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Partner Guidance for CSP MicrosoftOffice 365 E1 / Microsoft 365Business Basic Promos and RemoteWork Rebate ProgramLAST U PDAT ED: 5/21/202 0

Microsoft Promo Rebate FAQOffice 365 E1 and Microsoft 365 Business BasicContentsUsing this guide 4Overview 4Frequently asked questions 5How should partners use these promos?How is this approach different from the Office 365 E1 Trial launched on April 1st, 2020?When will this change take place?How long will these promos be available?What does “New Customer Only” mean?What if my customer does not align to one of the eligible customer types?How will the 6 month promotion work on Ingram Micro Cloud Marketplace?Can I charge customers for their Office 365 E1 or Microsoft 365 Business Basic service duringthe promo period?Why create a new Microsoft 365 Business Basic promo?Do partners need to wait 6 months to convert customers to higher paid SKU?Will the partners need to take action to begin billing customers?What happens to customers who already started the CSP Office 365 E1 Trial?What if a customer does not wish to license Office 365 E1 or Microsoft 365 Business Basic?Details of the CSP Office 365 E1 and Microsoft 365 Business Basic Promos 7Which customers are not eligible for the promos?How many licenses can be acquired through the promo?What is included in the trial?How are these promotions configured?How can I know if my customer has had the promotion applied?What price will Ingram Micro bill in Month 7?Can add-on SKUs be sold alongside the Office 365 E1 promo?What happens when I increase seat count (remaining below maximum) on the promoted offersduring the promotion period?2

Microsoft Promo Rebate FAQOffice 365 E1 and Microsoft 365 Business BasicContentsIngram Micro Remote Work Rebate Program 9What is the new Remote Work Rebate that will be offered by Ingram MicroHow does the rebate work?How much can partners earn?How will the rebate be paid out?When will rebates be paid out?Is there a maximum payout for this rebate?What happens if the customer moves to another SKU or adds additional seats?How does a partner take advantage of this offer?Will I need to register each customer deal applicable for the rebate program?Will the initial E1 trials that were offered previously qualify for this promotion?Will promo trials purchased from Microsoft Partner Center or Web Direct be eligible for this rebateprogram?Whats happens if seats cancel before the end of the annual commitment?Supporting Partners with the Remote Work Enablement Guide 11How to purchase promo licenses of Office 365 E1 and Microsoft 365 Business Basic on IngramMicro Cloud MarketplaceProvisioning licenses through Microsoft Admin PortalAdmin QuickStart Guide to TeamsEnd-User Enablement Guide to TeamsGo-to-Market Teamwork Starter Kit for Sales and Marketing AssetsIngram Micro Cloud local resources for questions and support3

Microsoft Promo Rebate FAQOffice 365 E1 and Microsoft 365 Business BasicUsing this guideThis document provides updated Partner guidance for the CSP partner-initiatedMicrosoft Office 365 E1 and Microsoft 365 Business Basic promos and IngramMicro’s Remote Work Rebate Program launched May 4th, 2020.OverviewTo support partners in their response to the ongoing COVID-19 situation, Microsoft has made a number ofprogram changes to enable customers who do not have access to Teams to start using Teams as a hubfor collaboration that brings together chat, meetings, and Microsoft 365, all in one place.AudienceFor new Microsoft 365customers with fewer than300 usersRecommended OfferMicrosoft 365 Business Basic, first 6 months free on monthlySKUs with an annual commitment (documented in this FAQ)GUID: 91fd106f-4b2c-4938-95ac-f54f74e9a239For new Microsoft 365customers with more than300 usersOffice 365 E1, first 6 months free on monthly SKUs with an annualcommitment (documented in this FAQ)GUID: bd938f12-058f-4927-bba3-ae36b1d2501cFor existing Office 365Exchange Online StandalonecustomersPartner-Initiated Microsoft Teams Trial, 6-month durationFor feature differences between Microsoft 365 Business Basic and Office 365 E1, please click here.The CSP Office 365 E1 and Microsoft 365 Business Basic promos are designed for new customers onlyand are transactable as traditional paid subscription licenses. New customers are validated throughMicrosoft Partner Center, not Cloud Marketplace. Due to post-transaction validation by Microsoft,partners will be issued Cloud Marketplace credits in arrears for eligible ‘net new’ customers for the first 6months. After the initial 6-month free period, Ingram Micro will begin billing at normal rates for monthly billsin months 7 through 12 of the annual commitment.4

Microsoft Promo Rebate FAQOffice 365 E1 and Microsoft 365 Business BasicFrequently asked questionsHow should partners use these promos?Partners can include these promos into current customer acquisition motions to enable new customersin need of remote work scenarios to sign up with a partner. Throughout the promo, partners haveopportunity to showcase the value of Teams and Microsoft 365 to new customers to drive to a renewaldecision.How is this approach different from the Office 365 E1 Trial launched on April 1st, 2020?The updated Office 365 E1 and Microsoft 365 Business Basic promos differ from the legacy Office 365 E1Trial in two ways:1.Technical Enforcement of “New Customer Only” qualification for Office 365 E1 and Microsoft 365Business Basic promos. These promos will only be able to be added to new customer tenants.2.Monthly billing beginning in Month 7. Customers will make an annual commitment to a monthly billedsubscription when leveraging the Office 365 E1 or Microsoft 365 Business Basic promos. Partners willreceive bills from Ingram Micro for licenses beginning in Month 7 through Month 12.When will this change take place?The updated Office 365 E1 promo and new Microsoft 365 Business Basic promo will be made available inCSP starting Monday, May 4th, 2020. At that time, we will also discontinue new starts of the Office 365 E1Trial.How long will these promos be available?The Office 365 E1 and Microsoft 365 Business Basic promos will be available through June 30th, 2020.Microsoft may choose to extend availability of these promos based on the evolving environment.What does “New Customer Only” mean?The Office 365 E1 and Microsoft 365 Business Basic promos will technically enforce that customers bea net new customer tenant or must not have a currently paid or recently canceled (within the last30 days) subscription across CSP, Web Direct, or any other Microsoft commercial channel for any of thefollowing products: Office 365 E1, E3, E5 Microsoft 365 E3, E5 Office 365 F3 Microsoft 365 F3 Microsoft 365 Apps for enterprise (formerly known as Office 365 ProPlus) Microsoft 365 Business Basic (formerly known as Office 365 Business Essentials) Microsoft 365 Business Standard (formerly known as Office 365 Business Premium) Microsoft 365 Business Premium (formerly known as Microsoft 365 Business) Microsoft 365 Apps for business (formerly known as Office 365 Business) Exchange Online Essentials, Plan 1, Plan 25

Microsoft Promo Rebate FAQOffice 365 E1 and Microsoft 365 Business BasicWhat if my customer does not align to one of the eligible customer types?Your customer may be eligible for another offer such as the Partner-Initiated Microsoft Teams Trial for a6-month duration.How will the 6 month promotion work on Ingram Micro Cloud Marketplace?CSP partners can initiate the offer through Ingram Micro Cloud Marketplace on behalf of the customerafter May 4th, 2020. Partners purchase monthly Microsoft 365 Business Basic or Office 365 E1licenses just as they normally would through the marketplace. For more information, please review thestep-by-step guide through our Remote Work Partner Enablement guide.Opportunities eligible for Microsoft’s 6-month free promotion will automatically be tracked by IngramMicro. Partners will be issued credits in arrears. This means that the partner will receive an upfrontcharge for the licenses but will be credited each subsequent month for the first 6 months.When will partners receive their credit?Credit dates will vary by marketplace based on when Ingram Micro receives the Microsoft file data, but willbe issued within 45 days of the purchase date.Can I charge customers for their Office 365 E1 or Microsoft 365 Business Basic service duringthe promo period?Microsoft expects partners to pass along the full promo value to customers during the promo period.Microsoft may audit partners to ensure compliance.Why create a new Microsoft 365 Business Basic promo?Microsoft wants to ensure that customers are started in the right product family to simplify paidconversion and upsell conversations at the end of the promo. This means starting 300 seat customersin the Microsoft 365 for business family, making upsell to Microsoft 365 Business Standard and Microsoft365 Business Premium logical. While we will not technically enforce 300 seats as a minimum for the Office365 E1 promo, we recommend only using the Office 365 E1 promo with customers with more than 300seats.Do partners need to wait 6 months to convert customers to higher paid SKU?No, partners can convert or upsell customers to Paid SKU’s via Cloud Marketplace CSP at any time.Will the partners need to take action to begin billing customers?No, customers commit to an annual subscription, with billing resuming automatically in Month 7, andcontinuing through Month 12.6

Microsoft Promo Rebate FAQOffice 365 E1 and Microsoft 365 Business BasicWhat happens to customers who already started the CSP Office 365 E1 Trial?Microsoft will continue to enable customers who have already started a CSP Office 365 E1 Trial tocontinue using it. No additional customers will be able to create 6-month CSP Office 365 E1 Trialsbeginning May 4th, 2020. At that time, new customers instead should leverage the CSP Office 365 E1Promo as described in this document.What if a customer does not wish to license Office 365 E1 or Microsoft 365 Business Basic?For customers who do not wish to license Office 365 E1 or Microsoft 365 Business Basic, Microsoft willmake available similar promotions on certain standalone components of Office 365 E1 and Microsoft 365Business Basic reactively.Details of the CSP Office 365 E1 and Microsoft 365Business Basic PromosWhich customers are not eligible for the promos?Organizations are not eligible for the trial if: They do not meet the “New Customer” definition as described above They are a Syndication Partner customer They are a GCC, GCC High, DoD or EDU customerHow many licenses can be acquired through the Promo?There is a 3000-license limit for the Office 365 E1 Promo. Licenses beyond 3000 will not be eligible forthe promo pricing.There is a 300-license limit for the Microsoft 365 Business Basic Promo, in line with seat restrictions forSMB SKUs.Regardless of the number of licenses, customers commit to an annual duration.What is included in the trial?For each license assigned to a user in the trial they will be provisioned additional backend services thatenable them to experience the full value of Microsoft Teams. This includes: Exchange Online Plan 1 Flow for Office 365 Plan 1 Forms, Microsoft Planner, Microsoft Whiteboard Microsoft Teams (Teams1, Teams IW) Office Online PowerApps for Office 365 Plan 1 SharePoint Online Plan 1 Stream, Sway, Yammer Enterprise7