Moving from Private Plans to Private Offers — Should We Make the Switch?

Hi Kavitha,

Yes, the guidance right now is to move towards private offers since they are much more flexible, have more features and are much easier to manage / scale.

To answer your questions, specifically:

1. The only case where private plans are still used is when you absolutely do not want to show any kind of public presence / offer on the Marketplace. As you know, private offers are built on top of live, public plans - so if that is not an option for your org, then private plans remains the only vehicle to transact,
2. There are no issues in using both private plans and private offers on the same offer at the same time across different customers. The only point I would highlight is renewals - When issuing a private offer a new planId is created behind the scenes so a customer that is already subscribed to the offer via private plan will have to resubscribe to the private offer at renewal as you can't auto-renew in a different plan.
3. No changes at all in reporting, billing, revenue, etc...


The last thing that I'd like to highlight are two the best features available only on private offers that might bring a significant benefit:
1. Renewals done though private offers are eligible for a 50% agency fee discount ->  Agency fee discount for renewals - Marketplace publisher | Microsoft Learn
2. Ability to create flexible billing schedules (milestone based) as part of private offers -> Creating flexible schedules in a private offer - Marketplace publisher | Microsoft Learn

Hope this helps.
Alex