Manage licensing in marketplace offers

Appropriate roles: Global admin | Account admin

This article walks you through the process of setting up an offer in Partner Center, making it available in Microsoft AppSource, and then managing licenses for that offer.

Important

The capabilities in this article are currently in Public Preview.

Before you begin

Commercial marketplace basics

Before you begin this process, you should familiarize yourself with the basics of the commercial marketplace. The articles in the table below will help get you started.

Topic Article
Commercial marketplace plans Plans and pricing for commercial marketplace offers
Commercial marketplace offers Listing types
Commercial marketplace accounts Create a commercial marketplace account in Partner Center

Determine your Offer ID

In the procedures below, you’ll be prompted to enter an Offer ID. Take some time now to come up with a suitable Offer ID, keeping in mind the following points:

  • This ID is visible to customers in the web address for the marketplace offer and Azure Resource Manager templates, if applicable.
  • The Offer ID combined with the Publisher ID must be under 40 characters in length.
  • Use only lowercase letters and numbers. The Offer ID can include hyphens and underscores, but no spaces. 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.
  • This ID can't be changed after you select Create.

Determine your Offer alias

The Offer alias is the name used for the offer in Partner Center. You’ll also need an appropriate Offer alias that follows the guidelines below:

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

Create your offer

The first step in the licensing process is to create your commercial marketplace offer.

Note

To learn more about the workspaces interface, see Getting around Partner Center.

  1. Sign into the Partner Center dashboard, then select the Marketplace Offers tile.

  2. At the top of the Overview page, select New offer, and then select Dynamics 365 apps on Dataverse and Power Apps.

  3. Enter the Offer ID and Offer alias you created earlier.

  4. Select Create to generate the offer and continue.

  5. Choose your licensing options.

    • To enable license management for your offer, select Enable app license management through Microsoft. This is a one-time setting, and you can’t change it once your offer is published.

    • You can also enable customers to run your app’s base functionality without a license, and run premium features once they’ve purchased a license. To do this, select Allow customers to install my app even if licenses are not assigned.

    • If you don’t want your offer to have license management enabled, select Get it now (Free), Free trial, or Contact me.

Create your plan

In these steps you'll define the plan or plans you want to enable for your offer.

  1. From a specific offer, select Plan overview, and then select Create new plan.

  2. Enter a Plan ID and Plan name, and then select Create.

  3. On the Plan listing page, enter your Plan description.

  4. To save the description and finish later, select Save draft.

  5. When you’re finished, select Review and publish. The plan information will now be displayed on appsource.microsoft.com under offer listing (plans section).

  6. After you’ve created all of the plans for this offer, you’ll need to copy each plan’s Service ID. Select Plan overview at the top of the Plan listing page. Copy the Service ID for each plan to a safe location.

Add Service IDs to your solution

The next step is to update your solution by adding the Service IDs for each plan that you just copied. For guidance on this, see Create an AppSource Package for your solution.

Upload your package and publish your offer

  1. From a specific offer, and select Technical configuration.
  2. Under Base License Model, select User.
  3. Under CRM Package, enter the URL of your package location.
  4. Use the other tabs on the left navigation pane to enter any other required information. When you’re done, select Review and publish.

After you publish the offer, we’ll review and verify your information. If there are any issues with this process, we’ll notify you. When all issues have been resolved, you’ll get a notification that your offer is available in AppSource. At that point you can make it live.

Make your offer live in Partner Center

The procedure below walks you through the process of making your offer live in AppSource. To learn more about this process, see Introduction to listing options.

Note

Once you publish your offer, it will take 4-6 hours to go live.

  1. From a specific offer, select Go live.

  2. To see your offer listing on AppSource, select the AppSource link at the bottom of the Offer overview page.

    • For license-enabled offers: If your offer requires a license check, users will only be able to enter a lead by clicking Contact Me, so that you can communicate with them.

    • For license-enabled offers with free installation option: If your offer does not require a license check, admin users will see a Get It Now button in addition to Contact Me. Users who want to try your free installation option should click Get It Now, which will bring them to install the offer on Power Platform Admin Center. Users can still use Contact Me if they have any questions, or if they want to upgrade to a paid plan.

Register ISV Connect deal in Deal Registration

Before you can assign licenses to a customer, each sale needs to be registered in Partner Center. To do this, see Register your deals.

Invite the customer

Use the following procedure to invite the customer to participate in this deal.

Note

To learn more about the workspaces interface, see Getting around Partner Center.

  1. Sign in to the Partner Center dashboard.

  2. Select the Referrals tile.

  3. Select Deal Registration.

  4. Filter for Submitted deals, select the In Progress tab, and then select the deal you want.

  5. On the overview page for this deal, select Manage licenses.

  6. In the Manage licenses window, select the customer from the Customer details dropdown list. If the customer relationship does not exist yet, select +Invite a new customer to consent.

  7. Copy the link that is displayed.

  8. Email this link to your customer’s billing admin or global admin, and have them use this link to access admin.microsoft.com and accept and authorize the relationship you’re establishing.

    Note

    The relationship will not be established until the customer performs this step.

Activate, manage, and remove your licenses

Once your customer has authorized the relationship with you, you can start adding plans from your offer and assigning licenses to each plan.

  1. In the Manage licenses window for this deal, select +Add a plan.

  2. Complete the Plans for this solution and Number of licenses fields, and then select Update licenses. The licenses will be available at admin.microsoft.com for customers to manage and assign to employees.

    • To change the number of licenses for an existing plan, enter the new number in the Number of licenses field and then select Update licenses.

    • To deactivate or remove licenses for a deal, select the trash can icon in the Actions field and then select Update licenses.

Next steps

Licensing resources