Start Connect
1. Start your browser of choice and go to
https://partnersales.microsoft.com/#
2. When prompted, enter your credentials. If your login fails, start a private browsing session and enter your credentials. If that fails, contact the support resource listed in the error message.
Accept or decline deals from Microsoft
When a seller adds one or more of your products or services to a
deal and sends it to you, it appears in
Connect as a
pending deal.
1. On the home page, select the
Pending Deals tile.
2. Review the
deal. The data is read-only until you
accept. If you
decline, it disappears.
Work on deals
1. As the
deal progresses, change the values in the
CUSTOMER OUTCOME and
EST. CLOSE DATE lists.
2. Use the
Communication pane to Microsoft and the
deal team members.
3. As needed, select
Add Members to add
Connect users from your company to the
deal.
4. As needed, go to the
Products section, select
Add, enter the name, quantity, and price of your product or service, then select
Save.
5. Depending on the outcome of the deal, select
Close As Won or
Close As Lost.
Create deals
If your customers want to purchase Microsoft products or services in addition to yours, you can create a deal and notify your Partner Business Evangelists (PBE).
1. On the home page, select
ADD NEW DEAL, or from a list of deals, select
Add.
2. On the
Create New Deal page, complete the required fields (marked with a red asterisk). Add any information that supports
co-selling, and then select
Save. For more information
For more great productivity guidance, visit: http://microsoft.com/ITShowcase/Productivity
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