Give customers 30-day, free trials of Microsoft products
- Partner Center
- Global admin
- User admin
- Sales agent
A good way to introduce customers to new Microsoft products is to offer 30-day free trials. You can sign up for the trials in the catalog just like many other online services. All partners can participate.
Available trial offers
You can find all of your outstanding trial offers on the Customer page. This page lists all subscriptions, including free trials and paid subscriptions. (This feature is not currently available in China.)
Each customer is entitled to one free trial for each available offer. For example, they can get one free trial for Microsoft 365 Business Standard and one free trial for Office 365 E3. However, if the customer already owns the offer, they can't use a free trial for that offer.
Free trials are available for the more most comprehensive and popular licesen-based offers. New trial offers may be introduced on a monthly basis.
Partners can find trials in the monthly price list on the pricing and offers page in Partner Center. Trial offers will have "TRIAL" listed in the price list Secondary License Type column.
Currently, there are no free trials for government offers, education offers, or add-on offers.
Licenses for free trial offers
All free trials provide 25 licenses. You can't change this number during the trial. You can't add or remove licenses in the free trial. After the trial is converted to a paid subscription, you can add additional licenses to the subscription.
Trial licenses should be assigned to users in the same way paid services license are assigned.
Sign customers up for trials
Get a trial for your customer in Partner Center:
- From Sell on the Partner Center, go to Catalog.
- In the catalog, from Billing frequency, click Trial offer. This enables only free trials to appear and disables other offers that are not free. Trials will show up on the Trials tab in the catalog.
- Select the free trial you want to offer and then select submit. All trials are for thirty days during which you will not be billed. You can also convert it to a paid subscription at any time during the trial.
Converting trials to paid subscriptions
A free trial is not automatically converted to a paid subscription. After thirty days, a free trial must be converted to a paid subscription or it will expire. Free trials can't be extended.
Customer free trials for the Cloud Solution Provider (CSP) program can't be converted to another program tenant (such as EA, Open or MOSP).
Convert trials using Partner Center
You can convert trials to paid subscriptions using Partner Center:
- Go to the customer’s subscription page, and select the free trial.
- Select Convert trial to paid subscription.
- Enter the desired license quantity and billing frequency, and select Apply.
- Billing for the paid subscription begins on the conversion date, and the subscription autorenews twelve months from the conversion date.
Convert trials using APIs
You may need to alter your APIs to accommodate the conversion of a free trial to a paid subscription. For more information, see the following developer documentation:
Trials without conversions
Not all trials can be converted to paid subscriptions. Partners can use a trial that has no conversions until the expiration date. Partners can purchase compatible offers that support the same services as the trial offer. This should be done before the trial expires to ensure the newly purchased offers' services align with the trial's services.
|Trial||Compatible Small Business offers||Compatible Enterprise offers|
|Microsoft Teams Commercial Cloud (User Initiated) Trial||Microsoft 365 Business Basic, Microsoft 365 Business Standard, Microsoft 365 Business Premium||F3 (formerly F1), Office 365 for Enterprise (E1, E3 and E5), M365 F1/F3, M365 Enterprise (E3)|
The offers above have similar service plans with similar functionality, however there may be some differences between the offers.
You will not be notified of expiring offers. You can track upcoming expiration dates using the customer view on Partner Center or by querying the API. It’s a good idea to monitor these dates frequently so you can take the appropriate follow-up actions with customers as they approach a decision point.
After a trial has expired, a customer who attempts to log into that trial will see an expiry message. However, the data is stored in line with data retention standards. After you purchase a new subscription with the same service plans, your customer's information can be accessed again from the newly activated subscription.
Annual billing and free trials are the same in sovereign clouds and the public cloud. The only difference is the trial SKUs available at the time of launch.
Billing for free trials
Free trials can be used for both monthly and annually billed subscriptions. You can select the billing frequency when you convert the trial to a paid subscription.
The subscription start date is based on the conversion date. If the free trial is converted to a paid offer with annual billing, the subscription renewal date will be twelve months from the conversion date. If the free trial is converted to a paid offer with monthly billing, the subscription renewal date will be twelve months from the billing date following the conversion date.
You won't see free trials listed in your invoice or license-based reconciliation file. Free trials will only appear on your invoice and license-based reconciliation file after you convert a free trial to a paid subscription. The converted subscription will appear in the same way as any new subscription.
Free trials do not have an impact on incentives.
For support on free trials, submit a service request through Partner Center.