We are excited to announce that Microsoft has introduced a new bulk upload functionality for Services co-sell opportunities. This new feature is now available in the Referrals workspace in Partner Center. This update, which was rolled out on March 26, 2024, is aimed at enhancing the efficiency and productivity of our services partners who hold at least one Solutions Partner designation.
The new bulk upload functionality allows you to upload your Services co-sell opportunities in bulk within the Referrals workspace. This is a significant improvement that will save you time and effort, especially if you are dealing with a large number of opportunities.
To facilitate this new feature, Microsoft has added three required columns to the Excel template for bulk upload. These are the Partner role, Solution area, and Solution play. These columns are designed to provide more detailed information about each opportunity, thereby improving the accuracy and effectiveness of the co-sell process.
It's important to note that for partners who are creating IP co-sell opportunities via bulk upload, these columns are optional. This flexibility ensures that the new feature can be adapted to suit the specific needs of different partners.
To get started with the new bulk upload functionality, you will need to familiarize yourself with the CSV file values, descriptions, and examples. Microsoft has provided a comprehensive guide titled 'Bulk operations for Co-sell opportunities using CSV files' to help you with this.
Additionally, you should learn about the accepted values for the Partner role column. This information can be found in the 'Services co-sell overview'. Understanding these values will enable you to use the new feature more effectively.
Finally, to get the most out of the new functionality, it's recommended that you read more about solution areas and solution plays. These concepts are crucial for the successful implementation of the Services co-sell opportunities.
In conclusion, the new bulk upload functionality is a significant enhancement that will make it easier and more efficient for you to manage your Services co-sell opportunities. We encourage you to take full advantage of this new feature to optimize your co-sell process.
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