Create and sell to education customers in Partner Center
Appropriate roles: Global admin | Admin agent | Sales agent
This article explains how to create an education customer in Partner Center so you can sell education offers to them. It also covers how to view the verification status and resubmit the verification request if necessary. Education offers are currently available for license-based services and perpetual software such as Microsoft 365, Dynamics, Intune, etc. It is not available for other types (software subscriptions or Azure products).
Create an education customer
Important
Microsoft verifies each newly created education customer tenant to ensure they are qualified for education offers. Be sure you enter the required information as accurately and completely as possible to prevent delays in the verification process.
Use the following steps to add an education customer.
Sign in to the Partner Center dashboard.
Select the Customers tile, then select Add a customer.
Select Education from the Special qualifications dropdown. Fill in the rest of the account information as required. Key fields that assist the verification process include:
- Company name: Enter the legal entity name - Required for verification
- Country/region and Address lines: Enter the full entity mailing address – Required for verification
- Email address: Enter the Entity owned email – not a free or on.microsoft.com email – Required for verification
- Education Segment: Enter the segment of Education the entity is in - Required for verification
- Customer contact information: these details will be used as part of the verification process
- Primary domain name: Used to create customer's account and email addresses. Choose a name similar to the company name with no spaces or special characters. This name cannot be changed later.
- Education Website: An official website for the entity. This information will help in expediting the vetting process.
When you're finished, select Review.
After confirming Review, you will receive an InReview status if the information submitted is valid.
Confirm your education customer's verification status
On the customer's Account page, see Special qualification status. Status examples:
If customer passed verification: Education
If customer did not pass verification: Not an education customer
If customer was not tagged as an Education customer: None
If customer is in review as an Education customer: In review
Correct the customer account info and resubmit for verification
If your customer fails the initial verification, you can now correct information and resubmit it.
Correct the customer account information
You must have Global admin privileges to update the customer's information. You update the info on the Office 365 portal because this data can't be updated from the Partner Center portal.
On the Account page, you will see information stating that the customer qualification is regarded as "Not an education customer".
Refresh your browser to reset the page. There will be an Update button and Special qualifications status is set to None.
Select Update. On the Service Management page, select Office 365.
You will be redirected to the Office 365 admin center on a new tab of your browser. You may be requested to sign in with your credentials.
Select Settings.
Select the Organization profile tab at the top of the screen and then Organization information. You can now update the customer details.
Select Save changes at the bottom of the sidebar.
Resubmit for verification
Navigate to your Partner Center tab and to the customer Account page. Refresh the browser and verify that the Company page updated to the new information. Select Update button to request education re-verification.
If the updated customer details are eligible for Education offers, you will see the Special qualifications updated to Education. If you still see Not an Education Customer, contact Support for manual verification.