CSA Program Guide on Premise Solutions (July 2013)(English)_1

7/23/2019 CSA Program Guide on Premise Solutions (July 2013)(English)_1

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Microsoft Dynamics CSA Program Guidefor On Premise Solutions

Effective July 1, 21!

"ntroduction

The Microsoft Dynamics Certified Software Advisor Program (“Program”) is a benefit for members of theMicrosoft Partner Networ! The Program "rovides Microsoft "artners a reven#e o""ort#nity$ in addition to whatthey can earn thro#gh %o&#me 'icensing transactions and services engagements with c#stomers!

This g#ide re&ates to

! Certified Software Advisor *ees for Microsoft Dynamics C+M ,n Premise-! Certified Software Advisor *ees for Microsoft Dynamics A. on /nter"rise Agreements

Contents0ntrod#ction!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!,verview!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-+egistration 0nformation!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-Program +e1#irements!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-Certification +e1#irements!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!2

Accreditations!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!3Minim#m reven#e thresho&d re1#irement (M+T)!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!4+e"orting +e1#irement!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!5Certified Software Advisor *ee +ates!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!5Partner 'ed Sa&es Motion!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!5Microsoft6'ed Sa&es Motion!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!5/&igib&e 'icense Programs!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!7C&aiming *ees and *ee Payment!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!8

Microsoft Dynamics CSA Program 9#ide 6 ,n Premise So&#tions

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Overvie$

The Program "rovides fees to members of the Microsoft Partner Networ$ for "roviding () %o&#me 'icensingc#stomers (and "otentia& c#stomers) assistance with "re6sa&es mareting and other "re6sa&es s#""ort

services and (-) retention by the c#stomer as the "rimary "ost6sa&es im"&ementation "artner for thede"&oyment of the fo&&owing Microsoft Dynamics so&#tions

! Microsoft Dynamics C+M ,n Premise (0n this doc#ment$ #n&ess otherwise stated$ a&& references toMicrosoft Dynamics C+M refer to ,n Premise &icenses)

-! Microsoft Dynamics A. on /nter"rise Agreements (0n this doc#ment$ #n&ess otherwise stated$ a&&references to Microsoft Dynamics A. refer to &icensing on /nter"rise Agreements)

These fees are ca&&ed Certified Software Advisor *ees (“CSA *ees”)! CSA *ees are avai&ab&e for both thesa&e of Microsoft software &icenses (either "er"et#a& or s#bscri"tion) and associated Software Ass#rance!

%egistration "nformation

To register for the Program$ yo# need to com"&ete the fo&&owing ste"s!

! +ead and #nderstand this g#ide

2. +ead and sign the Microsoft Certified Software Advisor Agreement (in this doc#ment$ the “CSA Agreement”) https://mbs.microsoft.com/public/crmsignup/relationshiptype.aspx

P&ease review the CSA Agreement caref#&&y! :o# wi&& be re1#ested to acnow&edge yo#r #nderstanding andagreement to its terms! ,nce yo# have acce"ted$ we wi&& confirm o#r acce"tance of yo#r agreement bysending an e&ectronic mai& message we&coming yo# to the Program! ;e recommend that yo# "rint a co"y of the CSA Agreement for yo#r own records!

Program %e&uirements

To "artici"ate in the Program$ yo# m#st meet the re1#irements &isted be&ow each time yo# s#bmit a c&aim for

CSA *ees! These re1#irements m#st be met at the time yo# c&aim the CSA *ee! There is no grace "eriod tocom"&y with these re1#irements!

! Software advisors are re1#ired to <oin the Microsoft Partner Networ (MPN) at any &eve&! *or moredetai&s abo#t MPN$ "&ease visit htt"s==ms"artner!microsoft!com=en=#s=Pages=Membershi"=enro&&!as">

-! :o# m#st have a va&id CSA Agreement!

2! Confirm yo# assisted with "re6sa&es mareting and "re6sa&es s#""ort services for the a""&icab&e%o&#me 'icensing c#stomer transaction! :o# do not need to be the ordering "artner to be e&igib&e for these CSA *ees!

3! Confirm yo# have been retained as the "rimary "ost6sa&es im"&ementation "artner for the c#stomer?s

software &icenses on which yo# are c&aiming a CSA *ee!

4! Confirm that yo# (a) are not receiving com"ensation (monetary or otherwise) from the c#stomer to"rovide ob<ective advice re&ated to the Microsoft software or services for which yo# are c&aiming aCSA *ee or more genera&&y to the ac1#isition of 0T techno&ogies$ "rod#cts$ or services (e!g!$contract#a&$ agency or fid#ciary d#ty to c#stomer)@ and (b) that yo# s"ecifica&&y disc&osed to thec#stomer that yo# may be receiving a fee from Microsoft re&ated to its "#rchase of Microsoft software


P a g e # 2

https://mbs.microsoft.com/public/crmsignup/relationshiptype.aspx

https://mspartner.microsoft.com/en/us/Pages/Membership/enroll.aspx

https://mbs.microsoft.com/public/crmsignup/relationshiptype.aspx

https://mspartner.microsoft.com/en/us/Pages/Membership/enroll.aspx



or services!


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5! :o# m#st meet Microsoft e>am re1#irements for the e&igib&e ,n Premise so&#tions in order to c&aimCSA *ees! These re1#irements e>ist to ens#re that "artici"ating com"anies demonstrate a defined&eve& of e>"ertise with Microsoft so&#tions$ and are th#s better ab&e to assist c#stomers in achieving as#ccessf#& Microsoft im"&ementation! At "resent$ Microsoft certification re1#irements consist of

"assing a s"ecified set of Microsoft e>ams$ or otherwise demonstrate their e>"ertise as may bere1#ired by their "artic#&ar Microsoft office #nti& s#ch e>ams are avai&ab&e in yo#r geogra"hy!Microsoft reserves the right to change these Program certification re1#irements after "rovidingreasonab&e notice!

0f yo# have not a&ready done so$ mae arrangements to receive a""ro"riate Microsoft training andcom"&ete the Microsoft certification e>am re1#irements! Training c&asses are avai&ab&e athttps://mbs.microsoft.com/partnersource/communities/training/

Certification %e&uirements

*or Microsoft Dynamics C+M ,n6Premise$ - or more em"&oyees or contractors from the "artner organiationare re1#ired to co&&ective&y "ass the fo&&owing e>ams to earn the Microsoft Dynamics C+M Certification for

the Program!

E'am re&uirements( Microsoft Dynamics C%M OnPremise

E'am "D

Microsoft Dynamics C+M -8 C#stomiation andConfig#ration

MB-6755

Microsoft Dynamics C+M -8 0nsta&&ation andDe"&oyment

MB-675

Microsoft Dynamics C+M -8 A""&icationsMB-6757

Microsoft Dynamics C+M Standard Sa&es Assessment ,+Sa&es S"ecia&ist Assessment

P'C 22828 or P'C 22823

Managing Microsoft Dynamics 0m"&ementations MB46747


P a g e # )

https://mbs.microsoft.com/partnersource/communities/training/

https://mbs.microsoft.com/partnersource/communities/training/



*or Microsoft Dynamics A.

• The "artner m#st have the /+P 9o&d Com"etency in MPN

• Beginning an#ary $ -82$ "artners are re1#ired to have 4 or more em"&oyees from the "artner

organiation co&&ective&y "ass the fo&&owing e>ams (see tab&e be&ow) to earn the Microsoft Dynamics A. Certification for the Program!

E'am re&uirements Microsoft Dynamics A*( E'am "D

Microsoft Dynamics A. -8- Deve&o"ment 0ntrod#ction MB5675E

Microsoft Dynamics A. -8- Trade and 'ogistics MB5678

Microsoft Dynamics A. -8- *inancia&s MB567

Microsoft Dynamics A. -8- 0nsta&&ation and Config#ration MB567-

Microsoft SF' Server -887 0m"&ementation and Maintenanceor

Administering Microsoft SF' Server -8- Databases

8632-or

8635-

Microsoft SharePoint -88$ A""&ication Deve&o"ment 8642

Accreditations

Beginning on ,ctober $ -83$ "artners wi&& a&so need to meet the fo&&owing accreditation re1#irements to bee&igib&e to receive CSA *ees for Microsoft Dynamics A.

• Accredited Technica& So&#tion Architect and

• Accredited Deve&o"er

P&ease refer to the web for the &atest e>am re1#irements and yo#r s"ecific geogra"hy e>ams onPartnerSo#rce(htt"s==mbs!microsoft!com="artnerso#rce="artneressentia&s="artnerreadiness="artneracademy=MSDG/+PTechnica&/>ams) or the MPN Partner Porta& htt"s==ms"artner!microsoft!com=en=#s="ages=so&#tions=microsoft6dynamics6crm6software6advisor6fees!as">

Certified "ndividuals %e&uired at All +imes0f an individ#a& em"&oyee &eaves the "artner com"any$ and$ as a res#&t$ the "artner no &onger meets theminim#m e>am and assessment re1#irements$ another individ#a& within the "artner com"any (or a +ecorded

Affi&iate com"any) m#st "ass the missing re1#ired e>aminations and assessments within E8 days to maintaina#thoriation! 0t is the "artner?s res"onsibi&ity to notify Microsoft when an individ#a& who has "assed a "rod#ct6

s"ecific e>am and assessment re1#irement &eaves its organiation! Partners can inform Microsoft of theseevents by sending an emai& to mc"he&"Hmicrosoft!com with the name of the "rofessiona& that has &eft theorganiation!


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https://mbs.microsoft.com/partnersource/partneressentials/partnerreadiness/partneracademy/MSD_ERPTechnicalExams






Minimum revenue t-res-old re&uirement .M%+/

0n order for a "artner to maintain active stat#s in the Program$ the "artner m#st contrib#te towards a minim#mamo#nt of reven#e (the “Thresho&d”) of the e&igib&e "rod#cts for each - month "eriod from the /ffective Dateof their Microsoft CSA Agreement!

*or Microsoft Dynamics A. To reach the Thresho&d amo#nt for Microsoft Dynamics A.$ "artners m#stmaintain a minim#m of I488$888 JSD (or e1#iva&ent in &oca& c#rrency) in a ro&&ing twe&ve month average of Tota& /+P 'icense +even#e! The meas#re for Tota& /+P 'icense +even#e is made #" of two com"onents

! /stimated +etai& Price of Microsoft Dynamics A. 'icense and Software Ass#rance ('KSA) SLJsc&aimed thro#gh the Program$

P'JS

-! SPA 9ross 'icense +even#e (as defined in the So&#tion Provider Agreement)

*or Microsoft Dynamics C+M ,n&ine and ,n6Premise The Thresho&d amo#nt for the Program is I8$888JSD (or e1#iva&ent in &oca& c#rrency) and inc&#des the tota& for both Dynamics C+M ,n&ine and ,n Premise!+even#e wi&& be meas#red as the tota& of the fo&&owing categories of e&igib&e transactions

10 /stimated +etai& Price reven#e for &icense and Software Ass#rance ('KSA) SLJs c&aimed thro#ghthe Program

20 S#bscri"tions and renewa&s of Microsoft Dynamics C+M ,n&ine c&aimed thro#gh the CertifiedSoftware Advisor Program for ,n&ine So&#tions!

!0 Sa&e of &icenses for 'icensed Software so&#tions$ so&d thro#gh these Microsoft6a#thoried channe&"rograms

the So&#tion Provider Agreement (SPA)

the Service Provider 'icense Agreement (SP'A)

the 0nde"endent Software %endor +oya&ty 'icense and Distrib#tion Agreement (0S%+)!

Thresho&d Chec"oints for both Microsoft Dynamics A. and Microsoft Dynamics C+M

6 ,n the first anniversary of the CSA Agreement$ "artners who have not reached the Thresho&d wi&& not

be ab&e to receive CSA *ees for a "eriod of - months! owever$ if a "artner has a va&id MPNagreement and a va&id CSA Agreement$ that "artner is enco#raged to contin#e to com"&ete CSAc&aims for f#t#re reven#e recognition and may a&so be e&igib&e to receive CSA *ees for Software

Ass#rance renewa&s d#ring those - months!

6 ,n the second anniversary of the CSA Agreement$ those "artners who have not reached theThresho&d wi&& not be ab&e to re6enro&& in the Program for a "eriod of - months!


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%e3orting %e&uirement

A&& managed "artners who wish to c&aim incentives on Microsoft Dynamics A. sa&es "#rchased thro#gh%o&#me 'icensing are re1#ired to adhere to the Partner +eso#rce Management Program (detai&s avai&ab&e onPartnerSo#rce /+/)

Certified Soft$are Advisor 4ee %ates

Summary

Software Advisors have an o""ort#nity to earn and c&aim CSA *ees for their se&&ing and im"&ementationefforts! To ca&c#&ate the CSA *ee$ m#&ti"&y the /stimated +etai& Price by the rate by fo#nd in the MicrosoftDynamics *ee Sched#&e for ,n Premise So&#tions! Partner CSA fee rates vary by "rod#ct &ine$ stoc ee"ing#nit (SLJ)$ the &eve& of sa&es engagement$ and each individ#a& "artner?s "erformance!

Partner 5ed Sales Motion

CSA *ees on "artner orders are ca&c#&ated based on the c#stomer?s &ocation$ not the "artner?s &ocation! Thevario#s fee regions and corres"onding sched#&es are avai&ab&e in PartnerSo#rce Microsoft Dynamics *eeSched#&e for ,n Premise So&#tions!

Microsoft5ed Sales Motion

;hi&e o#r "artners wi&& contin#e to be the engine that "ro"e&s Microsoft Dynamics forward$ there are certain

c#stomers who re1#ire direct invo&vement from Microsoft d#ring the sa&es "rocess! Microsoft &ed sa&es wi&& be

foc#sed on a &imited n#mber of new acco#nts consisting of the wor&d?s &argest com"anies! These c#stomers

wi&& be on a named &ist that wi&& be distrib#ted via Partner +eso#rce Management "rogram! ,""ort#nities wi&&

be identified as Microsoft6'ed ear&y in the sa&es cyc&e$ and "artners wi&& be notified via Partner +eso#rce

Management too&s that the o""ort#nity is Microsoft6'ed! ,nce identified as Microsoft6'ed$ Microsoft wi&& be

res"onsib&e for the ma<ority of the "resa&es and sa&es efforts$ whi&e "artners wi&& assist in the se&&ing "rocess

with a significant&y &ower &eve& of sa&es and "resa&es reso#rces and investment! Partners? efforts wi&& be

foc#sed on se&&ing the va&#e of their im"&ementation and cons#&tative services! *or their assistance in the sa&es

"rocess$ "artners wi&& earn CSA *ees e1#a& to 8 of the &icense va&#e of Microsoft6'ed dea&s! *or additiona&

detai&s$ "&ease refer to the Sa&es /ngagement Po&icy (&in to "o&icy)!


P a g e # 6

https://mbs.microsoft.com/partnersource/partneressentials/partnerprogram/octannouncement

https://mbs.microsoft.com/partnersource/newsevents/news/softadvisorprg.htm






https://mbs.microsoft.com/partnersource/partneressentials/partnerprogram/octannouncement







General +erms and Conditions for 7ot- Microsoft Dynamics C%M and Microsoft Dynamics A*

- Annuities 8 Partners m#st meet "rogram e&igibi&ity re1#irements to receive ann#ity "ayments- Cancelling Multi-year Agreements 6 0f a c#stomer does not f#&fi&& their m#&ti6year "ayment ob&igations$ we

wi&& cance& the c#stomer &icense! 0f that ha""ens$ CSA *ees for the cance&&ed &icenses wi&& not be "aid! 0f

we have a&ready "aid the CSA *ee for a cance&&ed &icense$ the "artner?s f#t#re CSA *ees wi&& be red#ced

by the same amo#nt on a "ro6rata basis!- C-ange of Partner O 0f a c#stomer with a m#&ti6year agreement changes the Partner of +ecord (P,+)$

the origina& P,+ wi&& receive the ann#ity CSA fees for the origina& transaction bi&&ed over the co#rse of the

m#&ti6year agreement! The new P,+ is e&igib&e to c&aim CSA fees on any new "#rchases by the c#stomer!- C-anges in 5icenses 6 /nd #ser c#stomers can ad<#st their &icense co#nts in cases where they have an

/nter"rise Agreement! Changes in &icenses are re"orted at the time of the ann#a& /nter"rise Agreement

anniversary and wi&& be ref&ected according&y in the CSA *ee "ayment!- Claim +iming 6 The CSA *ee c&aim m#st be made within days of the &icense transaction date!-

Customer %e7ills 6 P&ease note that at times (#s#a&&y re&ated to a %o&#me 'icensing /nter"rise Agreement and #"dates to the re&ated Channe& Price Sheet) Microsoft may wor with the end #ser to

"erform a c#stomer re6bi&&! 0n these cases the "artner sho#&d go to the Se&f Service web site to register the

&icenses to get any additiona& CSA *ees d#e!- Donations 6 Any Microsoft software donated by Microsoft are not e&igib&e #nder this Program!- Dynamics C+M On Premise Migration 8 0f the C#stomer decides to migrate from Microsoft Dynamics

C+M ,n Premise to Microsoft Dynamics C+M ,n&ine at the end of the %o&#me 'icensing agreement term$

then the software advisor can mae a new c&aim! Microsoft reserves the right to demand a ref#nd of

advisor fee for a Dynamics C+M ,n&ine transaction if the service is discontin#ed "rior to the e>"iration

term!- Dynamics C%M Online Migration 8 0f the C#stomer decides to migrate from Microsoft Dynamics C+M

,n&ine to Microsoft Dynamics C+M ,n Premise at the end of the C+M ,n&ine s#bscri"tion term$ then the

software advisor can mae a new c&aim! The advisor fee is ca&c#&ated on the ,n Premise SLJ and the ,n

Premise CSA Transaction bands wi&& be a""&ied!- Expiration or Termination of LAR Agreements 6 0f yo# are a Microsoft 'arge Acco#nt +ese&&er ('A+) in

defa#&t of yo#r 'A+ agreement$ yo# are ine&igib&e to receive CSA *ees! 0f yo# s#bse1#ent&y become a

'A+ in good standing within a year from the denied CSA *ee c&aim$ Microsoft wi&& "ay yo#r o#tstanding

CSA *ees!- 4ee Payment Currency O CSA *ees wi&& be "aid in a "artner co#ntry c#rrency (ass#ming the c#rrency is

s#""orted by Microsoft@ JSD is the defa#&t c#rrency)

-4iduciary %es3onsi7ility 6 0f yo# have a fid#ciary re&ationshi" with a c#stomer$ yo# are not entit&ed to

CSA *ees #nder this Program for that c#stomer! :o# may on&y receive CSA *ees for advising third "arty

c#stomers!


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https://mbs2.microsoft.com/MbsRegistration/ChooseRelationship.aspx?r=142&l=4






- Multi:ear Agreements CSA *ee "ayments to the "artner for /nter"rise Agreement transactions "aid

by the c#stomer over m#&ti"&e years wi&& be "rorated by the c#stomer?s "ayments #sing the origina& CSA

*ee +ate!- %evocation of CSA 4ees 6 C#stomers may be a#thoried to ret#rn software #nder the software &icense

terms accom"anying the software and the a""&icab&e Microsoft %o&#me 'icensing "rogram! 0f yo# had

"revio#s&y received a CSA *ee on ret#rned software$ yo# are res"onsib&e for "rom"t ret#rn of those CSA

*ee amo#nts to Microsoft! 0n addition$ Microsoft may tae additiona& ste"s to co&&ect reimb#rsement from

yo# for s#ch CSA *ees! *or e>am"&e$ yo#r f#t#re CSA *ees may be red#ced to re"ay amo#nts d#e!- ;0S0 4ederal Government Sales O Transactions where the sa&e is to a JS government federa& sector

c#stomer are ine&igib&e for any ty"e of CSA *ee! owever$ yo# may fi&e a c&aim for these transactions if

yo# wish to co#nt the associated reven#e towards yo#r - month ro&&ing reven#e re1#irements and

minim#m reven#e re1#irements #nder the So&#tion Provider Agreement and CSA Agreement! +even#e

from these transactions is N,T e&igib&e towards "artner recognition "rograms s#ch as President?s C&#b or

0nner Circ&e!- ;ni&ue Situations 6 Microsoft reserves the right to change "artner com"ensation in #ni1#e sit#ations!

Eligi7le 5icense Programs

*or Microsoft Dynamics C+M$ on&y the s"ecifica&&y inc&#ded %o&#me 'icensing "rograms &isted be&ow aree&igib&e for the CSA *ee "ayment #nder this Program

! /nter"rise Agreement (e>c&#ding JA* acco#nts)-! Se&ect

2! Se&ect P&#s3! ,"en 'icense4! ,"en %a&#e5! Academic "rograms

a! Cam"#s Agreementb! Academic ,"enc! Academic Se&ectd! Schoo& Agreement

Additiona& &icensing "rograms may be avai&ab&e or become avai&ab&e that 1#a&ify for CSA *ees! The &ist of a""&icab&e "rograms wi&& be e"t c#rrent in this g#ide$ a c#rrent version of which is avai&ab&e athtt"s=="artner!microsoft!com=g&oba&="rod#ctsso&#tions=dynamics=microsoftdynamicscrm=388-552!

*or Microsoft Dynamics C+M$ &icensing "rograms that are ine&igib&e for CSA *ees inc&#de

! JA* acco#nts

-! *PP2! Microsoft Dynamics Price 'ists$ s#ch asa! B#siness +eady 'icensingb! Mod#&ar Based 'icensingc! Academic A&&iance

3! Service Provider 'icensing Agreement (i!e! “SP'A” or hosting)4! Tria& &icensing5! System B#i&der ! 0S% +oya&ty


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https://partner.microsoft.com/global/productssolutions/dynamics/microsoftdynamicscrm/40012663.




7! MSDNE! Microsoft Action Pac or &icenses ac1#ired thro#gh Microsoft Partner Program8! Any non6reven#e &icensing

*or Microsoft Dynamics A.$ on&y the s"ecifica&&y inc&#ded %o&#me 'icensing "rograms &isted be&ow 1#a&ifyfor the "ayment of CSA *ees #nder this Program

! /nter"rise Agreement (e>c&#ding JA* acco#nts)-! Academic "rograms

a! Cam"#s Agreement

b! Schoo& Agreement

Additiona& &icensing "rograms may be avai&ab&e or become avai&ab&e that 1#a&ify for CSA *ees! The &ist of a""&icab&e "rograms wi&& be e"t c#rrent in this g#ide$ a c#rrent version of which is avai&ab&e athtt"s=="artner!microsoft!com=g&oba&="rod#ctsso&#tions=dynamics=microsoftdynamicscrm=388-552!

*or Microsoft Dynamics A.$ &icensing "rograms that are ine&igib&e for CSA *ees inc&#de! JA* acco#nts-! *PP2! Se&ect3! Se&ect P&#s4! ,"en 'icense5! ,"en %a&#e! Microsoft Dynamics Price 'ists$ s#ch as

a! B#siness %a&#e 'icensingb! B#siness +eady 'icensingc! Mod#&ar Based 'icensingd! Academic A&&iance

7! Service Provider 'icensing Agreement (i!e! “SP'A” or hosting)E! Tria& &icensing8! System B#i&der ! 0S% +oya&ty-! MSDN2! Microsoft Action Pac or &icenses ac1#ired thro#gh Microsoft Partner Program3! Any non6reven#e &icensing

Microsoft may #"date the e>c&#sion &ist from time to time and "rovide notice to "artners!


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Claiming 4ees and 4ee Payment

Conditions for CSA *ee Payments

Partners m#st meet certain "re6conditions in order to receive CSA *ees on any "artic#&ar order of Microsoft &icenses or Software Ass#rance!

- The CSA *ee c&aim m#st be made within 58 days of the &icense transaction date!

- 0f yo# have a negative CSA *ee ba&ance (e!g! d#e to cance&&ation of a &icense)$ then yo# wi&& notreceive "ayment on f#t#re CSA *ees #nti& the negative ba&ance is "aid in f#&&! The negativeba&ance wi&& be "aid by crediting a&& a""ro"riate f#t#re CSA *ees to the negative ba&ance!

The ste"s to c&aim a CSA *ee on a "artic#&ar order are the fo&&owing

! C&aim yo#r CSA *ee on a transaction athttps://mbs.microsoft.com/partnersource/communities/CSA/! Confirm on that web sitethat yo#r com"any has "rovided "re6sa&es mareting and other "re6sa&es s#""ort services tothe c#stomer and has been retained by the c#stomer as the "rimary "ost6sa&es im"&ementationservices "artner for the &icenses on which CSA *ees are being c&aimed!

-! Confirm that yo# have not received com"ensation (monetary or otherwise) from the c#stomer for the same "re6sa&es services and have obtained the c#stomer?s consent if re1#ired!

2! Agree that Microsoft is a#thoried to confirm the items above with the c#stomer!

Additiona& ste" for software advisors in 0ndia on&y

3! Send an emai& to mbs&1#esHmicrosoft!com referencing the transaction yo# c&aimed in ste" above$ and attach "roof of e>ec#tion of yo#r efforts in the form of a "artner invoice to Microsoftfor the amo#nt of the e>"ected CSA fee! 0ndia ta> reg#&ations re1#ire a "artner invoice beforedisb#rsement can be made! There is no designated form for this! A sim"&e invoice on "artner com"any &etterhead with the fee amo#nt stated correct&y is s#fficient!

CSA *ee Payment Process

Microsoft "rocesses c&aims on the 8 th and the -3th of the month! :o#r CSA *ee c&aim m#st be made oneday before the "rocessing date in order to be e&igib&e for the ne>t "ayment date! Payments wi&& ty"ica&&y

occ#r within 3 wees of "rocessing!

CSA *ees may be "aid to yo#r com"any via chec$ AC or wire transfer (at yo#r o"tion)! *ee "ayments wi&& bere"orted via Microsoft B#siness So&#tion?s PartnerSo#rce ;eb site or a s#ccessor website! 0f yo#r "ayment isbeing sent to any co#ntry in /#ro"e$ Midd&e /ast$ or Africa$ yo# may need to s#bmit an invoice to Microsoft inorder to receive yo#r CSA *ee! P&ease go to https://mbs.microsoft.com/partnersource/communities/csa/ for additiona& detai&s and re1#irements! +ecei"t of the CSA *ee may be ta>ab&e! P&ease cons#&t yo#r ta> advisor!


P a g e # 11

https://mbs.microsoft.com/partnersource/communities/CSA/


mailto:[email protected]


https://mbs.microsoft.com/partnersource/communities/csa/







Software Advisors &ocated o#tside the J!S! are c&assified as “foreign "ersons” from a J!S! 0nterna& +even#eService (0!+!S!) ta> "ers"ective! As s#ch$ Microsoft re1#ires those software advisors (with the e>ce"tion of software advisors in 0ndia) to s#bmit ;7=;E forms in order to be ab&e to "ay CSA *ees! :o# can find f#rther instr#ctions and the a""ro"riate forms via the 0+S! P&ease send yo#r com"&eted forms to

Microsoft 'icensing$ 9P Attn *inance De"artment-E8 Commerce Center Drive%a&encia$ CA$ E244 JSA

No "ayments wi&& be made #nti& yo# c&aim the CSA *ee at the fo&&owing site 6htt"s==mbs!microsoft!com=MBS+egistration=Choose+e&ationshi"!as">0 :o# m#st fo&&ow the "rocess #nder theheading “The Ste"s to obtain CSA *ee Payments”$ in order to c&aim yo#r CSA *ee! C&aims that do not res#&tin "ayment of a CSA *ee wi&& be voided after -8 days!

0f more than one software advisor c&aims the CSA *ee for the same transaction$ we may confirm the detai&s"rovided by the software advisors with the c#stomer! ,n&y one software advisor can be the advisor on any

"artic#&ar order of Microsoft &icenses or Software Ass#rance! Microsoft reserves the right to remove asoftware advisor?s e&igibi&ity to c&aim f#t#re CSA *ees in the event of a fa&se c&aim of e&igibi&ity for s#ch CSA*ees! 0f yo# have 1#estions in re&ation to CSA *ee "ayments$ "&ease cons#&t the software advisor s#""ortmatri> on PartnerSo#rce!

,"erationa& 0n1#iries

*or o"erationa& s#""ort regarding CSA "rocesses and CSA *ee "ayments$ "&ease$ contact yo#r CSAS#""ort Team or by navigating to PartnerSo#rce QQ Comm#nities QQ Software Advisor Comm#nityQQ ,"erations Too&bo> QQ ow to Contact CSA *ee Team within ,"erations!

*or o"erationa& in1#iries in 0ndia on&y$ "&ease contact mbs&1#esHmicrosoft!com

Microsoft Cor"oration (0ndia) Pvt! 'td!0ndia ,"erations Center 9ro#nd *&oor$ Signat#re B#i&ding$ B&oc /$/mbassy 9o&f 'ins B#siness Par$,ff 0ntermediate +ing +oad$Banga&ore 6 458 8

Than yo# for becoming "art of the Microsoft Dynamics Certified Software Advisor Program!


P a g e # 12

https://mbs.microsoft.com/MBSRegistration/ChooseRelationship.aspx

https://mbs.microsoft.com/partnersource/partneressentials/guides/MSD_ERPContactCSAFeeTeamOperations.htm


https://mbs.microsoft.com/MBSRegistration/ChooseRelationship.aspx



Documents

CSA Program Guide on Premise Solutions (July 2013)(English)_1