Microsoft Cloud Services Partner Dashboard FAQ

Transcription

1 Microsoft Cloud Services Partner Dashboard FAQ Got questions about the new, enhanced Cloud Services Partner Dashboard? We ve got answers. Use this FAQ to find answers about trials, quotes, customer subscriptions, upcoming expirations, or deployment opportunities, active usage, Partner of Records, and more. Topics: Q1: What is the Dashboard? Q2: How is this different from other reporting tools? Q3: What information does the Dashboard provide? Q4: What is the difference between the Cloud Services Partner Dashboard and the Office 365 Partner Admin Center? Q5: How do I access the Cloud Services Partner Dashboard? Q6: Why do I not see all my customers? Q7: Why do I not see all my Resellers? Q8: How do I export all my subscription data? Q9: What happens when I am removed as Partner of Record? Q10: How is the set of resellers that is presented in the distributor view determined? Q11: What is the difference between the set of subscriptions in the Customer report and the POR report? Q12: I am not seeing my customer s consumption seats utilization data on the Partner Dashboard? What do I need to do? Q13: I asked my customer to attach me as their POR but they were concerned about Microsoft sharing their subscription or contact info with me. What specific customer information can I see once I become their Partner of Record? Q14: How is Active User in O365 determined? Q15: What does Qualified Entitlement mean in the O365 Active use section? Q16: What all CRM events are included in the active usage metric? Q17: Are users who exclusively use CRM to query and view records only considered active users? Q18: Are custom entities included in CRMOL active usage metric? Q19: Are CRMOL users who use Outlook client or phone apps exclusively counted as active users? Q20: My organization is not in an enabled state or in-grace period i.e. it is either in deleted, or deactivated state. Are CRMOL users in these orgs accounted for in active usage metric? Q21: Are CRMOL users who exclusively use sandbox instance included in active usage? Q22: Are demo and trial tenants CRMOL users included in active usage reporting? Q23: Are there any CRMOL entities that are excluded from active usage metric?

2 Q1: What is the Dashboard? A: The Microsoft Cloud Services Partner Dashboard provides our Resellers and Distributors with a single point of access for cloud related information, which includes trials, quotes, and consumption/usage. Our Resellers and Distributors have a clear view into customer subscriptions by product, plan, sales model, and activation status. The active use for O365, CRM Online, Power BI, Enterprise Mobility Suite and Azure consumption data are also available. 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. Q2: How is this different from other reporting tools? A: This dashboard includes all cloud products, such as Azure, Office 365, Intune and CRM Online. It is the only tool that provides up to date business health of customer subscriptions across the Partner Lifecycle including Partner of Record status. It allows the partners to view the cloud consumption and usage information at their customer level. Q3: 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. It provides active use for O365, CRM Online, Power BI, Enterprise Mobility Suite, and consumed revenue for Azure. Q4: What is the difference between the Cloud Services Partner Dashboard and the Office 365 Partner Admin Center? A: The Cloud Services Partner Dashboard provides partners information on the business health of current customer subscriptions not only for Office 365, but Azure, 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 Cloud Services Partner Dashboard. Office 365 Partner Admin Center resides on a different platform. If you click on the Admin Center link you will be leaving this dashboard and going to the Office 365 Partner Admin Center platform, at which time you will need to sign in again. Q5: How do I access the Cloud Services Partner Dashboard? A: There are two ways to access the dashboard. You can access the dashboard from Partner Summary Report ( or access the dashboard directly from this link Q6: 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 Cloud Services Partner Dashboard.

3 Q7: 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. Q8: 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. Q9: 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. Q10: 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. Q11: 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. Q12: I am not seeing my customer s consumption seats utilization data on the Partner Dashboard? What do I need to do? A: You need to make sure your customer has attached you as their Partner of Record. Customers can find this capability in the Office Customer Portal for Office 365 and Microsoft Dynamics CRM Online, and in the Intune Account Portal for Windows Intune and EMS. For Azure they find this capability on the Azure Account Portal. Q13: I asked my customer to attach me as their POR but they were concerned about Microsoft sharing their subscription or contact info with me. What specific customer information can I see once I become their Partner of Record? A: We share the following info on your customer in the dashboard once you become the partner of record: Customer ID & Customer Name o Customer s Azure Consumption data which may include info such as Subscription ID, Name and key subscription attributes such as subscription start date, end date etc. Consumption dollar amount on a monthly basis

4 Partner of Record association and disassociation dates. Customers Seat utilization which may include Subscription ID, Name and key subscription attributes such as subscription start date, end date etc. Seat utilization details such as seats sold and seats deployed O365 Active Use data Attributes such as qualified entitlements and unique active users. CRM Online Active Use data Attributes such as qualified available seats, qualified assigned seats, and active seats. Q14: How is Active User in O365 determined? A: Active Users (Active Entitlements) is the unique count of users, by workload, that have taken an intentional action within that workload in the past rolling 28-day. Some sample intentional actions include sending, forwarding, or replying to s via Exchange Online; uploading or download a file; creating or editing a site via SharePoint Online; participating in a IM or Skype call via Skype for Business; or posting or replying to a post via yammer. Q15: What does Qualified Entitlement mean in the O365 Active use section? A: Entitlement is an available opportunity for a user to be active within a given workload. The number of entitlements for a given SKU is equal to the number of seats purchased multiplied by the number of workloads within that SKU. Qualified Entitlements is a subset of all entitlements that include specific, typically paid entitlements. Q16: What all CRM events are included in the active usage metric? A: Every time a user creates, reads, updates, deletes, or assigns a CRM record of any CRM entity, it's accounted for as active use of the service. Q17: Are users who exclusively use CRM to query and view records only considered active users? A: Yes. This is by definition of active usage as "intentional use". Q18: Are custom entities included in CRMOL active usage metric? A: Yes Q19: Are CRMOL users who use Outlook client or phone apps exclusively counted as active users? A: Yes, as long as they use Outlook for client to perform qualifying operations outlined before above. Q20: My organization is not in an enabled state or in-grace period i.e. it is either in deleted, or deactivated state. Are CRMOL users in these orgs accounted for in active usage metric?

5 A: No. Only organizations in Enabled state and In-grace period are included in active usage metric Q21: Are CRMOL users who exclusively use sandbox instance included in active usage? A: Yes. The metric definition doesn't distinguish usage between production and sandbox instances. Q22: Are demo and trial tenants CRMOL users included in active usage reporting? A: Paid tenants are tenants that do have at least one, or more, paid seat(s). Thus any demo or trial tenants are excluded automatically. Q23: Are there any CRMOL entities that are excluded from active usage metric? A: Yes, currently the following items are excluded from the active usage metric: CRMOL Dynamics Marketing, CRMOL Social Engagement, Parature, entities sold through the CSP channel, subscriptions that don t have usage, Quick Start customers, Employee Self Service, and ~75 "private entities" that are system entities for internal use and therefore not used for user data.