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Merge pull request #78336 from qianw211/migration-to-pc
adding a brief article on migration from cpp to pc
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‎articles/marketplace/TOC.yml

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href: ./partner-center-portal/manage-account.md
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- name: Find or create a company work account
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href: ./partner-center-portal/company-work-accounts.md
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- name: Account Migration from CPP to Partner Center
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href: ./partner-center-portal/account-migration-from-cpp-to-pc.md
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- name: Create a new offer
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items:
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- name: Offer creation checklist
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href: ./partner-center-portal/offer-creation-checklist.md
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- name: Create a SaaS offer
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href: ./partner-center-portal/create-new-saas-offer.md
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- name: SaaS Fulfillment APIs

‎articles/marketplace/partner-center-portal/account-migration-from-cpp-to-pc.md

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---
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title: Account migration from Cloud Partner Portal to Partner Center - Commercial Marketplace for Azure
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description: How to migrate your account from CPP to Partner Center. - Commercial Marketplace for Azure
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author: qianw211
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manager: evansma
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ms.author: v-qiwe
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ms.service: marketplace
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ms.topic: how-to
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ms.date: 05/30/2019
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---
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# Account migration from Cloud Partner Portal to Partner Center
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When your offers are migrated over from the Cloud Partner Portal (CPP) to Partner Center (PC), they get locked for editing in CPP. At this point, your account settings need to be migrated over to Partner Center. Both your account settings, as well as your offers, can be managed in Partner Center.
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## Account migration process
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When offers are migrated over from the CPP, your account is configured for migration.
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If you are a user with the Owner role in CPP for a given account, a yellow banner is shown on your Publisher Profile page. You are asked to move your account settings over to the Partner Center.
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Click on the banner to initiate your account migration process. You are expected to enter the following items:
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### **Work e-mail address**
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In most cases, sign in with the e-mail address that you use to sign into CPP. In certain cases, a different e-mail address must be used:
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* Microsoft Account: If the CPP account is a Microsoft Account, then you need to enter a valid work e-mail address associated with the tenant, for whom the MPN ID is registered.
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* Tenant mismatch: If your work e-mail address does not belong to the tenant that is associated with the Microsoft Partner Network ID present on your CPP account, then you’ll see an error. To move past this error, enter an e-mail address associated with the tenant. An error message will provide the name of the tenant.
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### Sign up for Microsoft Partner Network program
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In the event that your CPP account does not have a Microsoft Partner Network ID, or has one that is invalid, you will have to sign up for the Microsoft Partner Network program as part of the activation process.
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## Account activation is complete
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The account migration needs to happen only once for a given account. Once a given partner has completed the migration for the account, all Owners will see this behavior on their Publisher Profile page:
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1. You are going to see the Partner Settings page in Microsoft Partner Network, where you can manage the Microsoft Partner’s account settings.
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1. Once the account migration is complete, a yellow banner on your Publisher Profile page pops up to users belonging to the Owner role in CPP for a given account, asking them to manage their account settings in Partner Center.
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1. The account settings page in CPP is then converted to read-only mode.
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## Next steps
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- [Manage your Commercial Marketplace account in Partner Center](./manage-account.md)

‎articles/marketplace/partner-center-portal/create-new-saas-offer.md

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# Create a new SaaS offer
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To begin creating Software as a Service (SaaS) offers, ensure that you first [Create a Partner Center account](./create-account.md) and open the [Commercial Marketplace dashboard](https://partner.microsoft.com/dashboard/commercial-marketplace/offers), with the **Offers** tab selected.
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To begin creating Software as a Service (SaaS) offers, ensure that you first [Create a Partner Center account](./create-account.md) and open the [Commercial Marketplace dashboard](https://partner.microsoft.com/dashboard/commercial-marketplace/offers), with the **Overview** tab selected.
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![Commercial Marketplace dashboard on Partner Center](./media/commercial-marketplace-offers.png)
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![Commercial Marketplace dashboard on Partner Center](./media/new-offer-overview.png)
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Select the + **Create a new…** button, then select the **Software as a Service** menu item.
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If you select one of the other offer types, you will be redirected to the older [Cloud Partner Portal](https://cloudpartner.azure.com/). Only SaaS offers are available in the Commercial Marketplace portal on Partner Center at this time.
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![Create offer window on Partner Center](./media/new-offer.png)
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![Create offer window on Partner Center](./media/new-offer-click.png)
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The **New offer** dialog box is displayed.
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The **New offer** dialog box is displayed. ![New offer dialog box](./media/new-offer-popup.png)
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![New offer dialog box](./media/new-offer-popup.png)
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## Offer ID and name

‎articles/marketplace/partner-center-portal/media/new-offer-click.png

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‎articles/marketplace/partner-center-portal/media/new-offer-overview.png

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‎articles/marketplace/partner-center-portal/media/new-offer-popup.png

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‎articles/marketplace/partner-center-portal/offer-creation-checklist.md

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---
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title: Offer creation checklist - Commercial Marketplace for Azure
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description: The details you can provide in the offer creation process. - Commercial Marketplace for Azure
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author: qianw211
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manager: evansma
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ms.author: v-qiwe
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ms.service: marketplace
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ms.topic: conceptual
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ms.date: 05/30/2019
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---
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# Offer creation checklist
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The offer creation process will take you through multiple pages. Here are the details you can provide on each page, with links to learn more about each item.
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Items you are required to provide or specify are noted below. Some areas are optional or have default values provided, that you can change as desired. You don't have to work on these sections in the order listed here.
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| **Item** | **Purpose** |
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| :---------- | :-------------------|
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| [**New Offer Modal**](#new-offer-modal) | Collects offer identity information. |
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| [Offer Setup Page](#offer-setup-page) | Allows you to opt in to use key features and choose how to sell your offer through Microsoft. |
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| [Properties Page](#properties-page) | Define the categories and industries used to group your offer on the marketplaces, the legal contracts supporting your offer, and your app version. |
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| [Offer Listing Page](#offer-listing-page) | Define the offer details to be displayed in the marketplace, including descriptions of your offer and marketing assets. |
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| [Preview Page](#preview-page) | Define a limited Preview Audience for releasing your offer prior to publishing your offer live to the broader marketplace audience(s). |
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| [Offer Technical Configuration Page](#technical-configuration-page) | Only available if you select to sell the offer through Microsoft. Define the technical details (URL path, webhook, tenant ID, and app ID) used to connect to your offer. |
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| [**New Plan Modal**](#plan-identity-modal) | Collects plan identity information. |
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| [Plan Listing Page](#plan-listing-page) | Only available if you select to sell the offer through Microsoft. Define the details used to list the Plan in the marketplace. |
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| [Plan Pricing & Availability Page](#plan-pricing--availability-page) | Only available if you select to sell the offer through Microsoft. Collects the business characteristics (pricing model), audience and market availability for each plan (version) of your offer. |
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| [Test Drive Listing Page](#test-drive-listing-page) | Only available if you select to offer a test drive for your offer. Define the details used to list the test drive in the marketplace. |
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| Test Drive Technical Configuration Page | Only available if you select to offer a test drive for your offer. Define the technical details for the demonstration (or "test drive") which will enable customers to try your offer before committing to purchase it. |
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| [Review and Publish Page](#review-and-publish-page) | Select the changes you want to publish, see the status of each page, and provide notes to the certification team. |
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## New offer modal
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The first pieces of information you will be asked to provide are a name and an ID for your offer.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Offer ID | Required, can’t be changed after creation. Max 50 characters and must consist only of lowercase, alphanumeric characters, dashes, or underscores. |
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| Offer name | Required. |
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## Offer setup page
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The offer setup page is where you can opt into different channels and selling motions, as well as declare the use of key features, such as test drive and customer leads.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Would you like to sell through Microsoft? | Required. Default: Yes |
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| How do you want potential customers to interact with the offer listing? (Call to action) | Required if not selling through Microsoft. Default: Free Trial, Options: “Get it now”, “Free Trial”, “Contact me.” |
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| Trial URL | Required if “Free Trial” is selected, as the way customers should interact with the offer listing. |
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| Offer URL | Required if “Get it Now” is selected, as the way customers should interact with the offer listing |
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| Channels | Optional. Default: Not opted into the CSP (reseller) channel. |
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| Test Drive | Optional. Default: No test drive enabled. |
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| Type of Test Drive | Required if enabled a test drive. Default: None selected. Options: Azure Resource Manager, Dynamics 365 for Business Central, Dynamics 365 for Customer Engagement, Dynamics 365 for Operations, Logic app, Power BI. |
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| Lead Management – connect to a CRM system | Required if selling through Microsoft, or if listing offers as “Contact me.” Default: no CRM system connected. CRM options: Azure table, Azure blob, Dynamics CRM online, HTTPs' endpoint, Marketo, Salesforce |
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## Properties page
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The properties page is where you define the categories and industries used to group your offer on the marketplaces, the legal contracts supporting your offer, and your app version. Be sure to provide complete and accurate details about your offer on this page, so that it’s displayed appropriately and offered to the right set of customers.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Category and subcategory | Required 1 and max 3. Default: None selected. |
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| Industries and subindustries | Optional. max 2 L1 Industries and max 2 subindustries within each L1 industry, Default: None selected |
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| App version | Optional. Default: None. |
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| Use Standard Contract | Optional. Default: not selected. | |
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| Terms of use | Required if Standard Contract is not selected. |
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## Offer listing page
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The listing page is where you provide the text and images that customers see when viewing your offer’s listing in the marketplace.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Name | Required, max 50 chars. |
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| Summary | Required, max 100 chars. |
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| Description | Required, max 3000 chars. |
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| Getting Started Instructions | Required, max 3000 chars. |
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| Getting Started Instructions | Required, max 3000 chars. |
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| Search keywords | Optional, recommended, max 3 keywords. |
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| Privacy policy URL | Required. |
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| CSP Program Marketing Materials URL | Optional. |
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| Useful links Title + URL | Optional. |
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| Supporting Documents Title + File | Required, min 1 and max 3. Must be PDF file format. |
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| Screenshots | Required, min 1 screenshot and max 5; four or more recommended. Must be 1280 X 720 in PNG format. |
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| Store logos (Small, Medium, Large, Wide, Hero) | Small (48 X 48) and Large (216 X 216) required; other sizes optional but recommended: Medium (90 x 90), Wide (255 x 115), Hero (815 x 290). Must be in PNG format. |
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| Videos name + URL + thumbnail | Optional, recommended, max 4 videos. Thumbnail must be 1280 x 720 in PNG format. Video must be hosted in YouTube or Vimeo. |
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| Contacts (CSP Program, Engineering, Support) | Engineering and Support contact required (Name, email, and phone number); CSP Program contact optional but recommended. |
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| Support URL | Required. |
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## Preview page
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The preview page is where you specify the audience to have access to your offer preview, to verify that the offer meets all your requirements before it goes live.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| AAD/MSA email + description | Required, min 1 and max 10 if entered manually, or up to 20 if uploading a CSV file. |
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## Technical configuration page
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The technical configuration page is where you specify the technical details used by Microsoft to connect to your offer. This page is not visible to you if you decided not to sell through Microsoft.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Landing Page URL | Required if selling through Microsoft. |
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| Connection webhook | Required if selling through Microsoft. |
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| Azure AD tenant ID | Required if selling through Microsoft. |
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| Azure AD app ID | Required if selling through Microsoft. |
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## Plan identity modal
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The first pieces of information you are asked to provide are a name and an ID for your Plan. This page is not visible to you if you have decided not to sell through Microsoft.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Plan ID | Required if selling through Microsoft. It can’t be changed after creation. Max 50 characters and must consist only of lowercase, alphanumeric characters, dashes, or underscores. |
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| Plan Name | Required if selling through Microsoft. Must be unique across all the plans in the offer. Max 50 characters. |
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## Plan listing page
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The plan listing page is where you provide the text for customers to see when viewing the plan in the marketplace. This page is not visible to you if you decided not to sell through Microsoft.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Plan Description | Required if selling through Microsoft. Max 500 characters. | |
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## Plan pricing & availability page
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The plan pricing and availability page is where you define the business characteristics, audience, and market availability for each plan (version) of your offer. This page is not visible to you if you decided not to sell through Microsoft.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Market availability | Required, min 1 and max 141. |
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| Pricing Model | Required. Default: Flat rate. Options: Flat rate, per user. |
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| Minimum and maximum seats | Optional, only available if seat-based pricing model selected. |
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| Billing Term | Required. Default: Monthly. Options: Monthly, Annual. |
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| Price | Required USD per month, if monthly billing term selected; or USD per year if annual billing term selected. |
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| Plan Audience | Optional. Default: Public plan. Options: Public, Private by tenant ID |
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| Restricted Plan Audience (tenant ID + description) | Required if private plan selected. Min 1 and max 10 tenant IDs if entered manually. Max 20000 if CSV file import. |
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## Test Drive listing page
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Only available if you select to offer a test drive for your offer. Define the details used to list the test drive in the marketplace.
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Description | Required. |
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| User Manual name + file | Required, max 1 doc. Must be PDF format. |
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| Video name, URL + thumbnail | Optional, recommended. Thumbnail must be 533 x 324 in JPGP or PNG format. Video must be hosted in YouTube or Vimeo. |
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## Review and publish page
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| **Field name** | **Notes** |
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| :---------------- | :-----------|
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| Notes for certification | Optional. |
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## Next steps
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- [Create a new SaaS offer](./create-new-saas-offer.md)

‎articles/marketplace/partner-center-portal/publishing-status.md

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You can view your current **Publishing status** on the **Offer overview** tab of the [Commercial Marketplace portal](https://partner.microsoft.com/dashboard/commercial-marketplace/offers) in Partner Center.
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One of the following status indicators should be displayed for each offer.
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| **Status** | **Description** |
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| :---------- | :-------------------|
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| **Draft** | Offer has been created but it isn’t being published. |
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| **Publish in progress** | Offer/Plan is working its way through the steps of the publishing process. |
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| **Attention needed** | A critical issue was discovered during certification by Microsoft or any of the publishing steps. |
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| **Preview** | Offer was certified by Microsoft, and now awaits a final verification by the publisher. Select go live to make the offer live. |
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| **Live** | Offer is live in the marketplace and can be seen and acquired by customers. |
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| **Pending stop sell** | Publisher selected "stop sell" on offer or plan, but the action has not yet been completed. |
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| **Not available in the marketplace** | A previously published offer/plan in the marketplace has been removed. |
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## Automated validation
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The first step in the publishing process is a set of automated validations. Each validation step corresponds to a feature you chose to enable in the creation of your offer. If that feature was not enabled, the validation skips ahead to the next publishing step. Each validation check must be completed before the publishing status is approved.
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- **Offer purchase flow setup (>10 min)**
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- **Offer purchase flow setup (<10 min)**
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In this step, we ensure that your offer can be fulfilled when purchased by customers through the Azure portal. This step is only applicable for offers being sold through Microsoft.
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In this step, after validating the data and functionality of your test drive in the previous step, we deploy and replicate instances of your test drive so that they are ready for customer use. This step is only applicable for offers with a test drive enabled.
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- **Lead management validation and registration (>15 min)**
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- **Lead management validation and registration (<15 min)**
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In this step, we confirm that your lead management system can receive customer leads based on the details provided in the Offer setup. This step is only applicable for offers with Lead management enabled.
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