1. PSX Quick Start Guide

2. How to Get Started FAQs 1. Request a PSX Account 2. Take PSX Training
To request a PSX account, provide your PAM with the following :
Windows Live ID Account (preferably the same one associated with MPN)
Enrolled in PMC
Valid MPN ID
First and Last Name
Q: How do I get set up with PSX?
A: Contact your PAM to request a PSX account.
Q: I lost or don’t have my Welcome . What should I do?
A: You may login to PSX without your Welcome using the PSX URL If you are not able to login to PSX contact your PAM to confirm your access has been set up. Check your SPAM folder for your Welcome to confirm you have been provisioned if you face any difficulties signing in.
Q: I forgot my Windows Live ID password, how can I reset it?
A: Users can reset their Windows Live ID password using the Forgot your password? link on the sign in page.
Q: Must I use the same Windows Live ID for PSX as for MPN?
A: No, but if you do use the same Live ID you will save time since you will able to navigate between the tools without re-entering your credentials.
Q: Where can I find training on PSX?
A: Localized self-serve PSX training is available anytime on the PLC at
Q: I am unable to login to PSX and the error message states that I do not have a valid account.
A: Please check that you are not logged into another website with a Windows Live ID that is different from your PSX Live ID. Close all IE sessions and login again. If the error continues, confirm with your PAM that your access has been set up, then contact the RSC to investigate further if needed.
2. Take PSX Training
Maximize your experience and learn everything you need to be successful in PSX. Take the localized PSX self-serve training available anytime at PSX training.
3. Confirm Your Account & Login for the First Time
After your account is created ,you will receive a welcome .
Access the PSX Welcome ; click the link to open PSX. Click Sign In and then enter your address (that you provided to your PAM) and your password.
Click Sign In.
Accept the Privacy Statement.
Define your Default Settings.
If you have not already, take the localized PSX training
4. Start Working with PSX
Use the PSX URL to login:
Work in PSX to upload and manage your opportunity pipeline.
Use Help ( ) for quick reference and links to further training.
If you need additional support, contact your PAM or your local RSC.

3. PSX Opportunity Fields
What is PSX?
PSX is a pipeline management tool for Partners to share opportunities with their PAMs at Microsoft
PSX delivers an innovative, agile Partner pipeline management built entirely on Microsoft technologies and best practices
What are the benefits of PSX?
PSX promotes co-selling with your PAM to help Partners close deals faster
PSX enables Partners to reach advanced competencies in the Microsoft Partner Network
PSX allows Partners to receive financial incentives for their pipeline creation efforts
PSX Home
When you login, the default page appears. From here, you can navigate to the desired opportunity management page.
PSX Leads
View opportunities Microsoft has shared with you. You can accept or decline leads as appropriate.
PSX Add or Import
Add opportunities and click Share to send them to your PAM. Opportunities here are visible to only you only on the computer where they are added.
PSX Incentives
Partners enrolled in Incentives may view which opportunities have been submitted for an incentive and their request status.
PSX Opportunity Fields
Fields required to Share an opportunity are flagged*
Ask your PAM which additional fields they would like you to complete
Customer Name*
Opportunity Name*
Expected Close*
Sales Stage*
Deal Size
License Revenue*
Products
Opportunity Description
Marketing Campaign ID
Licensing Program & Sub-Type
Workload
Solution Area
Agreement ID
Partner Sales Rep*
Partner Role
Partner Location/City/PAM*
Partner Oppty ID
MSFT Oppty ID
Update Shared
Manage the opportunities shared with your PAM. Opportunities are visible to both you and your PAM and can be downloaded.
Accessing Help Files
Scroll to the top of any PSX window and on the top right-hand corner click on the blue Question Mark to access Help

4. Partner Sales Exchange resources
Introduction to Partner Sales Exchange
This 9-minute video provides an overview of Partner Sales Exchange. Learn how you can transform the way you do business with Microsoft.
Partner Sales Exchange Overview presentation
Review the Partner Sales Exchange presentation to get a better understanding of the features and capabilities of Partner Sales Exchange, including how to create, share, and update opportunities and request incentives. You’ll also find links to features that are new in the current release.
Partner Sales Exchange Fundamentals online course
In this 30-minute self-paced course, learn how to sign in, create and edit opportunity data, accept leads, and request incentives.
Partner Sales Exchange administrator training
Download the PSX Administrator Quick Start Guide or the more detailed training presentation to learn how to view, modify, add, or deactivate users in Partner Sales Exchange.
Watch this four-part video series for a quick overview of the key capabilities of an administrator:
Part 1 – Overview and view users Part 2 – Modify users Part 3 – Add users Part 4 – Deactivate users
Related resources
Microsoft partner incentives
Channel Incentives Platform (CHIP)
Partner Learning Center (PLC)
Partner Sales Exchange support
Partner Sales Exchange downtime policies