UK Partner Community Call - Business Applications - April 2020

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UK Partner Community Call - Business Applications - April 2020
UK Partner Community
Call – Business
Applications
April 2020
UK Partner Community Call - Business Applications - April 2020
• Introduction (Gina Timm)
         • UK Supporting Resilient Operations (Julia Scott)
         • COVID-19 Customer Offers (Marie Abery)
         • Customer Insights Partner Offer (Matt Woodford)
Agenda   • 2020 Release Wave 1 Update (Kaila Bloomfield)
         • Sources for COVID Updates for Partners (Angela
           Evans)
         • Q and A (All)
UK Partner Community Call - Business Applications - April 2020
COVID-19

    STAY   PROTECT   SAVE
    HOME   THE NHS   LIVES
UK Partner Community Call - Business Applications - April 2020
CMO UK
Supporting Resilient
Operations

April, 2020
UK Partner Community Call - Business Applications - April 2020
Global business will continue to prepare for a
range of outcomes until stability is reached
UK Partner Community Call - Business Applications - April 2020
CMO Marketing Insights (April FY20 Social Listening and Market Research)
  WHAT IS THE CURRENT MOOD AMONG                  HOW MUCH IS COVID-19 REALLY            HOW MUCH DO PEOPLE REALLY             WHAT ARE THE TOPICS BEING                  WHAT IS DRIVING POSITIVE /         HOW ARE COMPETITORS BEING
     BUSINESS AND CONSUMERS?                         BEING TALKED ABOUT?                   WANT TO TALK ABOUT IT?                    DISCUSSED?                            NEGATIVE SENTIMENT?                      PERCEIVED?

      Uncertainty and Confusion                   Lots – but it is still only one part   Potential Fatigue and Need for       Topics broadly falling into Skills,       Increased Scrutiny with Desire   MS currently viewed as a trusted
      (economically + politically) Some           of conversations (13% on Twitter)      Trustworthy Advice                   Innovation and Trust                      for Pragmatism                   source of support, some capacity
      global pockets of Optimism for                                                                                                                                                                     questions
      recovery emerging

  •                                                                                                                       •   Remote Working, Education,            •   Practical/informative topics     •    AWS praised for quiet support
        Adapting to Survive, Support,         •     Greater focus in PS vs.              •   Appetite remains for
        Thrive                                                                                                                Skills                                    more positively received              of healthcare, but scrutinised
                                                    Commercial – Generic/                    Public Sector topics but
                                                                                                                                                                                                              overtreatment of employees
                                                    blanket statements from                  increasing desire for
  •     Recognition that business need to           commercial orgs are less well            “good news” Stories          •   Tech - How do I use Teams/            •   Virtue vs. Values – people
        focus as much on Internal                                                                                             Office/move my event online…              care about how companies         •    Google seen as informative /
                                                    received.
                                                                                                                                                                        treat people (inc.                    educational, but questions
        processes as External                                                            •   No more scaremongering
                                                                                                                          •   People – Community spirit and             employees), they care less            raised over employee support
                                              •     Different industries are at
  •                                                                                                                           Employee Well Being                       when companies talk                   (contractors)
        Greater optimism in B2B                     varying stages of impact based       •   Micro-community focus -
        businesses vs. B2C businesses               on how they are being effected           few but more focussed                                                      positively about themselves.
                                                                                                                          •   Digital Accessibility / Digital                                            •    Others letting media talk for
                                                    e.g. immediate impact                    conversations.
  •     Whilst not at volume there is a             anticipating impact and                                                   Divide                                •   Capacity concerns – low               them with Salesforce faring
        recognition in businesses that this                                                                                                                             volume of conversation but            well from this approach
                                                    expected recovery
        is a catalyst new ways of working                                                                                 •   Data Privacy and Security                 high impact.

      Don’t Add to the Noise                                                                                    Stay Humble                                                                            Be Helpful
UK Partner Community Call - Business Applications - April 2020
Ensure digital communication
              Audit our marketing execution       channels promote helpful &
              plans to respond effectively        practical technology
                                                  implementation guides

              Rigorous content audit to ensure
                                                  Turned on our Social Listening

UK Approach
  Approach    sensitive in market content (Case
                                                  channels to enable proactive
              studies, In market campaigns,
                                                  response
              promotions & partner alignment)

                                                  Define a Solution Marketing
              Cancelled/ Re deployed all f2f
                                                  Framework to provide strategy to
              events to digital & community
                                                  UK customer/partner/internal
              execution
                                                  teams
UK Partner Community Call - Business Applications - April 2020
1. Remote Working

                         2. Remote Solutions for Healthcare

                         3. Remote Learning

                         4. Customer and Citizen Services

                         5. Digital Inclusion
UK Solutions Framework
                         6. Remote HR management

                         7. Digital Marketing and eCommerce

                         8. Digital Supply Chain

                         9. Intelligent Security

                         10. Microsoft Technical Support
UK Partner Community Call - Business Applications - April 2020
10 Solutions Report & Customer Journey
   Microsoft UK Coronavirus Update                   Supporting Resilient Operations - Website

                                                                                                 Link to report

                                                                                                 Link to most relevant content,
                                                                                                 focused on how we can
https://www.microsoft.com/en-gb/about/coronavirus/
                                                                                                 support priority areas

                                                                                                 Each solution shows content
                                                                                                 pieces. More developed areas
                                                                                                 will link to specific webpages
                                                                                                 e.g. remote working &
                                                                                                 education:

https://aka.ms/ResilientOperationsReport              https://aka.ms/ResilientOperations
UK Partner Community Call - Business Applications - April 2020
Tools to support you…
1. Email template to share the report        2. Leverage the framework with                Social Media Guidance:
         with your customers            customers and tailor with your messaging
                                                                                   Recommendations
                                                                                   •   Follow official Microsoft accounts to
                                                                                       keep informed
                                                                                   •   Amplify the official Microsoft blogs and
                                                                                       share content
                                                                                   •   Use an empathetic tone in all
                                                                                       communications
                                                                                   •   Share tips on remote working and useful
                                                                                       features, without reference to COVID-19
                                           3. Share your stories with us via
                                          your PDM or Marketing Concierge          Avoid
                                                                                   •   Using COVID-19 or any other health
                                                                                       concerns as a means of promoting the
                                                                                       functionality of Microsoft software
                                                                                   •   Appearing opportunistic by linking the
                                                                                       crisis to a sales or marketing action
                                                                                   •   Using dramatic language such as “crisis”
                                                                                       or “pandemic”

      OFT available by EOW
Business Applications
COVID-19 Business Response
Marie Abery, April 3, 2020
Updated Business Applications COVID-19 Response
          COVID-19 Response Management                                          Business Response
                 Deliver fast crisis management tools              Enable customers to adapt & meet environmental changes

    •   Crisis Management template: App template to            •    Enabling remote work for more types of workers:
        assist crisis response teams to share news, publish         Improved outreach with omni channel capabilities of
        emergency contacts, and enable employees to                 Dynamics 365 Customer Service and improved
        share status – Published 3/4                                collaboration for front line employees through
                                                                    Dynamics 365 Remote Assist
    •   Healthcare emergency response templates:
        Templatized version of Swedish apps made available     •    Staying connected to customers: Increased
        to any healthcare provider to manage bed counts,            connection with customers remotely through D365
        equipment, nurse staffing and COVID-19 patients –           Sales + Teams; D365 Marketing
        Published 3/26
                                                               •    Aiding with retail business continuity: Enhanced
    •   Customer Service: Empower contact center agents             capability to continue transacting with Dynamics 365
        to provide consistent levels of personalized support        Commerce; Dynamics 365 Fraud Protection
        while working remotely
    •   Offer: Free 6-month usage for Healthcare,
        Education, Government and Non-profit sectors:
        Power Apps, Power Automate, Power Virtual Agents,
        Power Portals *coming soon* Power BI
    •   Offer: Free 6-month usage Dynamics 365 Customer
        Service (w/Remote Assist)
Business Applications COVID-19 Response Offers
                 Power Platform Crisis Response Offer                                                            Power Platform Solutions

a. Free up to 6-month Web Direct offers for the products                                a)   Healthcare Emergency Response Resource Tracking
   below for organization in the Healthcare, Education,                                      •   Any healthcare provider can now implement the Emergency Resource Tracking solution
                                                                                                 to manage emergency responses and equipment inventories, beds and staffing needs,
   Government and Non-profit sectors                                                             and emergency leaders can leverage the decision support dashboard to make decisions.

        • CDS Capacity will be added to the trials on the backend by engineering to          •   Implementation instructions here
          make the experience production-level                                          b)   Crisis Communications
        • Offer end in 6 months and customers can decide to buy Power Platform in            •   Employees can report a work status and make requests, and admins can use the app to
          their preferred channel (EA, CSP, etc.)                                                push updates, news including RSS feeds from the World Health Organization (WHO),
        • No credit card is required to use trials – a significant friction point for            The Centers for Disease Control and Prevention (CDC) or local authorities, or emergency
                                                                                                 contacts to different locations—all accessible on the web, mobile, or in Teams
          Edu/Govt especially and no customers will get a surprise bill in Month 7 as
          would be the case with paid Web Direct SKUs                                        •   Implementation instructions here
                                                                                        c)   Power Virtual Agents Crises Response Bot
b. Products included: Power Apps per user, Power                                             •   Helps people get to the information they need quickly in a chat interface you can
                                                                                                 embed on any website. For example, a Crisis FAQ bot can help you address questions
   Automate per Flow, Power Virtual Agents, Portals                                              that employees are frequently asking, freeing time for managers to focus on other
                                                                                                 priorities.
        • Power BI to be added shortly
                                                                                             •   Implementation instructions here
        • N.B. RPA evaluated on a case-by-case basis
        • Implementing a Power Platform solution in response to COVID-19, either a
          Microsoft-provided template or custom implementation
        • Includes all premium capabilities

© Microsoft Corporation                                                                                                                                                      Dynamics 365
Business Applications COVID-19 Response Offers
                          Power Platform – Your Help

a) If you have Power Platform technical expertise and would like to volunteer
   your time to these efforts, either to build new solution templates or assist
   Microsoft engineering with customer deployments, please volunteer your
   services via this form: https://aka.ms/ppemergencyresponsepartners
b) If you have built a COVID-19 related emergency solution that can be made
   into a solution template or have best practices to share, please upload it to
   the Power Apps Emergency Response Gallery available here
c) Visit the Microsoft Partner Network and leverage the assets and resources in
   the Power Platform Emergency Response Kit. Please check the Emergency
   Response kit regularly for new assets and updates.

© Microsoft Corporation                                                            Dynamics 365
Business Applications COVID-19 Response Offers
                    Dynamics 365 Crisis Response Offer                                                  Helping Retail Business Continuity

a. Free up to 6-month product offers for the products and                                 a.   D365 eCommerce
   segments below                                                                               •   Consumers are making changes to their shopping habits which are resulting in a
                                                                                                    surge in demand for low or no contact purchasing options like digital commerce
    • Available for all segments (Commercial, GCC, EDU, non-profit)                                 and no contact delivery. D365 Commerce can help retailers optimize omnichannel
    • Increased CDS capacity; no credit card required                                               commerce capabilities and enable seamless online commerce.
                                                                                                •   For fastest deployment current Finance & Supply Chain Management customer
    • Available for all industries
                                                                                                    (version 10.0.7 and above) & Adyen account preferred
    • Up to 200 seats; anything above will require approval                                     •   e-commerce accelerator program including an “in a day” engagement to help
b. Product / offers                                                                                 retailers conceptualize and drive faster implementation of an e-commerce solution
                                                                                                    (details TBC).
    • Dynamics 365 Remote Assist - available free of charge for up to 6 months
                                                                                          b.   D365 Fraud Protection
      – Allows technicians to collaborate with colleagues and experts from different
                                                                                                •   Help protect organisations from payment and account fraud on their ecommerce
        locations, reducing travel and resolving some of the immediate obstacles facing             stores as online sales rocket. The adaptive AI technology & fraud protection
        us all.                                                                                     network continuously learns and adapts to new patterns from across the globe to
    • Dynamics 365 Customer Service – 2 specific SKUs                                               optimize protection in real-time.

      – D365 Customer Service Enterprise (including entitlement to Customer Service             •   Dynamics 365 Fraud Protection can be integrated into any eCommerce store and
        Insights & Virtual Agent for Customer Service capabilities. Entitlement to 2k               does not need any other D365 solution to work.​
        Power Virtual Agent sessions and 100k D365 Customer Service Insights cases)             •   60 day trial to optimize rules engine or straight to live with corporate engineering
      – D365 Digital Messaging/Omnichannel (including Chat for Dynamics 365                         support for the fraud management teams​
        Customer Service, 3rd party SMS, and future social messaging channels)
      – Dynamics 365 Guides in discussion to have this as a reactive offer capped by
        number of available Hololens devices
    • Implementing in response to COVID-19, either a Microsoft-provided template or
      custom implementation

 © Microsoft Corporation                                                                                                                                                           Dynamics 365
Business Applications COVID-19 Response Offers Cont.
                                                                Process Guidance
    a.     Offers to be applied for by a Microsoft employee. Info needed: Account Name, OMS Tenant ID, Partner, Products Needed, # seats,
           # Logins/Page views for Portals, # environments, rationale for need
    b.     Request is evaluated and approved
    c.     Once approved, pre-created codes will be distributed and a request will be sent to engineering to add capacity on the backend
    d.     Global admin (customer) applies 6-month promocode to tenant (IMPORTANT: only the Global admin should activate the
           promocode), engineering process adds capacity on the backend
    e.     A log of all tenants will be kept so it can be referenced 6+ months from now
    f.     Customers can choose to retain their environments after the six month free period is over. In this case, they will be required to
           sign up for a paid subscription. If customers do not wish to continue using these environments after the offer period is complete,
           they can choose to let the offers lapse and they will not incur any charges.
    g.     For any technical issues with provisioning contact BizAppsCOVID19Supp@microsoft.com

  Open item:
    •      Open up request process for non-managed customers
    •      A partner self-serve request form will be launched on PartnerSource Business Center at a later date. Incoming requests should
           expect a response within 24 hours

© Microsoft Corporation                                                                                                                     Dynamics 365
Licensing & technical enforcement deadline extensions
                 Give customers more time to prepare for upcoming license transition and technical enforcement
 a)      Dynamics 365 Team Members: Existing Dynamics 365 customers who acquired the Team Members license prior to October 1, 2018
         can continue to renew their existing Team Members subscription through December 31, 2020 (extended from June 30, 2020). Starting
         January 1, 2021, all renewing customers will need to transition to the new Team Members license. See more info here
 b)      Dynamics 365 storage & prod/non-prod instances: Existing Dynamics 365 customers can continue to renew their existing storage
         and prod/non-prod instance use rights through December 31, 2020 (extended from June 30, 2020). Starting January 1, 2021, all
         renewing customers will need to transition to the new model. In the meantime, Dynamics 365 customers are allowed to use their
         existing storage and prod/non-prod instances. See more info here
 c)      Dynamics 365 portals: Existing Dynamics 365 customers can continue to renew with their portal use rights through December 31,
         2020 (extended from June 30, 2020). Starting January 1, 2021, all renewing customers will adhere to the new portal licensing use
         rights. See more info here
 d)      Dynamics 365 Plan customers: Renewing Dynamics 365 Plan, Customer Engagement Plan, and Unified Operations Plan customers can
         use qualifying offers to transition to attach model through June 30, 2021 (extended from June 30, 2020). See more info here
 e)      CSP and web direct auto-renewal extension: For Dynamics 365: All SKU’s above will auto-renew through Dec 31, 2020 (extended
         from 6/30/2020). Prior to December 31, customers must create a transition plan to the new licensing models. For Power Platform:
         Power Apps P1 and P2 along with Flow P1 and P2 subscriptions will auto-renew through December 31, 2020. Prior to December 31,
         customers must create a transition plan to the new licensing model.
 f)      Technical enforcement extensions: Technical enforcement for Dynamics 365 Team Members licenses purchased or transitioned after
         October 1, 2018 will come into effect on January 31, 2021 (extended from September 30, 2020). Review webinar (deck)

© Microsoft Corporation                                                                                                                 Dynamics 365
Key Resources
  https://cloudblogs.microsoft.com/dynamics365/bdm/2020/03/26/resources-and-support-for-our-global-customers-impacted-by-
  covid-19/
                                                                                              https://www.microsoft.com/en-
  gb/about/coronavirus/resilience/

  https://microsoft.sharepoint.com/teams/AzureServiceExperience/Pages/Capacity.aspx
                                                                           https://azure.microsoft.com/en-gb/blog/
                                                            https://blogs.partner.microsoft.com/mpn/responding-to-covid-19-partner-
  guidance-and-resources/
                          https://blogs.partner.microsoft.com/mpn/responding-to-covid-19-microsoft-partner-network/

  https://microsoft.sharepoint.com/teams/PartnerProgramsDigest/SitePages/partner-support-covid19.aspx
Dynamics 365
Customer Insights

H2 To-Partner Campaigns
March 2020
Matt Woodford
FY20 Customer Insights: To-Partner Campaigns
                                       Pre-Sales                                                                                                                    Post-Sales

                  Envision                                      Validate                             Purchase License                             Onboard                               Deploy & Go Live

                              Customer Adds Campaign                                             +                                 Customer Insights Deployment Factory

The CI Customer Adds investments is funding for Partners to identify and                               The Customer Insights Deployment Factory program funds post-sales activities to partners to
drive CI Customer Adds (CICA) engagements at scale                                                     deploy Customer Insights quickly and confidently, as well as train customers on its usage.

Pre-sales Activities supported:
You can choose to do a Customer Insights Training and combine it with either an assessment             Post-sales Activities supported:
or a POC                                                                                               You can choose to do a Customer Insights Training and combine it with either a Post-Sales POC or a Deployment

                                                                                                     • Customer Insights In a Day Training (only $1.5k)
  • Customer Insights In a Day Training (only $1.5k)
  • Assessment of the data design and determining the KPIs                                           • Post-sales proof of concept (PoC)

  • POC/Pilot – Ingestion of few data sources and creation of a few KPIs                             • Deployment

                      Payout for Customer Adds Campaign*                                                                                   Payouts for Deployment Factory*

➢     US$1,500 for 1 day of work                                                                 ➢   US$1,500 for 1 day of work
➢     US$3,000 for 3 days of work                                                                ➢   US$3,000 for 3 days of work
➢     US$7,500 for 5 days of work                                                                ➢   US$7,500 for 5 days of work
                 +                                                                               ➢   US$20,000 for 14 days of work
➢ US$1,500 for Customer Insights In a Day (CIAD) training                                                       +
                                                                                                 ➢   US$1,500 for Customer Insights In a Day (CIAD) training

      One activity of Customer Adds can be stacked with one activity of Deployment Factory and
      one Customer Insights In a Day training
      *MSX oppty ID needed to get the claim approved and paid
CI Customer Adds Campaign
  Offer                                                                                                                                                  Eligible Customers

   The CI Customer Adds investments is funding for Partners to identify and drive CI Customer Adds (CICA)                                                Only customers with new customer add
   engagements at scale                                                                                                                                  opportunities *
                                                                                                                                                         Partners must provide qualifying MSX
   Offer Details –                                                                                                                                       Opportunity ID
       • Max Payout – US$7.5k + US$1.5k for CIAD = $9k
                                                                                                                                                         * Please have your PDM check on the Customer Add information
       • PO needed for every claim before work begins

       Payout                                                                          Partner Eligibility                                                 Types of Activities Supported
                                     Estimated $12k FY20 Billed
  US$1.5K 1 day of work                                                               Partners who have attended CIAD training for                       Pre-sales Activities:
                                     Revenue                                          Customer Insights                                                  You can choose to do a Customer Insights Training and combine
                                     Estimated $36k FY20 Billed                       • Active MPN ID number                                             it with either an assessment or a POC
  US$3K         2 days of work
                                     Revenue                                          • ECIF supplier certification
                                     Estimated $100k of FY20                                                                                               • Customer Insights In a Day Training (only $1.5k)
  US$7.5K 5 days of work                                                             US partners with access to D365 Everywhere and D365 Adoption
                                     Billed Revenue                                  funds, will be eligible to receive funding for their US customers     • Assessment of the data design and determining
                                                                                     beginning on April 15th (as PIE programs end on April 30th).            the KPIs
                                                                                                                                                           • POC/Pilot – Ingestion of few data sources and
                                                                                                                                                             creation of a few KPIs
  Public Sector customers would need to have an N&C signed before they can begin any engagement.

  Next Steps                                                                                                                                             Requirements
  1.   Request funding here                                                                                                                              • ECIF operation will request - Customer Signed
  2.   Customer Insights In a Day training content available on MPN here                                                                                   POE template via DocuSign after the partner has
                                                                                                                                                           completed the engagement and submitted the
  3.   Program Help and Support: ciadforpartners@microsoft.com
                                                                                                                                                           invoice
  4.   Attend Partner Readiness calls: Register here to attend the monthly office hours
                                                                                                                                                         • Work must be completed and invoiced by June
  5.   Please ensure that an approved purchase order and confirmation that work may start is received from Microsoft
                                                                                                                                                           15, 2020
       prior to beginning any work on a project.
Activities supported
Activity                     Description
Customer Insights In a Day   Partner-led in-person or virtual trainings with a mix of architecture design and hands-on lab experience
Training                     to test drive Customer Insights.

Assessment                   Discovery and identification session of data sources and the insights the customer is looking to drive.
                             Delivered by a CIAD partner, an assessment would deliver a plan to determine the data sources and
                             fields that should be ingested as well as the insights that would be created

Proof of concept             Configuration and Ingestion of a limited number of data sources and creation of limited number of
                             insights (measures and segments)
CI Deployment Factory (CIDF)
        Offer                                                                                                                                                           Eligible Customers

                                                                                                                                                                        • Only customers with FY20 Customer Insights (CI)
        The Customer Insights Deployment Factory program funds post-sales activities to partners to deploy Customer                                                       billed revenue
        Insights quickly and confidently, as well as train customers on its usage.
        Offer Details –
          • Max Payout –$20k + $1.5K for CIAD = $21.5K max payout                                                                                                       • Partners must provide qualifying TPID or MSX
                                                                                                                                                                          Opportunity ID**
          • PO needed for every claim before work begins

          Payout                                                                             Partner Eligibility                                                           Types of Activities Supported
                                                                                   To receive funding a partner needs to meet all of the criteria's                       Post-sales Activities:
                                      Customer Insights In a Day
US$1.5K      1 day of work                                                         below:
                                      Training                                                                                                                            You can choose to do a Customer Insights Training and combine
                                                                                                                                                                          it with either a deployment or a POC
US$3K        2 days of work          $12k of FY20 Billed Revenue                   • CIAD (Customer Insights in a Day) trained partner

                                                                                   • Active MPN ID number
US$7.5K      5 days of work          $36k of FY20 Billed Revenue                                                                                                            • Customer Insights Training ($1.5k for reselling)
                                                                                   • ECIF supplier certification                                                            • Post-sales proof of concept (PoC)
US $20K      14 days of work         $100k of FY20 Billed Revenue                  US partners with access to D365 Everywhere and D365 Adoption funds, will be
                                                                                   eligible to receive funding for their US customers beginning on April 15th (as PIE       • Deployment
                                                                                   programs end on April 30th).

     Public Sector customers would need to have an N&C signed before they can begin any engagement.

          Next Steps                                                                                                                                                    Requirements

        1. Request funding here                                                                                                                                         • Work must be completed and invoiced by June
        2. Customer Insights In a Day training content available on MPN here                                                                                              15, 2020
        3. Program Help and Support: ciadforpartners@microsoft.com                                                                                                      • ECIF operation will request - Customer Signed
        4. Attend Partner Readiness calls: Register here to attend the monthly office hours                                                                               POE template via DocuSign after the partner has
        5. Please ensure that an approved purchase order and confirmation that work may start is received from Microsoft prior to                                         completed the engagement and submitted the
           beginning any work on a project.                                                                                                                               invoice
Activities supported

 Activity                      Description
 Customer Insights In a Day    Partner-led in-person or virtual trainings with a mix of architecture design and hands-on lab
 Training                      experience to test drive Customer Insights.

 Post-Sales Proof of concept   Configuration and Ingestion of a limited number of data sources and creation of limited number of
                               insights (measures and segments)

 Deployment                    Configuration and Ingestion of data sources and creation of insights (measures and segments)
Customer Insights Program offer stacking scenarios

  ROI calculation

 When stacking CI Customer Adds program and Customer Insights Deployment Factory with the same customer, keep in mind that the combined
 ROI from both investments must meet or exceed 5x. For example, an opportunity to increase Customer Insights billed revenue by $160,000 over 12
 months - would qualify for up to $20,000 in total investment from both the Customer Adds and Deployment Factory program.
Proof of execution (POE) requirements
 All ECIF-funded projects require the end customer to submit POE including the following requirements
 POE will be sent to the end customer via DocuSign once the partner completes the engagement and submits invoice

 1 Description of services                                                  3 Electronic signature
     Customers must include a description of the services received:            • The customer contact listed in the SOW must sign the
     • The description of services will be pre-populated in the POE               POE in DocuSign to confirm the description of
       template and customer must confirm whether the work was                    services and the activity start and end date
       completed or not completed. The pre-populated description of            • If the customer contact listed in the SOW is not
       services comes from the Statement of Work signed between                   authorized to sign the POE, or if the customer would
       the partner and Microsoft                                                  like to use an alternate signer for any reason, the
                                                                                  partner must email D365ECIF@microsoft.com to
 2 Activity start and end date                                                    change the customer contact listed prior to POE
     Customers must indicate the dates the activity started and ended:            solicitation
     • Payment cannot be released if work begins prior to                      1. If the POE needs to be resent to an alternative
       the date of PO approval or if work is not completed by the                 customer contact after the initial POE email, the
       activity end date as reflected in the SOW                                  customer should email the partner and identify the
     • If work was completed offsite prior to or after the onsite                 appropriate signer. The partner can then request the
       delivery, then the activity start and end dates should reflect the         POE be sent to the appropriate contact by reaching
       entire engagement, including onsite and offsite work                       out to D365ECIF@microsoft.com
Stay connected – support and resources
 1   Visit the MPC page                                                 Extra resources
     Information, updates, and announcements throughout FY20 at       Microsoft Partner Network
     Business Applications MPC                                        • Customer Insights on MPN portal

 2   Funding Request
     Request funding here

 3   Get tier 1 support

     Program Support – ciadforpartners@microsoft.com
     PO or Payment Status - D365ECIF@microsoft.com

 4   Connect with the Partner Investments team

     Register and Join Partner Investments office hours every month
     aka.ms/cipartnerprograms.com
2020 Release Wave 1
Update & Adjustments
Kaila Bloomfield – Partner Technical Architect
Release Adjustments due to COVID-19
Release Wave 1 Virtual Launch Event: Save the Date - Thursday, April 2, 2020 8:00 – 9:30 AM Pacific
Solution                     Release Wave 1 Schedule
                             Includes: Finance, PMA, SCM and Commerce;
                             • Feature General Availability: No Change – April 2020
Finance, Operations, and     • Auto-update Schedule: No Change – April 2020
Commerce applications        • Auto-update Deferral Limits: Yes, customers can now defer a 4th update if
                                needed for the April release. Complete this survey or submit a request
                                to Dynamics 365 support request a pause.

Dynamics 365 Human           • Feature General Availability: No Change – From 6th April 2020
Resources                    • Feature Auto Enablement: No Change – From 6th April 2020

                             Feature General Availability;
Dynamics 365 Business        • New Subscriptions: No Change – April 2020
Central                      • Existing Subscriptions: Additional time provided to upgrade moving from 30
                               to 60 days
Release Adjustments due to COVID-19
Release Wave 1 Virtual Launch Event: Save the Date - Thursday, April 2, 2020 8:00 – 9:30 AM Pacific
Solution                     Release Wave 1 Schedule
                             Includes: Marketing, Sales, Customer Service, Field Service, Project Service
                             Automation (PSA);
Dynamics 365 model-          • Feature General Availability: No Change – April 2020
driven apps and Power        • Feature Auto Enablement: Delayed to be starting from May 1, 2020 (region
Apps                            dependant)
                             • Optional Production Enablement: Yes, these can be enabled from April 2020 in
                                production
                             Includes: Marketing, Sales, Customer Service, Field Service, Project Service
License enforcement -        Automation (PSA), Human Resources, Finance, PMA, SCM and Commerce;
Team Member licenses         • Instances created before April 1,2020: Delayed until January 31, 2021.
                             • Instances created After April1, 2020: No Change – April 2020

Software Deprecation         Dynamics 365 Customer Engagement legacy web client deprecation delayed by
Adjustments                  two months to December (Further info Here)
Implementation Project Cost Management Options
When projects are paused or postponed what on-going costs can be reviewed?

 Managed SaaS Applications            Add-on Product Licenses                Azure Hosted Infrastructure
 Common Cost Location                 Common Cost Location                   Common Cost Location
 • Data storage                       • Test Manager                         • Integrations
                                      • Azure DevOps                         • Reporting
                                      • Add-On Environments                  • Data Storage
                                      • Power BI Premium                     • Event Management
                                                                             • Error Handling
                                                                             • Dev Environments

 Cost Reduction Considerations        Cost Reduction Considerations          Cost Reduction Considerations
 • Environment consolidation          • User License Audit                   • Script Infrastructure Build &
 • Environment shut down              • License Consolidation                  Configuration
                                                                             • Infrastructure Review &
                                                                               Consolidation
Sources for COVID-19
Updates for Partners
Angela Evans
Gavriella Schuster Blog. CVP, One Commercial Partner
Responding to COVID-19: Microsoft Partner Network, 2 April, 2020.
•   Competency Updates: If your competency anniversary date is between January 1 and June 30, 2020,
    we are extending your existing competency or competencies through your next anniversary date in
    2021. You will need to take action in Partner Center to take advantage of the extension.
•   Cloud Business Applications Competency Updates:
     •   We have set a new date of April 1, 2021 for Partner Contribution Indicators (PCI) scoring for the
         Cloud Business Applications competency to take effect as part of the requirements.
     •   Postponing the implementation of the baseline snapshot for the Functional Consultant metric in
         the new Partner Contribution Indicators scoring from March 31 to October 1, 2020.
•   Microsoft Partner Agreement
     •   April 2020 enforcement date has been pushed to later in 2020
•   Training and Exams
     •   Digital testing centers, virtual events, Microsoft Learn.
Gavriella Schuster Blog. CVP, One Commercial Partner (Cont)
Responding to COVID-19: Microsoft Partner Network, 2 April, 2020. (continued)
•   Microsoft Inspire will be virtual
•   SA Deployment Planning and Training Vouchers
     •   We’re extending active vouchers created prior to April 1, 2020 for an additional 90 days. And we’re
         waiving the onsite requirement for delivery partners, allowing for remote Deployment Planning
         Services engagements through 30 June 2020. No action is required from partners or customers
         for these extensions.
• Go-to-market Services
     • We’ve recently added new resources on the partner website.

Responding to COVID-19: Partner guidance and resources, 16 March, 2020. Updated April 2.
     • Based on your feedback, updated to include the CSP Office 365 E1 Trial, which allows partners in
       the CSP program to initiate and manage the experience.
Next call: Thursday, 7th May 1pm (due to Bank Holiday
            Friday)

            In the meantime please continue the conversation in
            our UK chat forum:
Thank you   Aka.ms/MPCUKDynamics365 (call recording &
            deck will be posted here)

            Global Business Applications forum:
            Aka.ms/MPCBusApps
STRONGER TOGETHER – THE
  UK DYNAMICS CHANNEL

    Will McIntee – wmcintee@qbsgroup.com
ITEMS FOR DISCUSSION

     State of Play                Supporting Partners                 Threats/Opportunities
 Very few outright customer     For BREP Renewals – collect cash in            Migrations
        cancellations           advance of renewal                             Cash is King
CRM users decrease per tenant   Celebrate every success                 Maniacal focus on customer
      ERP Users Steady          Become experts in understanding        communications – rhythm and
                                government assistance                             quality
                                                                             Internal Training
Remote working = A different way
of working
• Rhythm is essential
• Have a daily huddle
• Have virtual lunch breaks or coffee breaks
• Don’t stay sat down for ages, stand and chat as well – also has an impact on your whole
  energy levels when communicating
• Voice is good, but video is better!
• Don’t feel guilty about stepping away

3-4-2020
Avoiding
“Bingeyness”
Staying Fit, Fresh and Active

                  Get outside – fresh air makes all the
                  difference

                  Invest in a Yoga mat – get your
                  Downward Dog going

                                         Jumping Jacks
                  Get moving – set       Air squats
                  yourself a challenge   Sit ups/press ups

3-4-2020
QBS Group:
The Dynamics Partner Fanatics

• Will McIntee – wmcintee@qbsgroup.com
• 07974 022984

3-4-2020
Questions?

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