Offer 1:

Terms

1. If you are already using these products then you cannot use trial licences. You can, however, can take advantage of offer 2.
2. Trials are limited to 25 seats.
3. By accepting this trial, you are confirming the trial licences will convert to paid licences at the end of the trial unless otherwise specified.

Offer 2:

Terms

1. Offer available for existing customers who are not currently procuring Office 365 or Azure from Umbrellar.
2. After 6 months the price points will return to Microsoft RRP for the products procured.

Licenses for free trial offers

All free trials provide 25 licenses. You can’t change this number during the trial. You can’t add or remove seats in the free trial. After the trial is converted to a paid subscription, you can add additional licenses to the subscription.

You should assign trial licenses and seats just as you would for a paid service in Partner Center.

Sign customers up for trials

To sign your customer up for a trial through Partner Center:

1. From  Sell  on the Partner Center, go to  Catalog.
2. In the catalog, from  Billing frequency, click  Trial offer. This enables only free trials to appear and disables other offers that are not free. Trials will show up on the  Trials  tab in the catalog.
3. Select the free trial you want to offer and then select  submit. All trials are for 30 days during which you will not be billed. You can also convert it to a paid subscription at any time during the trial.

Converting trials to paid subscriptions

A free trial is not automatically converted to a paid subscription. After thirty days, a free trial must be converted to a paid subscription or it will  expire. Free trials can’t be extended.

You’ll need to convert the trial into a paid subscription yourself. You can do this  using the Partner Center  or  through the Partner Center APIs.

Note: Customer free trials for the Cloud Solution Provider (CSP) program can’t be converted to another program tenant (such as EA, Open or MOSP). 

Convert trials using Partner Center 

You can convert trials to paid subscriptions using the Partner Center dashboard as follows:

1. Go to the customer’s subscription page, and select the free trial.
2. Select  Convert trial to paid subscription.
3. Enter the desired license quantity and billing frequency, and select  Apply.
4. Billing for the paid subscription begins on the conversion date, and the subscription auto-renews twelve months from the conversion date.

Convert trials using APIs

You may need to alter your APIs to accommodate the conversion of a free trial to a paid subscription. For more information, see the following developer documentation:

• Convert a trial subscription to paid
• Get a list of trial conversion offers

Trials without conversions 

Not all trials can be converted to paid subscriptions. Partners can use a trial that has no conversions until the expiration date. Partners can purchase compatible offers that support the same services as the trial offer. This should be done before the trial expires to ensure the newly purchased offers’ services align with the trial’s services.

 Note: The offers above have similar service plans with similar functionality, however there may be some differences between the offers. 

Expiring offers 

You will not be notified of expiring offers. You can track upcoming expiration dates using the customer view on Partner Center or by querying the API. It’s a good idea to monitor these dates frequently so you can take the appropriate follow-up actions with customers as they approach a decision point.

After a trial has expired, a customer who attempts to log into that trial will see an expiry message. However, the data is stored in line with data retention standards. After you purchase a new subscription with the same service plans, your customer’s information can be accessed again from the newly activated subscription.

Billing

Annual billing and free trials are the same in sovereign clouds and the public cloud. The only difference is the trial SKUs available at the time of launch.

Billing for free trials

Free trials can be used for both monthly and annually billed subscriptions. You can select the billing frequency when you convert the trial to a paid subscription.

The subscription start date is based on the conversion date. If the free trial is converted to a paid offer with annual billing, the subscription renewal date will be twelve months from the conversion date. If the free trial is converted to a paid offer with monthly billing, the subscription renewal date will be twelve months from the billing date following the conversion date.

Invoices 

You won’t see free trials listed in your invoice or license-based reconciliation file. Free trials will only appear on your invoice and license-based reconciliation file after you convert a free trial to a paid subscription. The converted subscription will appear in the same way as any new subscription.

Incentives 

Free trials do not have an impact on incentives.