Customer associations via the Claimed Partner of Record (CPOR) model for Microsoft 365 and Dynamics 365

Appropriate roles

  • Incentives admin

On October 1, 2019, Microsoft began using the Claiming Partner of Record (CPOR) model to manage the associations you have with your Microsoft 365 and Dynamics 365 customers with regard to the Online Services Advisory (OSA) Sell, Online Services Usage (OSU)-Microsoft 365, and OSU-Business Application incentives.

Important

Customer Association (CPOR) claims only apply to the Online Services Advisory (OSA) Sell, Online Services Usage (OSU)-Microsoft 365 and OSU-Business Application incentive programs. If you are submitting a co-op claim for another program such as Cloud Solution Provider, Managed Reseller, Hosting, or Surface, please refer to Co-op claims process outlined here.

When you submit your claim, Microsoft validates it. We may ask you for more information at this point. We'll also notify the customer of your association request. Customers have five business days to opt out. If they don't opt out, your association with this specific tenant and workload will be official. At this point you'll have access to the customer's usage data.

You'll need the following information to complete a claim:

  • The MPN ID for your entity that makes the claim

  • Customer's domain name Find this

  • Customer's Directory ID or Tenant ID Find this

  • The Solution area, such as Business Applications or Microsoft 365

  • The Activity you have performed and the type of claim you want to make, such as Pre-sales, Usage, or Revenue association

  • Your customer's Contact name, title, and email address

  • For Dynamics 365, you also need to provide your customer's Technical contact name, title, and email address

  • Your own company's Contact name and email address

  • You'll create a Name for this claim

  • The Product(s) or workload(s) you're claiming

  • Proof of execution (PoE), such as a statement of work signed by the customer. You can also download a PoE template to use.

  • For partners claiming revenue association only: Dynamics solution seller name, Customer name, and Name of ISV product/solution.

You should also understand the following points:

  • If you have existing Microsoft 365 customers, you'll need to re-associate with those you want to continue to earn OSU incentives by using this process.

  • If you have existing associations with Dynamics 365 or Power BI customers, these associations will remain valid, until the expiration of their subscriptions.

  • A customer can have multiple partners, but each workload (for OSU-Microsoft 365) or subscription (for OSA-Sell and OSU-Business Applications) can only be associated with one partner.

Create a customer association

  1. Sign into the Partner Center dashboard.

  2. Select the Incentives tab, select Overview, and then select Customer associations.

  3. At the top of the Customer associations page, select + Customer association.

  4. Select the MPN ID of the partner location to be associated with the customer, and then add the customer's domain name and Directory ID. Find this

  5. Select Continue.

  6. Select the Solution area and Activity.

    Note

    If you select Business Applications, select either Usage and/or Pre-sales, or Revenue association, and then select Continue.

    If you select Revenue association, you'll be prompted for slightly different information than what's listed below.

  7. Enter the appropriate information on the Associate customer page, and then select Create claim.

  8. Select the product(s) associated with this customer association, and then select Continue.

  9. Complete the customer contact information and your company's contact information. All fields are required.

    Note

    If your product is Dynamics 365, and the product you choose has multiple subscriptions for this particular customer, you'll also need to enter the subscription ID.

  10. Supply your proof of execution (PoE). You can drag it to the box, browse to your own supporting documentation, or use a template by selecting Download template.

  11. Add and save comments if you like, and then select Submit claim. We'll send an email to the customer requesting approval of your customer association.

Note

Once you submit your customer association, you can't edit it.

The status of your customer association appears in the Status field.

Select History to view the history of a customer association.

Next steps