Configuring Service Plans for the Office 365 E1 and Microsoft 365 Business Basic Promotions

Microsoft has launched promotions that offer a 6-month 100% discount on the Office 365 E1 and Microsoft 365 Business Basic licenses purchased through the CSP program. These promotions are effective between 4 May 2020 and 30 June 2020 for new Microsoft accounts.

Important: To learn more about these promotions and their terms, please refer to the Microsoft Partner Guidance for CSP Microsoft Office 365 E1 and Microsoft 365 Business Basic Promos document.

If you want to use these promotions, you must configure promotional service plans, as described below. The key features of these service plans:

• The application validates whether Microsoft accounts are eligible for the discount. If the Microsoft account of a customer is not eligible, the application prevents this customer from subscribing to these service plans.
• During the initial 6-month subscription period, the Office 365 E1 and Microsoft 365 Business Basic licenses are free. When this subscription period ends, subscriptions are automatically switched to subscription periods with regular prices.

To configure such service plans, follow these steps:

1. Make sure that you have standard service plans for the Office 365 E1 and Microsoft 365 Business Basic recurring licenses.

2. Create clones of these standard service plans. After additional modifications, the cloned service plans will be used as promotional service plans.

   Important: You must clone only the standard service plans where Billing Period is set to Monthly.

3. For each promotional service plan, complete these steps:
   1. Go to Products > Service Plans and click the service plan that you need.
   2. In all subscription periods of the service plan, make sure that Recurring Fee is set to $0.00.
   3. Configure auto-renewal:
      1. Select the General tab.
      2. Click Edit.
      3. Set Auto-Renewal to On Last Statement Day.
      4. Click Save.
   4. Create a trial 6-month subscription period:
      1. Select the Subscription Periods tab.
      2. Click Add New Subscription Period.
      3. Set Period Duration to 6 Month(s).
      4. Set Trial to Yes.
      5. Click Finish.
      6. Click the subscription period that you created.
      7. Click Edit.
      8. Set Autorenewal to Defined in general settings of Service Plan.
      9. In For the Period, specify a non-trial subscription period of this service plan.
      10. Click Save.
   5. Select the Resource Rates tab.
   6. Update the configuration of every resource rate of the service plan:
      1. In the list of resource rates, click the resource rate that you are going to update.
      2. Select the General tab.
      3. Click Edit.
      4. Set Allow modifications in trial to Yes.
      5. Click Save.

   7. Update the configuration of the resource rate of the license being promoted (Office 365 E1 or Microsoft 365 Business Basic).

      1. In the list of resource rates, click the resource rate that you are going to update.
      2. Select the General tab.
      3. Click Edit.
      4. In Units / Included Units, specify 0.
      5. In Units / Max Units, specify 300 (for Microsoft 365 Business Basic) or 3000 (for Office 365 E1).
      6. In Units / Min Units, specify 1.
      7. Click Save.
      8. Select the Resource Rate Periods tab.
      9. Click Add New Resource Rate Period.
      10. Select the trial 6-month subscription period that you created.
      11. In Recurring Fee, specify $0.00 for this subscription period.
      12. Click Add.
   8. Add this service plan to Office 365 sales categories and publish it.
4. If you have resellers that resell Office 365 services, delegate them the promotional service plans that you created.