Program Tools (non OSU) Ideas/Suggestions

ASPX: Automate Lead creation based on customer signals Configure the system such that when it identifies signals that indicate intervention could be required, it alerts the Partner and creates a Lead for them to follow up Describe the business problem or pain point (why is this feature needed?) Currently Partners manually have to export data or review the content within the tool to understand which Customers to target. By having our tool monitoring for changes, and categorising them and pushing them as Leads, it takes the burden off the Partner who can then focus on proactively reaching out to their customer base.   Describe the expected impact (quantify the impact e.g. improves productivity, reduces manual toil) This would save time. At the moment a Partner could be using a variety of resources to dig into ASPX depending on their role - from Pre sales to CSMs [both ends of the usage spectrum]. It would be another way to streamline and add value to an already great tool   How many partners asked for it? (quantify the ask) This would benefit ALL partners globally.    What is the urgency? High/Medium/Low Given its an enhancement request, its hard to quantify - but given the potential upside, the sooner we provide it, the quicker the benefit is to be had.    How does success look like? (success criteria, measurable outcomes, KPI) Partners could focus on value add conversations rather than administrative tasks with our customers. We could push white space to sales roles, or low usage high PAU to CSM roles. This is a feature that has broad scale impact. 

1. Describe the scenario briefly (what is the feature? how will it work as a partner i can do X so that i can achieve Y)       We would like to request the addition of a "Select All" option to the Change Columns feature in the Customer Detail area of ASPX Views (Copilot Opportunities, E3 Opportunities, E5 Opportunities, and E5 Expansion Opportunities).      2. Describe the business problem or pain point (why is this feature needed?)      Currently, partners must manually check every column before downloading Customer Detail data. This process is time-consuming, repetitive, and prone to errors, especially when all columns are needed for analysis. The lack of a bulk selection option creates unnecessary friction and reduces efficiency.      3. Describe the expected impact (quantify the impact e.g. improves productivity, reduces manual toil)      • Reduce manual processes performed weekly to improve productivity. • Minimize human error in row selection. • Enhance the ASPX experience for partners.      4. How many partners asked for it? (quantify the ask)      At least 2+ partners have raised this need. 5. What is the urgency? High/Medium/Low      High – This is a frequent pain point impacting daily workflows for partners who rely on ASPX Views for opportunity management and reporting.      6. How does success looks like? (success criteria, measurable outcomes, KPI)      Success Criteria:  • “Select All” option is available in Change Columns for all relevant ASPX Views. • Partners can download full Customer Detail data with one click. Measurable Outcomes / KPIs:  • Reduction in time spent preparing downloads. Increase in partner satisfaction scores related to usability.

1. Describe the scenario briefly (what is the feature? how will it work as a partner i can do X so that i can achieve Y)  We propose adding a new column in the Customer Details section of Copilot Opportunities Insights that displays the growth potential for Copilot Chat. This metric would be calculated as: Total number of M365/O365 SKUs owned by the customer – Current Copilot Chat MAU. As a partner, I can quickly identify customers with high growth potential and prioritize proposing Copilot + Power Accelerate, enabling faster engagement and deeper adoption.   2. Describe the business problem or pain point (why is this feature needed?) Currently, partners lack a clear, data-driven method to evaluate the growth potential of Copilot Chat. Without this insight, decision-making is delayed, potentially missing opportunities to upsell Copilot + Power Accelerate. Partners are spending extra time manually estimating potential, which is hindering the adoption of Copilot Opportunities Insights. Adoption of ASPX is accelerating. Improved productivity: Reduces manual analysis time by delivering actionable insights directly within MPX. Faster decision-making: Enables partners to prioritize high-potential customers immediately. Drives revenue growth: Facilitates targeted proposals for Copilot + Power Accelerate, boosting adoption rates. 3. Describe the expected impact (quantify the impact e.g. improves productivity, reduces manual toil) Partners' adoption of ASPX will advance through the following improvements:     • Productivity gains: Reduce manual analysis time by delivering actionable insights directly within MPX.     • Faster decision-making: Enable partners to instantly prioritize high-potential prospects.     • Accelerated revenue growth: Facilitate targeted proposals for Copilot + Power Accelerate and boost adoption rates. 4. How many partners asked for it? (quantify the ask) At least 7+ partners have raised this need. 5. What is the urgency? High/Medium/Low High – Partners are actively seeking ways to accelerate Copilot adoption, and this feature directly supports FY26 growth priorities. 6. How does success looks like? (success criteria, measurable outcomes, KPI) Success Criteria: Columns are available in MPX Customer Details for all partners. Accurate calculation of growth potential based on SKU and MAU data. Measurable Outcomes/KPIs: ・Promotion of ASPX adoption by partners. ・Partners plan campaigns using Copilot Opportunities Insights within 3 months of launch. ・Improvement in partner satisfaction scores in MPX usability surveys.  

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

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)

[MPX] Request Graph of usage details with timeline per tenant with timeline in one view (like Lynx Usage details view) Background : Tracking of all products usage is difficult to use as it's spread in multiple rows in the tabDifficult to measure the usage impact based on timeline after the CPOR is claimed. ( partner want to know since the cpor is claimed / workshop done, how's the usage impact or gap) Request : Have usage details view similar like in Lynx Microsoft that shown the workload usage in graphs/ one page view instead of separate in rowsAsk: to have it's in the page of the tenant (together with the subscriptions they have)

Request to enhance MPX by including the count of all eligible customer seats as whitespace in Copilot opportunities. This will enable better prioritization based on customer size and improve opportunity targeting. Current Limitation: Whitespace is calculated as Paid MAU - Free Chat MAU, which doesn’t reflect total customer potential.Partner Impact: Partners currently need to manually analyze license data to estimate customer size, which is time-consuming and inconsistent.Currently partner need to understand customer size by analyzing the existing license

I would like to request the addition of a CSP Renewal column to the customer data section in FPX. Currently, FPX includes the EA Renewal column, but it would be helpful to also have the CSP Renewal column. Partners take different approaches depending on whether a customer has an EA or CSP agreement, so they need visibility into the type of agreement and its renewal timing within FPX. When prioritizing customers, partners first check the agreement type and renewal timing.