Customers page for MCI engagements

Appropriate roles: Incentives admin | Incentives user

Note

This is only applicable for partner activity (Build Intent engagements).

The Customers page sorts customer associations for each engagement by eligible, ineligible, and complete. Each engagement’s customers page is populated with all the customers who have provided consent to you for any previous engagement claim.

  • The Eligible tab shows all the customers who are eligible for the engagement.
  • The Ineligible tab shows all customers who are ineligible for the engagement for one of three reasons:
    • The customer doesn't meet the eligibility criteria for this engagement,
    • The customer has given consent to another partner for this engagement, or
    • The customer has already participated in the engagement with another partner.
  • The Complete tab shows all customers with whom you've completed this engagement. You can see the details of your claim by selecting the claim number under the claim ID column.

For any engagement, you're required to either add a customer or claim a customer (not both).

Add a customer

  1. Select + Add customer from the Customers page of the relevant engagement using the Eligible tab.

  2. Select a Microsoft Cloud Partner Program location ID for the engagement and provide the customer’s domain. Only Microsoft Cloud Partner Program location IDs that are enrolled in the MCI program, are eligible for this engagement, and for which your Partner Center user profile has incentive user or admin permissions will be available to select. If an eligible customer tenant ID can't be automatically derived from the customer's email address, you may need to manually enter the eligible tenant ID or TPID. Select Next.

    • If you don't provide a tenant ID or top parent ID (TPID) for the customer, the system will derive the tenant ID from the customer domain. It will then run the customer eligibility check.
    • Customer eligibility checks are performed on the specific Tenant ID or TPID value provided in this step. The eligibility status of any given Tenant ID or TPID does not automatically cascade to any other Tenant IDs or TPIDs owned by that same customer.
    • If the customer tenant ID can't be found using the email address, you'll be prompted to provide the customer's tenant ID/TPID.
    • If the customer is only eligible via their TPID, or only eligible via a tenant ID that isn’t associated with their email domain, then you will need to provide their eligible TPID or tenant ID.
    • If you provide a tenant ID, the system will check whether it matches the customer’s email domain. If a mismatch is found, the system will ask you to provide a reason.
  3. Choose the engagements for which you'd like to add the customer. Only those engagements can be selected for which both you and your customer are eligible. Select Next.

  4. Provide the customer’s email and contact information, along with contact information for your own company. Then select Next.

  5. Review the information and select Add customer. You'll get confirmation that the customer has been added.

You should now see the customer you've added on the respective Customers pages for the engagements selected in step 3.

Claim a customer

The Eligible tab on the Customers page will be pre-populated with a list of customers who are known to you, the partner, through other active or completed engagements. You can initiate an engagement with any of these customers.

  1. Select Claim customer from the Action column.

  2. Choose a Microsoft Cloud Partner Program location ID for the engagement. Only the Microsoft Cloud Partner Program location IDs that are enrolled in the MCI program and that are eligible for this engagement will appear. Select Next.

  3. Choose the engagements you’d like to add, then select Next.

  4. Provide the customer’s email and contact information, along with contact information for your own company. Then select Next.

  5. Review the information and select Add customer. You'll get confirmation that the customer has been claimed.

If you want to conduct an engagement with a customer, then you need to ask the customer for consent, which is their agreement to participate in the engagement. You’ll have a defined number of days based on the specific engagement to obtain consent after adding or claiming the customer.

  1. Select Send customer consent email from the Action column.
  2. Review and update, if required, the already provided customer's email and contact information, along with contact information for your own company. Then select Next.
  3. Review the details and select Send for consent. An email will be sent to the customer so that they can accept or decline the engagement.
    • If you haven’t received consent, you can send a reminder by clicking the Re-send email for customer consent link under the Action column.
    • If a customer was newly added but declines participation in the engagement, or doesn't respond within the required timeline, they'll no longer appear on the Customers page for that engagement.

Once the customer provides consent, you must submit your claim within the timeline defined per engagement type.

Next steps

Submit a workshop claim

MCI engagements overview and eligibility

Use these resources to help you get started with incentives

Determine your incentives program eligibility

Enrollment and user management in the incentives program