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Create a Dynamics 365 Operations Apps offer

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This article describes how to create a Dynamics 365 Operations Apps offer. This offer type is an enterprise resource planning (ERP) service that supports advanced operations, finance, manufacturing, and supply chain management. All offers for Dynamics 365 go through our certification process.

Before you start, create a commercial marketplace account in Partner Center and ensure it is enrolled in the commercial marketplace program.

Before you begin

Before you can publish a Dynamics 365 Operations 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 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.

    Illustrates the Marketplace offers tile on the Partner Center Home page.

  3. On the Marketplace offers page, select + New offer > Dynamics 365 Operations Apps.

    Screenshot of the 'New offer' button on the Marketplace offers page, highlighting the Dynamics 365 Operations Apps offer type.

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, and is limited to 40 characters. For example, if you enter test-offer-1, the offer web address will be https://azuremarketplace.microsoft.com/marketplace/../test-offer-1.
    • 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

For How do you want potential customers to interact with this listing offer?, select Contact me.

Collect customer contact information by connecting your Customer Relationship Management (CRM) system. The customer will be asked for permission to share their information. These customer details, along with the offer name, ID, and marketplace source where the customer found your offer, will be sent to the CRM system that you've configured. 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:

  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.

Business Applications ISV Program

Your offer is initially enrolled in the Standard tier.

Before publishing your offer, complete the Co-sell module.

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

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