Office 365 Adoption Offer Frequently Asked Questions APRIL 1, 2015 OVERVIEW Starting September 1, 2014, customers who purchase a minimum of 150 seats of eligible Office 365 SKUs will qualify for an investment toward their Office 365 adoption. During the offer period, qualified customers can chose to either: (1) Have the FastTrack Onboarding Center complete email migration for all purchased, eligible offer seats; OR (2) Reimburse Microsoft Consulting Services (MCS) or a qualified Cloud Productivity Competency Partner (CPCP)/Cloud Deployment Partner (CDP) for adoption activities on behalf of the customer; funds will be paid out at $15/seat for up to 1000 seats and $5 per seat above 1000 seats with a maximum of $60,000 per customer . The Office 365 Adoption Offer is available to new Office 365 customers. Net new purchases of SKUs of Office 365 E Suites, Office 365 Exchange Online, O365 ProPlus, SharePoint Online, Lync Online, OneDrive and Project Online, Project Lite, Project Pro for O365 and Visio Pro for O365 standalone SKUs, Enterprise Cloud SKUs (including G SKU equivalents and paid EDU SKUs) are eligible for this investment. This offer is available to all commercial and government customers in all countries where Office 365 is available through the following Licensing programs: EA/EAS, Open, Open Value, Open Value Subscription, MPSA, AOS, MOSP and Cloud Solution Providers (CSP). This offer will run from September 1, 2014 through June 30, 2015. The funding is at the customer level, based upon the number of qualified SKUs purchased, not based upon the number of workloads deployed. This investment is paid directly to the CPCP/CDP that deploys the qualified seats or to Microsoft Consulting Services. Eligible Adoption Offer customers choose one of the following: Option 1: FastTrack Onboarding Center will complete email migration for all offer-eligible customer mailboxes OR Option 2: Customers earn funds on a per seat basis to pay for qualified adoption activities by Cloud Productivity Competency Partners / Cloud Deployment Partners or MCS. Customers must purchase at least 150 seats to qualify for funding. Funds are paid out as follows: $15 per seat for up to 1000 seats, then $5 per seat for seats 1001 and above seats (with a max of $60k per customer) Here are examples of activities that partners may conduct to attain the desired outcome of 15% active usage: Lead project management of onboarding and email migration Lead data migration of Email, OneDrive or SharePoint Lead remediation activities such as desktop and Active Directory remediation Develop apps, integrate Office 365 workloads and Office with business systems Lead workload adoption activities including: o Draft the vision, outline business objectives, and success measures for adoption jointly with the customer and obtain buy-in from an executive sponsor. o Define how Office 365 can help achieve the vision with proposed usage scenarios across specified workloads
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Office 365 Adoption Offer
Frequently Asked Questions
APRIL 1, 2015
OVERVIEW Starting September 1, 2014, customers who purchase a minimum of 150 seats of eligible Office 365 SKUs will qualify for an
investment toward their Office 365 adoption. During the offer period, qualified customers can chose to either: (1) Have the
FastTrack Onboarding Center complete email migration for all purchased, eligible offer seats; OR (2) Reimburse Microsoft
Consulting Services (MCS) or a qualified Cloud Productivity Competency Partner (CPCP)/Cloud Deployment Partner (CDP)
for adoption activities on behalf of the customer; funds will be paid out at $15/seat for up to 1000 seats and $5 per seat
above 1000 seats with a maximum of $60,000 per customer. The Office 365 Adoption Offer is available to new Office 365
customers. Net new purchases of SKUs of Office 365 E Suites, Office 365 Exchange Online, O365 ProPlus, SharePoint
Online, Lync Online, OneDrive and Project Online, Project Lite, Project Pro for O365 and Visio Pro for O365 standalone
SKUs, Enterprise Cloud SKUs (including G SKU equivalents and paid EDU SKUs) are eligible for this investment. This offer is
available to all commercial and government customers in all countries where Office 365 is available through the following
Licensing programs: EA/EAS, Open, Open Value, Open Value Subscription, MPSA, AOS, MOSP and Cloud Solution
Providers (CSP).
This offer will run from September 1, 2014 through June 30, 2015. The funding is at the customer level, based upon the
number of qualified SKUs purchased, not based upon the number of workloads deployed. This investment is paid directly
to the CPCP/CDP that deploys the qualified seats or to Microsoft Consulting Services.
Eligible Adoption Offer customers choose one of the following:
Option 1: FastTrack Onboarding Center will complete email migration for all offer-eligible customer mailboxes
OR
Option 2: Customers earn funds on a per seat basis to pay for qualified adoption activities by Cloud Productivity
Competency Partners / Cloud Deployment Partners or MCS. Customers must purchase at least 150 seats to qualify for
funding. Funds are paid out as follows:
$15 per seat for up to 1000 seats, then
$5 per seat for seats 1001 and above seats (with a max of $60k per customer)
Here are examples of activities that partners may conduct to attain the desired outcome of 15% active usage:
Lead project management of onboarding and email migration
Lead data migration of Email, OneDrive or SharePoint
Lead remediation activities such as desktop and Active Directory remediation
Develop apps, integrate Office 365 workloads and Office with business systems
Lead workload adoption activities including:
o Draft the vision, outline business objectives, and success measures for adoption jointly with the customer
and obtain buy-in from an executive sponsor.
o Define how Office 365 can help achieve the vision with proposed usage scenarios across specified workloads
o Prioritize and define a phased rollout approach across the user base with a plan for communication,
readiness, and community strategies
o Execute official launch events, training, brown bag sessions etc. with participation from executive sponsors
and defined champions
o Conduct a success assessment during and post execution of the adoption plan to capture employee
feedback, lessons learned, and success stories
FAQ SECTIONS Offer Rules: Customer Eligibility, General Questions
Pricing, Transacting Adoption Investment
Appendix
OFFER RULES: CUSTOMER ELIGIBILITY, GENERAL QUESTIONS
Which customers are eligible? ↑
All new Office 365 customers are eligible for this offer on seats sold through the following Licensing programs: EA/EAS,
Open, Open Value, Open Value Subscription, MPSA, AOS, MOSP and CSP. This includes all commercial, government and
paid education accounts in all countries where Office 365 is available.
Current O365 customers that purchase qualifying Project or Visio SKUs will be eligible for the Partner funding option of
the Adoption Offer.
When are the relevant dates for the offer? ↑
The offer runs from September 1, 2014 through June 30, 2015.
Is there a minimum purchase required to qualify for the offer? ↑
Yes. Net new O365 customers must purchase at least 150 seats of select Office 365 SKUs (Office 365 E Suites, Exchange
Online, O365 ProPlus, SharePoint Online, Lync Online, OneDrive and Project Online, Project Lite, Project Pro for O365 and
Visio Pro for O365 standalone SKUs (including G SKU equivalents and paid EDU SKUs) to be eligible for this offer. The
minimum may be met through any purchased combination of the eligible SKUs.
What are the payout amounts for this offer?
Customers must purchase at least 150 seats to qualify for funding.
$15 per seat for up to 1000 seats, then
$5 per seat above 1001 seats (with a maximum payment of $60,000 per customer)
Are customers that have deployed Office 365 eligible for this offer?
No. Customers that have already deployed Office 365 are not eligible for this offer.
Current O365 customers that purchase qualifying Project or Visio SKUs will be eligible for the Partner funding option of
the Adoption Offer. Are customers that purchased Office 365 but not deployed eligible for the offer?
No – customers need to be new Office 365 customers. If they have previously purchased O365, they may be eligible for
the EA Offer or Deployment Offer and should take advantage of those funds.
Current O365 customers that purchase qualifying Project or Visio SKUs will be eligible for the Partner funding option of
the Adoption Offer.
Are Add-on SKUs eligible for this offer? ↑
Both full USL and the new Add-on versions of the eligible SKUs qualify for this offer. There is no difference in offer criteria.
Are Syndication sales eligible for this offer? ↑
Yes. Purchases made through the Syndication channel are eligible for this offer.
Are purchases made through Cloud Solution Providers (CSP) eligible for this offer?
Yes. Purchases of qualifying CSP SKUs are eligible for this offer with all other terms and conditions applying
Are Office 365 Dedicated customers eligible for this offer? ↑
No. This offer is not applicable to Office 365 Dedicated customers
Can this offer be used for on-premises workloads? ↑
Lync is the only on-premise workload that qualifies for the partner funding option, through March 31, 2015. There will be
another Lync on-premise offer, outside of this Adoption Offer, launching April 1, 2015.
Are public sector customers eligible for the deployment investment? ↑
In general, yes. However, some countries do not allow this type of benefit. Public Sector customers in the United States
will need to sign an amendment. Please contact your US Licensing Specialist for more information.
Are Government Community Cloud purchases eligible?
Yes. Government Community Cloud purchases qualify for this offer.
Are Office 365 Academic purchases eligible for this offer? ↑
This offer is eligible for paid Academic purchases. Free academic SKUs do not qualify for the offer.
Are Office 365 Charity purchases eligible for this offer? ↑
No. This offer is not applicable to Office 365 Charity customers.
Are Office 365 licenses sold through EA Transitions or added through the Office 365 ProPlus Software Assurance
Transition SKU eligible for this offer?
Renewal transitions (net new Office 365 customers coming from SA), are eligible for Adoption Funding. Please note, if
they elect to take the Adoption Funding they will not be eligible for the “Transition Grant”.
Mid-term transition customers will continue to follow the standard policy where they will be eligible for the “Transition
Grant” but not Adoption Funding.
Are other “paid transition” SKUs eligible for this offer?
Yes, as long as the customer has purchased the eligible “paid transition” SKUs, they will be eligible for adoption funding.
Customers that use $0 transition SKUs are not eligible for funding as they are able to leverage the free float transition
period.
Are Office 365 seats added through the EA Offer, Deployment Offer eligible for the Adoption Offer? ↑
No. Office 365 seats purchased through the previous offers and programs, including additional promotional seats added
after June 30, 2014, do not qualify for this adoption investment. Customers should take advantage of the funds that were
granted through the previous offers.
Are “K” SKUs included in this offer?
No. “K” SKUS are not included in this offer because there are no on-prem equivalent SKUs for “K”
Are the Yammer standalone SKUs included in this offer?
No, the Yammer standalone SKUs are not included in this offer.
Is OneDrive for Business standalone SKU included in this offer?
Yes, OneDrive for Business standalone SKU is included in this offer.
How long will the adoption benefit last? ↑
Seats must be fully deployed within 12 months after the initial, qualifying promo SKU purchase date or before the end of
the customer’s current eligible EA term, whichever comes earlier. Adoption benefits are only applicable towards the promo
licenses that are purchased during the promotional period.
Do seats need to be deployed within the promo offering time period? ↑
No. In order to take advantage of the adoption investment, the seats need to be deployed within 12 months of the initial
purchase of the promo SKUs or before the end of the customer’s current eligible agreement term, whichever comes
earlier.
Can customers that received funding via the EA Offer or Deployment Offer apply those funds toward FastTrack
Onboarding?
No. The funds need to be according to the terms of the applicable offer. Only funds secured via the Adoption Offer can
be used in FastTrack Onboarding.
Can a customer use the adoption investment funds if their agreement expires less than 12 months after the
qualifying purchase? ↑
The customer can use their adoption investment funds up to 12 months after purchasing the eligible seats, even into a
new agreement, as long as they also purchase eligible seats on the renewal via an early commitment executed before the
end of the offer period. The amount of adoption investment funds available to the customer will be calculated based on
the quantity of eligible seats purchased on the current agreement by June 30, 2015.
Can customers with seats added before the offer period leverage this offer? ↑
This offer is available to all new Office 365 customers for seats purchased between September 1, 2014 and June 30, 2015.
Seats that were added before the offer period, whether through purchase or Transition, are not eligible for this offer.
What if a customer commits to qualified seats before September 1, 2014 but the invoice date is not until
September 1 or later. Can they receive funds?
Yes, the funding is tied to when Microsoft recognizes revenue so if the invoice date occurs during the offer time period,
then the customer is eligible for funds.
PRICING AND TRANSACTING
Pricing
What are the prices for the eligible SKUs? ↑
This offer is based on the purchase of eligible standard Office 365 SKUs available on the price list. There are no
promotional SKUs or price discounts associated with this offer.
What if my customer purchases A3 or A4 and has the SKUs discounted to $0? Are they eligible for the offer?
No. Microsoft must receive payment for eligible SKUs in order to qualify for the offer.
Transacting
If a customer chooses email migration with FastTrack Onboarding or to take the funds and use them with MCS or
a CPCP/CDP and then wants to change to the other option, what should they do?
Once the customer chooses between FastTrack Onboarding or the offer funds, that decision is final and the customer will
not be able to change its decision.
ADOPTION INVESTMENT
Does a customer get both the email migration through FastTrack Onboarding and funds to use toward adoption
activities done by MCS or a CPCP/CDP?
No. The customer may choose either the email migration through FastTrack Onboarding or the funds to be used toward
qualified adoption activities with a CPCP/CDP or MCS. They cannot have both.
How do the adoption investment funds work? ↑
The adoption investment is available for: O365 E Suites, O365 Exchange Online, O365 ProPlus, SharePoint Online, Lync
Online, OneDrive and Project Online, Project Lite, Project Pro for O365 and Visio Pro for O365 standalone SKUs, Enterprise
Cloud SKUs (including G SKU equivalents and paid EDU SKUs). Customers must order a minimum of 150 seats of any
combination of the qualifying SKUs.
For customers that purchase up to 1000 seats, they will earn $15 per seat. Customers that purchase over 1000 seats will
earn an additional $5 per seat above the 1000 seat purchase. For a maximum payout of $60,000 USD.
Investments are paid directly to a qualified CPD or MCS after the seats are fully deployed. Payment can occur after
Microsoft verifies 15% active seat usage and all other terms of the offer have been met.
What SKUs qualify for the adoption investment? ↑
Net new purchases of Office 365 E Suites, O365 Exchange Online, O365 ProPlus, SharePoint Online, Lync Online, OneDrive
and Project Online, Project Lite, Project Pro for O365 and Visio Pro for O365 standalone SKUs, Enterprise Cloud SKUs
(including G SKU equivalents and paid EDU SKUs) are eligible for the adoption investment. See the SKU list included in the
Appendix of this document.
What does the customer have to do to receive adoption investment funds? ↑
The adoption investment is paid directly to the Cloud Productivity Competency Partner/Cloud Deployment Partner or
MCS. In order for the CPCP/CDP or MCS to receive payment, the customer will have to take various actions, including
purchasing eligible SKUs, contracting a CPCP/CDP or MCS, and signing in and using the service. Fifteen percent of the
eligible SKUS need to be in active use in order for the CPCP/CDP or MCS to receive funding.
Are funds available for each new enrollment?
No, funds are allocated at the TPID level.
Are funds available for each new tenant in a multi-tenant environment?
No, funds are allocated for only one tenant. For instances where multiple tenants are required under a single Top Parent ID
for separate entities with separate IT departments, the offer will be available for each tenant.
How is “active use” defined?
Active use is defined by eligible workload:
• Exchange Online: Customer’s employees are signing in and sending/receiving e-mail
• Lync Online: Customer’s employees are signing in and sending/receiving instant messages
• SharePoint Online / OneDrive: Customer’s employees are signing in and accessing/creating SharePoint sites
and content
• Office 365 ProPlus: client is installed on desktops and being used by Customer’s employees
• Yammer: Customer’s employees are signing in at least one time per month
• Project Pro/Visio Pro: Client installed on desktops and being used by Customer’s employees
• Project Lite / Project Online: Customer’s employees are signing in and accessing/creating content in PWA
and/or Project sites
• Lync Enterprise Voice (On-Premise): Customer’s employees are enabled for Enterprise Voice and
send/receive an audio call (either peer or peer or PSTN); only available through March 31, 2015
Do all 150 seats have to be the same SKU? ↑
No. As long as 150 total eligible seats are purchased in any combination of the eligible SKUs, within the offer period, the
customer will meet the minimum seat purchase for the adoption investment.
Does the customer have to purchase 150 seats all at once to qualify for the adoption investment? ↑
The customer will qualify so long as 150 total eligible seats are purchased between September 1, 2014 and June 30, 2015,
regardless of how many transactions are made to reach that total.
What activities will qualify for the offer funds?
Adoption activities may include:
Draft the vision, outline business objectives, and success measures for adoption jointly with the customer and obtain
buy-in from an executive sponsor.
Define how Office 365 can help achieve the vision with proposed usage scenarios across specified workloads
Prioritize and define a phased rollout approach across the user base with a plan for communication, readiness, and
community strategies
Execute official launch events, training, brown bag sessions etc. with participation from executive sponsors and
defined champions
Conduct a success assessment during and post execution of the adoption plan to capture employee feedback,
lessons learned, and success stories
Can the funds be used on more than one workload?
Yes, the customer can choose more than one workload.
What if a customer buys 150 E3 SKUs and 2000 K1 SKUs?
They will receive $15 per seat based on the 150 qualified E3 SKUs as K1 SKUs are not eligible. Only the number of
qualified SKUs are eligible for the per seat funding.
What if a customer bought 150 Midsize SKUs in May 2014 but wants to upgrade to E3 now. Do they qualify?
Mid-term transition customers will continue to follow the standard policy where they will be eligible for the “Transition
Grant” but not adoption funding.
What if my customer commits to purchase SKUs before September 1, 2014 but their agreement effective date isn’t
until September 1, 2014 or later. Will they qualify for funding?
Yes. The revenue must be recognized during the offer time period and the service must not start until the offer period
time in order for the customer to be eligible for funding. The revenue recognition is tied to the agreement effective
date.
How long will the adoption benefit last? ↑
Seats must be fully deployed within 12 months after the date of the initial qualifying purchase or before the end of the
customer’s current eligible agreement term, whichever comes earlier. Adoption benefits are only applicable towards the
licenses that are purchased during the offer period.
The adoption funds may still be used on the early commit agreement after the expiration of the current agreement if the
customer has purchased eligible SKUs on both the current and early commit agreements. The amount of adoption
investment funds available to the customer will be calculated based on the quantity of eligible seats purchased on the
current agreement by June 30, 2015. The maximum time to use the adoption investment funds is still 12 months from the
initial qualifying purchase.
Do seats need to be deployed within the offer period (by June 30, 2015)? ↑
No. In order to take advantage of the adoption investment, the seats need to be deployed within 12 months of the initial
purchase of the offer SKUs or before the end of the customer’s current eligible agreement term, whichever comes earlier.
Can customers use the adoption investment fund for both Cloud Vantage and adoption? ↑
No. Adoption funds cannot be used for Cloud Vantage.
How do partners become eligible for the adoption investment? ↑
MCS, Cloud Deployment Partners and Cloud Productivity Competency Partners are eligible to participate. Partners can
learn more about the Cloud Productivity Competency Partner program here.
What is FastTrack Onboarding?
Starting September 1st, 2014, FastTrack Onboarding will become a benefit of the service*. Customers' IT department or
Preferred Partner will be contacted by an Office 365 onboarding expert post purchase. The onboarding experts will run
pre-onboarding checks to identify any readiness tasks required for the customer’s infrastructure prior to onboarding. If
such tasks are required, the onboarding expert will advise the customer or preferred partner to complete the tasks before
onboarding can begin. Such tasks might include providing additional hardware for identify management, upgrading the
infrastructure to supported software or updating the network.
Once all pre-onboarding tasks have been completed, the Office 365 onboarding expert will guide the customer or partner
through the recommended onboarding tasks. Alternatively, Microsoft personnel may complete these tasks remotely which
may require administrative permissions for the duration of those tasks.
If during pre-onboarding check, customer requires additional assistance outside of the scope of the FastTrack benefit and
does not have a preferred partner to work with, the onboarding expert will suggest the customer be contacted by a
qualified partner to assist. If the customer agrees, a Microsoft certified partner will contact the customer.
*minimum seat purchase of eligible skus on or after September 1, 2014 apply.
How does the customer choose between the Adoption Offer options of Email Migration or funding for a Partner?
FastTrack Onboarding will reach out to all qualified net new customers (purchased at least 150 SKUs as of September 1,
2014) within 30 days of purchase date. If the customer already has a Partner of Record, the Partner of Record will also be