Going to Partner Center > Insights > FastTrack > Referrals > customer name > Notes History, it shows the notes with no formatting:

NOTE: replaced customer information with xxxxx characters

 

"10/30/2023 - xxxx@microsoft.com RFA # 83643. 10/30/2023; Request approved for Microsoft Purview Data Lifecycle Management. Assigned to FTCQ FRP • EDU Licenses: No• Nonprofit Licenses: No• Non-FRP Engaged: No• FRP involved: No• GCC: No    Partner/MCS listed in RFA: false   Contacts:   • Customer contact information: xxxxx.xxxx, IT Administrator, xxxxx.xxxxx@contoso.com, 18001234567 • Requestor contact information: xxxxx, IT Administrator, xxxxx@contoso.com, 1801234567     Service Location and Language: • City: xxxxxx• State: Illinois• Country: united states• FT Supported Language: english (united states)   The following entitlement counts reflect the entitlements confirmed by the RFA eligibility engine. These entitlements may differ from FTOP due to latency or other issues but please move forward with the RFA based on the eligibility verified by the On-Demand Team.   RFA Approved Workloads:   • Purview DLM: xxxx Entitlements   RFA name: Request M365 assistance: Email retention policy setup   Additional information that may impact the project: We plan on implementing Email retention polices for the company and need help to ensure we are setting them up correctly.   RFA Form URL: "   

 

 

An improved formatting would make this information easier to read:

When reviewing the customer referral in Partner Center > Insights > FastTrack > Referrals > customer name > AU% tab. The screen states:

"There is currently no Active Usage Data for this tenant.

To view the Active Usage Data, please visit the FRP Dashboard"

 

Going to the Partner's FRP Dashboard, the customer is not even listed thus no AU data is available.

 

I suspect this is because the partner does not have an approved CPOR association to view the Active Usage data. 

If so, the verbiage should state that the AU% is not available until a CPOR association is established.  

 

However, it would be best to have the AU% data available and visible to provide insight to the customer deployment status.

Endorsement model: Smaller partners are not able to obtain as many Endorsements even though they may be qualified to do the work. Steeves and Associates is an example of this where they have strong competencies and can deliver in many workloads, however they only qualify for ACM.