Microsoft Partner Network

Cloud Services Dashboard User Guide

Table of Contents 1.

2.

Executive Summary - Cloud Services Dashboard .................................................................................. 3 1.1

Target audience ............................................................................................................................ 3

1.2

Microsoft Promise to our Partners ............................................................................................... 4

1.3

Value Proposition .......................................................................................................................... 4

1.4

Differentiation............................................................................................................................... 5

Navigation ............................................................................................................................................. 6 2.1

3

Cloud Services Dashboard landing page ............................................................................................ 7 3.1

Subscriptions................................................................................................................................. 7

3.1.1

O365, CRM Online, Intune and Other Subscriptions.............................................................. 7

3.1.2

Subscriptions........................................................................................................................... 15

3.1.3

Seat Utilization ........................................................................................................................ 17

3.2

4

MPN Portal ................................................................................................................................... 6

Consumption .............................................................................................................................. 17

3.2.1

Azure Consumption ............................................................................................................... 17

3.2.2

Active Use Reporting .............................................................................................................. 22

3.2.2.1

Understanding Active Use Logic........................................................................................ 22

3.2.2.2

Office 365 Active Use Reporting........................................................................................ 23

3.2.2.3

CRM Online ........................................................................................................................ 24

3.2.2.4

Enterprise Mobility Suite .................................................................................................... 27

Data Refresh Cycles ............................................................................................................................ 28

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1.

Executive Summary - Cloud Services Dashboard

The Cloud Services Partner Dashboard helps you track the status of your customers’ subscriptions for Microsoft Azure, Microsoft Office 365, Microsoft Intune, Microsoft Dynamics CRM Online, and other Microsoft Cloud products. You can use the dashboard as a source for key data to help you efficiently manage the subscriptions of customers who have designated your organization as their partner of record. With this data, you can more effectively and proactively drive demand, deployment, and renewals. Through the Cloud Services Partner Dashboard, you have a single point of access for trials and quotes, and a clear view into customer subscriptions by product, plan, sales model, and activation status. You can also see upcoming expirations, which can help you plan ahead to ensure that you retain established customers. The dashboard also makes it easier to track the partner of record that is associated with each subscription. The Dashboard has been updated to incorporate Azure Consumption data as well as Active Use details for Office 365, CRM Online, Power BI, and Microsoft Enterprise Mobility Suites. Active Use reporting integrates product usage by customer, enabling partner to view usage at individual product levels. Definitions and reporting scenarios related to Active Use are found in the last section of this user guide.

1.1

Target audience

All partners who already sell, customize and deploy a Microsoft online service, as well as partners considering doing so. This includes both direct-selling partners as well as partners selling through a channel of resellers. This document is also relevant to companies that advise their customers as to what cloud services to consider and purchase.

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1.2

Microsoft Promise to our Partners

“Microsoft offers you the most comprehensive set of technologies, the greatest customer scale, and a variety of business models to drive your business forward. Microsoft helps you increase the number of customers actively using the technology, solutions and services you provide.”

1.3

Value Proposition

Working with partners and customers to activate and deliver the value of Microsoft Cloud Services has always been core to Microsoft’s vision. For the partner, the benefit is clear – customers who actively use their solutions are more satisfied and loyal and therefore are more likely to buy new solutions and services. Driving active usage presents a unique opportunity to increase long-term revenue, profits and customer satisfaction. Microsoft supports and rewards partners who are driving customers to actively use Microsoft solutions. Thanks to the strength of the Microsoft brand and our long-term investment in our partners, we can help you deliver new professional services and IP that increase the number of users in a customer organization that are actively using your solution. Driving active usage provides an opportunity to: a. Drive Revenue: With purchasing habits changing to monthly buys, driving active usage will be critical to maximizing revenue. Today, partners are successfully creating new and recurring revenue streams by helping customers to actively use the technology, solutions and services they have purchased. IDC Research found that cloud partners (those earning > 50% revenue from cloud) had 1.6 times the recurring revenue as a proportion of total revenue versus other partners, and 1.8 times more recurring revenue than the bottom quartile. Selling, deploying and driving active usage of Cloud services when compared to on-premises solutions drives increases in recurring revenue. b. Increase Customer Satisfaction & Retention: Partners who proactively increase the number of users actively using Microsoft Cloud services are increasing customer satisfaction and retention. Adoption and driving active usage is directly correlated with renewal rates. The higher the usage, the more likely it is that your customer renews,

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and adds additional users creating a cycle of adoption and promotion. c. Grow Business: Grow your business by identifying new ways for your customers to use your solutions and uncover partners within the Microsoft partner ecosystem that can help you deliver solutions that increase active usage.

1.4

Differentiation

Microsoft is leading the journey to the Intelligent Cloud with business applications being the tip of the spear. The opportunity to sell into new customers as well as expand into existing customers is vast. Microsoft offers partners extensive business and technical support, as well as tools and best practices to assist you in managing, supporting and driving the adoption of your solutions. Also, Microsoft spends millions of dollars on marketing each year to drive demand for solutions and services that are delivered by our partners. There is no technology organization with a broader set of customer offers that range from small business to the enterprise. Leverage your Microsoft connection to carve out new markets for your business, whether expanding from one customer segment to another, or addressing new vertical markets, partnering with Microsoft provides a solid platform for expansion. Regardless of industry or market, customers need to actively use your solution to understand its value. MPN provides you with a solid platform for expansion for initial sale to on-site customer usage. Microsoft has been investing in partners for over 30 years and has the most comprehensive suite of program benefits in the technology sector. You can elect to join the tiered Microsoft Partner Network at the level that best suits your business and benefit from:  Access to Microsoft software and services  Extensive training and readiness resources  Dedicated partner support  Marketing support and programs  Incentives that reward partners for helping partners to actively use the solutions they sell.  1st year reduced Silver fees to help you get started. Microsoft invests in people and programs to support our partners. We have thousands of staff worldwide focused on helping partners like you grow their Microsoft business. At Microsoft, we’re committed to helping you sell, deploy and increase the number of customers actively using our technology globally.

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2.

Navigation 2.1

MPN Portal

You can access the Cloud Services Dashboard by logging in with your credentials at MPN Partner Portal located at https://partner.microsoft.com/. Navigating to the ‘Membership’ menu and selecting “Your accounts and Reports”, you can choose to view Partner Summary Report or access the Cloud Services Dashboard directly.

The Partner Summary Report provides information regarding an individual partners’ engagement with Microsoft with regards to the Microsoft Partner Network. You will be able to get the current status of your membership and competency status. A key component of this report is all up summarized view on cloud performance and the ability to access Cloud Services Dashboard. Scroll to the bottom of the page, you can access the Cloud Services Dashboard by clicking on the “Cloud Performance” title. Please note that the consumption/usage information in this view may not be applicable to all seats sold/deployed. Drill into the Cloud Services Dashboard for more details.

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3 Cloud Services Dashboard landing page The Cloud Services Dashboard contains two different reports, Subscriptions and Consumption/Usage, as illustrated below. When you land on the dashboard, the default view will be the subscription page.

3.1

Subscriptions

The subscriptions page provides you the visibility on all cloud products’ subscription status, including Office 365, CRM Online, and Windows Intune etc. The subscriptions are grouped by different sections for easy navigation.

3.1.1 O365, CRM Online, Intune and Other Subscriptions You will be able to obtain information on seats based cloud products, especially on seats sold and seats deployed.

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The Seats Sold Tile indicate the total count of seats sold across all Cloud-based products. Selecting the Tile provides access to the Customers report, illustrated below:

Tile Definitions:  

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Total: Number of customers that have purchased subscriptions. Deployment Opportunity: Indicator for Subscriptions that are Deployment opportunities. Deployment opportunities are defined as subscriptions with higher Seats Sold count than Seats Deployed count. Renewals in 30 Days: Identifies partners whose subscriptions are approaching expiration date within the next 30 calendar days. This enables partners to take action on customers & subscriptions to avoid expiration. New Customer Subscriptions: Indicates customers who’ve purchased subscriptions in last 30 days. In Grace: Identifies customer with subscriptions that have expired. “In Grace” period is the last 30 calendar days. Subscriptions that have recently expired may have been an oversight on behalf of either Partner or Customer, providing an opportunity to engage the customer for renewal.

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Customer Details Report:   

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Customer Name: Name of Customer associated to the Trial. Product: Product group for which Trial was issued. Status: o Active: Trial is currently in use by customer o Disabled: Trial is no longer active due to expiration Detail Sales Model: Sales Model refers to the method in which the subscription was sold to the customer. Partner Association Type:  Partner of Record: Partner is associated as the servicing partner to a cloud subscription, including Office 365, CRM Online, EMS, Power BI, and Azure.  Transacting Partner of Record: Partner is associated as the transacting partner (MS Sales) to a cloud subscription  Delegated Admin Privilege: Partner is associated as the servicing partner to a customer tenant  FastTrack: Partner is associated as the deploying partner on a cloud subscription Sold Seats: Total count of seats sold across all subscriptions within the customer. Customer may have multiple subscriptions; the count of seats is therefore aggregated. Deployed Seats: Total count of seats currently in-use or deployed within the customer. The count is an aggregation across all subscriptions related to the individual customer. Deployment Opportunity: Status indicator for Subscriptions that are Deployment Opportunities. Deployment opportunities are defined as subscriptions with higher Seats Sold count than Seats Deployed count. Subscription Start Date: Calendar date when subscription began. Subscription End Date: Calendar date when subscription will no longer be available for use and must be renewed. Renewal in 30 Days: Indicator of subscriptions associated to the customer that are approaching their Expiration Date. The Renewals flag enables partners to quickly identify subscriptions with upcoming renewals for the purpose of driving renewals and preventing expirations.

Please note that that Seats Available and Seats Sold are interchangeable and Seats Assigned and Seats Deployed are also interchangeable. 3.1.1.1 Deployment Opportunities Deployment opportunities are defined as subscriptions with higher Seats Sold count than Seats Deployed count. An example of Deployment Opportunity is a Subscription with 100 seats sold with only 80 seats deployed. The ‘opportunity’ in this example is the deployment of the remaining 20 seats to ensure customer is utilizing the full value of their subscriptions. 9|Page

Identification of Deployment Opportunities enables the partner to quickly identify subscriptions for the purpose of increasing customer usage. Key definitions of fields within the Deployment Opportunities report are found below:  Subscription ID: Unique Identification value associated to the Azure subscription  Customer Name: Name associated to the Azure subscription  Customer TPID: The Customer TPID is a Microsoft-generated identification number and is unique to each customer.  Subscription Status: o Active: Subscription is actively in use by customer o Non-Active: Subscription is no longer in use. Subscriptions currently nonactive may be the result of expiration (date) or payment.  Sold Seats: Number of seats sold associated to the subscription  Deployed Seats: Number of seats actively used by the customer. If value is less than Seats Sold, the subscription is known as a ‘Deployment Opportunity’.  Deployment Opportunity: Count of Seats Sold less Seats Deployed.  Product: Indicates product name associated to the subscription.  Conversion from Trial: Yes/No flag indicating if subscription converted from Trial environment to paid subscription.  Subscription Start Date: Date at which the subscription was activated.  Subscription End Date: Future date at which subscription will expire. Prior to expiration, the subscription will be identified as a “Renewal”. Please note that that Seats Available and Seats Sold are interchangeable and Seats Assigned and Seats Deployed are also interchangeable. 3.1.1.2 Partner of Record The Partner of Record tile provides insight to all subscriptions where the individual partner has been associated the Cloud-based product on behalf of the customer. Partner of Record information shown on this page includes subscriptions where partner is currently the Partner of Record as well as subscription where partner is no longer the Partner of Record. In this context, the POR report provides an historical view of all subscriptions where partner is or was the designated POR. The following reporting elements are available in the Partner of Record perspective:   

Total Partner of Record: Count of Subscriptions where partner is indicated as Partner of Record Total Lost Partner of Record: Count of Subscriptions that have been lost. Lost in Last 30 Days: Count of Subscriptions lost in last 30 days. Indicator of ‘Lost’ can be defined as either subscription did not renew, or the customer changed Partner of Record associated to the individual subscription.

Within the Partner of Record report, the following details are provided in the reporting grid. All information can be downloaded to Excel for further analysis. 10 | P a g e

     

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Subscription ID: Unique Identification value associated to the subscription POR Status: Partner of Record association status Customer Name: Name associated to the subscription Product: Product group for which the subscription was identified Product Name: Name of specific product associated to the subscription Status: o Active: Subscription is actively in use by customer o De-provisioned o Disabled o In Grace Period POR Attach Date: Calendar date when Partner of Record was associated to the Subscription. Trial: Yes/No if subscription indicating whether or not the subscription is a trial Changed POR: Yes or No ‘flag’ to indicate if the individual subscription has changed Partner of Record at any time in past over the life of the subscription. POR Detach Date: Calendar date when subscription changed Partners of Record. If ‘Changed POR Status’ indicates ‘Yes’, then calendar date will be indicated in this field. Lost in Last 30 Days: Yes or No ‘flag’ indicating if subscription was lost from partner as a result of Change in Partner of Record. Subscription Start Date: Date at which the subscription was activated. Subscription End Date: Date when subscription will no longer be available and must be renewed. EA Agreement ID Domain: Customer domain Actual Partner of Record (DPOR): Partner of Record ID Actual POR Hierarchy Level: Partner of Record level (Virtual Organization, Headquarters, or Local)

Please Note: In the event a partner has been disassociated as Partner of Record for a given subscription, partner will not have visibility to updated Partner of Record. 3.1.1.3 Customers The Customer Tile indicates the total unique customer count associated to all non-Azure Cloud-based Subscriptions sold by the partner. Customers may have more than one Subscription. The following Tiles are within the Customer perspective:   

Total: Provides total count of Customers Deployment Opportunities: Indicator if the count of Seats Sold is greater than Seats Deployed Renewals in 30 Days: Count of customers with subscriptions approaching their Expiration Date. 11 | P a g e

 

New Customer Subscriptions: Indicates subscriptions recently added by partner. In Grace: Count of customers with expired subscriptions still within the “Grace” period

Within the Customers report, the following customer details are provided in the reporting grid. All information can be downloaded to Excel for further analysis.      

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Customer Name: Name of Customer associated to Subscriptions Product: Product group Product Name: Name of specific product associated to the subscription Subscription Status: The status of the subscription Detail Sales Model: Sales Model refers to the method in which the subscription was sold to the customer. Partner Association Type  Partner of Record: Partner is associated as the servicing partner to a cloud subscription, including Office 365, CRM Online, EMS, Power BI, and Azure.  Transacting Partner of Record: Partner is associated as the transacting partner (MS Sales) to a cloud subscription  Delegated Admin Privilege: Partner is associated as the servicing partner to a customer tenant  FastTrack: Partner is associated as the deploying partner on a cloud subscription Sold Seats: Total count of seats sold across all subscriptions within the customer. Customer may have multiple subscriptions; the count of seats is therefore aggregated. Deployed Seats: Total count of seats currently in-use or deployed within the customer. The count is an aggregation across all subscriptions related to the individual customer. Deployment Opportunity: Indicator is lit if there remain seats to be deployed. Subscription Start Date: Date at which the subscription was activated. Subscription End Date: Date when subscription will no longer be available and must be renewed. Renewal in 30 days: Indicator of subscriptions associated to the customer that are approaching their Expiration Date. Currency City Partner ID Quote ID Postal Code Non Deployed Seats: Difference between Sold Seats and Deployed Seats Trial to Paid Quote to Paid EA Agreement ID Domain Name: Customer Domain Name Subscription ID 12 | P a g e

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Country

3.1.1.4 Trials Office 365, CRM Online and Windows Intune Trial Subscriptions that are initiated by the Partner and subsequently accepted by customers will appear within the Trials report. The purpose of this report is to provide a consolidated view of all trial subscriptions created by partners. Trials are created within the Office 365 Admin Center within the category of “Build Your Business”. Upon acceptance from the customer, the specific Trial information such as seat count, subscription ID and product information will be populated within the Cloud Services Dashboard within the “Subscriptions” report. These subscriptions will be flagged as “Converted from Trial”.

Filtered Tiles within the Trials report include the following:  

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Total: Total number of Trials submitted by partner in existence. The count will include active as well as inactive trials (those that have expired). Hot Trials: Trials where more than 1 seat has been assigned. Historically, when 2 or more seats are in use within a trial, the likelihood of conversion to paid subscription is high. Expiring in 7 Days: All Trials are available for use for a limited time. Those that expire within next 7 days from current calendar date will be counted. In the event partner has multiple Trial offers, this flag enables quick identification of Trials that are in need of action.

The Trials report grid includes the following attributes for each Customer that received a trial subscription:  

Customer Name: Name of Customer associated to the Trial. Product: Product group for which the subscription was issued. 13 | P a g e

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Product Name: Name of specific product associated to the subscription Sales Model Detailed Sales Model: Sales Model refers to the method in which the subscription was sold to the customer. Status: o Active: Trial is currently in use by customer o Disabled: Trial is no longer active due to expiration Country: Geographic location in which the customer is utilizing Trial. Deployed Seats: Number of seats assigned within the Trial. Hot Trial: Yes/No indicator of Hot Trial. Trials where more than 1 seat has been assigned. Historically, when 2 or more seats are in use within a trial, the likelihood of conversion to paid subscription is high. Subscription Start Date: Calendar date when Trial was accepted by Customer. Subscription End Date: Calendar date when Trial will no longer be available for use. All Trials have limited days of activity for the purpose of driving sales activity. Expiring in 7 Days: All Trials are available for use for a limited time. Those that expire within next 7 days from current calendar date will be flagged as “Yes”. In the event partner has multiple Trials offers, this flag enables quick identification of Trials that are in need of action.

3.1.1.5 Quotes An additional feature of the “Build Your Business” category within the O365 Admin Center is the ability to create Quotes or Purchase Offers for prospective and current customers. Partners can create quotes based on customized license or seat counts for available plans within Office 365. Once created, the partner will automatically be designated as Partner of Record (POR) should the customer accept and purchase the offer. Upon acceptance, the customer as well as related subscription details will be populated within the Cloud Services Dashboard.

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   

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Quote ID: Unique identification code used for internal tracking purposes. Start Date: Calendar date when Quotes was created. Seats Quoted: Number of seats included within quote. Customer Views: Number of instances prospective customer as ‘viewed’ or read the quote. This is accomplished by tracking the URL associated to the quote sent to the customer. Conversion to Trial: Yes/No flag indicating if Quote has been accepted by customer in the form of a free Trial. Conversion to Paid: Yes/No flag indicating if Quote has been accepted by customer as a paid subscription.

3.1.1.6 Renewals in 30 Days The Renewals Due report provides insight to the number of Subscriptions that are approaching their expiration dates. The renewal 30-day ‘renewal window’ logic utilized within this perspective ensures that each subscription that is due to expire within the next 30 calendar days will be identified and acted upon. The purpose of indicating subscriptions with upcoming expiration dates is to ensure partners have adequate time to manage subscriptions for the purpose of renewing.

3.1.1.7 Lost in Last 30 Days Identifying subscriptions that were lost or expired in last 30 days can be accessed within the Lost in Last 30 Days report. Partners will find this view useful for the following reasons:  Subscription that has recently expired may have been an oversight on behalf of either Partner or Customer, providing an opportunity to engage the customer for renewal.  Partners may inquire about decreasing trends in overall subscription counts by product. The Lost report will provide details regarding subscriptions that have expired and no longer contributing revenue. 3.1.1.8 New in Last 30 Days The New in Last 30 Days report provides insight into newly added subscriptions. New subscriptions can be added in a number of ways, whether converted from Trial, purchased net-new or purchased from Quotes. Partners can analyze their recently added subscriptions to identify what products are driving new business as well as what methods of customer interaction work best for sales.

3.1.2 Subscriptions The Subscriptions chart within the Cloud Services Dashboard provides total count of sold subscriptions by Cloud Product category. Users can select Subscription values within the

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column chart to access detailed report illustrating subscription activity. Key subscription attributes are defined below:

Drop-Down Filters:  

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Renewals Due: Identify subscriptions by renewal time period. Sales Model: Identify subscriptions sold through specific channel or sales model. Sales Model classifies how Cloud Services subscriptions are sold to customers. It provides visibility to details such as whether a subscription was sold via Volume License agreement or purchased directly from Microsoft through the web portal or via partners. Auto Renewal: Identify all active subscriptions that are set to Auto Renew upon expiration date. Alternatively, users can filter for those subscriptions that do not have Auto Renew for the purpose of driving action among field sales & marketing teams to prevent expiration / drive renewals.

Detail Subscription Report:    

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Customer Name: Name of Customer associated to Subscriptions Product: Product group for which Trial was issued. Product Name: Name of specific product associated to the subscription Subscription Status: o Active: Trial is currently in use by customer o Disabled: Trial is no longer active due to expiration Detail Sales Model: Sales Model refers to the method in which the subscription was sold to the customer. Partner Association Type Sold Seats: Total count of seats sold across all subscriptions within the customer. Customer may have multiple subscriptions; the count of seats is therefore aggregated. Deployed Seats: Total count of seats currently in-use or deployed within the customer. The count is an aggregation across all subscriptions related to the individual customer. 16 | P a g e

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3.1.3

Deployment Opportunity: Status indicator for Subscriptions that are Deployment Opportunities. Deployment opportunities are defined as subscriptions with higher Seats Sold count than Seats Deployed count. Subscription Start Date: Calendar date when subscription began. Subscription End Date: Calendar date when subscription will no longer be available for use and must be renewed. Renewal in 30 days: Indicator of subscriptions associated to the customer that are approaching their Expiration Date.

Seat Utilization

The Seat Utilization chart within the Cloud Services Dashboard provides total count of seats sold as well as seats deployed by Cloud Product category. Users can select either Seats Sold or Seats Deployed values to access detailed report illustrating seat utilization activity by customer. This report will indicate the gaps between seats sold and seats deployed, which provides opportunity to increase deployed seats and increase utilization where appropriate.

3.2

Consumption

3.2.1

Azure Consumption

The Azure Consumption section within the Cloud Services Dashboard contains current Azure performance data associated to an individual partner. Partners can view Azure Consumption from the perspective of Subscriptions, Consumption (Currency), Customers as well as Partner of Record. Each of these perspectives are accessible by selecting the corresponding Tile. This information is made available on an as-is and as-available basis, and is only intended for reporting. Data should not be used for calculating partner incentives.

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3.2.1.1 Subscriptions Accessing Azure Subscription information through the Subscription Tile provides partners with an aggregate total of Azure subscriptions. The list will include all active subscriptions where partner has been indicated as Partner of Record as well as those that have recently expired. The following Tiles are available within the Subscriptions report:  

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Total: Provides total count of Azure Subscriptions Expired in last 30 Days: Provides total count of Azure Subscriptions that have expired in the last 30 calendar days. The 30-day window enables partners to contact customers in the event they wish to renew or extend their subscriptions. New in last 30 Days: Indicates subscriptions recently added by partner.

Customer X

Within the Subscriptions report, the following Azure Subscription details are provided in the reporting grid. All information can be downloaded to Excel for further analysis. 

Subscription ID: Microsoft-generated ID for purchased subscription 18 | P a g e

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Subscription Status: Subscription is either open or closed Customer Name: Name of the customer DPOR Attach Date: Date on which the Partner of Record was identified and became effective First Use Date: Date on which the subscription was first utilized Consumption Period: Number of month’s consumption has occurred within the subscription Partner Association Type:  Partner of Record: Partner is associated as the servicing partner to a cloud subscription, including Office 365, CRM Online, EMS, Power BI, and Azure.  Transacting Partner of Record: Partner is associated as the transacting partner (MS Sales) to a cloud subscription Billed Consumption: Currency value of consumed Azure service

Additional functionality within the Subscriptions tile includes the ability to view product-level details for each Subscription associated to the partners. The following fields and definitions are below: 

   

Service Level: Azure Workload associated to the subscription. The workload is defined by the Azure service being consumed, such as Compute, Data + Storage, Internet of Things, Networking and others. Further details are available in the Service Level 2 column. Pricing Level: Licensing Type associated to the subscription, defined within the Subscription Agreement at time of purchase. Offer Type: Descriptive type of the Offer sold to the customer based on the subscription. This Type is associated to Microsoft systems. Offer Name: Descriptive name of the Offer sold to the customer based on the subscription. This Name is associated to Microsoft systems. Billed Consumption: Currency value of consumed Azure service. Value represents total consumption since the activation of subscription, also known as Start Date.

3.2.1.2 Billed Consumption The purpose of the Consumption tile is to provide a single currency value associated to all active Azure subscriptions sold by the partner. The Azure Consumption tile provides similar reporting as shown within the Subscriptions tile. 3.2.1.3 Associated Customers The Customer Tile indicates the total unique customer count associated to all Azure Subscriptions sold by the partner. Customers may have more than one Azure Subscription.

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Within the Customers report, the following customer details are provided in the reporting grid. All information can be downloaded to Excel for further analysis.      

Customer Name: Name of Customer associated to Subscriptions Customer ID: The Customer ID is a Microsoft-generated identification number and is unique to each customer. Number of Subscriptions: Count of subscriptions that each unique customers has purchased. Partner Association Type Billed Consumption: Currency value of consumed Azure service. Value represents total consumption since the activation of subscription, also known as Start Date. New In Last 30 Days: Yes or No ‘flag’ indicating if customer was recently added in last 30 calendar days.

Additional details with regards to individual customers can be accessed by clicking on Customer Name within the customer details grid. Once selected, users will navigate to the Subscription Detail report, which provides subscription details specific to the customer selected. 3.2.1.4 Full DPOR Subscription History The Partner of Record tile provides insight to all subscriptions where the individual partner has been associated the Azure Subscription on behalf of the customer. Partner of Record information shown on this page includes subscriptions where partner is currently the Partner of Record as well as subscription where partner is no longer the Partner of Record. In this context, the POR report provides an historical view of all subscriptions where partner is or was the designated POR. The following reporting elements are available in the Partner of Record perspective: Please Note: Please note that Azure subscription details are reflected within 5 to 7 business days from the Digital Partner of Record assignment date for subscriptions that have completed one or more billing cycles. For net new subscriptions, DPOR will update upon completion of their first billing cycle. After billing cycle completion, net new subscriptions will reflect within associated reports.  

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Total Partner of Record: Total count of Azure Subscriptions where partner is indicated as Partner of Record Detached in Last 30 Days: Count of Subscriptions lost in last 30 days. Indicator of ‘Lost’ can be defined as either subscription did not renew, or the customer changed Partner of Record associated to the individual subscription. Total Detached DPOR: Total count of Subscriptions that have been lost.

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Within the Partner of Record report, the following details are provided in the reporting grid. All information can be downloaded to Excel for further analysis.         

Subscription ID: Unique Identification value associated to the Azure subscription Customer Name: Name associated to the Azure subscription Customer ID: The Customer TPID is a Microsoft-generated identification number and is unique to each customer. Status: Subscription is either open (active) or closed (inactive) Billed Consumption: Currency value of consumed Azure service. Value represents total consumption since the activation of subscription, also known as Start Date. DPOR Attach Date: Calendar date when Partner of Record was associated to the Subscription. DPOR Detach Date: Calendar date when subscription changed Partners of Record. If ‘Changed POR Status’ indicates ‘Yes’, then calendar date will be indicated in this field. Detached in Last 30 Days: Yes or No ‘flag’ indicating if subscription was lost from partner as a result of Change in Partner of Record. Changed DPOR: Yes or No ‘flag’ to indicate if the individual subscription has changed Partner of Record at any time in past over the life of the subscription.

For data security reasons, the dashboard will not provide the name or details of organization to which the partner lost a specific subscription. For example, if a subscription is flagged as “Yes” for ‘Changed POR Status’, the Cloud Services Dashboard will not indicate the new partner currently managing the subscription. 3.2.1.5 Historical consumption You will be able to monitor the Azure consumed revenue over a period of time. Using the Partner Association Type and Time Period filters provided at the top of page, you can chart the Azure consumption by Lifetime, Trailing Twelve Month (TTM), or Weekly view. The weekly view filter will allow you to view data on weekly basis for a chosen quarter.

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3.2.2

3.2.2.1

Active Use Reporting

Understanding Active Use Logic

Within the context of seats sold and seats deployed among Microsoft Cloud Products, partners have little knowledge of how frequently their customers utilize specific products. Partners have insight into how many seats of Office 365 Exchange Online, for example, are deployed per subscription, but they don’t have insight to how often the product is used. Without knowing the actual product usage at the customer level, partners may find difficulty in renewing Subscriptions or cross-selling complementary products and services when their customers aren’t utilizing the product. Active Use encompasses the ongoing usage partners and customer have with specific Microsoft cloud products for the purpose of driving deeper customer engagement to drive sales, deployment and consumption for all Microsoft products and services. The Cloud Services Dashboard currently provides Active Use reporting within the following product groups:

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1. 2. 3. 4.

3.2.2.2

O365 and O365 Pro-Plus CRM Online Enterprise Mobility Management Power BI

Office 365 Active Use Reporting

The Office 365 Active Use report was added to the Cloud Services Dashboard to provide partners with insight regarding Active Use among their customer base. Active Use reporting is available for all 4 product categories within Office 365 as well as Office 365 Pro Plus Deployment. • • • • •

Exchange Online: Outlook and Outlook Web application for Email, calendar, contacts on mobile devices including Windows Phone, BlackBerry, iOS, Android SharePoint Online: Cloud-based platform for hosting & sharing content Skype for Business: Single client experience for presence, instant messaging, voice, video meetings. Yammer: Secure social network for internal company use. O365 Pro Plus Deployment: Excel, Word, PowerPoint, Outlook, and OneNote delivered as a cloud service, capable of hosting data On-Premise or in the Cloud.

Please Note: This data is refreshed weekly and is intended to help you identify your organizations progress and any potential customer opportunities. This data may differ from incentives data as it includes data from all channels (e.g. Open, EA, MOSP) and is not filtered by incentive rules. This information is made available on an as-is and as-available basis, and is only intended for reporting. Data should not be used for calculating partner incentives. Active Use details are available by clicking on any of the metrics:

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3.2.2.3

CRM Online

Active usage for CRM Online is measured by active seats. Currently active usage data covers only CRM online Workload. It does not include Dynamics Marketing, Social Listening, or Parature. Users need to take intentional action, including create, update, delete, assign, read, or query on any record of any entity of a period of time in order to qualified as active use. Example of intentional use include creating or updating an account, converting a lead to opportunity, assigning a case to a customer representative, log-in to check on approvals or pipeline etc. Please Note: For CRM Online, the following partner channels are included: Advisor and Open reseller (CSP is in progress) and all licensing programs (Open, Enterprise Agreement, MPSA, Web Direct and CSP) are shown. When two or more partners of record are attached to the same customer (tenant) of CRM Online, a rule is applied to allocate a percentage of active seats to each partner based on available seats. Data is refreshed weekly. The data in this report is intended to help you identify your organization’s progress and potential customer opportunities. This data may differ from data on partner incentives which is updated on a monthly basis. Please note that this report does not include data on other customer engagement online services such as Microsoft Dynamics Marketing, Microsoft Social Engagement and Microsoft Dynamics Parature.

Qualified available Seats: Business rules applied to Available Seats (will not match the Available Seats on the Cloud Services Dashboard). Includes paid seats only. Qualified assigned Seats: Number of seats that have been deployed to specific user accounts with specific business rules applied. Please note that Qualified Assigned Seats will not match the Assigned/Deployed Seats on the Cloud Services Dashboard. Active Seats: Total count of unique active users on a specific workload in the last 28 days

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       

Subscription ID: Unique Identification value associated to the subscription Subscription Status: Tenant Name: Name associated to the subscription Sales Model: Sales channel through which the subscription was sold Detail Sales Model: Sales Model refers to the method in which the subscription was sold to the customer. Product: Name of CRM Online product or service: Basic, Essential, Professional, Enterprise. Product Details: Refers to the specific version of Product associated to subscriptions, e.g. CRM Online. Partner Association Type  Partner of Record: Partner is associated as the servicing partner to a cloud subscription, including Office 365, CRM Online, EMS, Power BI, and Azure.  Transacting Partner of Record: Partner is associated as the transacting partner (MS Sales) to a cloud subscription  Delegated Admin Privilege: Partner is associated as the servicing partner to a customer tenant

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FastTrack: Partner is associated as the deploying partner on a cloud subscription Active Seats: Number of seats that have been deployed to specific user accounts with specific business rules applied. Please note that Qualified Assigned Seats will not match the Assigned/Deployed Seats on the Cloud Services Dashboard. Qualified available Seats: Business rules applied to Available Seats (will not match the Available Seats on the Cloud Services Dashboard). Includes paid seats only. Snapshot Date 

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3.2.2.3.1

Historical consumption

You will be able to monitor the CRM Online active usage over a period of time. Using the time period filters provided at the top of page, you can chart the CRM Online active usage by Lifetime, Trailing Twelve Month (TTM), Fiscal year view. The weekly view filter will allow you to view data on weekly basis for a chosen quarter. Historical data for CRMOL is only available from November 2015 forward.

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3.2.2.4

Enterprise Mobility Suite

Enterprise Mobility Suite (EMS) enables end users to access applications, data and resources from anywhere, on any device with mobile device management and secure identity & access management. Enterprise Mobility Suite includes Windows Intune, Microsoft Azure Active Directory Premium (AADP) and Microsoft Azure Rights Management Service. Similar to O365 Active Use data, EMS Active Use data is available within the Cloud Services report. The Cloud Services Report currently provides Active Use data on EMS, of which MS Intune and AADP are included.

Enterprise Mobility 

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Enterprise Mobility Suite: Bundle of Cloud Services which includes RMS, Intune and AADP for the purpose of providing access to company information while maintaining security across users and devices. Microsoft Intune: Device and Application management that secures data across multiple devices and users. AADP: Application for Identity and Access Management. Identity and access management that provides users with a single set of credentials to simplify sign-in to Office 365 apps, on-premises web apps, as well as 3rd party apps.

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The measurement of Active Use for EMS is tracked differently than O365 and O365 Pro Plus Deployment. The definitions for each product are provided below: Product

Intune

AADP

Definition Active Use is defined as the number of Windows Intune deployments within a subscription. A deployment can be either a user with a device using Windows Intune service or a PC using Windows Intune service that’s not associated to aforementioned user. Active Use for Azure Active Directory Premium considers the following activities:  # of unique users who access at least one 3rd party app  # of unique users Registered for SSPR (Self-Service Password Reset)  # of unique users enable from MFA (Multi-Factor Authentication)

Usage Period

Daily Usage

Rolling 30day Usage

4 Data Refresh Cycles Multiple data source provide input to the Partner Cloud Services Dashboard across differing refresh intervals. This section defines how often data is refreshed within the Dashboard across Azure Consumption, O365, CRM Online and Windows Intune as well as Active Use for O365 and EMS.   

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Azure Consumption Data: Azure Consumption data is refreshed on weekly basis. O365, CRM Online and Windows Intune: Subscription and seat data is refreshed on daily basis. O365 Active Use: Active use data is refreshed on weekly basis, and consists of following logic: o For all product categories, Active Use identifies all unique active users within a trailing 28-day window. Unique Active Users within this time period are compared to Total Qualified Entitlements by product category to calculate Active Use % value. CRM Online Active Use: Active use data is refreshed on weekly basis, and consists of following logic: For all product categories, Active Use identifies all unique active users within a trailing 28-day window. Unique Active Users within this time period are compared to Total Qualified Entitlements by product category to calculate Active Use % value EMS Active Use: Active use data is refreshed on weekly basis and consists of following logic: o For all product categories, Active Use for MS Intune and AADP identifies the total number of seats sold within each subscription. Where multiple subscriptions are sold under same tenant, Active Use values are allocated across each subscription with a maximum ‘cap’ value based on proportion of seats across each subscription.

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