Incentive Programs for Microsoft Dynamics

CRM Online and Microsoft Dynamics CRM On

Premises Partners
Updated Nov 19, 2014

Table of Contents
Overview ..................................................................................................................................................... 2
Incentives for Microsoft Dynamics CRM Online Partners .............................................................. 2
Eligibility Requirements ...................................................................................................................... 2
Incentives for Microsoft Dynamics CRM On Premises Partners ................................................... 4
Eligibility Requirements ...................................................................................................................... 4
Additional Benefits .................................................................................................................................. 6
For Further Reference .............................................................................................................................. 7

Incentive Programs for Microsoft Dynamics CRM OnPremises and Microsoft Dynamics CRM Online
Overview
If you are a Microsoft partner or exploring a partnership with Microsoft, you can earn a percentage of
sales revenue in fees by participating in the:

Microsoft Online Services Advisor (OSA) program for Microsoft Dynamics CRM Online partners
Microsoft Dynamics CRM Certified Software Advisor (CSA) program for Microsoft Dynamics CRM
On Premises partners

Incentives for Microsoft Dynamics CRM Online Partners

The Microsoft Online Services Advisor (OSA) program rewards partners for influencing the sales of
Microsoft Dynamics CRM Online products, and managing the end customer relationships. Partners earn
rewards partners for acquiring new and managing new customers with Microsoft Online Services and
Enterprise Agreement (EA). These offerings reward Partners with both one-time and recurring incentives,
and help Partners develop a sustainable annuity business with Microsoft Online Services.
The benefits, requirements and training resources for cloud partners considering the Microsoft OSA
program are documented below.
Eligibility Requirements

To be eligible to receive the Online Advisor incentives for Microsoft Dynamics CRM Online, a partner
must meet the following criteria:
1.

Enroll in the Microsoft Partner Network and have an active MPN ID.

2. sign the Microsoft Online Subscription Partner Agreement

3.
4.
5.
6.

Have a valid Microsoft Dynamics Certified Software Advisor Agreement

Sign the Master Channel Incentives Agreement
Ensure customer assigns you as the Partner of Record (POR) at the time of purchasing
subscriptions
You must meet Microsoft exam requirements for the eligible online solutions you plan to claim
incentives for.
For Microsoft Dynamics CRM Online these are as follows:
a. Requirements until December 31, 2014: One or more employees or contractors
from the partner organization are required to collectively pass the following exams
and assessments:

Exam requirements until Dec 31, 2014

Microsoft Dynamics CRM Online

Exam ID

Microsoft Dynamics CRM 2013 Customisation and Configuration

OR
Microsoft Dynamics CRM 2011 Customisation and Configuration

MB2-703

Sales Specialist Assessment For Microsoft Dynamics CRM 2013

OR
Microsoft Dynamics CRM 2011 Standard Sales Assessment
OR
Microsoft Dynamics CRM 2011 Sales Specialist Assessment

PLC 873218

Managing Microsoft Dynamics Implementations

MB2-866

PLC 733030
PLC 733034

MB5-705
MB5-858*

*Exam MB5-858 no longer available for consumption, but meets the requirement until January 1, 2015.
NOTE: All Microsoft Dynamics CRM 2011 exams and assessments will be retired effective January 1, 2015. Your company must
employ or contract with MCPs who have passed the Microsoft Dynamics CRM 2013 exams and assessments as of January 1, 2015.

b. Requirements from January 1, 2015 onward: Two or more employees or

contractors from the partner organization are required to collectively pass the
following exams and assessments:

Exam requirements from January 1, 2015

Microsoft Dynamics CRM Online

Exam ID

Microsoft Dynamics CRM 2013 Customization and Configuration

MB2-703

Microsoft Dynamics CRM 2013 Applications

MB2-700

Managing Microsoft Dynamics Implementations

MB5-705

Sales Specialist Assessment For Dynamics CRM 2013

PLC 873218

Presales Technical Specialist Assessment For Dynamics CRM 2013

7.

PLC 873341

In order for a partner to maintain active status in the Program, the partner must contribute
towards a minimum amount of revenue (the Threshold) of the eligible products for each 12
month period from the effective date of their CSA Agreement. The threshold is $10,000 USD.
Revenue from Microsoft Dynamics CRM Online, Microsoft Dynamics CRM On Premises and
Microsoft Dynamics AX counts towards this threshold.

Incentives for Microsoft Dynamics CRM On Premises Partners

The Microsoft Dynamics Certified Software Advisor Program is a benefit for members of the Microsoft
Partner Network. The Program provides Microsoft partners a revenue opportunity, in addition to what
they can earn through Volume Licensing transactions and services engagements with customers.

Partners can collect a percentage of sales revenue in fees if they provide Volume Licensing customers
(and potential customers) assistance with pre-sales marketing, other pre-sales support services, and are
retained by the customer as the primary post-sales implementation partner for the deployment of
Microsoft Dynamics CRM and Microsoft Dynamics AX. In this document, we cover the Program
requirements and benefits for Microsoft Dynamics CRM only.
Eligibility Requirements
To receive a Microsoft Dynamics Certified Software Advisor fee on a Microsoft Dynamics CRM customer
order through Volume Licensing or a subscription, your organization must meet eligibility and certification
requirements.
1.
2.
3.

Enroll in the Microsoft Partner Network.

Have a valid Microsoft Dynamics Certified Software Advisor Agreement
Submit a Claim through the Self Service Web Site.
a. Provide confirmation that you assisted with pre-sales marketing and pre-sales support
services for the applicable Volume Licensing customer transaction. You do not need to be
the ordering partner to earn CSA fees.
b. Confirm you have been retained as the primary post-sales implementation partner for the
customers software licenses on which you are claiming a CSA Incentive. This includes the
customer selecting your company as the partner of record.
c. Confirm that you:
i. Are not receiving compensation (monetary or otherwise) from the customer to
provide objective advice related to the Microsoft software or services for which
you are claiming a CSA Incentive or more generally to the acquisition of IT
technologies, products, or services (e.g., contractual, agency or fiduciary duty to
customer);
ii. That you specifically disclosed to the customer that you may be receiving an
incentive from Microsoft related to its purchase of Microsoft software or services.

4.

You must meet Microsoft exam requirements for the eligible solutions you plan to claim CSA Fees
for.
For Microsoft Dynamics CRM Online these are as follows:
a. Requirements until December 31, 2014: One or more employees or contractors
from the partner organization are required to collectively pass the following exams
and assessments:

Exam requirements until Dec 31, 2014

Microsoft Dynamics CRM On Premise

Exam ID

Microsoft Dynamics CRM 2013 Customisation and Configuration

OR
Microsoft Dynamics CRM 2011 Customisation and Configuration

MB2-703

Microsoft Dynamics CRM 2013 Deployment

OR
Microsoft Dynamics CRM 2011 Installation and Deployment

MB2-702

Microsoft Dynamics CRM 2013 Applications

OR
Microsoft Dynamics CRM 2011 Applications

MB2-866

MB2-867

MB2-700
MB2-868

Sales Specialist Assessment For Microsoft Dynamics CRM 2013

OR
Microsoft Dynamics CRM 2011 Standard Sales Assessment
OR
Microsoft Dynamics CRM 2011 Sales Specialist Assessment

Managing Microsoft Dynamics Implementations

PLC 873218
PLC 733030
PLC 733034

MB5-705
MB5-858*

*Exam MB5-858 no longer available for consumption, but meets the requirement until January 1, 2015.
NOTE: All Microsoft Dynamics CRM 2011 exams and assessments will be retired effective January 1, 2015. Your company must
employ or contract with MCPs who have passed the Microsoft Dynamics CRM 2013 exams and assessments as of January 1, 2015.

b. Requirements from January 1, 2015 onward: Two or more employees or

contractors from the partner organization are required to collectively pass the
following exams and assessments:

5.

Exam requirements from January 1, 2015

Microsoft Dynamics CRM On Premise

Exam ID

Microsoft Dynamics CRM 2013 Customization and Configuration

MB2-703

Microsoft Dynamics CRM 2013 Deployment

MB2-702

Microsoft Dynamics CRM 2013 Applications

MB2-700

Managing Microsoft Dynamics Implementations

MB5-705

Sales Specialist Assessment For Dynamics CRM 2013

PLC 873218

Presales Technical Specialist Assessment For Dynamics CRM 2013

PLC 873341

In order for a partner to maintain active status in the Program, the partner must contribute
towards a minimum amount of revenue (the Threshold) of the eligible products for each 12
month period from the effective date of their CSA Agreement. The threshold is $10,000 USD.
Revenue from both Microsoft Dynamics CRM Online, Microsoft Dynamics CRM On Premises and
Microsoft Dynamics AX counts towards this threshold.

Additional Benefits
In addition to the incentives you can earn, you will also receive the following benefits when you
participate in the Microsoft Dynamics Certified Software Advisor OR the Microsoft Online Advisor
Program:

Five instances of Microsoft Dynamics CRM Online for development and demonstration
purposes.
Access to PartnerSource, the secure Microsoft Dynamics partner website.

For Further Reference

Everything You Need To Know About the Microsoft Online Services Advisor Incentives
Training resources providing cloud partners with a complete overview of the requirements and benefits
involved in the Microsoft OSA program.
Microsoft Online Services Advisor Incentives Guides
Effective October 1, 2014, the Online Services Advisor incentives will be split into two distinct offerings,
each with its own assets:
1.

Online Services Advisor Web-Direct incentives reward partners for selling, deploying, and
managing online services. For Online Services Web-Direct Incentive Guide effective October 1,

2014 - click here.

2. Online Services Advisor Deploy incentives pay deploy and manage incentives, plus an accelerator,
to eligible partners for deploying seats of O365, Enterprise Mobility Suite and Intune. For Online
Services Deploy Incentive Guide effective October 1, 2014 - click here.
These incentives cover Microsoft Dynamics CRM Online. You can view the eligible product list here.
Microsoft Certified Software Advisor Incentive Schedule for On Premise Solutions
This Fee Schedule describes how CSA Fee Rates and amounts are calculated for Microsoft Dynamics On
Premise Solutions - available in English.
Microsoft Certified Software Advisor Agreement
Before you begin the sign-up process, you can review a reference-only version of the Software Advisor
agreement. Available in Chinese, Danish, Dutch, English, French, German, Italian, Japanese, Korean,
Portuguese (Brazil), Russian, and Spanish.
Microsoft Dynamics CSA Operations Guide and FAQ
Learn more about Software Advisor qualifications and payment amounts. The Microsoft Certified Software
Advisor Guide for On Premise Solutions and FAQs are available in English