1. Microsoft FastTrack & FY16 Cloud PBX Adoption Offer
Microsoft Office365
9/18/2018
Microsoft FastTrack & FY16 Cloud PBX Adoption Offer
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
9/18/2018
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. Cloud PBX 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. Cloud PBX Adoption Offer details http://aka.ms/adoptionoffers

9. FY16 CLOUD PBX ADOPTION OFFER
9/18/2018
FY16 CLOUD PBX ADOPTION OFFER
Partners may leverage the FastTrack Center to help drive Cloud PBX deployment to deliver the following customer outcomes:
Deployment of Cloud PBX
Configuration of On-Premises PSTN Connectivity
Configuration of PSTN Calling
Partner funding to drive Cloud PBX with On-Premises PSTN Connectivity and/or PSTN Calling deployments
Partner Competency Requirement: Communications
A new customer who buys 150+ eligible seats of Office 365 (50+ seats effective Feb 1, 2016)
Office 365 Enterprise E5
Office 365 Government G5
Skype for Business Plan 2 with Cloud PBX standalone SKU
E1 or E3 with Cloud PBX add-on SKU
E3 /E4 to E5 Step-Up SKUs
Offer Available
December 1, 2015 – June 30, 2016
WHO/WHEN
Partner funding
Earn funds on a per seat basis to enable Cloud PBX deployment
Customer purchases 50+ eligible SKUs to qualify
$10,000 for configuration of Cloud PBX and completion of 50 user deployment
Additional $10 per eligible SKU purchased, up to 5,000 SKUs ($50,000)
$60,000 limit per customer
Partner proof of execution for payment
Customer-approved Success Plan in the FastTrack Center
Validation of successful configuration of Cloud PBX with between users deployed utilizing On-Premises PSTN Connectivity and/or PSTN Calling with 90% of eligible SKUs deployed
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?
9/18/2018
WHAT ARE THE REDEMPTION REQUIREMENTS?
Before a partner will be eligible to claim funds from the FY16 Cloud PBX Adoption Offer, the offer terms and conditions must be satisfied, including:
The customer must be eligible based on their Cloud PBX 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
© 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.

11. WHAT ARE THE PAYMENT MILESTONES?
MILESTONE 1 PAYMENT ($10,000)
Configuration of Cloud PBX and completion of a 50-user deployment
MILESTONE 2 PAYMENT ($10 per eligible SKU purchased, up to 5000 SKUs)
Cloud PBX deployment of at least 90% of eligible SKUs, up to $50,000
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 deployment prior to approving payment to a qualified partner for each milestone listed above
Microsoft will reject payment requests where deployment requirements are not met
Visit for offer terms and conditions for complete eligibility and POE requirements

12. DO YOU HAVE QUESTIONS ABOUT ELIGIBILITY, MILESTONES, PROOF OF EXECUTION, ETC.?
FY16 Cloud PBX Adoption Offer
Terms and conditions
Complete FAQ
Common FAQs
Q: How will the 90% metric be tracked?
A: Partners will run a script in the customer’s environment to validate the number of seats deployed. No PII will be collected. The output file will be uploaded to the FastTrack site. Microsoft will validate deployment milestones are met before paying the partner funds.
Q: Do partners need to write an SOW?
A: If an SOW is needed, it will be provided by Microsoft’s Offers management team upon funding approval. SOWs may be necessary depending upon the country in which the services occur. See process flow in next section.
Q: Is there an exception for the Communications Competency requirement?
A: There are no exceptions. Click here to get more information on becoming a Communications Competency partner.

13. FY16 Cloud PBX Adoption Offer redemption process

14. FY16 CLOUD PBX 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

15. INVITE YOUR CUSTOMER TO FASTTRACK
9/18/2018
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.

16. SUBMIT FOR AN ELIGIBLE OFFER
9/18/2018
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 Cloud PBX Adoption Offer
Once submitted, customer eligibility is confirmed within 15 business days of purchase by Microsoft
© 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. OFFER VERIFICATION & PO APPROVAL
9/18/2018
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 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 when required
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.

18. ESTABLISH A SUCCESS PLAN
9/18/2018
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.

19. POE & MILESTONE PAYMENTS
9/18/2018
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:
FY16 Cloud PBX Adoption Offer
MILESTONE 1
Submit your invoice for $10,000 of eligible funds if
Cloud PBX has been configured and completion of 50-user deployment
MILESTONE 2
Submit your invoice for payment of $10 per eligible purchased SKUs if
90% of eligible Cloud PBX seats have been deployed
© 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. 9/18/2018
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.

21. FY16 Cloud PBX Adoption Offer Deployment verification

22. CLOUD PBX DEPLOYMENT VERIFICATION STEPS
Complete Offer Form
Select a Success Plan associated with the offer and upload the plan.
Sumit the offer
Submit the customer’s CPV_Totals.txt output file in FastTrack under “Finalize for Payment”
Invoice Microsoft for appropriate milestone: either $10,000 (50 users of purchased seats deployed) or remaining amount of eligible funds (90% of purchased seats deployed)