How to create a Dynamics 365 for Business Central offer

This article describes how to create a Dynamics 365 for Business Central offer. This offer type is an enterprise resource planning (ERP) service that supports a wide range of business processes, including finance, operations, supply chain, CRM, project management, and electronic commerce. All offers for Dynamics 365 go through our certification process.

Before you start, create a commercial marketplace account in Partner Center and ensure it is enrolled in the commercial marketplace program.

Before you begin

Review Plan a Dynamics 365 offer. It explains the technical requirements for this offer and lists the information and assets you’ll need when you create it.

Create a new offer

  1. Sign in to Partner Center.

  2. In the left-nav menu, select Commercial Marketplace > Overview.

  3. On the Overview page, select + New offer > Dynamics 365 for Business Central.

    The left pane menu options and the 'New offer' button.

Important

After an offer is published, any edits you make to it in Partner Center appear on Microsoft AppSource only after you republish the offer. Be sure to always republish an offer after changing it.

New offer

Enter an Offer ID. This is a unique identifier for each offer in your account.

  • This ID is visible to customers in the web address for the offer and in Azure Resource Manager templates, if applicable.
  • Use only lowercase letters and numbers. The ID can include hyphens and underscores, but no spaces, and is limited to 50 characters. For example, if your Publisher ID is testpublisherid and you enter test-offer-1, the offer web address will be https://appsource.microsoft.com/product/dynamics-365/testpublisherid.test-offer-1.
  • The Offer ID can't be changed after you select Create.

Enter an Offer alias. This is the name used for the offer in Partner Center.

  • This name isn't used on AppSource. It is different from the offer name and other values shown to customers.
  • This name can't be changed after you select Create.

Select Create to generate the offer. Partner Center opens the Offer setup page.

Alias

Enter a descriptive name that we'll use to refer to this offer solely within Partner Center. The offer alias (pre-populated with what you entered when you created the offer) won't be used in the marketplace and is different than the offer name shown to customers. If you want to update the offer name later, see the Offer listing page.

Setup details

Select the Package type that applies to your offer: (Biz Central)

  • An Add-on app extends the experience and the existing functionality of Dynamics 365 Business Central. For details, see Add-on apps.
  • A Connect app can be used in the scenario where there must be established a point-to-point connection between Dynamics 365 Business Central and a third-party solution or service. For details, see Connect Apps.

For How do you want potential customers to interact with this listing offer?, select the option you'd like to use for this offer.

  • Get it now (free) – List your offer to customers for free.

  • Free trial (listing) – List your offer to customers with a link to a free trial. Offer listing free trials are created, managed, and configured by your service and do not have subscriptions managed by Microsoft.

    Note

    The tokens your application will receive through your trial link can only be used to obtain user information through Azure Active Directory (Azure AD) to automate account creation in your app. Microsoft accounts are not supported for authentication using this token.

  • Contact me – Collect customer contact information by connecting your Customer Relationship Management (CRM) system. The customer will be asked for permission to share their information. These customer details, along with the offer name, ID, and marketplace source where they found your offer, will be sent to the CRM system that you've configured. For more information about configuring your CRM, see Customer leads.

Test drive

A test drive is a great way to showcase your offer to potential customers by giving them the option to "try before you buy", resulting in increased conversion and the generation of highly qualified leads. To learn more, see What is test drive?.

To enable a test drive for a fixed period of time, select the Enable a test drive check box. To remove test drive from your offer, clear this check box.

Tip

A test drive is different from a free trial. You can offer either a test drive, free trial, or both. They both provide customers with your solution for a fixed period-of-time. But, a test drive also includes a hands-on, self-guided tour of your product’s key features and benefits being demonstrated in a real-world implementation scenario.

Customer leads

When you're publishing an offer to the commercial marketplace with Partner Center, connect it to your Customer Relationship Management (CRM) system. This lets you receive customer contact information as soon as someone expresses interest in or uses your product. Connecting to a CRM is required if you want to enable a test drive (see the preceding section). Otherwise, connecting to a CRM is optional.

  1. Under Customer leads, select the Connect link.

  2. In the Connection details dialog box, select a lead destination.

  3. Complete the fields that appear. For detailed steps, see the following articles:

  4. To validate the configuration you provided, select the Validate link.

  5. Select Connect.

For more information, see Customer leads from your commercial marketplace offer.

Select Save draft before continuing to the next tab in the left-nav menu, Properties.

Next steps