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articles/marketplace/partner-center-portal/consulting-service-prerequisites.md

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---
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title: Azure and Dynamics 365 Consulting service prerequisites - Azure Marketplace
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description: Prerequisites for an Azure or Dynamics 365 Consulting service offer in Partner Center
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title: Azure and Dynamics 365 consulting service prerequisites
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description: Prerequisites for an Azure or Dynamics 365 Consulting service offer in Microsoft commercial marketplace
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author: anbene
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ms.service: marketplace
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ms.subservice: partnercenter-marketplace-publisher

articles/marketplace/partner-center-portal/create-consulting-service-offer.md

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---
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title: Create a Consulting service offer in Partner Center - Azure Marketplace
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description: Learn how to publish a Consulting service offer to either Azure Marketplace or AppSource using Partner Center.
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title: Create a consulting service offer - Microsoft commercial marketplace
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description: Learn how to publish a consulting service offer to either Microsoft AppSource orAzure Marketplace using Partner Center.
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author: anbene
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ms.author: mingshen
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ms.service: marketplace
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ms.date: 04/06/2020
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---
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# Create a Consulting service offer
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# Create a consulting service offer
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> [!IMPORTANT]
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> We're moving the management of your Consulting service offers from Cloud Partner Portal to Partner Center. Until your offers are migrated, please follow the instructions in [Azure and Dynamics 365 consulting service offer](https://docs.microsoft.com/azure/marketplace/cloud-partner-portal/consulting-services/cloud-partner-portal-consulting-services-publishing-offer) for Cloud Partner Portal to manage your offers.
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> We're moving the management of your consulting service offers from Cloud Partner Portal to Partner Center. Until your offers are migrated, please follow the instructions in [Azure and Dynamics 365 consulting service offer](https://docs.microsoft.com/azure/marketplace/cloud-partner-portal/consulting-services/cloud-partner-portal-consulting-services-publishing-offer) for Cloud Partner Portal to manage your offers.
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This article describes how to publish a Consulting service offer to either [Azure Marketplace](https://azuremarketplace.microsoft.com/) or [AppSource](https://appsource.microsoft.com/). List Consulting service offers based on Microsoft [Dynamics 365](https://dynamics.microsoft.com/) and Power Platform on AppSource. List Consulting service offers based on Microsoft Azure on Azure Marketplace.
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This article describes how to publish a consulting service offer to either [Microsoft AppSource](https://appsource.microsoft.com/) or [Azure Marketplace](https://azuremarketplace.microsoft.com/). List consulting service offers based on Microsoft [Dynamics 365](https://dynamics.microsoft.com/) and Power Platform on AppSource. List consulting service offers based on Microsoft Azure on Azure Marketplace.
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To create a Consulting service offer in either Azure Marketplace or AppSource Consulting services, you must first [have a publisher account in Partner Center](https://docs.microsoft.com/azure/marketplace/partner-center-portal/create-account), and your account must be enrolled in the commercial marketplace program. Before you create your offer, review the prerequisites in [Consulting service prerequisites](https://docs.microsoft.com/azure/marketplace/partner-center-portal/consulting-service-prerequisites).
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To create a consulting service offer in either Microsoft AppSource or Azure Marketplace consulting services, you must first [have a publisher account in Partner Center](https://docs.microsoft.com/azure/marketplace/partner-center-portal/create-account), and your account must be enrolled in the commercial marketplace program. Before you create your offer, review the prerequisites in [consulting service prerequisites](https://docs.microsoft.com/azure/marketplace/partner-center-portal/consulting-service-prerequisites).
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## Publishing benefits
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## Create a new offer
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After meeting the requirements described above, follow these steps to create a Consulting service offer.
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After meeting the requirements described above, follow these steps to create a consulting service offer.
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1. Log in to [Partner Center](https://partner.microsoft.com), and then select **Dashboard** from the top menu.
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2. In the left-nav bar, select **Commercial Marketplace**, then select **Overview**.
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- This ID is visible to customers in the web address for the marketplace offer.
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- Use only lowercase letters, numbers, dashes, and underscores, but no spaces. The length is limited to 50 characters. For example, if you enter **test-offer-1**, the offer URL will be `https://azuremarketplace.microsoft.com/marketplace/../test-offer-1`.
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- The Offer ID can't be changed after you select **Create**.
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- The Offer ID can't be changed after you select **Create**.
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5. Enter an **Offer alias**. This is the name used to refer to the offer in Partner Center.
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- This name isn't used in the marketplace. It's different from the offer name and other values that are shown to customers. You can use this field to assign a name to the offer that is more useful to you for identifying the offer internally; it is not shown to customers.
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- The offer alias can't be changed after you select **Create**.
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- This name isn't used in the marketplace. It's different from the offer name and other values that are shown to customers. You can use this field to assign a name to the offer that is more useful to you for identifying the offer internally; it is not shown to customers.
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- The offer alias can't be changed after you select **Create**.
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After you enter these two values, select **Create** to continue to the **Offer setup** page.
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### Connect lead management
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When publishing your offer to the marketplace with Partner Center, you _must_ connect it to a Customer Relationship Management (CRM) or marketing automation system. This let you receive customer contact information as soon as someone expresses interest in or uses your product.
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When publishing your offer to the marketplace with Partner Center, you _must_ connect it to a Customer Relationship Management (CRM) or marketing automation system. This lets you receive customer contact information as soon as someone expresses interest in or uses your product.
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1. Select **Connect** to specify where you want us to send customer leads. Partner Center supports the following systems:
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- [Salesforce](https://docs.microsoft.com/azure/marketplace/partner-center-portal/commercial-marketplace-lead-management-instructions-salesforce)
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> [!NOTE]
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> If your CRM system isn't listed above, use [Azure Table](https://docs.microsoft.com/azure/marketplace/partner-center-portal/commercial-marketplace-lead-management-instructions-azure-table) or [Https Endpoint](https://docs.microsoft.com/azure/marketplace/partner-center-portal/commercial-marketplace-lead-management-instructions-https) to store customer lead data, then export the data to your CRM system.
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> If your CRM system isn't listed above, use [Azure Table](https://docs.microsoft.com/azure/marketplace/partner-center-portal/commercial-marketplace-lead-management-instructions-azure-table) or [Https Endpoint](https://docs.microsoft.com/azure/marketplace/partner-center-portal/commercial-marketplace-lead-management-instructions-https) to store customer lead data, then export the data to your CRM system.
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2. Connect your offer to the lead destination when publishing in Partner Center.
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3. Confirm that the connection to the lead destination is configured properly. After you publish it in Partner Center, we'll validate the connection and send you a test lead. While you preview the offer before it goes live, you can also test your lead connection by trying to purchase the offer yourself in the preview environment.
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4. Make sure the connection to the lead destination stays updated so you don't lose any leads.
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3. Confirm that the connection to the lead destination is configured properly. After you publish it in Partner Center, we'll validate the connection and send you a test lead. While you preview the offer before it goes live, you can also test your lead connection by trying to purchase the offer yourself in the preview environment.
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4. Make sure the connection to the lead destination stays updated so you don't lose any leads.
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Here are some additional lead management resources:
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- [Lead management overview](https://docs.microsoft.com/azure/marketplace/partner-center-portal/commercial-marketplace-get-customer-leads)
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- [Lead management FAQs](https://docs.microsoft.com/azure/marketplace/lead-management-for-cloud-marketplace#frequently-asked-questions)
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- [Common lead configuration errors](https://docs.microsoft.com/azure/marketplace/lead-management-for-cloud-marketplace#common-lead-configuration-errors-during-publishing-on-cloud-partner-portal)
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- [Common lead configuration errors](https://docs.microsoft.com/azure/marketplace/lead-management-for-cloud-marketplace#common-lead-configuration-errors-during-publishing-in-partner-center)
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- [Lead Management Overview](https://assetsprod.microsoft.com/mpn/cloud-marketplace-lead-management.pdf) PDF (Make sure your pop-up blocker is turned off)
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Select **Save draft** before continuing to the next section, Properties.
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### Properties
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This page lets you set the primary product that your Consulting service offer best covers, set a Consulting service type, and choose applicable products.
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This page lets you set the primary product that your consulting service offer best covers, set a consulting service type, and choose applicable products.
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1. Select a **Primary product** from the drop-down list.
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2. Select a **Consulting service type** from the drop-down list:
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- **Assessment** : An evaluation of a customer's environment to determine the applicability of a solution and provide an estimate of cost and timing.
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- **Briefing** : An introduction to a solution or a Consulting service to draw customer interest by using frameworks, demos, and customer examples.
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- **Implementation** : A complete installation that results in a fully working solution. Limit to solutions that can be implemented in two weeks or less.
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- **Proof of concept** : A limited-scope implementation to determine whether a solution meets customer requirements.
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- **Workshop** : An interactive engagement conducted on a customer's premises. It can involve training, briefings, assessments, or demos built on the customer's data or environment.
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- **Assessment**: An evaluation of a customer's environment to determine the applicability of a solution and provide an estimate of cost and timing.
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- **Briefing**: An introduction to a solution or a consulting service to draw customer interest by using frameworks, demos, and customer examples.
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- **Implementation**: A complete installation that results in a fully working solution. Limit to solutions that can be implemented in two weeks or less.
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- **Proof of concept**: A limited-scope implementation to determine whether a solution meets customer requirements.
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- **Workshop**: An interactive engagement conducted on a customer's premises. It can involve training, briefings, assessments, or demos built on the customer's data or environment.
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1. If you selected a primary product of **Azure**, select up to three **Solution Areas**. These make it easier for customers in Azure Marketplace to find your offer. If you didn't choose Azure, skip this step.
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1. If you selected a primary product of **Azure**, select up to three **Solution Areas**. These make it easier for customers in Azure Marketplace to find your offer. If you didn't choose Azure, skip this step.
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2. If you selected a primary product _other_ than Azure, select up to three **Applicable products**. These make it easier for customers in AppSource to find your offer. For details, see [Microsoft AppSource Consulting Service Listing Guidelines](https://go.microsoft.com/fwlink/?LinkId=828734&clcid=0x409) (PDF).
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3. Select up to six **Industries** that your offer applies to. This will make it easier for customers to find your offer.
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4. Add up to three **Competencies** that your company has earned to display on your Consulting service offer listing. At least one competency is required except for Azure Expert MSP's and Azure Networking MSP's.
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4. Add up to three **Competencies** that your company has earned to display on your consulting service offer listing. At least one competency is required except for Azure Expert MSPs and Azure Networking MSPs.
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Select **Save draft** before continuing to the next section, Offer listing.
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## Offer listing
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Here you'll define the offer details that are displayed in the marketplace. This includes the offer name, description, images, and so on. Be sure to follow the policies detailed on [Microsoft's policy page](https://docs.microsoft.com/legal/marketplace/certification-policies#800-consulting-services) while configuring this offer.
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Here you'll define the offer details that are displayed in the marketplace. This includes the offer name, description, images, and so on. Be sure to follow the policies detailed on the [commercial marketplace certification policies page](https://docs.microsoft.com/legal/marketplace/certification-policies#800-consulting-services) while configuring this offer.
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> [!NOTE]
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> Offer details aren't required to be in English if the offer description begins with the phrase, "This application is available only in [non-English language]." It's also okay to provide a Useful Link to offer content in a language that's different from the one used in the Offer listing details.
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> Offer details aren't required to be in English if the offer description begins with the phrase, "This application is available only in [non-English language]." It's also okay to provide a Useful Link to offer content in a language that&'s different from the one used in the Offer listing details.
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### Name
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The name:
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- Can be trademarked (and you may include trademark or copyright symbols).
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- Can't be more than 50 characters long.
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- Can't include emojis.
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- Can't be more than 50 characters long.
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- Can't include emojis.
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### Search results summary
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- The type of user that benefits from the offer.
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- Customer needs or issues the offer addresses.
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- Remember that the first few sentences might be displayed in search results.
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- Don't rely on features and functionality to sell your product. Instead, focus on the value your offer provides.
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- Don't rely on features and functionality to sell your product. Instead, focus on the value your offer provides.
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- Try to use industry-specific vocabulary or benefit-based wording.
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To make your description more engaging, use the rich text editor to format your description. The rich text editor lets you add numbers, bullets, bold, italics, and indents to make your description more readable.
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### Keywords
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Enter up to three search keywords that are relevant to your primary product and Consulting service. These will make it easier to find your offer.
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Enter up to three search keywords that are relevant to your primary product and consulting service. These will make it easier to find your offer.
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### Duration
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Set the expected duration of this engagement with your customer.
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You must provide the name, email, and phone number for a **Primary** and **Secondary contact**. This information isn't shown to customers. It is available to Microsoft and may be provided to Cloud Solution Provider (CSP) partners.
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You must provide the name, email, and phone number for a **Primary** and **Secondary contact**. This information isn't shown to customers. It is available to Microsoft and may be provided to Cloud Solution Provider (CSP) partners.
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### Supporting documents
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Provide .png files of your offer's logo in each of the following pixel sizes:
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Add up to four videos that demonstrate your offer. Enter the video's name, its web address (URL), and a thumbnail .png image of the video at 1280 x 720 pixels in size.
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Add up to four videos that demonstrate your offer. Enter the video's name, its web address (URL), and a thumbnail .png image of the video at 1280 x 720 pixels in size.
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Select **Save draft** before continuing to the next section, Pricing and availability.
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After you've completed all the required sections of the offer, you can submit your offer to review and publish.
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1. When you're ready to publish your Consulting service offer, click **Review and publish**.
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1. When you're ready to publish your consulting service offer, click **Review and publish**.
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2. Review the details on the final submission page.
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3. If necessary, write a note to the certification team if you believe any of the details of your offer require explanation.
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4. When you're ready, select **Submit**.
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5. The **Offer overview** page shows what publishing stage your offer is in.
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For more information about how long you can expect your offer to be in each publishing stage, see [Check the publishing status of your Commercial Marketplace offer](https://docs.microsoft.com/azure/marketplace/partner-center-portal/publishing-status).
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## Update your existing Consulting service offers
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## Update your existing consulting service offers
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- [Update an existing offer in the commercial marketplace](https://docs.microsoft.com/azure/marketplace/partner-center-portal/update-existing-offer)

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