Partner Led Customer Trial Guide for Modern Work

Table of Contents
• FY23 Modern Work (MCI) Build Intent Workshop Customer Trials
• Requesting a Promo code for Customer Trial
• Overview of Partner Led Customer Admin Trials
• FAQ
• Trial Activation
• Deployment Resources

FY23 Modern Work (MCI) Build Intent Workshop Customer Trials

Partners can request a trial for their Approved and or Completed Modern Work Build Intent workshops as
of July 15, 2022.

Partners can request a trial via a new form that will validate their request and provide a Trial Promo Code
upon successful form submission.

Through the resources available on this page, you’ll find the tools you need to get your customer up and
running with the appropriate admin-led trial.

Requesting a Promo Code for Customer Trial

Looking to introduce a Microsoft product for your customer as a follow-up to the workshop? If so, follow
these steps:

1) Click on https://aka.ms/PartnerLedCustomerTrials
2) Provide the details of the workshop that you are delivering or have delivered.
3) Review the Trial options for the workshop.
4) Enter the information required (Note: you will need the Build Intent Workshop ID).
5) Within 2 business days the request will be processed, and if approved, the Trial Promo Code will
be provided.
6) Share the Promo Code with the customer and help drive activation within the stipulated activation
period.

Customer Admin trials can only be activated by a company or billing administrator on the tenant. To
activate a trial, the customer must meet two conditions:

1. The customer has not previously activated the trial.

2. The customer has not purchased licenses for the trial sku in question (Ex. The customer will be
unable to start an Office 365 E3 trial if they have already purchased Office 365 E3 licenses on this
tenant).
If you have any questions while you work through the resources and guidance on this page, please feel
free to reach out to our team at MWSPartnerTrials@microsoft.com.

For help troubleshooting access to specific trial options, please direct the customer to submit a support
ticket through the Admin Center.

Overview of Partner Led Customer Admin Trials

Product trials can be one of the most effective tools to move your sales opportunities forward during
and/or after a Build Intent Workshop. Trials are specific, so please consider these general guidelines when
using trials:

• Trials are intended for product evaluations and not for long term testing environments for
customers.
• Trials are generally not intended for all users to evaluate, but instead for a subset of users, for a
limited period of time.
• Customer Admin trials are only available in those countries/regions where the service is
commercially available. Additional availability restrictions may apply.
• We recommend that you actively engage with your customer while they are using the trial. This is
your opportunity to showcase the capabilities included in Microsoft 365 within their environment
and move the deal forward.

FAQ

Q: Who are eligible customers for the trials?

Customers eligible for Build Intent Workshops are eligible for the customer trials. Refer to the workshop
eligibility within each Build Intent Workshop: https://aka.ms/mci/workshops.

Q: Are FY22 H2 Modern Work Build Intent Workshops eligible for the customer trials?
Yes, workshops that have been delivered in FY22 that are in the approved and or completed stage would
be eligible.

Q: How does a customer trial work and how do we help?

Our team cannot directly add trial subscriptions to your customer’s tenant, only a company admin will be
able to perform this function. Once the subscription is deprovisioned, no one will be able to recover the
data associated with that trial subscription or reactivate the trial offer.

Click here to learn more about the subscription lifecycle.

Q: Can customer trials be used to address licensing issues with my customer?

No. Customer trials are intended for product evaluations only. The trials have real costs associated with
them paid for by Microsoft.

Q: Can my customer trial voice Multi-factor Authentication (MFA) on Azure AD?

No. Voice enablement on AAD that allows voice call MFA is no longer available on a trial license due to
the risk of voicemail hacking and fraud. Customers will be able to use this feature with a purchased
license.
Q: What are the terms and conditions of trials provided by Microsoft?
The Microsoft Online Subscription Trial Agreement outlines the specific terms and conditions of using
Microsoft customer trials. In addition, both paid and trial subscriptions fall under in the Microsoft Online
Subscription Agreement Terms and Conditions.

Q: What are the trial options available for each MCI MW Build Intent Workshop?

MCI WORKSHOP AVAILABLE TRIAL(S) TERMS

M365 Digital Workforce
Microsoft Viva Insights
Microsoft Viva
Enable Frontline
NextGen Windows
Modernize Communications
Hybrid Meetings & Rooms
M365 E3
Viva Insights
Viva Learning
M365 F3
W365 Enterprise / 2 vCPU, 8
GB RAM, 128 GB Storage
Teams Phone Standard
Teams Meeting Pro Trial
Seats: 50 / Length: 60 days
Seats: 50 / Length: 60 days
Seats: 50 / Length: 60 days
Seats: 500 / Length: 90 days
Seats: 5 / Length: 60 days
Seats: 50 / Length: 90 days
Seats: 25 / Length: 60 days

Q: Why isn’t there a trial for the Collaborative Apps workshop?

This workshop is usage driven and the customers already have the seats needed.

Q: My customer needs a Viva Topics Trial for Microsoft Viva Workshop; how can I request that?
Email: MWSPartnerTrials@microsoft.com with the request and include the approved or completed
workshop ID and MPN ID.

Q: Who do I reach out to if I have a question regarding trials?

Email: MWSPartnerTrials@microsoft.com.

Q: I just got my workshop approved today and I am unable to request a trial. How can I resolve?
It might take 1 business day to have the data synced between Build Intent Workshop system and the Trial
Request System. Please come back to request a trial in 24 hours. If you still have issues, email:
MWSPartnerTrials@microsoft.com.

Q: I have a question about the Security Workshops and Trials, who should I contact for help?
Please submit a request here: https://aka.ms/partnercentersupport. Note: you will need to provide the
following information:
o Under Problem Summary: type a brief explanation of issue
o Under Workspace: click on Incentives
o Under Problem Type: type "Engagements" to filter for all Engagements support
subtopics and select the most relevant subtopic

Trial Activation

We see a fair number of errors when customers try to activate trials on their tenants. While this can be for
a wide range of reasons, we have found some frequent causes as listed below. But first, it’s good to
recommend the following steps for a customer to activate a trial within their tenant:

Activation Steps:
 1. Open an InPrivate browser window.
2. Log into https://admin.microsoft.com/ with your Company Administrator global admin
credentials.
3. Once logged in, paste the promo code URL you received into the browser window.
4. Confirm to add it to your existing account.
5. Confirm the addition of the subscription to the tenant.

If the above steps are followed and they still receive an error, find steps to address these errors below:

Common error 1: Previously used promo code and/or trial conflict

Most frequent causes: Steps to remediate:

• Confirm if there was previously a trial or there is

1. The promo code that was
an active trial for this product.
distributed has either been • Request a new promo code by emailing:
MWSPartnerTrials@microsoft.com
used/activated on a tenant
(whether the intended tenant or
not) or the promo code itself has
expired. Our promo codes
generally expire at the end of each
fiscal year half.
2. The customer has previously trialed
this specific product and cannot
 reactivate the same trial again on
this tenant.

Common error 2: Trial conflict

Most frequent causes: Steps to remediate:

• Ensure that the customer is following the

1. The trial code is not being
activation steps above, especially the InPrivate
activated while in InPrivate browsing step
• Confirm that the customer has not previously
browsing
trialed this product or purchased a similar
2. An existing trial on the tenant that license.
conflicts with this subscription
being added

Common error 3: Not a Company Administrator

 Most frequent causes: Steps to remediate:

• Confirm with the customer that they are a

1. The individual trying to activate the
Company Administrator and have them follow
trial is not logging into the tenant the activation steps above.
with Company Administrator
credentials.

Common error 4: Security checks on your payment method

Most frequent causes: Steps to remediate:

• Have the customer submit a support ticket in

1. The tenant in question does
their Microsoft Admin Portal.
not have its payment method
set to allow for trial licenses to
be added.

Deployment Resources

Once your customer has activated a trial for product evaluation, it is critical that they assign the licenses to
users and begin to explore what the product can do for them. This is a great opportunity to be very
hands-on and highlight specific features tailored to your customers’ specific needs.

Within the Microsoft 365 Admin Center, a Company Administrator has a series of Deployment
Wizards available to walk them through deploying the services on their tenant, whether they are a trial or
paid subscription. We recommend that you highlight the appropriate Wizard to your customer so that
they can begin their evaluation in earnest as soon as possible.
Identity and Authentication

Start here to create a strong security foundation for your customers' user accounts and sign-in services.
These guides will simplify the configuration process to provide secure access to Microsoft 365 services.

• Configure multifactor authentication (MFA)

• Identity security for Teams
• Prepare your environment
• Add or sync users to Microsoft 365

Endpoint

Optimize the devices in your customers' environments with guidance on the management of device
settings, operating system upgrades, and the integration of management tools.

• Microsoft Intune setup guide

• In-place upgrade with Configuration Manager
• Azure Virtual Desktop setup guide
• Microsoft Defender for Endpoint setup guide

Security and Compliance

Safeguard devices, apps, and email against malicious threats and malware.

• Security analyzer
• Microsoft Defender for Office 365 setup guide
• Microsoft Cloud App Security setup guide
• Insider risk solutions setup guide
• Microsoft Purview Information Protection setup guide
• Microsoft Purview Data Lifecycle Management setup guide

Edge Deployment

Your customers can set up devices for secure browser access with Microsoft Edge and implement
customized search experiences for Bing users.

• Microsoft Edge setup guide

• Microsoft Search setup guide
• Configure IE mode for Microsoft Edge