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Your customers and your resellers will be able to evaluate O365 Premium, E3, E5 and other plans by getting a free trial from your Storefront. |
Ordering a Free Trial
The products that have free trial will be displayed in your Storefront with this option enabled.
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By selecting the "Try Service" option, the system will add the trial in customer's basket. The quantity will be 25 since Microsoft gives 25 licenses for their trials and there will be no pricing information since it's a trial subscription.
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The next steps are identical with the steps for the purchasing of any Office 365 plan. The system will ask for the end customer details if the logged in user is a Reseller, it will ask for domain prefix if the customer is not already synced as a Microsoft tenant etc.
Upon completion of the checkout process:
This page explains how you can manage the free trials your customers are requested by creating trials and upgrade them to paid directly from BSS. |
Creating an Office 365 Trial Subscription
For creating a trial subscription you must do the following:
- Open the details page of the Office 365 plan your customer wants to try
- Select "Request for Trial" from the Shortcuts menu.
Image Added - The new trial subscription form will be loaded. In this page you must define:
- For which customer is the trial by filling the Customer field.
Define from which date the trial will start by setting a value for the "Start Date" field. This field cannot be in the past, it can be today or in the future.
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The trial process will no be completed if any of the business rules that apply for the trial subscriptions are not met. If for example the customer has already a trial for the same plan, the following messages will be displayed
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Trial Subscription
The trial subscription can be viewed from the list of the subscription in Billing section.
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From the details page of the trial subscription you can see how many days you still have for evaluating the service and the option to upgrade it to a paid subscription
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If you set a start date to the future, the trial subscription will be creating as "inactive" and it will be activated on Start Date. The creation of the trial subscription in partner center it will be done on start date.
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- Press Save for the trial subscription to be created.
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