE) or Partner Account Manager (PAM)?
If so, please work with your Microsoft Partner Sales Executive (PSE) to initiate the Microsoft Supplier process found at the following Microsoft internal link
If not, please the Partner Procurement Enablement Help Desk ) and the team will initiate the Microsoft Supplier process
Are you currently a BIF-enabled MS Supplier?
Ensure you have correct Microsoft Supplier ID to include in your funding request form
If so, please work with your Microsoft Partner Sales Executive (PSE) to initiate the RFP BIF Category process found at the following Microsoft internal link
If not, please the Partner Procurement Enablement Help Desk ) and the team will initiate the RFP BIF Category process.
Do not know
the Partner Procurement Enablement Help Desk and they can advise on status
Looking for additional resources on MS Suppliers?

8. Office 365 Adoption Offer details http://aka.ms/adoptionoffers

9. FY16 OFFICE 365 ADOPTION OFFER
2/13/2018
FY16 OFFICE 365 ADOPTION OFFER
Partner funding to drive Office 365 active seat usage for any single workload (SharePoint, Skype for Business, Office Pro Plus, Yammer, Project)
Partner Competency Requirements: Cloud Productivity or Small and Midmarket Cloud Solutions or Project & Portfolio Management (Project only)
Partners may conduct the following activities to help drive active seat usage:
FastTrack Office 365 production pilot set up
Success Plan development
Value Discovery Workshop delivery
Collaborate with FastTrack Center on deployment and adoption activities
A new customer* who buys 150+ eligible seats of Office 365 (50+ seats effective Feb 1, 2016) & sets up a new tenant
Office 365 Enterprise plans (E1, E3, E4, E5)
Office 365 Pro Plus, SharePoint Online, OneDrive Online, Project Online, Project & Visio, Skype for Business SKUs, and Yammer Enterprise SKUs
Office 365 Government plans (G1, G3, G4)
Office 365 Academic SKUs, K SKUs, Non-Profit SKUs (paid SKUs)
September 1, 2015 – June 30, 2016
*Customers with new tenants or converting from trial tenants
WHO/WHEN
Partner funding
Customers earn funds on a per seat basis to drive active seat usage
50+ eligible SKUs to qualify (as of Feb 1, 2016)
$25 per seat for the first 149 seats, $15 per seat for seats, then $5 per seat 1,001+ seats
$60,000 limit per customer
Partner proof of execution for payment
Customer approved Success Plan in the FastTrack Portal
5% Active Seat Usage = 1/3 payment of eligible funds or deliver the Value Discovery Workshop
15% Active Seat Usage = Remaining 2/3 payment of eligible funds
View terms and conditions and
WHAT
© 2014 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.

10. WHAT ARE THE REDEMPTION REQUIREMENTS?
Before a partner will be eligible to claim funds from the FY16 Office 365 Adoption Offer, the offer terms and conditions must be satisfied, including:
The customer must be eligible based on their Office 365 purchase as defined in the offer terms and conditions
The partner must be eligible base on required competencies as defined in the offer terms and conditions
The customer must be signed in to the FastTrack site to verify ownership of their tenant and validate the partner’s request

11. WHAT ARE THE PAYMENT MILESTONES?
Microsoft Office365
2/13/2018
WHAT ARE THE PAYMENT MILESTONES?
MILESTONE 1 PAYMENT (1/3 OF ELIGIBLE FUNDING AMOUNT)
One or more eligible workloads (excluding Exchange Online) with ASU measured on or above 5%
OR Completed Value Discovery Workshop Engagement
MILESTONE 2 PAYMENT (2/3 OF ELIGIBLE FUNDING AMOUNT)
One or more eligible workload (excluding Exchange Online) with ASU measured on or above 15%
Verification
No funds will be paid out until the eligible partner and eligible customer have completed all POE requirements for each milestone
Microsoft will confirm Active Seat Usage (ASU) prior to approving payment to a qualified partner for each milestone listed above
Microsoft will reject payment requests where ASU requirements are not met
Visit for offer terms and conditions for complete eligibility and POE requirements
© 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.

12. FY16 Office 365 Adoption Offer redemption process

13. FY16 OFFICE 365 ADOPTION OFFER REDEMPTION
INVITE YOUR CUSTOMER
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED TO START WORK
ESTABLISH A SUCCESS PLAN
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT

14. INVITE YOUR CUSTOMER TO FASTTRACK
2/13/2018
INVITE YOUR CUSTOMER TO FASTTRACK
INVITE YOUR CUSTOMER
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED TO START WORK
ESTABLISH A SUCCESS PLAN
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
Invite all your Microsoft customers to participate in the FastTrack experience by inviting them to the FastTrack site
Inviting customers and requesting access
Search for your customers using customer name, tenant domain, or TPID
Invite your customer using a verified address
Request access if your customer is already a member of FastTrack
© 2014 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.

15. SUBMIT FOR AN ELIGIBLE OFFER
2/13/2018
SUBMIT FOR AN ELIGIBLE OFFER
INVITE YOUR CUSTOMER
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED TO START WORK
ESTABLISH A SUCCESS PLAN
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
Before submitting your request
Make sure you are an eligible partner
Microsoft Approved BIF Supplier with Supplier ID
Meet Offer Competency requirements
Make sure your customer is eligible
Eligible purchase in the offer period*
Your customer must make their purchase before you submit your request for the Adoption Offer
Once submitted, customer eligibility is confirmed within 15 business days of purchase by Microsoft
*Customer eligibility verification is available
© 2014 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.

16. OFFER VERIFICATION & PO APPROVAL
2/13/2018
OFFER VERIFICATION & PO APPROVAL
INVITE YOUR CUSTOMER
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED TO START WORK
ESTABLISH A SUCCESS PLAN
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
The Customer is notified when a partner submits for an offer
Receives an to validate partner’s request
After the customer verifies partner submission, Microsoft is notified to begin eligibility verification
Customer eligibility verified on purchase history
Partner BIF Supplier & Competency verified
SOW signed by partner and Microsoft
PO approved – partner can start work
Partner returns signed SOW
Partner receives PO and begins work
Offer team receives and verifies eligibility
SOW sent to partner for signature
SOW signed by PMG; PO generated and sent to partner
© 2014 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.

17. ESTABLISH A SUCCESS PLAN
2/13/2018
ESTABLISH A SUCCESS PLAN
INVITE YOUR CUSTOMER
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED TO START WORK
ESTABLISH A SUCCESS PLAN
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
Use FastTrack to collaborate with your customer and help them define what Success looks like for the adoption of Microsoft cloud services
Establish a Success Plan
Identify Customer Success Plan Owner
Add additional team members
Target specific workloads
Complete your plan
© 2014 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.

18. POE & MILESTONE PAYMENTS
2/13/2018
POE & MILESTONE PAYMENTS
INVITE YOUR CUSTOMER
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED TO START WORK
ESTABLISH A SUCCESS PLAN
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
TERMS AND CONDITIONS:
Office 365 Adoption Offer
MILESTONE 1
Submit your invoice for the first 1/3 payment of eligible funds if
Your customer has reached 5% ASU for eligible workloads OR
You delivered a Value Discovery Workshop to your customer
MILESTONE 2
Submit your invoice for the second milestone payment of 2/3 eligible funds if your customer has reached 15% ASU for eligible workloads
© 2014 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.

19. 2/13/2018
SUPPORT
INVITE YOUR CUSTOMER
SUBMIT FOR OFFER
CUSTOMER VERIFICATION
MICROSOFT VERIFICATION
PO APPROVED TO START WORK
ESTABLISH A SUCCESS PLAN
MILESTONE 1 PAYMENT
MILESTONE 2 PAYMENT
If you need help or have any questions about the offer redemption process submit a ticket using the FastTrack site Support app
Within the FastTrack site select Support from the top navigation bar
Provide a description of the issue or question
Select the Offer that you are submitting for
Attach relevant screenshots
Support alias
Will be redirected through the Support app
© 2014 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.

20. FY16 Office 365 Adoption Offer ASU verification

21. ACTIVE USAGE VIA OFFICE 365 ADMIN CENTER
Reports
Licensing vs Active Usage found under the Usage category
USE THIS REPORT
Licensing vs Active Usage

22. OFFICE 365 ACTIVE USAGE VS. LICENSING
SharePoint
Yammer
Exchange Online is not validated using this report

23. ACTIVE USAGE FOR SKYPE FOR BUSINESS
Microsoft Office365
2/13/2018
ACTIVE USAGE FOR SKYPE FOR BUSINESS
Reports
Active Users found under the Skype for Business category
USE THIS REPORT
Active users
Active users
© 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.

24. O365 ADMIN CENTER/REPORTS TAB