Microsoft Online Services Partner Dashboard FAQ

Transcription

1 Microsoft Online Services Partner Dashboard FAQ Got questions about the new, enhanced Online Services Partner Dashboard? We ve got answers. Use this FAQ to find answers about trials, quotes, customer subscriptions, upcoming expirations, or deployment opportunities, and more. Topics: What is the Dashboard? How is this different from other reporting tools? What information does the Dashboard provide? What is the difference between the Online Services Partner Dashboard and the Office 365 Partner Admin Center? How do I access the Online Services Partner Dashboard? Why do I not see all my Customers? Why do I not see all my Resellers? Why is the old dashboard still available? How is the data different between the old and new dashboard? How do I export all my subscription data? What happens when I am removed as Partner of Record? Why is Azure not included in Dashboard? How is the set of resellers that is presented in the distributor view determined? What is the difference between the set of subscriptions in the Customer report and the POR report? Is there any difference between the set of subscriptions shown in the new dashboard and the set shown in the old dashboard? I thought revenue was going to be included in the new dashboard, I don t see it, is it planned for a future release? I still see the online transaction summary tab in the old dashboard, should I still be using it for some scenarios?

2 Now that I am in the new dashboard, how do I access the Incentives page I used to be able to go to from the old dashboard? Q: What is the Dashboard? A: The Microsoft Online Services Partner Dashboard provides our Resellers and Distributors with a single point of access for trials, quotes and a clear view into customer subscriptions by product, plan, sales model, and activation status. Upcoming expirations are highlighted as well as deployment opportunities, allowing partners to proactively manage their customers. The tool also makes it easier to track Partner of Record associated with each subscription. Q: How is this different from other reporting tools? A: This dashboard is included Office 365, Intune and CRM Online. It also is the only tool that provides up to date business health of customer subscriptions across the Partner Lifecycle including Partner of Record status. Q: What information does the Dashboard provide? A: The dashboard provides information on subscription health for Resellers and Distributors with customers who have an associated partner via Partner of Record. Q: What is the difference between the Online Services Partner Dashboard and the Office 365 Partner Admin Center? A: The Online Services Partner Dashboard provides partners information on the business health of current customer subscriptions not only for Office 365, but Intune and CRM Online as well. The Office 365 Partner Admin Center provides partners a service health dashboard at customer level and service requests at customer level. You can find a link to the Office 365 Partner Admin Center under Helpful links on the Online Services Partner Dashboard. Be aware you are leaving this dashboard and going to a different platform for the Office 365 Partner Admin Center that will require you to sign in. Q: How do I access the Online Services Partner Dashboard? A: Here is the link to this resource:

3 Q: Why do I not see all my customers? A: The data available to view represents Partner of Record data. In other words, the Reseller has secured Partner of Record status with their customer. These are the customers and subscriptions you will see on the Online Services Partner Dashboard. Q: Why do I not see all my Resellers? A: A Distributor has to be a Channel Developer partner to see their resellers on this Dashboard. The association is done in the Channel Developer Program. Q: Why is the old dashboard still available? A: We want to ensure partners have ample time to transition to the new Online Services Partner Dashboard, so the old dashboard will remain active for one month after launch. Q: How is the data different between the old and new dashboard? A: The New Online Services Partner Dashboard provides an intuitive interface with up to date data including deployment opportunities, renewal indicators and Partner of Record Status. The old dashboard proved to be difficult for partners to navigate, gain access and depend on consistently. Q: How do I export all my subscription data? A: On each page you will see in the top right hand corner a link to Export to Excel which can provide data for that page, data for specific details of a subscription or all subscriptions. Q: What happens when I am removed as Partner of Record? A: Once a customer removes a partner as Partner of Record, the Reseller will see they were removed, and will no longer see any customer data for that subscription. We do not have any insight as to why the customer made the change, this is to provide insight to the reseller so they can investigate the change.

4 Q: Why is Azure not included in Dashboard? A: Azure will be in scope for future enhancements. This is Phase 1 of the dashboard and in this version we are focusing on similar subscriptions programs with an intuitive interface with up to date data including deployment opportunities, renewal indicators and Partner of Record Status. Q: How is the set of resellers that is presented in the distributor view determined? A: A Distributor has to be a Channel Developer partner to see their resellers on this Dashboard. The association is done in the Channel Developer Program. Q: What is the difference between the set of subscriptions in the Customer report and the POR report? A: Partner of Record report includes Trials and Subscriptions where the Partner of Record status has been changed by the customer. Q: Is there any difference between the set of subscriptions shown in the new dashboard and the set shown in the old dashboard? A: Generally not, just more intuitive indicators and interface so that partners can easily see the status of a subscription and determine actions needed to manage the customer and reseller. Additionally, sales channels will now be apparent on each subscription (Advisor, Open, EA, FPP) based on Partner of Record inputs to the subscription. Finally, there may be additional coverage on older CRM Online subscriptions based on enhanced data integration. Q: I thought revenue was going to be included in the new dashboard, I don t see it, is it planned for a future release. A: This is planned for a future release, we are in the process of determining the best way to present this data so it meets partner expectations of added value. Q: I still see the online transaction summary tab in the old dashboard, should I still be using it for some scenarios? A: You should be only using the new Online Services Partner Dashboard, the old dashboard will be removed a month after launch and no further investments will be made in accuracy of data, etc

5 Q: Now that I am in the new dashboard, how do I access the Incentives page I used to be able to go to from the old dashboard? A: You will see on the main page of the Online Services Dashboard a tile that connects to the same data you utilized in the previous dashboard.