Microsoft Partner Network Online Services Internal Use Rights Transition Guide Contents Microsoft Partner Network ........................................................................................................................... 1 Online Services Internal Use Rights Transition Guide ................................................................................... 1 Introduction to the online services internal use rights transition guide .................................................. 3 Analyzing your cloud IUR benefits ............................................................................................................ 3 What actions do I need to take in order to retain current online benefits .............................................. 3 How to earn more licenses ....................................................................................................................... 4 Preparing to obtain licenses ..................................................................................................................... 4 Office 365 .................................................................................................................................................. 5 Transitioning IUR prior to expiration of the current IUR subscription ................................................. 5 Adding seats to your subscription......................................................................................................... 8 Transitioning IUR after the expiration of the current IUR subscription.............................................. 10 CRM Online ............................................................................................................................................. 11 Commerce Transaction Platform Transitioning Please read prior to taking CRM IUR transition steps! ................................................................................................................................................... 11 Transitioning IUR prior to expiration of the current IUR subscription ............................................... 12 Adding seats to your subscription....................................................................................................... 18 Transitioning IUR after the expiration of the current IUR subscription.............................................. 21 Transitioning Discounted Offers ......................................................................................................... 22 Non-Production instances and additional storage ............................................................................. 24 Windows Intune ...................................................................................................................................... 29 Windows Azure ....................................................................................................................................... 29 Additional Program Resources................................................................................................................ 29 Other Program Guides ........................................................................................................................ 29 Software and Cloud Services License Tables ...................................................................................... 29 Online Resources ................................................................................................................................ 29 Introduction to the online services internal use rights transition guide This guide is intended to provide you with information and instructions to support you during the transition of the online services internal use rights (IUR) benefits your organization had acquired as a member of the Cloud Essentials and Cloud Accelerate programs, as well as Small Business competency and additional CRM licenses. Specific guidelines are provided for transitioning of each online service internal use right licenses offered, as a part of the Microsoft Partner Network benefit (MPN). For more information on program and benefit changes, please visit the MPN Internal Use Rights page. Analyzing your cloud IUR benefits Beginning on February 24, 2014, the guidelines for earning online services IURs have changed.In order to obtain in-depth information on program benefit levels and benefit changes, please visit the MPN Internal Use Rights page. In order to understand specific usage guidelines for each product, please visit the Product Usage Guide. What actions do I need to take in order to retain current online benefits Office 365 1.Obtain and redeem new keys by June 30, 2014 2.Obtain additional licenses, if needed 3.Reassign users, if needed CRM Online 1.Ensure your existing subscription has been transitioned from Commerce Transaction Platform to Microsoft Online Services Platform 2.Obtain and redeem new keys by June 30, 2014 3.Obtain additional licenses, if needed 4.Reassign users, if needed Windows Intune 1.Windows Intune benefit transition will begin in April, 2014. 2.Obtain and redeem new keys by June 30, 2014 3.Obtain additional licenses, if needed 4.Reassign users, if needed Windows Azure No action is needed - Windows Azure benefits and benefit provisioning mechanisms are not changing at this time. How to earn more licenses Today I am enrolled inWhat are my options for obtaining additional benefits? Network Member with Cloud Essentials 1.Earn a Microsoft Action Pack Subscription (MAPS) 2.Earn a Microsoft competency 3.Purchase discounted seats for CRM Online 4.Purchase additional seats through the Purchase Services section of the Office 365 Admin center Cloud Essentials and Cloud Accelerate with MAPS 1.Subscribe to a MAPS in a second country (if applicable) 2.Earn a Microsoft competency 3.Purchase discounted seats for CRM Online 4.Purchase additional seats through the Purchase Services section of the Office 365 Admin center Cloud Essentials and Cloud Accelerate with a Silver competency 1.Purchase an additional Silver competency toolkit 2.Earn a Gold competency 3.Purchase discounted seats for CRM Online 4.Purchase additional seats through the Purchase Services section of the Office 365 Admin center Cloud Accelerate with a Gold competency 1.Purchase an additional Gold competency toolkit 2.Purchase discounted seats for CRM Online 3.Purchase additional seats through the Purchase Services section of the Office 365 Admin center Small Business Silver competency 1.Purchase an additional Silver competency toolkit 2.Earn a Gold competency 3.Purchase discounted seats for CRM Online 4.Purchase additional seats through the Purchase Services section of the Office 365 Admin center Small Business Gold competency1.Purchase an additional Gold competency toolkit 2.Purchase discounted seats for CRM Online 3.Purchase additional seats through the Purchase Services section of the Office 365 Admin center Preparing to obtain licenses Cloud services require a product key for installation and/or activation.Product keys for cloud services may also be referred to as tokens. Both product keys and tokens have a unique series of 25 characters consisting of five sets of five alphanumeric characters; this is also referred to as the 5X5 product key.Keys are issued per organization and not per end-user of the organization. Please note that at this time Windows Intune and Windows Azure do not require 5X5 keys to redeem the benefit. Keys are distributed through partner digital download site.Users must be granted proper privileges in order to log into the site.Privileges are managed by your organizations MPN administrator. For more information on how to assign privileges, refer to the Program Administrator Guide. For more information on using the partner digital download site, refer to the Program End-User Guide Office 365Transitioning IUR prior to expiration of the current IUR subscription Please note O365 benefits are only available to partners in geographies where O365 is available.For all other geographies, these benefits will not be applicable until O365 is available in those geographies.Refer to Microsoft Online Services International Availability for details. Australian Partners: To access your Office 365 Internal Use Rights licenses prior to April 2, 2014, please click here.Please refer to the specific transition guidance for Australia. 1.Log into the partner digital download site and navigate to the Microsoft Online Services tab 2.Select Microsoft Office 365 and view the keys applicable to your program membership 3.Select the link at the bottom of the page and navigate to the Microsoft Office 365 key redemption portal, sign in and follow the redemption wizard. 4.When you enter your tokens on the key redemption portal, you will be given an option to either add more seats or extend your subscription.To be compliant with the Microsoft Partner Network terms of use, you must select to add more seats.Your organization will not be compliant, if you select to extend your subscription.Each token may only be activated one-time.Once a token has been activated for seats on a tenant, those seats may not be moved to another tenant. 5.Once your new IUR subscription is successfully added, you will see at least two active subscriptions within the Licensing tab of your Office 365 Admin Center.The first subscription is your original IUR subscription, which will be expiring on June 30th, 2014.The second is your newly added IUR subscription, which will expire 12 months from the date it is activated. 6.While the subscriptions have different activation dates, the licenses are for the same Office 365 E3 subscription.Therefore, the licenses will pool together until the original IUR subscription is expired.You will see 275 seats in this example: 7.If your organization does not require any additional licenses beyond those provided by your current MPN program, there is no further action needed. a.Users who are assigned licenses under the original IUR E3 subscription will migrate to the new subscription and no user reassignment is needed. Adding seats to your subscription Please Note: if the number of users in your original IUR subscription exceeds the number of licenses granted with your new subscription, you must obtain additional licenses, or un-assign current users.If you do not take one of these steps, all users under your tenant will lose access to the system 30 days after your original IUR subscription expires. Your organizations Office 365 administrator will be alerted of the need to reconcile users via system messages.Email reminders will also be sent to the administrator well in advance of subscription expiration. 1.If your organization requires additional licenses, you will need to obtain those through one of these paths. a.If you intent to obtain additional toolkits, or upgrade your competency, your additional licenses will be provided in the same location within the partner digital download siteb.You will enter the keys within the Microsoft Office 365 key redemption portal in the same manner as the original keys. c.If you intent to purchase additional licenses, you may do so within the Purchase Services section of the Office 365 Admin center. i.If you purchase seats for the same E3 plan, as your current IUR subscription, no user reassignment is needed ii.If you purchase seats for a different plan, you will need to reassign users.If you do not take one of these steps, all users under your tenant will lose access to the system 30 days after your original IUR subscription expires. Transitioning IUR after the expiration of the current IUR subscription Following expiration of you subscription, you may still be able to transition your subscription. 1.If your original IUR subscription expired within the past 30 days a.Your subscription is considered In Grace period.During this time, all users still have access to their services and data.Transitioning during this period is the same as transitioning prior to subscription expiration 2.If your original IUR subscription expired at least 30, but no more than 120 days ago a.Your subscription is considered Disabled.During this time, no users will have access to their services, or data.The Office 365 Administrators will still be able to access the subscription, licensing and users section of the Office 365 admin center. The Office 365 Administrators will be able to add subscriptions and reconcile users during this time.All data will be retained until 120 days following subscription expiration. 3.If your original IUR subscription expired more than 120 days ago a.Your subscription is considered Deleted.During this time, no users, or administrators will have access to the subscription.All data will be deleted and transitioning is not supported. CRM Online Commerce Transaction Platform Transitioning Please read prior to taking CRM IUR transition steps! Partners on the Commerce Transaction Platform (CTP) for Dynamics CRM Online MUST NOT enable their new benefits until their transition to the Microsoft Online Services environment is complete. Partners who enable their new Dynamics CRM internal use rights benefits before their platform transition is complete will have two separate Dynamics CRM Online tenants on the Microsoft Online Services portal and a requirement to migrate data manually. Please note that Microsoft does not currently provide tools to support online data migration.To determine which platform you are on for Dynamics CRM Online, please follow the guidance below:Partners who are on the Commerce Transaction Platform will log in with a user ID that follows this format - youremail@live.comPartners who are on the Microsoft Online Services portal will log in with a user ID that follows this format youremail@yourorg.onmicrosoft.comFor more information on the Commerce Transaction Platform to Microsoft Online Services platform transition please go here.Support issues associated with the platform transition should be directed to CRMOLTransitionReq@microsoft.com If you have activated your IUR tenant prior to being transitioned from the CTP platform, you will have two tenants.If you would like to consolidate your tenants, you will need to take the following steps: A.For the sales account, contacts, and leads information, a partner can follow the instruction on how to import these data on Import data best bets web page B.For migrating users from one tenant to another one, Following steps are required 1.The new tenant need to have enough CRMOL licenses for the users that will be migrated. (We may need to grants additional CRMOL keys for partners who will be impacted through exception management process) 2.A partner need to manually create the users in the desired tenant. 3.Appropriate data import should map the data to the correct users (refer to #A above) Transitioning IUR prior to expiration of the current IUR subscription Please note CRM Online benefits are only available to partners in geographies where Microsoft Dynamics CRM Online is available.For all other geographies, these benefits will not be applicable until Microsoft Dynamics Online is available in those geographies.Refer to the Microsoft Dynamics CRM Online Licensing and Pricing Guide for availability by geography. AUSTRALIAN PARTNERS:To access your CRM Online internal use rights licenses before April 2, 2014, please click here. 1.Log into the partner digital download site and navigate to the Microsoft Online Services tab 2.Select CRM Online and view the keys applicable to your program membership 3.Select the link at the bottom of the page and navigate to the Microsoft Office 365 key redemption portal, sign in and follow the redemption wizard. 4.When you enter your tokens on the key redemption portal, you will be given an option to either add more seats or extend your subscription.To be compliant with the Microsoft Partner Network terms of use, you must select to add more seats.Your organization will not be compliant, if you select to extend your subscription.Each token may only be activated one-time.Once a token has been activated for seats on a tenant, those seats may not be moved to another tenant. 5.Once your new IUR subscription is successfully added, you will see at least two active subscriptions within the Licensing tab of your Office 365 Admin Center.The first subscription is your original IUR subscription, which will be expiring on June 30th, 2014.The second is your newly added IUR subscription, which will expire 12 months from the date it is activated. 6.These subscriptions have different activation dates, and are providing you with access to different CRM OL plans.Therefore, the licenses will not pool together.You will see 250 seats, based on the original IUR subscription, as we as new seats the number will vary based on your program membership (25 in the example below): 7.If your organization does not require any additional licenses beyond those provided by your current MPN program, you may proceed with the next step reassigning users. a.If users are not reassigned to the new subscription, they will not be able to access CRM OL after the current subscription is expired Adding seats to your subscription Please Note: if the number of users in your original IUR subscription exceeds the number of licenses granted with your new subscription, you must obtain additional licenses, or un-assign current users.If you do not take one of these steps, all users under your tenant will lose access to the system 30 days after your original IUR subscription expires. Your organizations Office 365 administrator will be alerted of the need to reconcile users via system messages.Email reminders will also be sent to the administrator well in advance of subscription expiration. 1.If your organization requires additional licenses, you will need to obtain those through one of these paths. a.If you intent to obtain additional toolkits, or upgrade your competency, your additional licenses will be provided in the same location within the partner digital download siteb.You will enter the keys within the Microsoft Office 365 key redemption portal in the same manner as the original keys. c.If you intent to purchase additional licenses at the discounted $45 offer, you will need to request additional seats by completing the request form.Once the service center has received your form, you will be contacted by an agent and will receive a link to activate your seats.Please note that there is a 100 seat WW maximum on purchase of discount seats. d.If you intent to purchase additional licenses at the regular price, you may do so within the Purchase Services section of the Office 365 Admin center. i.If you purchase seats for the same Microsoft Dynamics CRM Online Professional plan, as your current IUR subscription, no user reassignment is needed ii.If you purchase seats for a different plan, you will need to reassign users.If you do not take one of these steps, all users under your tenant will lose access to the system 30 days after your original IUR subscription expires.

Transitioning IUR after the expiration of the current IUR subscription Following expiration of you subscription, you may still be able to transition your subscription. 1.If your original IUR subscription expired within the past 30 days a.Your subscription is considered In Grace period.During this time, all users still have access to their services and data.Transitioning during this period is the same as transitioning prior to subscription expiration 2.If your original IUR subscription expired at least 30, but no more than 120 days ago a.Your subscription is considered Disabled.During this time, no users will have access to their services, or data.The Office 365 Administrators will still be able to access the subscription, licensing and users section of the Office 365 admin center. The Office 365 Administrators will be able to add subscriptions and reconcile users during this time.All data will be retained until 120 days following subscription expiration. 3.If your original IUR subscription expired more than 120 days ago a.Your subscription is considered Deleted.During this time, no users, or administrators will have access to the subscription.All data will be deleted and transitioning is not supported. Transitioning Discounted Offers If you previously purchased licenses at the $19 discounted price and would like to continue taking advantage of the partner discount by purchasing licenses at the $45 discounted price, you will need to transition users. 1.Each of the subscriptions on your account will be shown separately.For example: a.Original IUR 250 seats b.New IUR 60 seats c.Seats purchased at the $19 discounted offer d.Seats purchased at the $45 discounted offer 2.Your original IUR and $19 discounted licenses are a part of the same product and will pool together.Likewise, your new IUR and $45 discounted licenses are a part of the same product and will pool together. 3.You will need to reassign users from the original IUR subscription and $19 discounted offer to the new IUR subscription and the $45 discounted offer Non-Production instances and additional storage Non-Production instances 1.CRM Competency Partners are eligible for 2 (Silver) and 4 (Gold) non-production instances as a part of their IUR benefit.If you wish to add non-production instances to your existing subscription, you will need to request keys by contacting the Regional Service Centera.Upon receiving the keys, you will redeem them through the Microsoft Office 365 key redemption portal in the same way as any other IUR key b.Enter keys and select "add more seats" when prompted.Do not select "extend subscription". 2.If you already have non production instances for which you are paying, you may eliminate these subscriptions in favour of those offered as a part of your CRM competency IUR benefits. You will need to add the non-production instances offered through your IUR benefits and will then have to contact your Regional Service Center and ask for the instances you do not wish to use to be deleted. This usually involves them renaming unwanted instances to indicate to support which instances they want deleted. For example: i.You have 2 current non production instances through a paid subscription.You have a Silver competency and are now qualified for 2 free CRM non-production instances. ii.You now have a total of 4 non production instances.Since you want both existing instances to be those covered by the free IUR licenses, you will voluntarily give up the two new non-production instances and keep using your existing non-production instances. Their CRM IUR non-production instance subscription will cover the two existing non production instances and as long as you have a non-production subscription, the system does not mind which two instances are kept.iii.You contact the RSC and ask the agent to rename the current non-production instances, delete the newly acquired instances and suspend payment. Additional Storage In order to purchase additional storage, you will need to request a custom $0 subscription, which will enable storage purchasing.The subscription can be requested by completing the request form. Please note that if you have purchased $45 discounted licenses, you do not need the customer $0 subscription and may purchase additional storage by navigating to the Purchase Services section of the Office 365 Admin center. Once you receive the link to redeem the $0 offer, you may add it to your current tenant. You may add storage and other add-ons during the same transaction. Windows Intune There is no transition required at this time, partners will continue using the benefits as today.Please note that accessingIn spring of 2014, Windows Intune Internal Use Rights model will change and the process will be similar to that described for Office 365 and CRM.If you are utilizing Windows Intune IUR, you will need to transition to the new model.Once the new model is in place, Microsoft will contact you to ensure you are able to take action on these changes This guide will be updated to include Windows Intune instructions, once the system changes are complete Windows Azure There is no action at this time, partners will continue using the benefits as today. Additional Program Resources Other Program Guides Program End-User Guide is intended for users with privileges to download software, access cloud services, obtain keys or tokens, view the license statement, or for users assigned to an MSDN subscriptionProduct Usage Guide outlines the program license use rights, policies, activation of software and online services, and terms of use for specific products and cloud services.The guide also details how your organization can earn additional licenses, take advantage of partner discount offers, and how your license benefits are impacted when you upgrade from Action Pack to a Competency or earn additional competencies within your organization. Partner Features Guide details the partner-specific feature available for cloud services benefits, including Delegated Administration Partner (DAP) and Partner Quote privileges. Software and Cloud Services License Tables Action Pack license table, to download the comprehensive license grants for partners with an Action Pack subscription. Competency license table, to download the comprehensive license grants and maximum license caps for partners with a competency. New software and version upgrades, for a complete list of updates, and information about retired products and grace periods. Online Resources Software and online services benefits page Internal-Use Rights FAQ MSDN page, to learn about how to activate your MSDN subscription and the specific use rights for MSDN subscriptions granted to you through the program. Partner Volume Activation Guide outlines how to install and activate Windows client and server operating systems and Office client applications. Activation Guide for Microsoft Official Courses (MOC) Lab is for partners with a Learning competency only and provides important details on how to activate the Windows desktop operating system used in Microsoft Learning labs. Refer to the Get Support page for information regarding the Partner Support Community and other resources available to you as a partner, including product and cloud services support, incident support, and managed support options.