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Add Statement to "Notice of FastTrack Assignment" Emails to Customers
Suggested by Oscar Goco – Needs Votes – 1 Comments
There are two emails sent to a matched partner.The first is the Referral Notification email alerts a partner to the fact that a customer has been referred.The second email is the Partner Assignment Notification. This email is sent to customer, partner, referral requestor, FPM, and account team.When a partner sends an email to the customer, that email may get quarantined or delivered in to the customer Junk Folder. Therefore, the customer never sees the email.I had a few customers never seeing my emails even after repeated replies to the referral team, account team and/or customer.With email security being implemented by many customers, I suggest to add a statement in the second email recommending the customer to add the Partner contact or partner domain name to their Safe Senders list or check their Junk folder or quarantine folder. This should minimize the problem with missed communications and delays between the customer and partner. -
Advising when FastTrack partners already associated have claimable vouchers
Suggested by Eric Fugère – Needs Votes – 1 Comments
When a client has Fasttrack vouchers earned via renewals or other means and they're associated to partner could we have a field in FTOP or Partner indicating so? -
Add Statement to "Notice of FastTrack Assignment" Emails to Customers
Suggested by Oscar Goco – Needs Votes – 1 Comments
After a partner accepts the customer referral, a "Notice of FastTrack Assignment" email is sent to customer that has the partner's name, email address and domain name.Please add a statement in the Notice of FastTrack Assignment email to include the partner's domain name to the customer's Safe Sender list or Allow list.This will prevent the email sent from the partner to the customer from being quarantined or delivered into the customer's Junk folder and thus the customer never sees the email.I have several customer not receive my emails and had to get my FRM involved to contact either the Microsoft account member of customer to add my email to their Allow list.With heightened email security, some customer email systems are filtering emails and mistakenly being flagged as spam or phishing. -
Active user consumption control rules (MAU)
Suggested by Rogerio Molina – Needs Votes – 2 Comments
Active user consumption control rules (MAU) that end up creating difficulties for us to work with customers. Unfortunately, due to various situations that are beyond our control, many customers reduce their consumption or even stop using the solutions. The problem is that we have had big problems with this, as our numbers end up being hugely negative.
This ends up creating difficulties for us to remain active in Microsoft programs. -
Add a Column to display the HWM value for each Workload in the FastTrack Insights
Suggested by Aaron Alpha – Accepted – 2 Comments
Can a column (non-calculated) be added int he FastTrack Insights area to reference the High-Water mark dollar value for each workload per user value under the FY23 program e.g. Intune -- $1, MDE -- $3 and so on. -
CPOR POE Signatures
Suggested by Jayden Berger – Needs Votes – 5 Comments
We've found that obtaining an "acceptable" signature is getting increasingly more difficult, to the point where the approval team in Partner Center does not accept DocuSigned SOWs. Understand needing to verify customer signature, but it's become a lot harder to find an acceptable method, and we have to go back and add additional verification (email where customer sends back signed SOW), which is not realistic for the team to go back and find with a large network of sellers. Curious to see if other partners are running into this issue, and if there's a potential for some flexibility on what's accepted as a "valid signature" when claiming? -
Customer Referral Notes History Difficult to Read
Suggested by Oscar Goco – Completed – 3 Comments
Going to Partner Center > Insights > FastTrack > Referrals > customer name > Notes History, it shows the notes with no formatting:NOTE: replaced customer information with xxxxx characters"10/30/2023 - xxxx@microsoft.com RFA # 83643. 10/30/2023; Request approved for Microsoft Purview Data Lifecycle Management. Assigned to FTCQ FRP • EDU Licenses: No• Nonprofit Licenses: No• Non-FRP Engaged: No• FRP involved: No• GCC: No Partner/MCS listed in RFA: false Contacts: • Customer contact information: xxxxx.xxxx, IT Administrator, xxxxx.xxxxx@contoso.com, 18001234567 • Requestor contact information: xxxxx, IT Administrator, xxxxx@contoso.com, 1801234567 Service Location and Language: • City: xxxxxx• State: Illinois• Country: united states• FT Supported Language: english (united states) The following entitlement counts reflect the entitlements confirmed by the RFA eligibility engine. These entitlements may differ from FTOP due to latency or other issues but please move forward with the RFA based on the eligibility verified by the On-Demand Team. RFA Approved Workloads: • Purview DLM: xxxx Entitlements RFA name: Request M365 assistance: Email retention policy setup Additional information that may impact the project: We plan on implementing Email retention polices for the company and need help to ensure we are setting them up correctly. RFA Form URL: "An improved formatting would make this information easier to read:10/30/2023 -xxxxxx@microsoft.com
RFA # . 10/30/2023; Request approved for Microsoft Purview Data Lifecycle Management.Assigned to FTCQ FRP
• EDU Licenses: No
• Nonprofit Licenses: No
• Non-FRP Engaged: No
• FRP involved: No
• GCC: NoPartner/MCS listed in RFA: falseContacts:
• Customer contact information: xxxxx, IT Administrator, xxxxxxx@contoso.com, 18001234567
• Requestor contact information: xxxxx, IT Administrator, xxxxxxx@contoso.com, 18001234567Service Location and Language:
• City: xxxxx
• State: Illinois
• Country: united states• FT Supported Language: english (united states)The following entitlement counts reflect the entitlements confirmed by the RFA eligibility engine. These entitlements may differ from FTOP due to latency or other issues but please move forward with the RFA based on the eligibility verified by the On-Demand Team.RFA Approved Workloads:• Purview DLM: xxxx Entitlements
RFA name: Request M365 assistance: Email retention policy setupAdditional information that may impact the project: We plan on implementing Email retention polices for the company and need help to ensure we are setting them up correctly. RFA Form URL: -
Verbiage in Referral AU% tab incorrect
Suggested by Oscar Goco – Needs Votes – 1 Comments
When reviewing the customer referral in Partner Center > Insights > FastTrack > Referrals > customer name > AU% tab. The screen states:"There is currently no Active Usage Data for this tenant.To view the Active Usage Data, please visit the FRP Dashboard"Going to the Partner's FRP Dashboard, the customer is not even listed thus no AU data is available.I suspect this is because the partner does not have an approved CPOR association to view the Active Usage data.If so, the verbiage should state that the AU% is not available until a CPOR association is established.However, it would be best to have the AU% data available and visible to provide insight to the customer deployment status. -
Referral process improvements
Suggested by David Nudelman – Completed – 2 Comments
The referral process is telling a customer, that we have been engaged for a long time and have CPOR for the workloads in question, that we are not endorsed for these workloads.If we have a CPOR claim, the process should stop there, the customer gets referred back to us.Also, during the request the customer asked us t be the designated partner. That should also bypass the referral workflow that is in place now. We were always told that the customer has the right to choose their partner.I believe the correct order should be:- CPOR
- What the customer wants
- The referral workflow
Also you should improve the language used in the program, it sounds very negative to partners.Customers new to FT with no valid CPOR claim should go straight to #3. -
FPR - Steeves and Associates
Suggested by Lily Cui – Completed – 3 Comments
Endorsement model: Smaller partners are not able to obtain as many Endorsements even though they may be qualified to do the work. Steeves and Associates is an example of this where they have strong competencies and can deliver in many workloads, however they only qualify for ACM.
FPC Program ideas/suggestions
Share insights/feedback, ideas and requests related to the FRP Program.