Mastering Partner Center
The modules on this page cover a variety of topics related to Partner Center. The content here addresses the most commonly asked questions about the portal.
- Getting started with Partner Center
- Navigating Partner Center accounts and identifiers
- Verifying account details in Partner Center
- Setting up a tax profile in Partner Center
- Setting up a payout profile in Partner Center
- Role based access control in Partner Center
Creating offers in Partner Center
- Providing information common to all offer types in Partner Center
- Creating SaaS offers in Partner Center
- Migrating Listings to SaaS Offers
- SaaS Pricing in Partner Center publisher overview
- SaaS Pricing in Partner Center publisher demo
- Publishing a Private SaaS Plan
- Handling multiple currencies for different markets
- Creating VM offers in Partner Center
- Creating Managed Application offers in Partner Center
Reporting and insights in Partner Center
- Commercial marketplace reporting in Partner Center
- Reporting and Insights for multi-year SaaS offers
- Programmatic access to reporting and insights
All about Private Offers
Private offers are a Partner Center topic unto themselves and a full course on Private Offers may be found here.
Partner Center general topics#
Getting started with Partner Center#
The first thing a marketplace publisher must do is register as a Microsoft partner and join the Commercial Marketplace program. This provides access to Partner Center, where partners work to publish their marketplace offers.
This module shows the most common partner registration flow along with the first steps partners will take in Partner Center to ensure it is set up appropriately.
- 00:00 β Overview
- 01:02 β Becoming a partner
- 01:57 β Partner Center
- 04:17 β The commercial marketplace program
- 05:17 β Adding Partner Center users
- 06:48 β Summary
Navigating Partner Center accounts and identifiers#
Setting up and configuring Partner Center to best serve your organizationβs needs is paramount to a good experience in the portal and ongoing involvement in the marketplace program. This module covers scenarios of interest to organizations configuring their Partner Center accounts or looking for identifiers in Partner Center commonly used in account management and support scenarios.
Understand PartnerOne accounts and identities, publishers and their associated IDs, and more.
Verifying account details in Partner Center#
When you enroll in a new Partner program in Partner Center, or change legal details in your profile, Microsoft verifies the information you provide is true and accurate.
This video provides an overview of account verification in Partner Center and guidance on how to resolve some common issues that arise during account verification.
- 00:00 - Overview
- 00:48 β Introducing account verification
- 03:14 β Check account verification status
- 05:17 - Email ownership verification
- 06:58 β Appeal a rejected application
- 09:43 β Suggestions for resolving common issues
- 12:02 β Summary
Setting up a tax profile in Partner Center#
In this module, we cover how to setup a tax profile in Partner Center for the Commercial Marketplace program and discuss how to resolve common issues that may arise.
- 0:00 β Overview
- 1:07 β Introduction to tax profiles
- 2:22 β Setting up a tax profile
- 5:30 β Suggestions for resolving common issues
- 7:25 β Summary
Setting up a payout profile in Partner Center#
In this module, we cover how to setup a payout profile in Partner Center for the Commercial Marketplace program and discuss how to resolve common issues that may arise.
- 00:00 β Overview
- 00:58 β Introduction to payout profiles
- 02:32 β Setting up a payout profile
- 05:52 β Suggestions for resolving common issues
- 07:07 β Summary
Role based access control in Partner Center#
This video provides a comprehensive overview of how role-based access control (RBAC) functions within Partner Center including the fundamental concepts of RBAC, detailing how permissions are assigned to different roles within Partner Center to regulate access to resources as well as common RBAC scenarios to easily guide partners with assigning appropriate roles.
- 00:00 β Overview
- 00:37 β Role based access control
- 04:47 β Common RBAC Scenarios
- 04:51 β Add or update owner
- 05:28 β Account verification in partner center
- 06:03 β Enroll into new developer programs
- 06:30 β Create marketplace offers
- 07:07 β Manage referrals
- 07:20 β Marketplace insights
- 07:38 β Manage payout and tax profiles
- 07:56 β View payout reports and earnings
- 08:06 β Summary
Creating offers in Partner Center#
Providing information common to all offer types in Partner Center#
When setting up offers in Partner Center, there are some sections that are shared by multiple offer types. This video covers those sections, and shows how to configure your offer in these sections. Subsequent videos in the Partner Center course cover the sections of Partner Center that are unique to each offer type.
- 00:00 β Overview
- 01:07 - Creating new offers in Partner Center
- 03:20 - Common offer information
- 04:45 - Offer overview section
- 08:25 - Offer listing section
- 15:40 - Cosell with Microsoft
- 16:30 - Resell through CSPs
- 18:20 β Summary
Creating SaaS offers in Partner Center#
This module walks through all the sections of Partner Center one must complete to publish a SaaS offer. If you are wondering about a specific part of filling out your SaaS offer for the Azure Marketplace, this video should help you.
- 00:00 β Overview
- 00:51 - Offer setup
- 06:25 β Properties
- 11:38 - Preview audience
- 12:57 - Technical configuration
- 14:07 - Plan overview
- 23:27 - Supplemental content
- 26:21 β Summary
Migrating Listings to SaaS Offers#
You may have started your online presence in the commercial marketplace with a simple listing to advertise your services. This does not, however, create a transactable offer that can be sold through the marketplace. This video shows how to convert your existing listing into a fully transactable SaaS Offer.
SaaS Pricing in Partner Center publisher overview#
Pricing and billing options for SaaS offers are very flexible and give publishers many options for how to bill and get paid for their solutions. This video walks through the SaaS pricing models and gives real-world examples of using them effectively.
SaaS Pricing in Partner Center publisher demo#
Pricing and billing options for SaaS offers are very flexible and give publishers many options for how to bill and get paid for their solutions. This video demonstrates how to use Partner Center to create and price a plan from start to finish, including using metered billing options.
Publishing a Private SaaS Plan#
This brief video builds upon what you learned in, βCreating SaaS offers in Partner Center.β It presents the concepts of using private plans and then shows how to do so inside Partner Center.
Handling multiple currencies for different markets#
Plans have specific pricing and may be offered in many regions, many with different currencies. This video walks though how to customize pricing in local currencies per selling region. For example, you may set the price in the US at one rate and the price in other regions for different amounts based on local currencies.
Creating VM offers in Partner Center#
See demos of filling out required information when creating VM offers in Partner Center. This video walks through the sections below.
- 00:00 β Overview
- 00:57 - Offer setup
- 04:50 - Properties
- 07:12 - Preview audience
- 08:42 - Plan overview
- 18:26 β Summary
Creating Managed Application offers in Partner Center#
When working in Partner Center to set up a new Managed Application offer, there are several sections on Partner Center requiring information. This module covers the sections applicable to Managed Apps and details some of the configurations that many people have questions about.
- 00:00 β Overview
- 00:54 - Offer setup
- 04:57 β Properties
- 09:27 - Preview audience
- 10:53 - Technical configuration
- 12:30 - Plan overview
- 27:39 - Summary
Reporting and insights in Partner Center#
Commercial marketplace reporting in Partner Center#
This video walks through how to use the Summary dashboard in commercial marketplace analytics to understand the performance of published marketplace offers through graphs, trends, aggregate data.
Subsequent videos in the Partner Center course will cover the other dashboards and reports available.
- 00:00 β Overview
- 00:57 - Commercial marketplace analytics
- 02:21 - Common dashboard elements
- 04:07 - Introducing the Summary dashboard
- 05:00 - Summary dashboard widgets tour
- 08:36 β Summary
Reporting and insights for multi-year SaaS offers#
This module walks through reporting for multi-year SaaS and the reporting widgets available that display information about subscriptions, orders and pricing models including growth trends over time.
Additionally, various downloadable formats including CSV and PDFs for detailed reporting are explained in detail.
Programmatic access to reporting and insights#
This technical module demonstrates how to work with Partner Center reports and insights using the Partner Center API. This video shows technical details of working with the Partner Center API and is intended for technologists interested in automating marketplace reporting.