Review Planning Services eligibility requirements to ensure your organization is prepared to offer the new Windows Enterprise Mobility engagementAs of July 1, 2016 the new Windows Enterprise Mobility engagement is available under our DDPS offering. This 10-day engagement is designed to help facilitate the deployment of Enterprise Cloud Suite which targets Windows 10, Office 365 and the Enterprise Mobility Suite as the core product focus. Partners with silver or gold competencies in Enterprise Mobility Management, Devices and Deployment or Windows and Devices are eligible to deliver this engagement.If you have any questions, please contact Planning Services support.
Review Planning Services eligibility requirements to ensure you are offering all engagements your organization is eligible to deliverPartners with a silver or gold competency in Windows and Devices can now deliver DDPS engagements. This expands the partner expertise and allows for more broad adoption of engagements where Windows is present.If you have any questions, please contact Planning Services support.
Ensure you understand and remain in compliance with the Planning Services Agreement and program policies
Common oversight 1: Redeeming a voucher with missing or improper deliverables Partners must complete and submit the online Planning Services Completion Report Submission Form. This document allows Microsoft to monitor the quality of engagements and gather insights for future program enhancements and is required for all Planning Service vouchers regardless of the Program Type or Service Level. The online Planning Services Completion Report Submission Form must be completed and submitted, making sure to upload a copy of the customer deliverable (provider's summary and recommended next steps based on the engagement). Vouchers redeemed without submitting the required deliverables to Microsoft are not eligible to receive payment.
Common oversight 2: Invoicing Microsoft using a location ID with an MPN physical address in a country other than the country where Planning Services were performed Prior to beginning an engagement (and before reserving or redeeming vouchers), Planning Services partners must ensure they have a location ID listed in the Planning Services Partner Directory matching the country/location in which the engagement will take place.
Follow these instructions to update your profile in the Planning Services Partner Directory. Microsoft will pay the applicable rate for the country in which Planning Services are acceptably performed, when all required documentation is received. Engagements must be billed at the rate where the services are performed.
Common oversight 3: Not conforming to the length of engagements limitation The maximum length available for a Planning Services engagement is 15 days per customer, however each engagement has specific duration limits depending on offering and/or product type. Planning Services program policy states, "Engagement durations should not exceed advertised maximum service level durations." It is also stated that partners may not combine multiple engagement types for a customer, unless: 1) The engagements address different divisions or associated legal entities, or 2) the engagements address different products and therefore produce unique deliverables.
Common oversight 4: Not meeting competency requirements before beginning an engagement It's important to note—Planning Services engagements map to a specific qualifying competency or competencies; before delivering any Planning Services engagement, you should review the partner eligibility requirements to ensure your organization has earned the competency required to deliver that particular engagement. If you deliver an engagement to a customer without first obtaining the qualifying competency, you will not be eligible for payment, due to Planning Services Agreement and program policy compliance violations.
Familiarize yourself with program policies and review your Planning Services program agreementIt's essential that Planning Services providers understand and operate in accordance with the Software Assurance Planning Services program agreement and policies. Program policies are outlined in our Provider Agreement, in our FAQs, in our Policies deck and associated pages.
If you have any questions, please contact Planning Services support.
The Planning Services Program Team is pleased to announce an online Planning Services compliance training resource on Partner University!
Planning Services partner organizations are required to complete the new online Planning Services Compliance Training Course on Partner University prior to October 1, 2016.
If you are scheduled to re-enroll in the Planning Services program prior to October 1, 2016 Please complete the online Planning Services Compliance Training Course during your regular re-enrollment cadence.
Click here for partner instructions.
If you are scheduled to re-enroll in the Planning Services program on or after October 1, 2016 Please arrange to have a representative of your organization complete the online Planning Services Compliance Training Course prior to October 1, 2016. Please find links to the online Planning Services Compliance Training Courses in the table below.
Planning Services partner organizations that have not completed the Planning Services Compliance Training course prior to October 1, 2016 will be suspended from the program.
Planning Services Compliance Training Course links:
contact us with any questions.
Beginning March 15th, all Planning Services program correspondence shall be sent to a single support alias: SAPSSUP@microsoft.com (Software Assurance Planning Services Support).To better support you during the transition, messages sent to any of the eight legacy support aliases between March 15th and April 15th will be redirected to SAPSSUP@microsoft.com.Legacy support aliases retired as of March 15, 2016: