Merge pull request #204323 from BCS2022/create-new-saas-offer

ShawnJackson · web-flow · commit acda65246045 · 2022-07-20T14:55:00.000-05:00
Edit pass: Create new saas offer
diff --git a/articles/marketplace/create-new-saas-offer.md b/articles/marketplace/create-new-saas-offer.md
@@ -1,6 +1,6 @@
 ---
-title: Create a SaaS offer in the commercial marketplace 
-description: Create a new software as a service (SaaS) offer for listing or selling in Microsoft AppSource, Azure Marketplace, or through the Cloud Solution Provider (CSP) program in Azure Marketplace. 
+title: Create a SaaS offer in the commercial marketplace. 
+description: Create a new software as a service (SaaS) offer to list or sell in Microsoft AppSource, in Azure Marketplace, or through the Cloud Solution Provider (CSP) program in Azure Marketplace. 
 author: mingshen-ms
 ms.author: mingshen
 ms.reviewer: dannyevers
@@ -18,116 +18,119 @@ As a commercial marketplace publisher, you can create a software as a service (S
 
 Before you can publish a SaaS offer, you must have a commercial marketplace account in Partner Center and ensure your account is enrolled in the commercial marketplace program. See [Create a commercial marketplace account in Partner Center](create-account.md) and [Verify your account information when you enroll in a new Partner Center program](/partner-center/verification-responses#checking-your-verification-status).
 
-If you haven’t already done so, read [Plan a SaaS offer](plan-saas-offer.md). It will explain the technical requirements for your SaaS app, and the information and assets you’ll need when you create your offer. Unless you plan to publish a simple listing (**Contact me** listing option) in the commercial marketplace, your SaaS application must meet technical requirements around authentication.
+If you haven't already, read [Plan a SaaS offer](plan-saas-offer.md). It will explain the technical requirements for your SaaS app, and the information and assets you'll need when you create your offer. Unless you plan to publish a simple listing (**Contact me** listing option) in the commercial marketplace, your SaaS application must meet technical requirements around authentication.
 
 > [!IMPORTANT]
 > We recommend that you create a separate development/test (DEV) offer and a separate production (PROD) offer. This article describes how to create a PROD offer. For details about creating a DEV offer, see [Plan a test and development SaaS offer](plan-saas-dev-test-offer.md).
 
 ## Create a SaaS offer
 
+Follow these steps to create a SaaS offer:
+
 1. Sign in to [Partner Center](https://partner.microsoft.com/dashboard/home).
 
-1. On the Home page, select the **Marketplace offers** tile.
+1. On the **Home** page, select the **Marketplace offers** tile.
 
-    [ ![Illustrates the Marketplace offers tile on the Partner Center Home page.](./media/workspaces/partner-center-home.png) ](./media/workspaces/partner-center-home.png#lightbox)
+    [ ![Screenshot that illustrates the Marketplace offers tile on the Partner Center Home page.](./media/workspaces/partner-center-home.png) ](./media/workspaces/partner-center-home.png#lightbox)
 
-1. On the Marketplace offers page, select **+ New offer** > **Software as a Service**.
+1. On the **Marketplace offers** page, select **+ New offer** > **Software as a Service**.
 
-    [ ![Illustrates the SaaS offer option in the New offer list.](./media/new-offer-saas-workspaces.png) ](./media/new-offer-saas-workspaces.png#lightbox)
+    [ ![Screenshot that illustrates the SaaS offer option in the New offer list.](./media/new-offer-saas-workspaces.png) ](./media/new-offer-saas-workspaces.png#lightbox)
 
-1. In the **New Software as a Service** dialog box, enter an **Offer ID**. This ID is visible in the URL of the commercial marketplace listing and Azure Resource Manager templates, if applicable. For example, if you enter **test-offer-1** in this box, the offer web address will be `https://azuremarketplace.microsoft.com/marketplace/../test-offer-1`.
+1. In the **New Software as a Service** dialog, enter an **Offer ID** value. This ID is visible in the URL of the commercial marketplace listing and in Azure Resource Manager templates, if applicable. For example, if you enter **test-offer-1** in this box, the offer web address will be `https://azuremarketplace.microsoft.com/marketplace/../test-offer-1`.
    + Each offer in your account must have a unique offer ID.
-   + Use only lowercase letters and numbers. It can include hyphens and underscores, but no spaces, and is limited to 50 characters.
+   + Limit the offer ID to 50 characters. Use only numbers and lowercase letters. You can include hyphens and underscores, but no spaces.
    + The offer ID can't be changed after you select **Create**.
 
-1. Enter an **Offer alias**. This is the name used for the offer in Partner Center.
+1. Enter an **Offer alias** value. The offer alias is the name used for the offer in Partner Center.
 
-   + This name isn't visible in the commercial marketplace and it’s different from the offer name and other values shown to customers.
+   + This name isn't visible in the commercial marketplace and is different from the offer name and other values shown to customers.
    + The offer alias can't be changed after you select **Create**.
 
-1. Associate the new offer with a _publisher_. A publisher represents an account for your organization. You may have a need to create the offer under a particular publisher. If you don’t, you can simply accept the publisher account you’re signed in to.
+1. Associate the new offer with a _publisher_. A publisher represents an account for your organization. You may have a need to create the offer under a particular publisher. If you don't, you can simply accept the publisher account you're signed in to.
 
     > [!NOTE]
-    > The selected publisher must be enrolled in the [**Commercial Marketplace program**](marketplace-faq-publisher-guide.yml#how-do-i-sign-up-to-be-a-publisher-in-the-microsoft-commercial-marketplace-) and cannot be modified after the offer is created.
+    > The selected publisher must be enrolled in the [**Commercial marketplace program**](marketplace-faq-publisher-guide.yml#how-do-i-sign-up-to-be-a-publisher-in-the-microsoft-commercial-marketplace-) and can't be modified after the offer is created.
 
 1. To generate the offer and continue, select **Create**.
 
 ## Configure your SaaS offer setup details
 
-On the **Offer setup** tab, under **Setup details**, you’ll choose whether to sell your offer through Microsoft or manage your transactions independently. Offers sold through Microsoft are referred to as _transactable offers_, which means that Microsoft facilitates the exchange of money for a software license on the publisher’s behalf. For more information on these options, see [Listing options](plan-saas-offer.md#listing-options) and [Determine your publishing option](determine-your-listing-type.md).
+On the **Offer setup** tab, under **Setup details**, choose whether to sell your offer through Microsoft or manage your transactions independently. Offers sold through Microsoft are called _transactable offers_, which means that Microsoft facilitates the exchange of money for a software license on the publisher's behalf. For more information on these options, see [Listing options](plan-saas-offer.md#listing-options) and [Determine your publishing option](determine-your-listing-type.md).
 
-1. To sell through Microsoft and have us facilitate transactions for you, select **Yes**. Continue to [Enable a test drive](#enable-a-test-drive-optional).
-1. To list your offer through the commercial marketplace and process transactions independently, select **No**, and then do one of the following:
-   + To provide a free subscription for your offer, select **Get it now (Free)**. Then in the **Offer URL** box that appears, enter the URL (beginning with *http* or *https*) where customers can get a trial through [one-click authentication by using Azure Active Directory (Azure AD)](azure-ad-saas.md). For example, `https://contoso.com/saas-app`.
-   + To provide a 30-day free trial, select **Free trial**, and then in the **Trial URL** box that appears, enter the URL (beginning with *http* or *https*) where customers can access your free trial through [one-click authentication by using Azure Active Directory (Azure AD)](azure-ad-saas.md). For example, `https://contoso.com/trial/saas-app`.
+1. To sell through Microsoft and have Microsoft facilitate transactions for you, select **Yes**. Continue to [Enable a test drive](#enable-a-test-drive-optional).
+1. To list your offer through the commercial marketplace and process transactions independently, select **No** and then do one of the following:
+   + To provide a free subscription for your offer, select **Get it now (Free)**. In the **Offer URL** box that appears, enter the URL (beginning with *http* or *https*) where customers can get a trial through [one-click authentication by using Azure Active Directory (Azure AD)](azure-ad-saas.md). For example: https://contoso.com/saas-app`.
+   + To provide a 30-day free trial, select **Free trial**. In the **Trial URL** box that appears, enter the URL (beginning with *http* or *https*) where customers can access your free trial through [one-click authentication by using Azure AD](azure-ad-saas.md). For example: `https://contoso.com/trial/saas-app`.
    + To have potential customers contact you to purchase your offer, select **Contact me**.
 
     > [!NOTE]
-    > You can convert a published listing-only offer to a sell through the commercial marketplace offer if your circumstances change, but you cannot convert a published transactable offer to a listing-only offer. Instead, you must create a new listing-only offer and stop distribution of the published transactable offer.
+    > You can convert a published listing-only offer to sell through the commercial marketplace offer if your circumstances change, but you can't convert a published transactable offer to a listing-only offer. Instead, you must create a new listing-only offer and stop distribution of the published transactable offer.
 
 ## Enable a test drive (optional)
 
-A test drive is a great way to showcase your offer to potential customers by giving them access to a preconfigured environment for a fixed number of hours. Offering a test drive results in an increased conversion rate and generates highly qualified leads. To Learn more about test drives, see [What is a test drive?](./what-is-test-drive.md).
+A test drive is a great way to showcase your offer to potential customers by giving them access to a preconfigured environment for a fixed number of hours. Offering a test drive results in an increased conversion rate and generates highly qualified leads. To learn more about test drives, see [What is a test drive?](./what-is-test-drive.md).
 
 > [!TIP]
-> A test drive is different from a free trial. You can offer either a test drive, free trial, or both. They both provide customers with your solution for a fixed period-of-time. But, a test drive also includes a hands-on, self-guided tour of your product’s key features and benefits being demonstrated in a real-world implementation scenario.
+> A test drive is different from a free trial. You can offer either a test drive, a free trial, or both. Both provide customers with your solution for a fixed period, but a test drive also includes a hands-on, self-guided tour of your product's key features and benefits demonstrated in a real-world implementation scenario.
 
-### To enable a test drive
+To enable a test drive:
 
-1. Under **Test drive**, select the **Enable a test drive** check box.
-1. Select the test drive type from the list that appears.
+1. Under **Test drive**, select the **Enable a test drive** checkbox.
+1. Select the test drive type from the list.
 
 ## Configure lead management
 
-Connect your customer relationship management (CRM) system with your commercial marketplace offer so you can receive customer contact information when a customer expresses interest or deploys your product. You can modify this connection at any time during or after you create the offer.
+Connect your customer relationship management (CRM) system with your commercial marketplace offer so you can receive customer contact information when a customer expresses interest or deploys your product. You can modify this connection at any time during or after offer creation.
 
 ### Configure the connection details in Partner Center
 
-When a customer expresses interest or deploys your product, you’ll receive a lead in the [Referrals workspace](https://partner.microsoft.com/dashboard/referrals/v2/leads) in Partner Center.
+When a customer expresses interest or deploys your product, you'll receive a lead in the [Referrals workspace](https://partner.microsoft.com/dashboard/referrals/v2/leads) in Partner Center.
 
-You can also connect the product to your customer relationship management (CRM) system to handle leads there.
+You can also connect the product to your CRM system to handle leads there.
 
 > [!NOTE]
 > Connecting to a CRM system is optional.
 
 To configure the lead management in Partner Center:
 
-1. In Partner Center, go to the **Offer setup** tab.
+1. Go to the **Offer setup** tab.
 1. Under **Customer leads**, select the **Connect** link.
-1. In the **Connection details** dialog box, select a lead destination from the list.
+1. In the **Connection details** dialog, select a lead destination from the list.
 4. Complete the fields that appear. For detailed steps, see the following articles:
 
     - [Configure your offer to send leads to the Azure table](./partner-center-portal/commercial-marketplace-lead-management-instructions-azure-table.md#configure-your-offer-to-send-leads-to-the-azure-table)
     - [Configure your offer to send leads to Dynamics 365 Customer Engagement](./partner-center-portal/commercial-marketplace-lead-management-instructions-dynamics.md#configure-your-offer-to-send-leads-to-dynamics-365-customer-engagement) (formerly Dynamics CRM Online)
-    - [Configure your offer to send leads to HTTPS endpoint](./partner-center-portal/commercial-marketplace-lead-management-instructions-https.md#configure-your-offer-to-send-leads-to-the-https-endpoint)
+    - [Configure your offer to send leads to the HTTPS endpoint](./partner-center-portal/commercial-marketplace-lead-management-instructions-https.md#configure-your-offer-to-send-leads-to-the-https-endpoint)
     - [Configure your offer to send leads to Marketo](./partner-center-portal/commercial-marketplace-lead-management-instructions-marketo.md#configure-your-offer-to-send-leads-to-marketo)
     - [Configure your offer to send leads to Salesforce](./partner-center-portal/commercial-marketplace-lead-management-instructions-salesforce.md#configure-your-offer-to-send-leads-to-salesforce)
 
-1. To validate the configuration you provided, select the **Validate link**.
-1. When you’ve configured the connection details, select **Connect**.
-1. Select **Save draft**.
+1. To validate the configuration you provided, select the **Validate** link.
+1. When you've configured the connection details, select **Connect**.
 1. Select **Save draft** before continuing to the next tab, **Properties**.
 
-## Configure Microsoft 365 App integration
+## Configure Microsoft 365 app integration
+
+You can enable [unified discovery and delivery](plan-SaaS-offer.md) of your SaaS offer and any related Microsoft 365 app consumption by linking them.
+
+### Integrate with the Microsoft Graph API
 
-You can light up [unified discovery and delivery](plan-SaaS-offer.md) of your SaaS offer and any related Microsoft 365 App consumption by linking them.
+- If your SaaS offer doesn't integrate with the Microsoft Graph API, select **No**. Continue to link published Microsoft 365 app consumption clients.  
+- If your SaaS offer integrates with the Microsoft Graph API, select **Yes**. Next, provide the Azure AD app ID you created and registered to integrate with the Microsoft Graph API.
 
-### Integrate with Microsoft API
+### Link published Microsoft 365 app consumption clients
 
-1. If your SaaS offer does not integrate with Microsoft Graph API, select **No**. Continue to Link published Microsoft 365 App consumption clients.  
-1. If your SaaS offer integrates with Microsoft Graph API, select **Yes**, and then provide the Azure Active Directory App ID you have created and registered to integrate with Microsoft Graph API.
+1. If you don't have a published Office add-in, Teams app, or SharePoint Framework solutions that work with your SaaS offer, select **No**.
 
-### Link published Microsoft 365 App consumption clients
+    If you have a published Office add-in, Teams app, or SharePoint Framework solutions that work with your SaaS offer, select **Yes**. You can then select **+Add another AppSource link** to add new links.  
 
-1. If you do not have published Office add-in, Teams app, or SharePoint Framework solutions that work with your SaaS offer, select **No**.
-1. If you have published Office add-in, Teams app, or SharePoint Framework solutions that work with your SaaS offer, select **Yes**, then select **+Add another AppSource link** to add new links.  
 1. Provide a valid AppSource link.
-1. Continue adding all the links by select **+Add another AppSource link** and provide valid AppSource links.  
-1. The order the linked products are shown on the listing page of the SaaS offer is indicated by the Rank value, you can change it by select, hold, and move the = icon up and down the list. 
-1. You can delete a linked product by select **Delete** in the product row.  
+1. Continue adding all the links by selecting **+Add another AppSource link**.
+1. The **Rank** value on the SaaS offer listing page indicates the order of the linked products. To change the order, select, hold, and move the **=** icon up and down the list.
+1. To delete a linked product, select **Delete** in the product row.  
 
 > [!IMPORTANT]
-> If you stop-sell a linked product, it won’t be automatically unlinked on the SaaS offer, you must delete it from the list of linked products and resubmit the SaaS offer.  
+> If you stop selling a linked product, it won't be automatically unlinked on the SaaS offer. You must delete it from the list of linked products and resubmit the SaaS offer.  
 
 ## Next steps
 
