CPOR ProofOfExecution Template
CPOR ProofOfExecution Template
CPOR ProofOfExecution Template
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
Domain Name
Customer
Tenant ID
* Project Name
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
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.
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:
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
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):
Adoption & Change ☐Exchange Online ☐Azure Active Directory Premium (AADP)
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
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):
OSA-Sell (Business Applications / Usage (M365 & Business Applications) POE Template - Page 4 of 4