| Excerpt |
|---|
| 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.
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.
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:
- A 30 days free trial subscription will be created in Microsoft partner center for 25 licenses
- A trial subscription will be created in our system that will be accessible from the subscriptions list in BSS.
| Ui text box | ||||
|---|---|---|---|---|
| ||||
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
|
Trial Subscription
The trial subscription can be viewed from the list of the subscription in Billing section.
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
| This page explains how you can manage the free trials your customers have requested by creating trial subscriptions 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.
- 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 a current or future date.
Rw ui textbox macro type info Setting a start date in the future
If you set a start date to the future, the trial subscription will be created as "inactive" and it will be activated on Start Date. The creation of the trial subscription in the partner center will be done on start date.
- Press Save for the trial subscription to be created. This action will create a 30 days trial subscription in the partner center for 25 licenses.
Note 1: Since a trial subscription in the partner center cannot be suspended or deleted, these actions are also not available in the trial subscription page in BSS.
Note 2: If the customer you selected hasn't confirmed the acceptance of the MCA agreement, the system will display the MCA pop-up form.
| Rw ui textbox macro | ||
|---|---|---|
| ||
If you try to create a second trial subscription for the same customer, you will get an alert that this is action not permitted.
|
| Rw ui textbox macro | ||
|---|---|---|
| ||
A trial subscription can be created from the "create subscription" action too. Just select that is a trial subscription and define the customer and the plan he wants to try.
|
Upgrading a Trial Subscription
You can upgrade a trial subscription to a paid subscription by selecting the "Upgrade Trial to Paid" action from the Shortcuts menu.
This action will display the following pop-up for defining:
- The upgrade date.
- If the paid subscription will be monthly or annually
- The number of licenses
- How the licenses will be billed
| Rw ui textbox macro | ||
|---|---|---|
| ||
The Upgrade action is available for inactive trial subscriptions too. |
Table of Contents
| Table of Contents | ||
|---|---|---|
|