Customer associations via the Claiming Partner of Record (CPOR) model for Modern Work and Security and Business Applications

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Appropriate roles: Incentives admin

Microsoft uses the Claiming Partner of Record (CPOR) model to manage the associations you have with your Modern Work and Security and Business Applications customers regarding the following engagements:

  • MCI BizApps Presales Advisor
  • Modern Work and Security Usage
  • Usage Recognition- Biz Apps
  • Microsoft Business Applications Revenue

Important

Customer Association (CPOR) claims only apply to the MCI engagements: MCI BizApps Presales Advisor, Modern Work and Security Usage, Usage Recognition- Biz Apps, and Microsoft Business Applications Revenue.

If you're submitting a co-op claim for another program such as Cloud Solution Provider (CSP), Managed Reseller, Hosting, or Surface, refer to co-op claims process outlined at Earn cooperative marketing funds.

When you submit your claim, Microsoft validates it. We might ask you for more information at that point. We'll also notify the customer of your association request. Customers can decline the association any time. If they don't decline, your association with that tenant and workload will be official. At that point you'll have visibility into the customer's usage data for the associated product(s).

To complete a claim, you need the following information:

  • The PartnerID for your entity that makes the claim
  • The customer's Directory ID or Tenant ID (For more information, see Find tenant ID, domain name, user object ID.)
  • The Solution area, such as Business Applications or Modern Work and Security
  • The Activity you performed and the type of claim you want to make, such as Build intent - Advisor, Influenced Revenue recognition - Non-Incentivized, Usage recognition - Non-Incentivized, Use or consume
  • Your customer's Contact name, title, and email address
  • Your own company's Contact name and email address
  • A Name (that you create) for the claim
  • The Products or workloads 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, the Dynamics solution seller name, Customer name, and Name of ISV product/solution.

You should also understand the following points:

  • If you have existing associations with Dynamics 365 customers, those associations remain valid until the expiration of their subscriptions, and you would have to reassociate if future earnings are expected.
  • A customer can have multiple partners, but each workload (for Modern Work and Security Usage) or subscription (for MCI BizApps Presales Advisor, Usage Recognition- Biz Apps, or Microsoft Business Applications Revenue) can be associatd with only one partner.

Create a customer association

To create a customer association, use the following steps:

  1. Sign in to Partner Center and select Incentives.

  2. Select Customer claims from the menu.

  3. Select the Solution area - Modern Work and Security or Business Applications

  4. Select Add customer

  5. Select the partner role:

    • Build intent - Advisor for Microsoft Online Services Advisor (OSA)
    • Influenced Revenue recognition - Non-Incentivized for Microsoft Business Applications Revenue Recognition Association
    • Usage recognition - Non-Incentivized for Microsoft Online Services Usage (OSU) - Business Applications
    • Use or consume for Modern Work and Security Usage

    Note

    Which partner role do I choose? The CPOR claiming platform allows for CPOR association claims related to Business Applications and Modern Work and Security solution areas. The partner roles that are applicable to each solution area follow. Select the correct partner role based on the descriptions to avoid having to reclaim in the future. Claiming with an incorrect partner role might result in missed eligibility and incentive earnings.

    Solution area Partner role Applicable for
    Business applications Build intent - Advisor Select if you influenced their purchase of an eligible product and want to apply for presale incentives. This option is only applicable if the customer purchased these products via Volume Licensing agreement or Web-Direct.
    Usage recognition - Non-Incentivized Select if you drive their adoption and usage of an eligible workload. This option is only applicable if the customer purchased these products via Volume Licensing agreement or Web-Direct.
    Influenced Revenue recognition - Non-Incentivized Select if you influenced their selection of an eligible product as a Business Influencer. This option is for revenue association only, not for incentive payments. This option is only applicable if the customer purchased these products via Volume Licensing agreement or Web-Direct.
    Modern Work and Security Use or consume Select if you drive their adoption and usage of an eligible workload, and you want to apply for usage incentives and/or usage/competency attainment.

  6. Provide the required details in the pop-up panel such as claim name, select the Partner ID of the partner location to be associated with the customer and then add the customer's tenant ID. (For help with finding a tenant ID, see Locate important IDs for a user). For Modern Work and Security Usage, if you don't want to earn incentives, select the checkbox to opt out of incentive payments for this claim.

  7. Select Next.

  8. Select the Workloads associated with this customer. You're allowed to select more than four Workloads.

    Note

    If your product is Business Application, you must also select the subscription ID.

  9. Select Next.

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

  11. Select Next.

  12. Review the information provided.

  13. If the information is correct, select Add Customer else edit the respective section.

  14. Claim is created in Draft status.

  15. Select Upload POE.

  16. Enter the appropriate information in the Proof of execution section.

  17. Supply your PoE. You can drag it to the box, browse to your own supporting documentation, or use a template by selecting Download template.

  18. Add and save Comments if you like, complete Acknowledgements, and then select Submit claim. We send an email to the customer requesting approval of your customer association.

  19. Claim is moved to Submitted status.

    Note

    You can't edit your customer association after you submit it.

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

Next steps