Create a Dynamics 365 apps on Dataverse and Power Apps offer

This article describes how to create a Dynamics 365 apps on Dataverse and Power Apps offer.

Before you begin

Before you can publish a Dynamics 365 apps on Dataverse and Power Apps offer, you must have a commercial marketplace account in Partner Center and ensure your account is enrolled in the commercial marketplace program. See Create a commercial marketplace account in Partner Center and Verify your account information when you enroll in a new Partner Center program.

Review Plan a Microsoft Dynamics 365 offer. It will explain the technical requirements for this offer and list the information and assets you'll need when you create it.

Create a new offer

1. Sign in to Partner Center.

2. On the Home page, select the Marketplace offers tile.

   

3. On the Marketplace offers page, select + New offer > Dynamics 365 apps on Dataverse and Power Apps.

Important

After an offer is published, any edits you make to it in Partner Center appear on Microsoft AppSource only after you republish the offer. Be sure to always republish an offer after changing it.

New offer

1. Enter an Offer ID. This is a unique identifier for each offer in your account.

   • This ID is visible to customers in the web address for the offer and in Azure Resource Manager templates, if applicable.
   • Use only lowercase letters and numbers. The ID can include hyphens and underscores, but no spaces. The combined sum of the Offer ID and Publisher ID is limited to 40 characters. For example, if your Publisher ID is testpublisherid and you enter test-offer-1, the offer web address will be https://appsource.microsoft.com/product/dynamics-365/testpublisherid.test-offer-1. In this case, the segment, "testpublisherid.test-offer-1" is 28 characters long, which is within the 40-character limit.
   • The Offer ID can't be changed after you select Create.

2. Enter an Offer alias. This is the name used for the offer in Partner Center.

   • This name isn't used on AppSource. It is different from the offer name and other values shown to customers.
   • This name can't be changed after you select Create.

3. Associate the new offer with a publisher. A publisher represents an account for your organization. You might have a need to create the offer under a particular publisher. If you don't, you can simply accept the publisher account you're signed in to.

   Note

   The selected publisher must be enrolled in the Commercial Marketplace program and can't be modified after the offer is created.

4. Select Create to generate the offer. Partner Center opens the Offer setup page.

Alias

Enter a descriptive name that we'll use to refer to this offer solely within Partner Center. The offer alias (pre-populated with what you entered when you created the offer) won't be used in the marketplace and is different than the offer name shown to customers. If you want to update the offer name later, see the Offer listing page.

Setup details

1. On the Offer setup page, choose one of the following options:

   • Select Yes to sell through Microsoft and have Microsoft host transactions on your behalf.

     If you choose this option, the Enable app license management through Microsoft check box is enabled and can't be changed.

   • Select No, if you prefer to only list your offer through the marketplace and process transactions independently.

     If you choose this option, you can use the Enable app license management through Microsoft check box to choose whether or not to enable app license management through Microsoft. For more information, see ISV app license management.

2. To let customers run your app's base functionality without a license and run premium features after they've purchased a license, select the Allow customers to install my app even if licenses are not assigned box. If you select this second box, you need to configure your solution package to not require a license.

3. If you chose No in step 1 and chose not to enable app license management through Microsoft, then you can select one of the following:

   • Get it now (free) – List your offer to customers for free.

   • Free trial (listing) – List your offer to customers with a link to a free trial. The trial experience lets users deploy your solution to a live Dynamics 365 environment. Offer listing free trials are created, managed, and configured by your service and do not have subscriptions managed by Microsoft.

     Note

     The tokens your application will receive through your trial link can only be used to obtain user information through Microsoft Entra ID to automate account creation in your app. Microsoft accounts aren't supported for authentication using this token.

   • Contact me – Collect customer contact information in the Referrals workspace in Partner Center. You can also connect your customer relationship management (CRM) system to manage leads there.

     Note

     Connecting to a CRM system is optional. For more information about configuring your CRM, see Customer leads.

Test drive

Note

Please notice: Test Drive has already been deprecated. As an alternative to Test Drives, we encourage you to consider transitioning to Free Trials, which provides the opportunity for customers to fully engage with your product using their personalized settings and configurations, meeting their specific requirements. We recommend that you remove Test Drives from your offers and clean up your test drive environments.

A test drive is a great way to showcase your offer to potential customers by giving them access to a preconfigured environment for a fixed number of hours. Offering a test drive results in an increased conversion rate and generates highly qualified leads. To learn more, start with What is a test drive?.

Tip

A test drive is different from a free trial. You can offer either a test drive, free trial, or both. They both provide customers with your solution for a fixed period-of-time. But, a test drive also includes a hands-on, self-guided tour of your product's key features and benefits being demonstrated in a real-world implementation scenario.

To enable a test drive, select the Enable a test drive check box and select the Type of test drive. You will configure the test drive later. To remove test drive from your offer, clear this check box.

Customer leads

When a customer expresses interest or deploys your product, you'll receive a lead in the Referrals workspace in Partner Center.

You can also connect the product to your customer relationship management (CRM) system to handle leads there.

Note

Connecting to a CRM system is optional.

To configure the lead management in Partner Center:

1. Under Customer leads, select the Connect link.

2. In the Connection details dialog box, select a lead destination.

3. Complete the fields that appear. For detailed steps, see the following articles:

   • Configure your offer to send leads to the Azure table
   • Configure your offer to send leads to Dynamics 365 Customer Engagement (formerly Dynamics CRM Online)
   • Configure your offer to send leads to HTTPS endpoint
   • Configure your offer to send leads to Marketo
   • Configure your offer to send leads to Salesforce

4. To validate the configuration you provided, select the Validate link.

5. Select Connect.

   For more information, see Customer leads from your commercial marketplace offer.

6. Select Save draft before continuing to the next tab in the left-nav menu, Properties.

Related content

• Configure offer properties
• Offer listing best practices