Partner Center Referrals (Preview)

  • Reference

Partner center referrals connector will help Microsoft partners to get a bidirectional sync between their CRM instances and partner center referrals system.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Partner Center Support
URL https://partner.microsoft.com/en-us/support
Email pcRefConnectorHelp@microsoft.com
Connector Metadata
Publisher Microsoft Corporation
Website https://partner.microsoft.com/dashboard
Privacy policy https://privacy.microsoft.com/en-US/privacystatement
Categories Productivity;Sales and CRM

Partner Center Referrals (https://partner.microsoft.com/en-us/membership/referrals) create valuable connections between customers, partners, and Microsoft with the goal of meeting customer needs. Partner Center Referrals connector allows Microsoft partners to manage their Partner Center Referrals. Partners can use this connector to create Co-sell referrals and invite Microsoft to collaborate on an engagement. In addition, this connector can be used to get and update existing referrals.

Prerequisites

You need the following: - Microsoft Partner Center Account - Microsoft Power Automate subscription

How to get credentials

  1. Get a Microsoft Partner Center account: https://docs.microsoft.com/en-us/partner-center/mpn-create-a-partner-center-account
  2. Assign Referral admin role to the user: https://docs.microsoft.com/en-us/partner-center/create-user-accounts-and-set-permissions

Known issues and limitations

None

Creating a connection

The connector supports the following authentication types:
Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Create a referral

Create a referral
Get a referral by Id

Get a referral matching the given identifier
Get all referrals

Get all referrals
Update a referral by Id

Updates the referral matching the given referral identifier
Update specific fields in a referral by Id

Updates the referral matching the given referral identifier for specific fields

Create a referral

Operation ID:
CreateReferral

Create a referral

Parameters

Name Key Required Type Description
ODataContext
 @odata.context string

OData context for this API call
Campaign ID
 campaignId string

Marketing Campaign ID
Consent to contact
 consentToContact boolean

Consent to Contact
Consent To Share Info With Others
 consentToToShareInfoWithOthers boolean

Consent to share info with others
Consent To Share Referral With Microsoft Sellers
 consentToShareReferralWithMicrosoftSellers boolean

Consent to share Referral with Microsoft Sellers
Date/Time of Creation
 createdDateTime string

Created Date Time
Customer Profile - Address Line 1
 addressLine1 string

Customer Address Line 1
Customer Profile - Address Line 2
 addressLine2 string

Customer Profile Address Line 2
Customer Profile - City
 city string

Customer Profile City
Customer Profile - Country
 country string

Customer Profile Country
Customer Profile - Postal Code
 postalCode string

Customer Profile Postal Code
Customer Profile - Region
 region string

Customer Profile Region
Customer Profile - State
 state string

Customer Profile State
Customer Profile - IDs
 Customer Profile - IDs
Customer Profile - Name
 name string

Customer Name
Customer Profile - Size
 size string

Customer Number of Employees
Customer Contact Preference Disable Notifications
 disableNotifications boolean

Customer Team Contact Preference Disable Notifications
Customer Contact Preference Locale
 locale string

Customer Team Contact Preference Locale
Email
 email string

Customer Team Email
First Name
 firstName string

Customer Team FirstName
Last Name
 lastName string

Customer Team LastName
Phone Number
 phoneNumber string

Customer Team PhoneNumber
Closing Date Time
 closingDateTime string

Closing DateTime
Currency
 currency string

Currency
Customer Action
 customerAction string

Customer Action
Customer Contact Requested
 customerRequestedContact boolean

Has Customer Requested To Be Contacted
Deal Value
 dealValue float

Deal Value
Notes
 notes string

Notes
Name
 id string

Industry Name
Name
 id string

Products Name
Name
 id string

Services Name
Solutions
 Solutions
eTag
 eTag string

eTag
Engagement ID
 engagementId string

Engagement ID
Date/Time of Expiration
 expirationDateTime string

Expiration DateTime
External Reference ID
 externalReferenceId string

External Reference ID
Favorite
 favorite boolean

Mark This Referral As Favorite
Referral ID
 id string

Referral ID
Assistance Request Code
 assistanceRequestCode string

Assistance Request Code For This Referral
Invited By - Organization ID
 organizationId string

Invited By Organization ID
Invited By - Organization Name
 organizationName string

Invited By Organization Name
Invite - Context Notes
 notes string

Invite Context Notes
Last Modified By
 lastModifiedVia string

Referral Last Modified By
Last Run ID
 lastRunId string

Identifier For The Last Run
Links - Related Referrals Method
 method string

Links Related Referrals Method
Links - Related Referrals URI
 uri string

Links Related Referrals URI
Links - Self Method
 method string

Links Self Method
Links - Self URI
 uri string

Links Self URI
Name
 name string

Name
Organization ID
 organizationId string

Organization ID
Organization Name
 organizationName string

Organization Name
Qualification
 qualification string

Qualification
Referral Program
 referralProgram string

Referral Program Name
Sales Stage
 salesStage string

Sales Stage
Status
 status string

Status
Status - Reason
 statusReason string

Status Reason
SubStatus
 substatus string

SubStatus
Target - ID
 id string

Target ID
Target - Type
 type string

Target Type
Disable Notifications
 disableNotifications boolean

Sales Team Disable Notifications
Contact Preference Locale
 locale string

Sales Team Contact Preference Locale
Email
 email string

Sales Team Email
First Name
 firstName string

Sales Team First Name
Last Name
 lastName string

Sales Team Last Name
Phone Number
 phoneNumber string

Sales Team Phone Number
Microsoft CRM ID
 microsoftMsxId string

Opportunity ID for the referral in Microsoft CRM
Type
 type string

Type of Referral
Date/Time of Update
 updatedDateTime string

Updated Date Time
Correlation ID
 MS-CorrelationId string

The unique identifier to track the request

Returns

Body
Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral

Get a referral by Id

Operation ID:
GetReferralById

Get a referral matching the given identifier

Parameters

Name Key Required Type Description
Referral ID
 id True string

Identifier of the referral.
Correlation ID
 MS-CorrelationId string

The unique identifier to track the request

Returns

Body
Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral

Get all referrals

Operation ID:
GetAllReferrals

Get all referrals

Parameters

Name Key Required Type Description
Expand Query
 $expand string

Expands related entities inline (default = none).
Filter Query
 $filter string

An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123).
Select Query
 $select string

An ODATA select query to display which properties to include in the response.
Order By
 $orderby string

An ODATA orderBy query for specifying the order of entries.
Top Count
 $top integer

Total number of entries to retrieve (default = all).
Skip Count
 $skip integer

The number of entries to skip (default = 0).
Count
 $count boolean

Includes a count of the matching results in the response.
Correlation ID
 MS-CorrelationId string

The unique identifier to track the request.

Returns

Name Path Type Description
ODataContext
 @odata.context string

OData context for this API call
ODataCount
 @odata.count integer

@odata.count
value
 value array of Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral

Update a referral by Id

Operation ID:
UpdateReferralById

Updates the referral matching the given referral identifier

Parameters

Name Key Required Type Description
Referral ID
 id True string

The unique id for this referral.
ODataContext
 @odata.context string

OData context for this API call
Campaign ID
 campaignId string

Marketing Campaign ID
Consent to contact
 consentToContact boolean

Consent to Contact
Consent To Share Info With Others
 consentToToShareInfoWithOthers boolean

Consent to share info with others
Consent To Share Referral With Microsoft Sellers
 consentToShareReferralWithMicrosoftSellers boolean

Consent to share Referral with Microsoft Sellers
Date/Time of Creation
 createdDateTime string

Created Date Time
Customer Profile - Address Line 1
 addressLine1 string

Customer Address Line 1
Customer Profile - Address Line 2
 addressLine2 string

Customer Profile Address Line 2
Customer Profile - City
 city string

Customer Profile City
Customer Profile - Country
 country string

Customer Profile Country
Customer Profile - Postal Code
 postalCode string

Customer Profile Postal Code
Customer Profile - Region
 region string

Customer Profile Region
Customer Profile - State
 state string

Customer Profile State
Customer Profile - IDs
 Customer Profile - IDs
Customer Profile - Name
 name string

Customer Name
Customer Profile - Size
 size string

Customer Number of Employees
Customer Contact Preference Disable Notifications
 disableNotifications boolean

Customer Team Contact Preference Disable Notifications
Customer Contact Preference Locale
 locale string

Customer Team Contact Preference Locale
Email
 email string

Customer Team Email
First Name
 firstName string

Customer Team FirstName
Last Name
 lastName string

Customer Team LastName
Phone Number
 phoneNumber string

Customer Team PhoneNumber
Closing Date Time
 closingDateTime string

Closing DateTime
Currency
 currency string

Currency
Customer Action
 customerAction string

Customer Action
Customer Contact Requested
 customerRequestedContact boolean

Has Customer Requested To Be Contacted
Deal Value
 dealValue float

Deal Value
Notes
 notes string

Notes
Name
 id string

Industry Name
Name
 id string

Products Name
Name
 id string

Services Name
Solutions
 Solutions
eTag
 eTag string

eTag
Engagement ID
 engagementId string

Engagement ID
Date/Time of Expiration
 expirationDateTime string

Expiration DateTime
External Reference ID
 externalReferenceId string

External Reference ID
Favorite
 favorite boolean

Mark This Referral As Favorite
Referral ID
 id string

Referral ID
Assistance Request Code
 assistanceRequestCode string

Assistance Request Code For This Referral
Invited By - Organization ID
 organizationId string

Invited By Organization ID
Invited By - Organization Name
 organizationName string

Invited By Organization Name
Invite - Context Notes
 notes string

Invite Context Notes
Last Modified By
 lastModifiedVia string

Referral Last Modified By
Last Run ID
 lastRunId string

Identifier For The Last Run
Links - Related Referrals Method
 method string

Links Related Referrals Method
Links - Related Referrals URI
 uri string

Links Related Referrals URI
Links - Self Method
 method string

Links Self Method
Links - Self URI
 uri string

Links Self URI
Name
 name string

Name
Organization ID
 organizationId string

Organization ID
Organization Name
 organizationName string

Organization Name
Qualification
 qualification string

Qualification
Referral Program
 referralProgram string

Referral Program Name
Sales Stage
 salesStage string

Sales Stage
Status
 status string

Status
Status - Reason
 statusReason string

Status Reason
SubStatus
 substatus string

SubStatus
Target - ID
 id string

Target ID
Target - Type
 type string

Target Type
Disable Notifications
 disableNotifications boolean

Sales Team Disable Notifications
Contact Preference Locale
 locale string

Sales Team Contact Preference Locale
Email
 email string

Sales Team Email
First Name
 firstName string

Sales Team First Name
Last Name
 lastName string

Sales Team Last Name
Phone Number
 phoneNumber string

Sales Team Phone Number
Microsoft CRM ID
 microsoftMsxId string

Opportunity ID for the referral in Microsoft CRM
Type
 type string

Type of Referral
Date/Time of Update
 updatedDateTime string

Updated Date Time
Used for if match header from the client
 if-match True string

Used for if match header from the client.
Correlation ID
 MS-CorrelationId string

The unique identifier to track the request

Returns

Body
Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral

Update specific fields in a referral by Id

Operation ID:
PatchReferralById

Updates the referral matching the given referral identifier for specific fields

Parameters

Name Key Required Type Description
Referral ID
 id True string

The unique id for this referral
Correlation ID
 MS-CorrelationId string

The unique identifier to track the request
Update Operation
 op string

Choose an update (patch) operation
Field Path
 path string

Path to specific field within referral document for e.g. /details/notes
Value
 value

New value to be replaced

Returns

Body
Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral

Definitions

Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral

Name Path Type Description
ODataContext
 @odata.context string

OData context for this API call
Campaign ID
 campaignId string

Marketing Campaign ID
Consent to contact
 consent.consentToContact boolean

Consent to Contact
Consent To Share Info With Others
 consent.consentToToShareInfoWithOthers boolean

Consent to share info with others
Consent To Share Referral With Microsoft Sellers
 consent.consentToShareReferralWithMicrosoftSellers boolean

Consent to share Referral with Microsoft Sellers
Date/Time of Creation
 createdDateTime string

Created Date Time
Customer Profile - Address Line 1
 customerProfile.address.addressLine1 string

Customer Address Line 1
Customer Profile - Address Line 2
 customerProfile.address.addressLine2 string

Customer Profile Address Line 2
Customer Profile - City
 customerProfile.address.city string

Customer Profile City
Customer Profile - Country
 customerProfile.address.country string

Customer Profile Country
Customer Profile - Postal Code
 customerProfile.address.postalCode string

Customer Profile Postal Code
Customer Profile - Region
 customerProfile.address.region string

Customer Profile Region
Customer Profile - State
 customerProfile.address.state string

Customer Profile State
Customer Profile - IDs
 customerProfile.ids array of

CustomerProfileIDs
Customer Profile - Name
 customerProfile.name string

Customer Name
Customer Profile - Size
 customerProfile.size string

Customer Number of Employees
Customer Team
 customerProfile.team array of object

Customer Team
Customer Contact Preference Disable Notifications
 customerProfile.team.contactPreference.disableNotifications boolean

Customer Team Contact Preference Disable Notifications
Customer Contact Preference Locale
 customerProfile.team.contactPreference.locale string

Customer Team Contact Preference Locale
Email
 customerProfile.team.email string

Customer Team Email
First Name
 customerProfile.team.firstName string

Customer Team FirstName
Last Name
 customerProfile.team.lastName string

Customer Team LastName
Phone Number
 customerProfile.team.phoneNumber string

Customer Team PhoneNumber
Closing Date Time
 details.closingDateTime string

Closing DateTime
Currency
 details.currency string

Currency
Customer Action
 details.customerAction string

Customer Action
Customer Contact Requested
 details.customerRequestedContact boolean

Has Customer Requested To Be Contacted
Deal Value
 details.dealValue float

Deal Value
Notes
 details.notes string

Notes
Industries
 details.requirements.industries array of object

Industries
Name
 details.requirements.industries.id string

Industry Name
Products
 details.requirements.products array of object

Products
Name
 details.requirements.products.id string

Products Name
Services
 details.requirements.services array of object

Services
Name
 details.requirements.services.id string

Services Name
Solutions
 details.requirements.solutions array of

Solutions
eTag
 eTag string

eTag
Engagement ID
 engagementId string

Engagement ID
Date/Time of Expiration
 expirationDateTime string

Expiration DateTime
External Reference ID
 externalReferenceId string

External Reference ID
Favorite
 favorite boolean

Mark This Referral As Favorite
Referral ID
 id string

Referral ID
Assistance Request Code
 inviteContext.assistanceRequestCode string

Assistance Request Code For This Referral
Invited By - Organization ID
 inviteContext.invitedBy.organizationId string

Invited By Organization ID
Invited By - Organization Name
 inviteContext.invitedBy.organizationName string

Invited By Organization Name
Invite - Context Notes
 inviteContext.notes string

Invite Context Notes
Last Modified By
 lastModifiedVia string

Referral Last Modified By
Last Run ID
 lastRunId string

Identifier For The Last Run
Links - Related Referrals Method
 links.relatedReferrals.method string

Links Related Referrals Method
Links - Related Referrals URI
 links.relatedReferrals.uri string

Links Related Referrals URI
Links - Self Method
 links.self.method string

Links Self Method
Links - Self URI
 links.self.uri string

Links Self URI
Name
 name string

Name
Organization ID
 organizationId string

Organization ID
Organization Name
 organizationName string

Organization Name
Qualification
 qualification string

Qualification
Referral Program
 referralProgram string

Referral Program Name
Sales Stage
 salesStage string

Sales Stage
Status
 status string

Status
Status - Reason
 statusReason string

Status Reason
SubStatus
 substatus string

SubStatus
target
 target array of object

Target
Target - ID
 target.id string

Target ID
Target - Type
 target.type string

Target Type
Sales Team
 team array of object

Sales Team
Disable Notifications
 team.contactPreference.disableNotifications boolean

Sales Team Disable Notifications
Contact Preference Locale
 team.contactPreference.locale string

Sales Team Contact Preference Locale
Email
 team.email string

Sales Team Email
First Name
 team.firstName string

Sales Team First Name
Last Name
 team.lastName string

Sales Team Last Name
Phone Number
 team.phoneNumber string

Sales Team Phone Number
Microsoft CRM ID
 trackingInfo.microsoftMsxId string

Opportunity ID for the referral in Microsoft CRM
Type
 type string

Type of Referral
Date/Time of Update
 updatedDateTime string

Updated Date Time