QTM: FY25 M365 Copilot Deployment Offer

Offer Terms

The offer is valid for qualifying M365 Copilot workload purchases made November 1, 2023, through June 30, 2025, with the following requirements:

• From July 1, 2024, to October 7, 2024:
  • Purchases between 1,000 and 3,000 seats: Voucher amount will be 10% of associated deal value for M365 Copilot (maximum voucher amount is $75,000).
  • Purchases over 3,000 seats: Voucher amount will be 15% of associated deal value for M365 Copilot (maximum voucher amount is $95,000)
  • M365 Copilot Deployment Offer can be combined with the Modern Work & Security Deployment Offer M365 Deployment Offer or M365 Migration & Deployment Offer, but total payout cannot exceed:
    • Enterprise:
      • $75,000 MW&SDO M365, $95,000 M365 Copilot. $170,000 combined.
    • SMC-C:
      • $50,000 MW&SDO M365, $95,000 M365 Copilot. $145,000 combined.
• From October 8, 2024, through June 30, 2025:
  • Minimum purchase of 500 seats: Voucher amount awarded will be based on a 7:1 ROI relative to the eligible deal value for M365 Copilot (maximum voucher amount is $75,000)
  • M365 Copilot Deployment Offer can be combined with the Modern Work & Security Deployment Offer M365 Deployment Offer or M365 Migration & Deployment Offer, but total payout cannot exceed:
    • Enterprise:
      • $75,000 MW&SDO M365, $75,000 M365 Copilot. $150,000 combined.
    • SMC-C:
      • $50,000 MW&SDO M365, $75,000 M365 Copilot. $125,000 combined.
• Only FastTrack Ready Partners who are also Copilot Jumpstart (Ready tier) and have accepted the M365 Copilot Offer Terms and Conditions are allowed to combine redemption of the M365 Copilot Offer with the M365 Deployment Offer or the M365 Migration + Deployment Offer.
• Deployment services credit must be redeemed within 6 months of the voucher issuance. The voucher expiration date is stated on the voucher.
• There is a limit of one voucher per customer/TPID, which may not be redeemed by or transferred to another customer. Please review FastTrack Partner Community Terms and Conditions for M365 Copilot Deployment Offer Program for full details.

Eligible Customers

• M365 Enterprise, Small, Medium, and Corporate (SMC) customers, Public Sector (excluding US Federal) and Education customers only.
• Limited to one M365 Copilot Deployment Offer Program Voucher per TPID.
• The M365 Copilot Deployment Offer can be combined with the M365 Deployment Offer or M365 Migration & Deployment Offer, but with the combined payout limits as designated in the Offer Terms (see above).

Eligible Commercial and Public Sector Customers

The Microsoft field will nominate Eligible Customers to receive a voucher in deployment services credit to be redeemed for the deployment of M365 Copilot services with eligible program partners.

M365 Enterprise, Small, Medium and Corporate (SMC) managed customers, Public Sector (excluding US Federal) and Education customers only.

Non-profit, US Federal, GPP, and CSP accounts are ineligible for this program. 

Note: The offer cannot be combined with deployment activity related ECIF MW Sales-2006, MW Usage-2007, MW Strategic Bets-2009, MW Education ECIF-2115, Security Sales-2010, Security Usage-2011or Security Strategic Bets-2048.

Eligible Voucher Activities

The following eligible activities are covered by the M365 Copilot Deployment offer:

• Assess customer's environment to determine technical and security readiness for M365 Copilot identify next steps needed to remediate readiness gap and support
• Data Remediation: Ensuring company and user data adheres to protection and oversharing policies
• M365 Apps update channel configuration to Current Channel 
• Adoption and change management: Adoption readiness assessment, training of Champions, workforce transformation plan
• Plugins: Through the development of plugins that augment the capabilities of Copilots, such as retrieving useful information, performing new computations, and executing actions
• Connectors: By integrating with Copilot using methods such as enriching with Microsoft Graph connectors, extending with message extension plugins, and customizing with Power Platform connectors
• Custom GPTs for Copilot: Restrict it to those that work with Copilot

This list is a guideline and not meant to be exhaustive. Please email FTSpIncentiveClaims@microsoft.com with questions of allowable voucher activities.

Commercial Customer: Proof of Execution

• 50% Payment: Submission and approval of signed Statement of Work (refer to SOW template) between partner and customer.
• 50% Payment: Submission and approval of signed Proof of Execution (refer to POE template) between partner and customer.

Per the FastTrack Partner Community Terms and Conditions, deployment services within the scope of the FastTrack Benefit must be provided at no cost to the customer. All other services supporting the qualified offer deployment can be considered billable and usable for the workload indicated on the voucher.

Commercial Customer: Redemption Process

How to redeem

The voucher will be redeemed in two (2) parts, Initial Payment and Final Payment per the process outlined. Each payment will be 50% of the voucher value or SOW value, whichever is less.
Redemption of both payments must be completed within six months of being issued indicated by the expiration date on the voucher. It is possible for a voucher to be redeemed for the initial payment but not qualify for the final payment if the six (6) month voucher expires.

Redemption process

1. The Program Partner will download the program Statement of Work (SOW) template, complete the template and obtain the customer’s signature, submit an Initial Payment Request of 50% of the voucher value or SOW value, whichever is less, prior to the expiration date on the voucher, and upload the signed SOW.
2. Quick to Market (QTM) Registrations will evaluate the request for eligibility. Once approved, the partner will receive an approval notification, and then the funds according to standard timelines documented in the FastTrack Partner Community Terms and Conditions.
3. Upon completion of the project, the partner will download the program Proof of Execution (POE) template, complete the template and obtain the customer’s signature and submit the Final Payment Request of 50% of the voucher value or SOW value, whichever is less, prior to the expiration date on the voucher.
4. QTM Registrations will evaluate the request for eligibility. If approved, the Program Partner will receive an approval notification and then the funds according to standard timelines documented in the FastTrack Partner Community Terms and Conditions. Review the Payment and Dispute guidance if you have any questions.
5. The voucher value is based on the value of the qualifying M365 Copilot workload purchase.

Public Sector Customer: Proof of Execution

The voucher may be redeemed per the following process. For compliance reasons, Public Sector customer vouchers are not eligible for an initial upfront payment. Accordingly, a single payment for 100% of the voucher value or SOW value, whichever is less, will be made based on submitting and having approved an Initial Payment Request and a Final Payment Request per the process outlined below. This means it is possible for a voucher to be redeemed but not qualify for payment if the six (6) month voucher expiration date occurs prior to submission of the Final Payment Request.

• Submission and approval of signed Statement of Work (refer to SOW template) between partner and customer.
• 100% Payment: Submission and approval of signed Proof of Execution (refer to POE template) between partner and customer.

Per the FastTrack Partner Community Terms and Conditions, deployment services within the FastTrack Benefit must be provided at no cost to the customer. All other services supporting the qualified offer deployment can be considered billable and aligned to the intended use of the voucher.

Public Sector Customer: How to redeem

Redemption process

1. The Program Partner will download the program Statement of Work (SOW) template, complete the template and obtain the customer’s signature and upload the signed SOW.
2. QTM Registrations will evaluate the request for eligibility. If approved, the Program Partner will receive an approval notification.
3. The Program Partner will download the program Proof of Execution (POE) template, complete the template and obtain the customer’s signature and submit the Final Payment Request of 100% of the voucher value or SOW value, whichever is less, prior to the expiration date on the voucher.
4. QTM Registrations will evaluate the request for eligibility. If approved, the Program Partner will receive an approval notification and then the funds according to standard timelines documented in the FastTrack Partner Community Terms and Conditions. Review the Payment and Dispute guidance if you have any questions.
5.  The voucher value is based on the value of the qualifying M365 Copilot workload purchase.

Common Questions

What is the FY24 M365 Copilot Deployment Offer Incentive?
This offer is a deal accelerant to be used during pre-sales only. Opportunity must be nominated and conditionally approved before the deal closes. Limited to one M365 Copilot Deployment Offer per TPID.

Can M365 Copilot Deployment Offer be combined with the M365 Migration & Deployment Offer or the M365 Deployment Offer?
Yes, the M365 Copilot Deployment Offer can be combined with the M365 Deployment Offer or M365 Migration & Deployment Offer, however, total payout cannot exceed:

• For program dates July 1, 2024, to October 7, 2024:
  • Enterprise:
    • $75,000 MW&SDO M365, $95,000 M365 Copilot. $170,000 combined
  • SMC-C:
    • $50,000 MW&SDO M365, $95,000 M365 Copilot. $145,000 combined
• For program dates October 8, 2024, to June 30, 2025:
  • Enterprise:
    • $75,000 MW&SDO M365, $75,000 M365 Copilot. $150,000 combined
  • SMC-C:
    • $50,000 MW&SDO M365, $75,000 M365 Copilot. $125,000 combined 

Can a voucher be transferred to another customer?
No, it cannot be redeemed by or transferred to another customer. It can only be redeemed by the customer to whom it was issued.

Where can I find the terms and conditions (T&C's) for this offer?
The FY25 FastTrack Partner Community Terms and Conditions.

What is the nomination process? Are FRPs able to initiate this offer to their customers?
The Microsoft Field Representative will identify customers who meet the eligibility requirements for this offer. There is no partner nomination process. FRPs cannot nominate customers.
Please work with your customer’s Microsoft Account team to have a customer nominated.

How will the partner know if their customer has been issued a voucher?
Customers receive an email with the voucher, they then present the voucher to the FRP of their choice to engage.

What are the eligibility criteria?
Key eligibility elements are as follows:

• Active presales M365 Copilot opportunity.
• Pre-sales opportunity must be nominated and conditionally approved before the deal closes.
• Minimum of 1,000 seats to qualify for a voucher until October 7, 2024. Minimum of 500 seats beginning October 8, 2024.
• Customer must redeem voucher with an M365 Copilot eligible program partner.
• This offer is for M365 Enterprise, Small, Medium and Corporate (SMC) customers, Public Sector (excluding US Federal) and Education customers only.

Which customers are ineligible?
Non-profit, US Federal, GPP and CSP customers are ineligible.

What is the value of the M365 Copilot Voucher with this offer?

• From July 1, 2024, to October 7, 2024:
  • For purchases between 1,000 and 3,000 seats: The voucher amount will be 10% of associated deal value for M365 Copilot (maximum voucher amount is $75,000).
  • For purchases over 3,000 seats: The voucher amount will be 15% of associated deal value for M365 Copilot (maximum voucher amount is $95,000).
• From October 8, 2024, through June 30, 2025:
  • For purchases of at least 500 seats the voucher amount will be awarded based on a 7:1 ROI relative to the eligible M365 Copilot deal (maximum voucher amount is $75,000).

Can this offer be used in conjunction with ECIF funding?
This offer cannot be combined with deployment activity related to ECIF.

Which partners can redeem a voucher?
This is a global offer that can be redeemed by any M365 Copilot eligible program partner.

Is this funding in US dollars?
Partner incentives are paid in local currency equivalent to the US dollar value of the deployment voucher.

Does this offer require a different Payment Central profile or is the FRP payment profile sufficient?
The existing Payment Central profile will be used for payment. No additional setup is required.

Where is this offer available?
This is a global offer.

Are the FastTrack Program Managers allowed to be cc’d in any of the email communications?
Account teams are cc'd when vouchers are issued to a customer, and when voucher expiration reminders are sent to the customer (when their voucher has no redemptions)

How long does it typically take to get approval for initial or final redemption requests?
Within three (3) business days unless additional info/documentation required.

Do you have to use the voucher with one partner, or can you split it across multiple partners?
Only one partner can redeem a voucher.  Only one (1) SOW can be submitted per voucher.

Can I submit my own SOW/POE documents for the voucher redemption request?
No, only the templates provided can be used and must be signed by both customer and partner.

Can a customer be nominated for a voucher after a deal has closed?
No. A customer must be nominated and approved prior to deal closing.

Who can we contact if we have questions on the M365 Copilot Deployment Offer?
For issues related to Voucher redemption by FastTrack Ready Partners, email FTSpIncentiveClaims@microsoft.com. Note: This group will not be able to validate if a customer is eligible for the program.

Does this offer apply to EA renewals? Or only net new E3 /E5 purchases?
The offer can apply to EA renewals or Mid-Term. The offer must drive upsell or expansion opportunities.

Can an M365 Copilot eligible program partner decline to engage with a customer?
Yes. Partners are not under any obligation to provide the deployment work. This may happen if partners are at capacity and cannot perform the work. If this happens, please point the customer to other M365 Copilot eligible program partners.
 
Is there a limit on the number of vouchers a partner can redeem?
No. There is no limit on the number of vouchers a partner can redeem when they are provided with the voucher by the customer.

Does the SOW need to be for the full amount of the voucher?
The SOW may be for more, less, or the value stated on the voucher. Payment will be for the voucher value or the SOW value, whichever is less.

Will taxes be paid in addition to the voucher value?
No, partners are responsible for any related taxes. The program will only pay up to the stated voucher amount. All payments are inclusive of any tax obligations