Program Tools (non OSU) ideas/suggestions

For global partners it would be very helpful if there would be a downloadable voucher earnings statement that would contain complete earnings for all location IDs. The Power BI statement under Partner Statement Report · FastTrack Partner Community Portal is nice, but as global admin I would have to drill into every single location ID which makes working with the earnings report very clumsy. Would be great to have a consolidated view across all location Ids.... Thank you! :) 

Problem statement: FPX currently shows the number of available workshops but not the specific eligible workshops. Impact: Users need to click to see eligibility, which is inefficient. Measurement: Improved user efficiency and satisfaction.

Problem statement: Need to show EDU customers and SKUs in Insights.Specific process/tool/data: FPXImpact: EDU customers and SKUs not visible.Measure impact: Improved visibility of EDU data.

Problem statement: Need functionality to select one MCI engagement and see a list of all eligible customers.Specific process/tool/data: FPXImpact: Unable to create targeted campaigns efficiently.Measure impact: Increased campaign success rate. 

Title: MCI Engagement Limits Impacting Customer Experience and Sales CyclePartner: SoftwareOne / CrayonDate: 10/30/2025Context: Bi-weekly Marketing & Enablement call focused on Microsoft training, enablement, and engagement programs. Discussion included SoftwareOne’s integration with Crayon, enablement strategies, and challenges with Microsoft’s global engagement caps.Challenges:Operational Constraint: Global limits on MCI (Microsoft Customer Immersion) engagements are negatively impacting the customer experience and sales cycle. Sellers face difficulty offering engagements due to regional caps (e.g., NORAM capped at 45 active engagements).High cancellation rates and lack of flexibility in reallocating slots create friction.Smaller regional partners receive equal or greater allocations than global partners like SoftwareOne, creating imbalance.Sales Impact: Sellers hesitate to position engagements due to uncertainty around slot availability and readiness timelines.Integration Concern: Potential merging of MPN IDs between SoftwareOne and Crayon may further reduce engagement capacity.

Context:Global Go-To-Market (GTM) initiatives (Copilot Chat Accelerate) are designed at a worldwide scale but require adaptation and execution at the regional level. The process of translating these global strategies into actionable regional plans is often complex, involving multiple stakeholders, local market nuances, and alignment with regional partner capabilities. This complexity can lead to delays and inconsistencies in execution.Insight:Landing global GTM initiatives in regions is frequently messy and time-consuming. Regional teams must interpret, localize, and operationalize global directives, which can result in misalignment, duplicated efforts, and confusion among partners about priorities and available resources. The need to coordinate across time zones, languages, and business cultures further complicates the process.Impact:The slow and uneven execution of global GTM initiatives at the regional level can delay market impact, reduce the effectiveness of partner programs, and hinder the achievement of business targets. Partners experience uncertainty or lack of clarity, leading to missed opportunities and suboptimal use of available incentives and resources. 

Softchoice is deprioritizing Microsoft Immersion Briefings because: 1. Programmatic ConstraintsParticipant Cap: Microsoft’s Immersion Briefings limit sessions to 35 companies, while Softchoice’s Customer Immersion Experiences (CIEs) often host 50–150 customers. This cap makes the program less scalable for their engagement model.Environment Requirement: The mandate to use Microsoft’s environment for Immersion Briefings was seen as unnecessary because customers already have access to the needed environment for Copilot Chat. 2. Survey & Proof of Execution (POE) IssuesDual Surveys: Microsoft requires its own survey in addition to Softchoice’s, which leads to low response rates and extra friction for customers.POE Flexibility: Softchoice wants Microsoft to accept partner-led survey data for POE, but this is not yet confirmed.3. Misalignment with Softchoice’s ModelSoftchoice has a mature one-to-many CIE program that scales better and aligns with their go-to-market strategy. Immersion Briefings feel restrictive compared to their established approach.4. Strategic FocusSoftchoice is prioritizing broad Copilot Chat engagement (upsell, cross-sell, net new) over program-specific targets like QuickStart or Immersion Briefings. They want flexibility to execute at scale and demonstrate impact through their own metrics.