Microsoft Partner Center account structure: Best practices for long-term success
About the author: David Starr is the founder and CEO of Cumulus26, where focus is on accelerating customer's Azure Marketplace journey from onboarding to business success. He is a former Principal Architect at Microsoft working on Azure Marketplace and a 6-time Microsoft MVP in Developer Tooling. Why account structure matters in Partner Center When first creating a Partner Center account, many Software Development Company (SDC) partners I’ve worked with dive straight into creating their transactable offers without first considering how their accounts are structured. This often leads to confusion about account setup, creating multiple “orphan” accounts, and support incidents that can delay the publication of your software to the Microsoft Marketplace--or even result in losing access to Partner Center. This article examines Partner Center account structures and the primary decisions to make when setting up your company’s accounts in the portal. We’ll cover the following. Initial considerations: Individual accounts. Understanding organizational account structures and configurations. Working with important identifiers used in account management and support scenarios. Setting up for long-term successful management of your accounts. This article ensures you’ll know how to structure your Microsoft Partner Center account so that it supports your organization’s needs today and can scale with you as you grow. Understanding Partner Center account management After initially creating your account, it’s tempting to skip user management and move on to other tasks in the portal. This can lead to the common mistake of failing to assign multiple account administrators right away. The predictable outcome is that if an account administrator leaves your organization, your staff could lose the ability to administer-- or even access-- Partner Center. This may sound intuitive upon reading it, so why mention it? It’s because I have worked with many publishers who failed to do this and were later unable to get the access they needed. This leads to time spent resolving support incidents, which can delay publishing your solution. Before diving into setting up an account, it’s helpful to understand there are three different accounts involved: Microsoft accounts, Azure Entra ID accounts, and Partner Center accounts. Although, the Microsoft account is essentially an extension of the Azure Entra ID account. In short, you must have an Azure Entra ID account to have a Partner Center account. These account types are shown in the image below. Each has its own features and capabilities. It is worth noting while you do need an Entra ID account, you do not need an Azure subscription, which allows creation of services like databases or virtual machines. This can be an important point for Azure administrators who provide accounts strictly for use with Partner Center. Setting up an Azure tenant in Partner Center Azure accounts for your organization are stored in tenants, which provide identity, security, and account management through Microsoft Entra ID. At least one tenant must be associated with Partner Center to manage the portal’s accounts. This allows those with accounts in the tenant to also have accounts in Partner Center. You may associate a pre-existing Entra ID account with Partner Center, or you may create one if needed. Regardless of which technique you use, you can manage users and permissions for Partner Center after configuring your tenant. User accounts After configuring your tenant, head over to the user management screen in Account settings, then select User management in the left side menu. As we mentioned earlier, the next account you’ll want to configure is another Global administrator. If you created the Azure tenant you are working with, you already have Global Administrator permissions in Partner Center. Otherwise, you may need to contact your Azure administrator to get the permissions you need. This is why it’s common (and good) practice for organizations with pre-existing Azure tenants to have an Azure administrator initially set up Partner Center. Adding another Partner Center administrator For this next step, there are three options for adding that new person to Partner Center: Create new user – Used if there are no other user accounts in the tenant. Add existing user – Use this if there are existing user accounts in the tenant. Invite outside user – May be used for inviting someone from outside your organization to manage Partner Center for you. Regardless of which method you choose, since you are adding a second Global administrator, give them that role during account setup. This is the first role listed in the account setup process as shown here. Configuring partner global and location accounts Now that you have at least two global administrators, you can turn your attention to setting up your organizational accounts. There are two types in Partner Center. Partner global account (PGA) Partner location account (PLA) Structuring your accounts There is one PGA per SDC and one or more PLAs. A PGA is an overarching account containing contact and other information for your organization. Each PLA account represents a different location for the organization. A single PLA is created when you first create a Partner Center account. This may be enough for some organizations, but for many SDCs it’s a good idea to consider how you will organize the company and its products in the future. See the image below for a typical example of PGA and PLA structures, the information associated with them, and their roles. Some organizations may want multiple PLAs to represent different sales centers or divisions within the SDC. It’s also a good idea for smaller SDCs to consider future growth at this stage. Think about how and where your company may eventually do business. However, you do not need multiple PLAs to sell your solution in multiple countries--you can sell worldwide even if you have only one PLA. Both PGAs and PLAs have unique identifiers, examples of which are shown in the below image. You may need to access these when working with Microsoft. To do so, go to: Account Settings > Identifiers > Microsoft AI Cloud Partner Program Managing publisher accounts and identifiers Each PLA has one or more publisher accounts, which are established when enrolling in the Microsoft Marketplace program. Each publisher also receives its own set of identifiers, and it’s common to be asked for these in customer support scenarios. When creating a new publisher, you get to specify your publisher account’s primary ID, but a second Seller ID is automatically assigned for you. To access publisher IDs, visit: Account settings > Identifiers > Publisher Tax and payment profiles-- used by Microsoft to bill on your behalf and to pay you for customer purchases-- are associated with publisher accounts. Publisher accounts are sometimes used by different billing departments or to organize products into logical groups. See the image below for a typical example. As you can see, the account structure is straightforward. If you consider it in advance of setting up Partner Center, you will be more likely to avoid configuration mistakes and be set up well for future growth. Organizing offers and plans for marketplace publishing We’ve seen how to structure user and organizational accounts to ensure a great Partner Center experience. When it’s time to set up your products to sell in the marketplace there are two more entities involved, offers and plans. Offers represent your base software product and plans are used to sell one or more SKUs of the product. For example, Cumulus26’s AMPup solution for marketplace publishers may be our offer, and has different plans for team, professional, and enterprise versions. To support global software sales, each plan is associated with one or more global markets. For example, a US-based publisher may sell software in Canada, the UK, and Germany. Selling markets are designated for each plan. Of course, each offer and plan receives its own ID. For each, you must specify the ID as you create each entity, and I recommend planning a logical naming convention for these IDs as you may need to navigate marketplace features using them at some point. Now you have a complete picture of Partner Center structures from PGAs all the way to plans as shown in the image below, which represents a single-region seller. This turns out to be the most common Partner Center account configuration due to its simplicity and the needs of most SDCs. Conclusion: Building for scalability and support There is a strong relationship between Microsoft Azure Entra ID and Partner Center accounts. For many SDCs the simplest path to successful user management is to start with an Entra ID Global Administrator setting up your initial Partner Center account. Don’t forget the important first step of adding a second Partner Center account administrator. You are now ready to model your organization and products in Partner Center, from PLAs and PGAs to offers and plans. You also understand the ID structures of each entity. You can refer to this article for help on where to find them when needed. With a solid understanding of Partner Center user and organizational account structures, you are ready to begin configuring your users and organization in Partner Center.Meet customer business needs with flexible billing schedules in the marketplace
Co-authored by Trevor_Yeats Today, we’re announcing that Microsoft now offers flexible billing schedules through private offers to better align with customer needs. Flexible billing schedules are available globally to all marketplace-supported currencies. Watch these demo videos to learn more about flexible billing schedules. The value for your customers and for you With flexible billing schedules, customers can buy with confidence knowing that private offers can be customized for virtually any contract value and billing timeline to align with their requirements. Partners can tailor customer private offers and multiparty private offers to meet those requirements. This streamlines sales and accelerates deal velocity. With over 100 partners in our private preview, we’re excited to make this capability publicly available. Many of these partners have achieved remarkable success, closing deals worth millions of dollars. “Flexible billing in Microsoft marketplace has significantly improved how our sales teams engage with customers. It allows them to meet each organization's and customer's procurement needs, whether it's aligning with fiscal year budgets or accelerating project timelines from evaluations to implementations. Additionally, it helps with managing cloud commitment benefits. This flexibility has made it easier for our customers to purchase and deploy solutions faster, without waiting for specific budgets to become available. We can now set up flexible billing schedules to accommodate their needs.” Brett Ferancy, Global Alliance Leader, Abnormal AI Example use cases See below for some real-world examples of how partners and customers are leveraging flexible billing. Variable pricing with specific dates. In this example, the customer pays a setup fee at the start of billing, followed by variable pricing throughout the contract to match consumption patterns and budget cycles. 3-year deal $80M total Notes Immediate charge when billing starts $2M Setup fee – 1 st month 01 Jan 2025 $5M Year 1 installment #2 15 Jul 2025 $3M Year 1 installment #3 01 Jan 2026 $10M Year 2 installment #1 15 Jul 2026 $10M Year 2 installment #2 01 Jan 2027 $20M Year 3 installment #1 15 Jul 2027 $30M Year 3 installment #2 Variable quarterly billing. In this example, the customer pays a setup fee at the start of billing, followed by variable pricing each quarter. 1-year deal $10M total Notes Immediate when billing starts $2M Q1 01 Jun 2025 $3M Q2 01 Sep 2025 $2M Q3 01 Dec 2025 $3M Q4 Delayed start for billing. In this example, the customer gets the first two months free, followed by varied payments throughout the contract to match budget cycles 2-year deal $25M total Notes Immediate when billing starts $0M Free – 2 months 01 Mar 2024 $10M Year 1 fee 15 Jan 2025 $5M Year 2 installment 1 01 Jul 2025 $10M Year 2 installment 2 How it works To start using flexible billing for private offers: The software partner creates a private offer in the marketplace. Currently flexible billing supports SaaS flat rate offers, VM software reservations, and professional services. Partner must choose “Customize SaaS plans and Professional Services” or “Customize VM software reservations” when creating a new private offer. On the configure pricing page, under “billing frequency,” the partner will select “flexible schedule when the contract duration is 1-year or greater.” The software partner creates the billing schedule with up to 70 installments up to $100,000,000 USD, or any of the currencies supported by marketplace, over the length of the deal. There is also an option to book an immediate charge when billing starts or delay the first charge to a date in the future. Private offers can have up to ten included product plans. Each plan has its own billing frequency and may include a unique flexible schedule. A flexible schedule does not apply to all plans included in the private offer and must be set up independently. The software partner can also create a schedule in their customer’s local billing currency using the market pricing template. The customer accepts and purchases the private offer with the flexible billing schedule. For a multiparty private offer, the process is the same except: The software partner sends the private offer to the channel partner. The channel partner adds their price adjustment percentage aligned to the flexible billing schedule and passes it to the customer. Eligibility Any company who is part of the Microsoft AI Cloud Partner Program can sell on the marketplace through private offers with flexible billing. Details are provided in our documentation, but at a high-level: Be a member of the Microsoft AI Cloud Partner Program (it’s free to join) Sign the marketplace publisher agreement Publish your offer Sell private offers with flexible billing In addition, we have many support resources for partners depending on where they are on their marketplace journey. For example, software development companies can join ISV Success for tools and resources that help them publish their solution and maximize its reach on the marketplace. Get started with flexible billing on marketplace We invite you to start leveraging these new improvements to flexible billing today. Learn more by visiting aka.ms/flexbill-docs.Explore Curated Marketplace Resources
Good morning, afternoon, evening community! I wanted to introduce myself; I am Stephanie, a pug and plant lover, and a leader in Marketplace FastTrack at Microsoft. I am here to help you streamline your Marketplace journey through curated self-serve resources to help you go further, faster. Reach out if you have any questions, feedback, or need help to publish an offer or win an imminent deal. 📘 Looking for a guide on publishing and transacting on the Azure Marketplace? Explore the Marketplace Playbook. ⚙️ Need to simplify SaaS offer creation? Use the open-source code on Git Hub for SaaS Accelerator. 🎥 Want to learn how flexible billing can unlock new deal structures? Learn more about Flexible Billing. Use Mastering the Marketplace videos and labs to upskill end-to-end. 💸 Bringing an off-Marketplace renewal or renewing a Marketplace offer? Don’t forget the agency fee discount. 🤖 Have you tried the App Advisor or Partner Center AI Assistant? We’d love your feedback!🚀 Now available: Flexible billing schedules in Microsoft marketplace
Microsoft is making it easier than ever to meet customer procurement needs with flexible billing schedules for private offers—available globally across all marketplace-supported currencies. ✅ Align deals with any virtually and contract value and billing timeframe ✅ Streamline sales and accelerate deal velocity ✅ Supports SaaS flat rate offers, VM software reservations, and professional services ✅ Available for customer private offers and multiparty private offers Over 100 partners in preview are already seeing success—now it’s your turn. 📖 Read more about how it works and explore real-world use cases: 👉 Meet customer business needs with flexible billing schedules in the marketplaceLock in marketplace terms for up to five years with multiyear contract durations
Co-authored by Trevor_Yeats We’re excited to announce that the Microsoft marketplace now supports multiyear contract durations—enabling customers and partners to lock in terms and pricing for up to five years. New options include four and five-year terms for SaaS and Professional Services, and two, four, and five-year terms for Virtual Machine Software Reservations (VMSR). These contract durations are available globally across all marketplace-supported currencies. The value for your customers and for you With multiyear contract durations, customers can buy with confidence knowing they will have stability and continuity of service, making it easier to plan and forecast expenses and lock in substantial savings that often come with longer contracts. Partners benefit by supporting customers’ budget needs, strengthening customer relationships, reducing administrative burdens, and growing reliable revenue streams. “Our customers value five-year contracts for the stability and long-term value they provide. With multiyear contracts now available in Microsoft marketplace, we can better align with their operational timelines, reduce renewal cycles, and focus on building lasting relationships—while driving predictable revenue.” Sue Wilkinson, Global Director of Partners, IFS How it works To enable multiyear contract durations, software partners must take the following steps: Create a public offer with multiyear contract durations. Partners must ensure their public offers include extended contract terms before they can create private offers with those durations. Partners have two options: Update an existing public plan to support new options for extended durations (i.e., four and five-year options for SaaS offers and two, four, and five-year options for VMSR), or Create a new public plan that includes multiyear contract durations. Create private offers with multiyear contract durations. Once a public offer with multiyear contract durations is published, partners can configure private offers that leverage those durations. Notes: Existing customer agreements cannot be modified mid-term to extend contract length. Customers must cancel their current plan and purchase a new one that includes the desired extended duration. Multiyear contract durations for CSP offers will be enabled later this summer. Until then, partners can create new offers without opting to resell through CSP to take advantage of extended contract durations. Creating multiyear contracts with flexible billing schedules Partners can create private offers that combine multiyear contract durations with flexible billing options—like quarterly, semiannual, or bimonthly—making it easier to align with customer needs and streamline sales. “Microsoft’s recent launch of multiyear contracts and flexible billing has been a game changer, simplifying the buying process and enhancing the customer experience. We can now build private offers in the Microsoft marketplace in a more natural way that mirrors our contracts in the platform.” Sue Wilkinson, Global Director of Partners, IFS Learn more about flexible billing schedules and capturing the marketplace opportunity. Eligibility for multiyear contracts and how to get started Any company who is part of the Microsoft AI Cloud Partner Program can sell on the marketplace with multiyear contract durations. Details are provided in our documentation, but at a high-level: Be a member of the Microsoft AI Cloud Partner Program (it’s free to join) Sign the marketplace publisher agreement Publish your public offer with multiyear contract durations. Sell private offers with multiyear contract durations. In addition, we have many support resources for partners depending on where they are on their marketplace journey. For example, software development companies can join ISV Success, within the Partner Program, for tools and resources that help them publish their solution and maximize reach through the marketplace. Learn more by visiting: Microsoft commercial marketplace transact capabilities FAQs: https://aka.ms/multiyear-FAQs
Unable to pass Employment Verifcation step in Partner Center
Hi, I have been trying to enroll in the partner center since January. I am stuck at the step Employment Verification. I have uploaded all requested documents like domain name registration, domain name invoice, TXT file, etc, but everytime I get the message ' Based on the information you have provided to date, we have determined that your organization does not currently meet the requirements to pass verification' without any further explanation what exactly is wrong or why I am not meeting the requirement and how to fix it. It is driving me crazy, and making me very frustrated to be frank, that Microsoft is not able (or not willing) to help me in a decent way by letting me talk to a real life person. Because in my honest opinion the issue would be solved quite easily. I have opened several tickets already, but the answer is every time the same without any clear explanation what the problem is and how to solve it. Can please someone help me. I am a self employed developer who wants to enroll in the partner center and buy the partner benefits to use them for my every day work. Best regards, ErikDrive demand for your offers with solution area campaigns in a box
Take your marketing campaigns further with campaigns in a box (CiaBs), collections of partner-ready, high-quality marketing assets designed to deepen customer engagement, simplify your marketing efforts, and grow revenue. Microsoft offers both new and refreshed campaigns for the following solution areas: Data & AI (Azure), Modern Work, Business Applications, Digital & App Innovation (Azure), Infrastructure (Azure), and Security. Check out the latest CiaBs below and get started today by visiting the Partner Marketing Center, where you’ll find resources such as step-by-step execution guides, customizable nurture tactics, and assets including presentations, e-books, infographics, and more. AI transformation Generate interest in AI adoption among your customers. As AI technology grabs headlines and captures imaginations, use this campaign to illustrate your audience’s unique opportunity to harness the power of AI to deliver value faster. Learn more about the campaign: AI Transformation (formerly Era of AI): Show audiences how to take advantage of the potential of AI to drive business value and showcase the usefulness of Microsoft AI solutions delivered and tailored by your organization. Data & AI (Azure) Our Data & AI campaigns demonstrate how your customers can win customers with AI-enabled differentiation. Show how they can transform their businesses with generative AI, a unified data estate, and solutions like Microsoft Fabric, Microsoft Power BI, and Azure Databricks. Campaigns include: Unify your intelligent data - Banking: Help your banking customers understand how you can help them break down data silos, meet compliance demands, and deliver on rising customer expectations. Innovate with the Azure AI platform: Help your customers understand the potential of generative AI solutions to differentiate themselves in the market—and inspire them to build GenAI solutions with the Azure AI platform. Unify your intelligent data and analytics platform - ENT: Show enterprise audiences how unifying data and analytics on an open foundation can help streamline data transformation and business intelligence. Unify your intelligent data and analytics platform - SMB: Create awareness and urgency for SMBs to adopt Microsoft Fabric as the AI-powered, unified data platform that will suit their analytics needs. Modern Work Our Modern Work campaigns help current and potential customers understand how they can effectively transform their businesses with AI capabilities. Campaigns include: Connect and empower your frontline workers: Empower your customers' frontline workers with smart, AI-enhanced workflows with solutions based on Microsoft Teams and Microsoft 365 Copilot. Use this campaign to show your customers how they can make their frontline workers feel more connected, leading to improved productivity and efficiency. Microsoft 365 Copilot SMB: Increase your audience's understanding of the larger potential of Microsoft 365 Copilot and how AI capabilities can accelerate growth and transform operations. Smart workplace with Teams: Use this campaign to show your customers how to use AI to unlock smarter communication and collaboration with Microsoft Teams and Microsoft 365 Copilot. This campaign demonstrates to customers how you can help them seamlessly integrate meetings, calls, chat, and collaboration to break down silos, gain deeper insights, and focus on the work that matters. Cloud endpoints: Help customers bring virtualized applications to the cloud by providing secure AI-powered productivity and development on any device with Microsoft Intune Suite and Windows in the cloud solutions. Business Applications Nurture interest with audiences ready to modernize and transform their business operations with these BizApps go-to-market resources. Campaigns include: AI-powered customer service: Highlight how AI-powered solutions like Microsoft Dynamics 365 are transforming customer service with more personalized experiences, smarter teamwork, and improved efficiency. Migrate and modernize your ERP with Microsoft Dynamics 365: Position yourself as the right partner to modernize or replace your customers' legacy on-premises ERP systems with a Copilot-powered ERP. Business Central for SMB: Offer customers Microsoft Dynamics 365, a comprehensive business management solution that connects finance, sales, service, and operations teams with a single application to boost productivity and improve decision-making. AI-powered CRM: Help your customers enhance their customer experiences and close more deals with Microsoft 365 Dynamics Sales by making data AI-ready, which empowers them to create effective marketing content with Microsoft 365 Copilot and pass qualified leads on to sales teams. Use this campaign to show audiences how Copilot and AI can supercharge their CRM to increase productivity and efficiency, ultimately leading to better customer outcomes. Modernize at scale with AI and Microsoft Power Platform: This campaign is designed to introduce the business values unlocked with Microsoft Power Platform, show how low-code solutions can accelerate development and drive productivity, and position your company as a valuable asset in the deployment of these solutions. Digital & App Innovation (Azure) Position yourself as the strategic AI partner of choice and empower your customers to grow their businesses by helping them gain agility and build new AI applications faster with intelligent experiences. Campaigns include: Build and modernize AI apps: Help customers building new AI-infused applications and modernizing their application estate take advantage of the Azure AI application platform. Accelerate developer productivity: Help customers reimagine the developer experience with the world’s most-adopted AI-powered platform. Use this campaign to show customers how you can use Microsoft and GitHub tools to help streamline workflows, collaborate better, and deliver intelligent apps faster. Infrastructure (Azure) Help customers tap into the cloud to expand capabilities and boost their return on investment by transforming their digital operations. Campaigns include: Modernize VDI to Azure Virtual Desktop - SMB: Show SMB customers how they can meet the challenges of virtual work with Azure Virtual Desktop and gain flexibility, reliability, and cost-effectiveness. Migrate VMware workloads to Azure: Help customers capitalize on the partnership between VMware and Microsoft so they can migrate VMware workloads to Azure in an efficient and cost-effective manner. Migrate and secure Windows Server and SQL Server and Linux - ENT: Showcase the high return on investment (ROI) of using an adaptive cloud purpose-built for AI workloads, and help customers understand the value of migrating to Azure at their own pace. Modernize SAP on the Microsoft Cloud: Reach SAP customers before the 2027 end-of-support deadline for SAP S/4HANA to show them the importance of having a plan to migrate to the cloud. This campaign also underscores the value of moving to Microsoft Azure in the era of AI. Migrate and secure Windows Server and SQL Server and Linux estate - SMB: Use this campaign to increase understanding of the value gained by migrating from an on-premises environment to a hybrid or cloud environment. Show small and medium-sized businesses that they can grow their business, save money, improve security, and more when they move their workload from Windows Server, SQL Server, and Linux to Microsoft Azure. Security Demonstrate the power of modern security solutions and help customers understand the importance of robust cybersecurity in today’s landscape. Campaigns include: Defend against cybersecurity threats: Increase your audience's understanding of the powerful, AI-driven Microsoft unified security platform, which integrates Microsoft Sentinel, Microsoft Defender XDR, Security Exposure Management, Security Copilot, and Microsoft Threat Intelligence. Data security: Show customers how Microsoft Purview can help fortify data security in a world facing increasing cybersecurity threats. Modernize security operations: Use this campaign to sell Microsoft Sentinel, an industry-leading cloud-native SIEM that can help your customers stay protected and scale their security operations.Partner Blog | Partner Center Technical Corner: December 2024 edition
Welcome to the December edition of Partner Center Technical Corner. This month’s highlights include a closer look at the new Partner Center AI assistant, important security updates, and a recap of recently released capabilities. As always, you can find the most up-to-date technical roadmap and essential Partner Center resources at the end of the blog. Spotlight: Partner Center AI assistant (preview) Partner Center AI assistant (preview) enhances your Partner Center experience with the power of generative AI, offering tailored insights and intelligent suggestions to transform your everyday tasks in Partner Center into opportunities for growth and innovation. This feature is currently available in preview to partners using the English version of Partner Center. AI assistant (preview) is continually being enhanced to dive deeper into workspaces and provide an individualized experience. It is seamlessly integrated into your experience, continuing your conversations as you navigate through Partner Center. You can ask the AI assistant for help with details on a customer’s Microsoft Azure usage estimate, earnings insights over a given period, or assistance with the various memberships we offer, among many other capabilities. Responses are pulled from a rich array of sources, including Microsoft product documentation, partner program guides, and partner-specific information in Partner Center. For example, on membership queries, the AI assistant answers specific questions around the Solutions Partner designation by reviewing program rules, analyzing underlying metrics, and providing a detailed, data-driven response. The assistant can also troubleshoot missing attribution of employees in skilling scores or provide contextual recommendations to help you qualify for a Solutions Partner designation. Partner feedback: One of our preview users shared, “This is really helpful! And I am very glad to see that our AI friend will know the payment status of claims IDs now.” As needed, partners can initiate the support ticket creation process through the AI assistant panel. Continue reading here
