Managed Reseller on the Partner Incentives Portal Getting Started - Introduction to the portal

Transcription

1 Managed Reseller on the Partner Incentives Portal Getting Started - Introduction to the portal

2 Learning objectives and Agenda Objectives Agenda At the end of this training module, you will be able to: List the key capabilities of the portal Outline the high level steps in onboarding onto the portal Explain the concept of Notification as used in the portal List some useful resources and where to find them Outline how to access Support Partner Incentive portal capabilities Steps in onboarding Notifications on the portal Useful resources How to access Support

3 Welcome to the Partner Incentives Portal! What does the Partner Incentive Portal offer? Integrated claim and Proof Of Execution (POE) process All submitted POE visible Line item reconciliation Automatic payment of rebates Unique payment descriptors on bank statements Embedded support Integrated notifications process : Multi-incentive portal

4 Find out more about the portal 6 Find out how to get Support 1 Learn about the capabilities of the portal (accessible from the portal dashboard) 2 Partner roles on the portal 5 Find out about useful resources In this module: You can find out more about the portal Click on the relevant box to find out more about a particular aspect of the portal Or scroll through the slides 4 Find out about the Notification functionality 3 Find out how migrating and new Partners are onboarded

5 The portal dashboard Click here to go to the MPN pages. Click here to bring you back to the portal homepage. Support: Link to suggested knowledge articles, chat to an agent or submit a ticket or a dispute. Payment: Track your payments. Skyline Experience not final. Screens subject to change. Admin: Edit your payment profile (above) or add and delete users or change permissions (below). Note These functions are available only to Partner Admins. Notifications: View alerts on recent activities in your account or actions requiring your attention. Programs: Find out about your program (incentive rates etc.), see how enrollment is progressing, make and manage claims and track your earnings and payments. Note This is the Administrator view. Users will not see the Admin tiles.

6 Partner roles on the portal There are two Partner roles on the portal: Administrator (Admin) User View the chart for role capabilities. Only those with Admin rights can manage enrollment, add and delete users, and edit banking details. There is no limit to the number of Partner users or Partner admins allowed on the portal. Portal Admin Portal User Manage enrollment - Manage users - Manage payment profiles - View rebate earnings View coop earnings Access Support, including Chat, Tickets, Knowledge base articles Dispute payments on claims page View banking details and payments Submit coop proof of execution

7 Onboarding to the portal Follow these easy steps to onboard onto the portal Log on Receive an invitation from Microsoft Partner Incentives and follow log on instructions. Enroll Confirm your Partner account details and agreements, and complete your banking and tax information. View earnings View your earnings as they build up. Once onboarded, your Partner Admin can make changes in these areas: Manage users & Payment profile Set up additional users and/or admins and edit your payment profile as required. Here are some differences to the onboarding process based on your status in a program (for example, new or existing Partner) If you are..a brand new Partner joining a Microsoft Incentive Program Your Partner Admin will receive an invitation to onboard to the portal. Be sure to have all your banking and tax details handy to enter in the portal when you log on. If you are..already enrolled in a Microsoft Incentive Program but moving to the portal Most of your data will be migrated to the portal. Your Partner Admin will receive an invite to the portal. Once you log on you will need to verify the migrated data and may have also to enter additional data. Note Only the MRIT (previously MSClub) Partner Admin will be migrated to the Partner Incentives portal. No Partner users will be migrated. These can be invited by the Partner Admin once they are onboarded.

8 Notifications on the portal The purpose of a Notification is to: Advise you an action is pending (Action required) by either the Partner or Microsoft. Inform you of the status of an activity (Recent activities). Notifications are triggered by: Specific events that occur in the portal such as, during Enrollment, a Notification is triggered advising you to complete the payment profile. To view all Notifications: Click the Notifications tile on the main homepage. Click the Notifications heading on the top menu bar. From here, you can jump to the page that requires action or view an activity. Note Once you have read a Notification, you can archive it. To archive it click here for each item. Skyline Skyline Experience not final. Screens subject to change.

9 SUBJECT EOC-CI-Managed Reseller-New MR Partner Incentives Experience SUMMARY 13-Oct-2014 Microsoft Partner Incentives Program Transitions from Managed Reseller incentives tool to new Microsoft Partner Incentives Experience Transition Details and Requirements. ACTION REQUIRED The Transition Plan Microsoft wants to ensure you and your teams have time to prepare for the transition and as such we are sharing the current plan of record. Please note this is subject to change in order to ensure the best possible experience. In the below table you will see the major milestones (User Onboarding and System Cutover) called out in the timeline with more details below on what to e xpect for each phase. We will continue to update you monthly to ensure a successful transition. Note: - Please see attachment for the transition timeline * User Onboarding windows are currently in work and will be shared once more details become available. DETAILS / PURPOSE Transition Requirements Please complete all of the following actions by October 31, 2014: Reminder! Ensure your current primary and secondary User Administrator(s) information is updated and accurate in EMEA Managed Reseller incentive tool o Important : The Primary User Administrator will be the user receiving the invitation to the new platform and will be required to take action. SPECIAL NOTE: Invitations should not be forwarded. NEW! Update your Banking Account Details in EMEA Managed Reseller incentive tool by clicking on the Profile Information tab o Important: The bank account information will be migrated to the new platform and payments will be made to this bank account. NEW! Update your Language Preference in EMEA Managed Reseller incentive tool by clicking on the Profile Information tab o Important: The language preference will be migrated to the new platform. NEW! New FY15 Partners will need to complete registration in EMEA Managed Reseller incentive tool o Important: Only partners on the current tool can be migrated to the platform which saves you time in the enrollment process. o Note: Invitations from the tool have already been sent. If you have not received the Invitation, please contact your Partner Sales Executive (PSE) or Tele Partner Account Manager (T-PAM). NEW! Ensure your platform users are currently using a supported internet browser o Note: Supported browsers are Internet Explorer 10 or higher, Chrome or higher, and Firefox 26.0 or higher. VALUE PROPOSITION Partners will get a whole new Microsoft Partner Incentives experience. QUESTIONS? See the Activation Kit Site for additional resources Find program resources on the homepage Visit the Activation Kit Site at Skyline Incentive Guide & Exhibits Coop Guidebook Implementation Guide Find portal resources on the Operations page Skyline on the Partner Incentive Portal On-demand training modules Communications Click here to go to the Operations page

10 Support Support is available inside and outside the portal. Find a link to Support on the top menu bar Inside the portal Outside the portal Use your regular support channels MPN at Or select the Support tile on the homepage Easy to access Self help Chat Submit a ticket Track disputes Send an to erebates@microsoft.com If you file a Support ticket please include: Name of the portal to which it relates. Section of the portal where the problem arose such as enrollment or migration. Any other relevant information.

11 Thank You 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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 presentations. 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.