CPOR ProofOfExecution Template

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Valid for use in the following programs:

OSA Sell – Business Applications


Usage – M365 & Business Applications

POE Template
POE gives Microsoft the opportunity to validate that partners have been involved in driving Usage (OSU) growth and/or
have engaged in Pre-Sales (OSA) activities. POE ensures the right partners are rewarded for investing their resources to
drive world class solutions for our shared customers and prospects. The purpose of this template is to assist Partners in
providing POE that contains all requisite elements of an approvable claim. If you have existing documentation that contains
the elements of valid POE it can be submitted in lieu or in support of this template.
• Usage of this template is recommended when submitting CPOR claims for OSA and OSU association.
• Alternate POE documents are acceptable if all requisite elements are included.
• Program and policy resources available here: https://partner.microsoft.com/membership/partner-incentives
POE Template Instructions:
Section 1: Fill out all information in the Partner and Customer Information section. Ensure that the Customer
information matches the information entered in your CPOR claim in Partner Center.
Section 2: Provide valid customer acknowledgment dated within 12 months of claim submission.
Section 3: Provide details on engagement activities & supporting documentation.
Section 4: (Usage Only): Select product(s)/workload(s) by activity type. If solution area is Business Apps, please check
Business applications and specify product names in space provided.
Section 1: Partner and Customer Contact Information
*Denotes optional fields. All fields are required unless stated otherwise.

Partner
Company Name

Customer
Company Name

Customer Signatory Name (printed)

Customer Signatory Role or Job Title

Customer
Domain Name

Customer
Tenant ID

* Project Name

Section 2: Customer Acknowledgment*


*Customer acknowledgement must be dated within 12 months of claim submission. Applicable for Dates Signed field below.

Customer Signature Date Signed

Public Sector Disclosure (Public Sector customers in U.S and Puerto Rico only): By signing this document, the customer listed in
Section 1 acknowledges that partner listed in Section 1 will seek association to our Microsoft Customer Tenant ID under the
Microsoft Partner Incentives program, and that as part of their association, the partner may receive monetary fees, commission or
compensation from Microsoft in connection with the services provided to the customer.
(Public Sector) Customer initials here: _____________

OSA-Sell (Business Applications / Usage (M365 & Business Applications) POE Template - Page 1 of 4
Valid for use in the following programs:
OSA Sell – Business Applications
Usage – M365 & Business Applications

Section 3: Scope of Work Details


3.1 – [OSA Pre-Sales, Usage]

Customer Subscription Information Disclosure (Business Applications Only)

By signing this document on Page 1, the customer listed in Section 1, Page 1 agrees that Microsoft can share customer subscription
information with the partner listed in Section 1, Page 1 only for the purposes of becoming claiming partner of record.

Customer initials here: ______

3.2 – [OSA Pre-Sales – Required]

Provide Business Apps


(Dynamics/PowerBI) product name(s)
and subscription IDs.

• Specify whether the customer is


purchasing the product for the first
time, migrating from on-premise
to cloud (including dual licensing),
or adding additional seats to an
existing subscription.

3.3 – [OSA Pre-Sales, Usage – Required]

Describe the customer’s specific


business need and/or benefit for the
solution using the claimed
product(s)/workload(s)

3.4 – [OSA Pre-Sales – Required]

Describe or provide documentation for:

• Pre-Sales activities and work which


led to the seats being purchased
under the agreement

3.5 – [Usage – Required]

Describe or provide documentation for:

• Specific work influencing the


customer’s usage of the claimed
product(s)/ workload(s)

3.6 – [OSA Pre-Sales, Usage – Recommended]: Provide supporting documentation demonstrating your claimed work activity.
If the nature of the work changes over the course of the engagement, be sure to provide updated POE to maintain POR
association. Examples of acceptable materials include but are not limited to:

• Statement of work • Support logs • Deployment roadmaps • Milestones


• Solution architecture • Visual diagrams • Migration plans • Timelines
• Service tickets • BREP Partner • Service descriptions • User counts

OSA-Sell (Business Applications / Usage (M365 & Business Applications) POE Template - Page 2 of 4
Valid for use in the following programs:
OSA Sell – Business Applications
Usage – M365 & Business Applications

Section 4 (Usage Only): Select activity type and product(s)/workload(s)

Deployment & Implementation ☐Exchange Online ☐Azure Active Directory Premium (AADP)
☐SharePoint Online ☐Azure Advanced Threat Protection (AATP)
For example, but not limited to: Hands-On
☐Microsoft 365 Apps ☐Office Advanced Threat Protection (OATP)
Deployment, Installation & Provisioning,
Solution Design & Execution, Configuration, ☐Outlook Mobile ☐Microsoft Cloud App Security (MCAS)
Customization ☐Teams Platform ☐Microsoft Defender Advanced Threat Protection (MDATP)
☐Teams Meetings ☐Microsoft Information Protection (MIP)
☐Teams Phone System ☐Microsoft Intune
☐Teams ☐Yammer
☐Business Applications (Specify product names):

Migrations ☐Exchange Online ☐Azure Active Directory Premium (AADP)


☐SharePoint Online ☐Azure Advanced Threat Protection (AATP)
For example, but not limited to: On-Premises
☐Microsoft 365 Apps ☐Office Advanced Threat Protection (OATP)
to Cloud, Tenant to Tenant, Transition from
other cloud services to Microsoft Cloud ☐Outlook Mobile ☐Microsoft Cloud App Security (MCAS)
Services ☐Teams Platform ☐Microsoft Defender Advanced Threat Protection (MDATP)
☐Teams Meetings ☐Microsoft Information Protection (MIP)
☐Teams Phone System ☐Microsoft Intune
☐Teams ☐Yammer
☐Business Applications (Specify product names):

Adoption & Change ☐Exchange Online ☐Azure Active Directory Premium (AADP)

Management ☐SharePoint Online ☐Azure Advanced Threat Protection (AATP)


☐Microsoft 365 Apps ☐Office Advanced Threat Protection (OATP)
For example, but not limited to: Substantial
☐Outlook Mobile ☐Microsoft Cloud App Security (MCAS)
Admin & User Training, Significant
Workshops and Transitional Support ☐Teams Platform ☐Microsoft Defender Advanced Threat Protection (MDATP)
☐Teams Meetings ☐Microsoft Information Protection (MIP)
☐Teams Phone System ☐Microsoft Intune
☐Teams ☐Yammer
☐Business Applications (Specify product names):

Remote Guidance ☐Exchange Online ☐Azure Active Directory Premium (AADP)


☐SharePoint Online ☐Azure Advanced Threat Protection (AATP)
For example, but not limited to: Phone &
☐Microsoft 365 Apps ☐Office Advanced Threat Protection (OATP)
Email Guidance, Supporting & Guiding
Customer’s Own Deployment or Migration ☐Outlook Mobile ☐Microsoft Cloud App Security (MCAS)
Activities ☐Teams Platform ☐Microsoft Defender Advanced Threat Protection (MDATP)
☐Teams Meetings ☐Microsoft Information Protection (MIP)
☐Teams Phone System ☐Microsoft Intune
☐Teams ☐Yammer
☐Business Applications (Specify product names):

OSA-Sell (Business Applications / Usage (M365 & Business Applications) POE Template - Page 3 of 4
Valid for use in the following programs:
OSA Sell – Business Applications
Usage – M365 & Business Applications

Section 4 (Usage Only): Select activity type and product(s)/workload(s)

Pilots ☐Exchange Online ☐Azure Active Directory Premium (AADP)


☐SharePoint Online ☐Azure Advanced Threat Protection (AATP)
For example, but not limited to: Designing &
☐Microsoft 365 Apps ☐Office Advanced Threat Protection (OATP)
Launching Limited Pilot Programs to Test
Solution for Customer, Reporting on Pilot ☐Outlook Mobile ☐Microsoft Cloud App Security (MCAS)
Outcomes) ☐Teams Platform ☐Microsoft Defender Advanced Threat Protection (MDATP)
☐Teams Meetings ☐Microsoft Information Protection (MIP)
☐Teams Phone System ☐Microsoft Intune
☐Teams ☐Yammer
☐Business Applications (Specify product names):

Advisory Services & Planning ☐Exchange Online ☐Azure Active Directory Premium (AADP)
☐SharePoint Online ☐Azure Advanced Threat Protection (AATP)
For example, but not limited to: Analyzing
☐Microsoft 365 Apps ☐Office Advanced Threat Protection (OATP)
Customer’s Current State, Recommending
Solution or Implementation Plan ☐Outlook Mobile ☐Microsoft Cloud App Security (MCAS)
☐Teams Platform ☐Microsoft Defender Advanced Threat Protection (MDATP)
☐Teams Meetings ☐Microsoft Information Protection (MIP)
☐Teams Phone System ☐Microsoft Intune
☐Teams ☐Yammer
☐Business Applications (Specify product names):

Customer Support ☐Exchange Online ☐Azure Active Directory Premium (AADP)


☐SharePoint Online ☐Azure Advanced Threat Protection (AATP)
For example, but not limited to: End User
☐Microsoft 365 Apps ☐Office Advanced Threat Protection (OATP)
Support for Existing Solutions, Request Based
Tickets, Calls, Emails, Managed Services ☐Outlook Mobile ☐Microsoft Cloud App Security (MCAS)
☐Teams Platform ☐Microsoft Defender Advanced Threat Protection (MDATP)
☐Teams Meetings ☐Microsoft Information Protection (MIP)
☐Teams Phone System ☐Microsoft Intune
☐Teams ☐Yammer
☐Business Applications (Specify product names):

Other ☐Exchange Online ☐Azure Active Directory Premium (AADP)


☐SharePoint Online ☐Azure Advanced Threat Protection (AATP)
Please Specify.
☐Microsoft 365 Apps ☐Office Advanced Threat Protection (OATP)
☐Outlook Mobile ☐Microsoft Cloud App Security (MCAS)
☐Teams Platform ☐Microsoft Defender Advanced Threat Protection (MDATP)
☐Teams Meetings ☐Microsoft Information Protection (MIP)
☐Teams Phone System ☐Microsoft Intune
☐Teams ☐Yammer
☐Business Applications (Specify product names):

OSA-Sell (Business Applications / Usage (M365 & Business Applications) POE Template - Page 4 of 4

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