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Office 365 Partner Features. Accessing Office 365 IUR and partner features First-time signup Upgrade from Office 365 trials & turn on partner features Creating trial invitations Creating purchase offers Offering delegated administration Performing delegated administration
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Accessing Office 365 IUR and partner features First-time signup Upgrade from Office 365 trials & turn on partner features Creating trial invitations Creating purchase offers Offering delegated administration Performing delegated administration Delegated administration: The customer experience Contents
First-time Partner signup for Office 365 internal use rights + partner features
1 WHY: To claim Office 365 IUR benefit To get access to “partner features” of Microsoft Online: Trial invitations and purchase offers Delegated Administration WHO: Partners who do not have an Office 365 account yet Never signed up for trial Have not claimed their Office 365 internal use rights (IUR) benefit yet Scenario 1 Overview
1 1. Access your Cloud Partner benefits • Navigate to the Microsoft Partner Network and sign in using the Windows Live ID associated with your MPN membership. • Same ID used to sign in to partner.microsoft.com
1 2. Click Link to access Office 365 benefits
1 3. Click Link to sign up for Office 365 Confirm that you are the correct person in your organization to act as administrator for Microsoft Online Services
1 4. Provide Basic Company Information
1 5. Create User ID and Domain Name NOTE: Create your Office 365 ID, Domain name and password here Have your mobile phone close by to receive your Office 365 Code via text message
1 6. Verify IUR Licenses Are Available Now
1 7. Set up users
1 8. Set up users To set up others in your company with ability to set up users and administer Office365, select Yes To ensure others in your company can see and use the partner features, select Yes
1 9. Begin using Office 365
1 10. Receive confirmation e-mail
Upgrade Office 365 to include Office 365 internal use rights + Turn on partner features (including Delegated Administration)
2 WHY: To activate your Office 365 Internal Use Rights benefit To “turn on” partner features (if you don’t already have them) To add Delegated Administration WHO: Partners who already have an Office 365 account Trial account Office 365 account without partner features Partner account without Delegated Administration Scenario 2 Overview
2 1. Access your Cloud Partner benefits • Navigate to the Microsoft Partner Network and sign in using the Windows Live ID associated with your MPN membership. • Same ID used to sign in to partner.microsoft.com
2 2. Click Link to access Office 365 benefits
2 3. Click link to add partner features
2 4. Log in to Microsoft Online Portal NOTE: Sign in with Office 365 ID
2 5. Verify IUR Licenses Are Available Now
2 6. Verify Partner Features Now Available
2 7. Set up users
2 8. Set up users To set up others in your company with ability to set up users and administer Office365, select Yes To ensure others in your company can see and use the partner features, select Yes
Creating Trial Invitations Feature Scenario 1NOTE: Available to Cloud Essentials and Cloud Accelerate Partners that have signed the MOSPA agreement
1 1. Click ‘Send trial invitations’
1 2. Select which trial to offer Remember to include the option for Delegated Administration
1 3. Copy link and send in email
Creating Purchase Offers Feature Scenario 2NOTE: Available to Cloud Essentials and Cloud Accelerate Partners that have signed the MOSPA agreement
2 1. Click ‘Create purchase offers’
2 2. Select plans and license counts Remember to include the option for Delegated Administration
2 3. Copy link and send in email
Offering Delegated Administration Feature Scenario 3NOTE: Available to Cloud Essentials and Cloud Accelerate Partners that have signed the MOSPA agreement
3 1. Click ‘Send delegated administration offers’
3 2. Copy link and send in email
Performing Delegated Administration Feature Scenario 4NOTE: Available to Cloud Essentials and Cloud Accelerate Partners that have signed the MOSPA agreement
4 1. Click ‘Lookup user or domain’
4 2. Search for customer
4 3. Click ‘Administer on behalf of’
4 4. Perform admin tasks
Delegated Administration Feature Scenario 5 The Customer Experience
5 1. Receiving delegated administration offer
5 2. Accepting delegated administration offer – Step 1
5 3. Accepting delegated administration offer – Step 2
5 4. View delegated administrators list