Target customer & Office 365 offer
Overview of Open & FPP
Experience review
Program business policies
What’s next
Services
Target users
SKU
Midsize Business
Channel / price list
Open
Open Value
Open Value Subscription
Distribution
Compensation
Advisor fees
Topline revenue
Upfrontrevenue
margin
Topline
Advisor fees for
POR
on fees
directfor
Advisor
purchases
only
POR on direct
Topline revenue
Physical via
FPP, POSA & ESD Upfront margin
Advisor fees for
POR on direct
purchases only
Digital via VLSC
Upfront margin
Small Business
Premium
FPP
purchases only
New FPP
customer
New Open
customer
Add seats
Renew seats
Add Partner
of Record
(POR)
1
Office 365 Small Business Premium (SBP)
Amanda, a small business
owner, buys Office 365
Small Business Premium
from a VAR, SMB Reseller or
Retailer.
The Office 365 FPP purchase experience
Partner purchases
Product Key via FPP
End customer
purchases Product Key
from Partner
Product Keys can be used for new accounts, additional seats, and renewals.
End customer redeems
Product Key on
office.com/setup365
FPP price list
Partner purchases
Product Key via FPP
FPP
POSA
PURCHASE
ESD
End customer purchases
Product Key from Partner
98765-98765-98765-98765-98765
ACQUIRE
New SBP customer – Add 2 users
Begin redemption at
www.office.com/setup365
Enter Product Key
Create Office 365 account
User license assignment
Admin setup / Office install
Experience not final. Screens subject to change
2
Office 365 Midsize Business (M)
Victor is a IT consultant at
Montero Managed Services
with a large base of SMB
customers.
He sells Office 365 Midsize
Business plus his managed
services to Fabrikam Inc.
The Office 365 Open purchase experience
Partner purchases
from distributor
Partner retrieves
digital Product Key
through VLSC
Product Keys can be used for new accounts, additional seats, and renewals.
Partner redeems
Product Key on
office.com/setup365
Customer
orders from
Partner
Disti orders
from Open
Price List
Partner orders Product Key
from Disti via Open
Microsoft
sends
welcome
email
Customer signs
agreement &
Partner
retrieves
Product Key
from VLSC
Midsize
Business
Office
365
Partner and Customer
Microsoft
M New customer – Add 15 users
Begin redemption at
www.office.com/setup365
Enter Product Key
M Product Key from VLSC portal
Create Office 365 account
Admin setup
3
Open/FPP – Add 1 user
http://www.office.com/365
Manage & purchase
licenses
Enter Product Key
Experience not final. Screens subject to change
4
http://www.office.com/365
Open/FPP - Renew all users
Manage & purchase
licenses
Enter Product Key
5
Add Partner of Record
http://www.office.com/365
Welcome to Office 365 Midsize Business!
Experience not final. Screens subject to change
Manage & purchase
licenses
Add Partner of Record
http://www.office.com/365
Manage & purchase
licenses
Office 365 Midsize Business
$15.00
Add Partner of Record
http://www.office.com/365
Manage & purchase licenses
Microsoft Office 365 Midsize Business
Office 365 Small Business Premium
$15.00
Add Partner of Record
$225.00
Microsoft Office 365 Midsize Business
$15.00
$225.00
$225.00
$225.00
Add Partner of Record
http://www.office.com/365
Manage & purchase licenses
Microsoft Office 365 Midsize Business
Office 365 Small Business Premium
$15.00
Add Partner of Record
$225.00
$225.00
MonteroManageServices
3647831
Add Partner of Record
http://www.office.com/365
Manage & purchase licenses
Microsoft Office 365 Midsize Business
Office 365 Small Business Premium
$15.00
Add Partner of Record
$225.00
Microsoft Office 365 Midsize Business
$15.00
$225.00
$225.00
$225.00
Montero Managed Services
Customer buys new
product key from Open /
FPP and redeems online
Advisor sends customer
order via MOCP,
customer pays directly
Customer purchases
seats directly on MOSP
business policy
partner
experience
subscription
management
•
A subscription cannot have more than two years of service outstanding.
•
No cancellation or refund. Service continues until end-date.
•
Product Key subscriptions will receive SLA credit via end-date extension.
•
Office 365 Open/FPP will only be available for countries with direct purchases
•
Must be listed as POR to receive notifications & fees on direct purchase.
•
Advisor fees are not paid for Product Key purchases.
•
Users added midterm will result in a single new end-date for all users.
•
The number of users renewed will be made effective immediately
•
Grace period and data retention policies will be consistent with direct purchases
•
Customers can utilize Credit Cards and Product Keys on the same account.
Users
Devices