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Leads FAQ

Appropriate roles: Business profile admin | Referrals admin

Must I configure a lead destination endpoint to receive leads in Partner Center?

No. Leads for offers published through commercial marketplace are delivered to Partner Center irrespective of whether a lead destination end point is configured.

What happens to the existing lead destination configuration? Do we need to take any action?

Leads for offers are delivered to both the lead destination endpoints and to Partner Center. No action is required from your company. If you're using Azure table storage or HTTPS endpoint, we recommend that you start using Partner Center to get the leads. You can also use Excel to download leads in Partner Center.

How can I differentiate between marketplace leads generated for by business profiles and commercial marketplace offers?

You can use the Offer type filter to view business profile leads (Profile leads option) or commercial marketplace offer (Offer leads option).

Our company moved offers from the Microsoft One Commercial Partner Go to Market (OCP GTM) portal to the commercial marketplace program. Will we receive leads for our offers?

Yes. As long as an offer is listed on the Microsoft marketplace (AppSource, Azure Marketplace, Azure portal marketplace), leads are delivered to Partner Center.

Will we receive additional information, such as a lead quality score, in the existing lead configuration endpoints?

No. All the other data is available only through the Partner Center interfaces and not the existing lead destination endpoints.

There aren't any leads with the Free trial call-to-action. Is there a problem with my Partner Center account?

Because the same action code ("INS") is used for both Get it now and Free trial calls-to-action, they aren't differentiated. This code wasn't changed to ensure that partners who configured their CRM endpoints aren't affected. Free trial and Get it now actions will be differentiated in a future release.

We're a high volume leads partner. Are there any other alternatives to using the Partner Center?

Yes. Marketplace leads information is available from the Partner Center as a .CSV file export, and through the Partner Center APIs. This capability will be added to the bi-directional Power Automate connectors in the future.

What role do I need to view leads in Partner Center?

You need the Referrals admin role at global scope to view leads in Partner Center. You can ask your Account admin in Partner Center to give you that role.

To find your company's account admin:

  1. Sign in to Partner Center and select the Settings (gear) icon.
  2. Select User management on the left navigation panel.
  3. Select Filter next to the search box in the User management page.
  4. Select Account admin from the filter list.

You can contact any of the Account admins displayed in the list to request the Referral admin role.

Why am I not seeing leads in Partner Center?

Ensure that you're a Referral admin in Partner center.

Check if your offer is published and live on AppSource, Azure portal, or Azure Marketplace. (Preview offer links don't generate leads.)

Sign in to Partner Center and select Referrals to see if any leads are displayed.

Important

If there is a preferred email setup in the Action center preferences, as mentioned in the Update preferred email section of the article Partner Center account setup, the preferred email setup will take precedence over the business profile settings mentioned above.

How do I unsubscribe from lead notification email?

You can't unsubscribe from lead notification email because it has important information about your customers. However, you can configure rules in your email inbox to send to notifications to a separate folder. For more information, see Manage email messages by using rules.

I can't access the Marketplace leads tab. What should I do?

Verify that you're a Referral admin.

Verify that you're enrolled in the Microsoft AI Cloud Partner Program and have access to the Referrals workspace in Partner Center. (To get access to Partner Center, contact your admin.)

I see an empty Marketplace leads tab. What do I do now?

Check if you have any offers published live in the marketplace (at AppSource, Azure Marketplace, or Azure portal).

Generate a test lead. (See the following question and image.) If you can successfully generate a test lead but still have an empty Marketplace leads tab, contact support.

How do I send a test lead to my CRM system?

After your offer is published, select the Validate button as shown in the image.

Screenshot of validating an offer by sending a test email with the Validate button highlighted.

I have a CRM system. How do I configure leads to be delivered there?

Leads can be delivered to several CRM systems, including Dynamics 365 Customer Engagement and Salesforce CRM. For more information, see Configure lead management for Dynamics 365 Customer Engagement.

I stopped receiving leads at my Partner Center instance. What should I do?

  • Make sure that your offer is live in the marketplace. (Preview offer links don't generate leads.)

  • Generate a test lead and ensure that the lead destination is configured correctly.

See also