Program Tools (non OSU) ideas/suggestions

Some partners are organized via industry segments, and it would be valuable to have an industry filter in ASPX. Less manual labor on the partner side to pull customer industry targets. 

Following an ASPX training session delivered to Projetlys partner, they mentioned that they would like to see in ASPX opportunity table the name of the person who submitted the CPOR claim from their side. In theory, the person who submitted the CPOR claim is also the Project Manager (the owner of the customer project). And when exporting ASPX data, this would allow better partner follow-up, and will allow them to assign each customer opportunity to the accountable person. Just FYI, started the API conversation but they are not ready yet for full API integration. 

Many partner feedback to add formal names to workloads in ASPX such as DLM P1. Partner unable to interpret without going to Learn. Impact ability to scale across teams who do not know formal workload name.

When adding an idea in PRM under account details/Ideas. Click new, add new information. Under Author, enter name and name does not resolve. Upon multiple attempts it appears to work intermittently. Impact ability to submit feedback and insights in PRM. Can test with my name Dan Will.

Title: MCI Engagement Limits Impacting Customer Experience and Sales CyclePartner: SoftwareOne / CrayonDate: 10/30/2025Context: Bi-weekly Marketing & Enablement call focused on Microsoft training, enablement, and engagement programs. Discussion included SoftwareOne’s integration with Crayon, enablement strategies, and challenges with Microsoft’s global engagement caps.Challenges:Operational Constraint: Global limits on MCI (Microsoft Customer Immersion) engagements are negatively impacting the customer experience and sales cycle. Sellers face difficulty offering engagements due to regional caps (e.g., NORAM capped at 45 active engagements).High cancellation rates and lack of flexibility in reallocating slots create friction.Smaller regional partners receive equal or greater allocations than global partners like SoftwareOne, creating imbalance.Sales Impact: Sellers hesitate to position engagements due to uncertainty around slot availability and readiness timelines.Integration Concern: Potential merging of MPN IDs between SoftwareOne and Crayon may further reduce engagement capacity.

Refresher needed regarding ASPX data sharing both internal and external with partners. Would like to have formal guidance to ensure we stay compliant with corp rules.

We need to know if the utilizing FRP MXP Dashboard to do MCI workshop through Eligible MCI lead to upsell.Currently there's no visibility except to know that. PSM ask manually to partner what deal happened, which MCI worshop that comes from the deal. It leads to very long time because There are multiple layer and many team involved ( might ask CSM need to ask AE/ Ask regional alliance manager, need to check in country/account level)The FRP doing the workshop might be different than the one close the deal, potentially not aware Having dashboard showing possibility ofWhich workshop completed by partnerWhich customer completed workshop by tenant ID and if there's license purchase to trackInclude Tenant Purchase align with Completed Workshop list in the PSM Dashboard

When presenting to Wakers partner the different scenarios in MPX (ASPX) to drive Secure AI Productivity, Security and Copilot upsell opportunities and when checking the End date of the Subscriptions (they are not an LSP, and they do not have access to EA renewal date), they noticed a potential improvement that could be added to the tool.They mentioned some customers have automatic renewal enabled for their licenses, so for this type of contract, it is not useful to check the End date of the Subscription and initiate specific actions on customer side to secure the renewal. They would like to see this option ("Auto Renew Opt-in") flagged in the Subscriptions page. *The “Auto Renew Opt-In” must be selected before the contract is signed to activate automatic renewal. Business Impact: Reduce the efforts of the Partner Sales Teams to get in touch with customers prior to renewal and drive renewal conversation while the renewal will be done however automatically.  Help the partner prioritize even better the customers who need to be targeted for renewal conversations. 

Request to Include CSP Revenue to PIIR in PSM Dashboard to measure the partner contribution across CSP deals

Request to Include Customer Sub Segments in all Reports (MPX and others)