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Lab 1 - Creating a SaaS Offer in Partner Center#

πŸ‘ˆ Back to SaaS Offer labs

⚠️ Completion of this lab is required for the following labs in the series to work properly.

πŸ’€ The code in this lab is NOT meant to be used for production environments. It is a simple example with no error handling, no custom workflows, and is for learning purposes only.


In this lab, you will use your Partner Center account to create a test SaaS offer with a single plan.

This offer will be used for development and testing purposes throughout this lab series.


You will need the following to complete this lab.

  1. A Partner Center account
  2. An Azure account and access to the Azure portal

Exercise: Create a New SaaS Offer#

In this exercise, you will create a new SaaS offer in Partner Center and fill in the information needed to publish it.

Create a new SaaS offer#

  1. From the Home page of Partner Center click the Commercial Marketplace button.
  2. Click the + New offer button and at the dropdown and select Software as a Service.
  3. Give your new offer an Offer ID and Offer alias. Although you are free to use whatever values you like, we will be using the following in this lab for reference.
    1. Offer ID: saas-workshop
    2. Offer alias SaaS Workshop

Offer setup#

Leave all information at the top of this page as is and scroll down to the Customer leads section of the page.

Customer leads#

Here, you will attach your offer to an Azure Data Storage table which will act as a connected Customer Relationship Management system (CRM) for your offer.

Create the Azure Storage account#

This is the first time you're using the Azure portal for this class. It is recommended that you install all the resources you'll create in this class into the same Resource Group, just to keep things tidy within your Azure subscription.

  1. Open a new tab for the Azure portal and log in.
  2. Create a Resource Group named saas-workshop. Although you may use a different name, all labs will refer to the Resource Group with this name.
  3. In the saas-workshop Resource Group, create a standard Azure Storage account. This will be your CRM database, so name it accordingly to distinguish it from future storage accounts that will be created in this Resource Group.
  4. Once the storage account is created, browse to the storage account's overview page.
  5. In the left-hand menu, find the Security + networking section.
  6. In that section, find and click on the Access keys link.
  7. At the top of the page, click the Show keys link, and you see the connection strings for the database.
  8. Copy a connection string to your copy/paste buffer.

Configure Customer Leads in Partner Center#

  1. Go back to the Partner Center tab in your browser.
  2. Select the Connect link.
  3. From the Lead destination dropdown, select Azure Table.
  4. Enter your Contact email and paste in your Storage account connection string.
  5. Click the Validate link to ensure your connection string is valid.
  6. Click Connect.

For each page, you must click the Save draft at the bottom of the page to move on.

  1. Click Save draft at the bottom of the page.


Navigate to the Properties section.


You must select at least one category for your offer.

  1. Click the + Categories link.
  2. In the left dropdown, select Developer Tools.
  3. In the right dropdown, select Developer Service.
  1. Scroll down to the Legal section.
  2. Select Use the Standard Contract for Microsoft’s commercial marketplace? checkbox
  3. Click Accept.
  4. Click the Save draft button.

Offer listing#

  1. In the the Offer listing section, for Search results summary enter SaaS Workshop summary.
  2. For Description, here is some text you may choose to copy and paste into the text box.

    Quis aute iure reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint obcaecat cupiditat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

  3. In Getting started instructions paste the following text.

    Click the configure account button after the subscription is created.

  4. In the Privacy policy link, enter the public link to the privacy policy for your company if you know it. If not, follow this link to Microsoft's privacy policy and use that URL.

  5. In the Support contact section, enter your contact information.
  6. For the Support link field enter the support or homepage of your website.
  7. For the Engineering contact section, enter your contact information.
  8. for the Supporting documents section, upload the PDF document provided in the items directory of lab1. This document is named "Well-Architected-Framework.pdf."
  9. You must give the document a name.
  10. For the Marketplace media section you'll upload 2 images.
    1. For the 216X216 logo image, upload the PNG provided in the items directory of lab1. This PNG is named "Contoso-Logo-216x216.png."
    2. For the 1280X720 screenshot image, upload the PNG provided in the items directory of lab1. This PNG is named "Screenshots-1280x720.png."
    3. Add a title to the screenshot image.
  11. Click the Save draft button and correct any errors that be shown before moving on.


  1. In the Availability - Preview audience section, enter the email address you use for your Azure subscription. This is the email address you will use to purchase your offer later.
  2. Enter a Description.
  3. Click Save draft.

Technical configuration#

Skip this section for this first lab.

Plan overview#

In this section, you will create a single plan that costs $0. This plan will be used for testing purposes. The creation of this plan is covered in the next exercise.

Exercise: Create a Plan#

In this exercise, you will create a plan that costs $0 to purchase. This plan will be used to test the offer in later labs.

Create the plan#

  1. Navigate to the Plan overview page.
  2. At the top of the page click the + Create new plan button.
  3. Give the new plan a Plan ID and Plan name. These values can be whatever you like, but we will refer to them a follows throughout these labs.
    1. Plan ID: gold-plan-id
    2. Plan name: Gold Plan
  4. Click the Create button and your new plan is created.

Fill out the plan#

The Plan has several components to it, all of which must be completed.

Plan Listing#

  1. The Plan name should read "Gold Plan."
  2. The summary requires text to describe the plan. In this case, you may use the following placeholder text if you would like.

    Lorem ipsum dolor sit amet, consectetur adipisci elit, sed eiusmod tempor incidunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur. 1. Click Save draft.

Plan setup#

For Markets:

  1. Select the Edit markets link.
  2. Choose at least one market within which to sell your plan. This will likely be the same country that hosts your Azure region.
  3. Click Save.

For pricing mode:

  1. Keep it Flat rate.
  2. Leave Billing term as Monthly.
  3. Enter 0 for the cost per month.

For Marketplace Metering Service dimensions:

  1. Click the Add a Custom Meter Dimension (Max 30) link. This will create a new row. Enter the below values.
  2. Enter "persmsId" for "ID".
  3. Enter "SMS" for the "Display Name".
  4. Enter "per sms sent" for the "Unit of Measure".
  5. Enter "0" for the "Price per unit in USD" column.
  6. Enter "0" for the "Monthly quantity included in base" column.
  7. Leave the rest of the plan as is and click Save draft.

Exercise: Resell through CSPs#

  1. Open the lef-hand menu item.
  2. Select "No partners in the CSP program."
  3. Click the Save draft button at the bottom of the screen.

Exercise: Review and Publish#

In this short exercise, you will check your work by performing the first action of the publication process. You will submit your offer for review to see if it is ready to be published.

  1. Open your offer's overview page.
  2. In the upper right corner of the page, click the link for Review and publish.
  3. Looking to the right side of the page, notice that some sections have a green circle and at least one is gray. The gray sections are not yet complete, preventing you from taking the next step of publishing your offer.

    The Technical configuration section of the offer will not pass review. This is okay for now as we need to fill out the Technical configuration tab and you can't do that until we have a landing page. All other sections should be green.

  4. Go back to all sections that appear with a gray circle and complete those sections.

  5. Ensure all sections pass except Technical configuration, which will be addressed in the next lab.

Congratulation! You have finished this lab.

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