Open Charity Eligibility validation Global Operations Readiness ©2018 Microsoft Corporation. All rights reserved. This training outlines the requirements for selling Open Charity. It also provides a walkthrough of the customer experience for Introduction completing eligibility validation and securing the eligibility validation certificate. You will need this certificate in order to receive charity pricing. This training is aimed at partners and resellers who sell Open Charity. Objectives Content By the end of this training you will be able to: 1. Introduction • Outline the requirements for selling Open Charity. 2. Requirements for selling Open Charity • Describe the steps to complete eligibility validation and to 3. Experience for customers without an O365 nonprofit tenant secure the validation certificate. 4. Experience for customers with an O365 nonprofit tenant 5. Resources Requirements for selling Open Charity Requirements for selling Open Charity There are no exceptions to the following requirements: You can sell Microsoft products using Open Charity pricing only to eligible nonprofit customers. Customer eligibility is determined by Microsoft Philanthropies via the processes described in this training. Partners/resellers must have a valid eligibility validation certificate received directly from Microsoft before selling Open Charity to a customer. ▪ The partners/resellers will receive the certificate via email from ngooffer@microsoft.com. ▪ The certificate is valid for two years; the expiration date is included on the certificate. ▪ Expired certificates are not valid; if the certificate is expired, the customer must follow the process described in this training to send a new certificate to the partner/reseller. Experience for customers without an O365 nonprofit tenant Customers without O365 In the next few slides you will see the steps required to complete eligibility validation and secure the eligibility validation certificate. It refers to customers that have not completed non-profit registration directly with Microsoft. These customers will not have an O365 Non-profit tenant, which is created during non-profit registration. Sign-up 1 1. Go to the Microsoft nonprofits page and select ‘Get started’. Sign-up 1. Go to the Microsoft nonprofits page and select ‘Get started’. 2. Select your non-profit country. 2 Sign-up 1. Go to the Microsoft nonprofits page and select ‘Get started’. 2. Select your non-profit country. 3. Read the welcome message and select ‘Continue’. 3 Sign-up 1. Go to the Microsoft nonprofits page and select ‘Get started’. 2. Select your non-profit country. 3. Read the welcome message and select ‘Continue’. 4. Review the Microsoft’s anti- discrimination policy and select ‘Continue’. 4 Sign-up 1. Go to the Microsoft nonprofits page and select ‘Get started’. 2. Select your non-profit country. 3. Read the welcome message and 5 select ‘Continue’. 4. Review the Microsoft’s anti- discrimination policy and select ‘Continue’. 5. Enter your organization address and select ‘Next’. Sign-up 1. Go to the Microsoft nonprofits page and select ‘Get started’. 2. Select your non-profit country. 3. Read the welcome message and select ‘Continue’. 4. Review the Microsoft’s anti- discrimination policy and select ‘Continue’. 5. Enter your organization address and select ‘Next’. 6. Enter the required information about 6 your organization registration and select ‘Next’. Sign-up 7. Create your Microsoft account and select ‘Next’. 7 Sign-up 7. Create your Microsoft account and select ‘Next’. 8. Create your user ID and select ‘Create 8 my account’ a the bottom of the page. Sign-up 7. Create your Microsoft account and select ‘Next’. 8. Create your user ID and select ‘Create my account’ a the bottom of the page. 9. Save the information and select ‘Continue to the Nonprofit Portal’. 9 Sign-in 1 Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Select ‘Login’. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Select ‘Login’. 2. Select your non-profit country. 2 Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Select ‘Login’. 2. Select your non-profit country. 3. A note outlines the requirements to access the non-profit Portal. Select ‘Sign In’. 2 3 Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Select ‘Login’. 4 2. Select your non-profit country. 3. A note outlines the requirements to access the non-profit Portal. Select ‘Sign In’. 4. Enter your Microsoft account details and select ‘Sign in’. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Select ‘Login’. 2. Select your non-profit country. 3. A note outlines the requirements to access the non-profit Portal. Select ‘Sign In’. 4. Enter your Microsoft account details and select ‘Sign in’. 5 5. Select ‘Software Discounts’ to see a list of non-profit offers. Note Only eligible nonprofits can see this view in the non-profit Portal. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Select ‘Login’. 2. Select your non-profit country. 3. A note outlines the requirements to access the non-profit Portal. Select ‘Sign In’. 6 4. Enter your Microsoft account details and select ‘Sign in’. 5. Select ‘Software Discounts’ to see a list of non-profit offers. 6. Review your software discount information and select ‘Next’. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 7. Enter the reseller information and select ‘Next’. 7 Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 7. Enter the reseller information and select ‘Next’. 8. Select ‘Send to Reseller’. Note The customer is cc’d on the mail that is sent to 8 the reseller. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 7. Enter the reseller information and select ‘Next’. 8. Select ‘Send to Reseller’. 9. You will see a copy of the email that the reseller receives. From there, you can go back to the profile page by selecting ‘Back to Organization Profile page’. 9 Selling Open Charity Once the partner/reseller receives the eligibility validation certificate via an email from ngooffer@microsoft.com, the partner/reseller can sell Open Charity to the customer. Note The partner/reseller must receive the certificate from Microsoft directly, before the partner/reseller can sell Open Charity to a customer. Experience for customers with an O365 nonprofit tenant Customers with O365 In the next few slides, you will see the steps required to complete eligibility validation and secure the eligibility validation certificate. It refers to customers that have completed non-profit registration directly with Microsoft. These customers will have an O365 Non-profit tenant, which they created during non-profit registration. Sign-in 1 Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Go to Microsoft nonprofits page and select ‘Login’. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Go to Microsoft nonprofits page and select ‘Login’. 2. Select your non-profit country. 2 Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Go to Microsoft nonprofits page and select ‘Login’. 2. Select your non-profit country. 3. A note outlines the requirements to access the non-profit Portal. Select ‘Sign In’. 2 3 Note Existing customers that registered before the deployment of the new version of sign up and are attempting to access the new Nonprofit Portal* for the first time may be prompted to complete a one- time dual login process with their TechSoup token. *New versions of Sign Up and the Nonprofit Portal were deployed in stages during May-October 2017 as part of the Phase 3 project. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Go to Microsoft nonprofits page and 4 select ‘Login’. 2. Select your non-profit country. 3. A note outlines the requirements to access the non-profit Portal. Select ‘Sign In’. 4. Enter your Microsoft account details and select ‘Sign in’. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Go to Microsoft nonprofits page and select ‘Login’. 2. Select your non-profit country. 3. A note outlines the requirements to access the non-profit Portal. Select ‘Sign In’. 4. Enter your Microsoft account details and select ‘Sign in’. 5 5. Select ‘Software Discounts’ to see a list of non-profit offers. Note Only eligible nonprofits can see this view in the non-profit Portal. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 1. Go to Microsoft nonprofits page and select ‘Login’. 2. Select your non-profit country. 3. A note outlines the requirements to access the non-profit Portal. Select 6 ‘Sign In’. 4. Enter your Microsoft account details and select ‘Sign in’. 5. Select ‘Software Discounts’ to see a list of non-profit offers. 6. Review your software discount information and select ‘Next’. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 7. Enter the reseller information and select ‘Next’. 7 Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 7. Enter the reseller information and select ‘Next’. 8. Select ‘Send to Reseller’. Note The customer is cc’d on the mail that is sent to 8 the reseller. Sign-in Once eligibility is confirmed via email, the customer completes the sign-in process. 7. Enter the reseller information and select ‘Next’. 8. Select ‘Send to Reseller’. 9. You will see a copy of the email that the reseller receives. From there, you can go back to the profile page by selecting ‘Back to Organization Profile page’. 9 Selling Open Charity Selling Open Charity Once the partner/reseller receives the eligibility validation certificate via email from ngooffer@microsoft.com, the partner/reseller can sell Open Charity to the customer. Note The partner/reseller must receive the certificate from Microsoft directly, before the partner/reseller can sell Open Charity to a customer. Resources
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