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In this article: How it Works | Program terms | Eligible customers | Partner Requirements | Payment Terms Overview | Common Questions

Elevate Global Training Partner Program Pilot 

As of March 24, 2026, Microsoft-nominated customers are eligible to receive services credits with eligible program partners for

  • Microsoft 365 Copilot Chat

  • Copilot Chat

The Program runs through June 30, 2026.

 

 How it works

To ensure eligible education customers are prepared to adopt or are adopting Copilot Agents and/or Copilot Chat for Microsoft 365, eligible partners submit a Statement of Work (SOW) for each customer engagement. Microsoft reviews the submitted SOW to confirm customer and workload eligibility, and upon approval, the partner may begin delivery of Copilot‑related services. Partners complete the approved work and submit required proof to support payment and incentive eligibility.

 Program terms

The program is valid for qualifying Microsoft Copilot Chat and Microsoft 365 Chat workloads March 1, 2026 – June 30, 2026 with the following requirements:

  1. Partners who are enrolled and in good standing with the Global Training Partner Program and have accepted the Elevate Global Training Partner Program Terms and conditions are eligible to participate in this program.

  2. Partners must submit eligible customers. 

  3. Partners will submit a Statement of Work (SOW) for each eligible customer. 

  4. Partners are responsible for submitting Proof of Execution (POE) which includes:

  5. Capturing training satisfaction data

  6. How the knowledge and skills acquired will impact the use of MS Education tools.

  7. Whether the customer will participate in other workshops.

 

 Eligible customers

 

Primary and Secondary Educators and who have Microsoft 365 licenses, which includes Microsoft AI Copilot Chat and Microsoft 365 Copilot, with a specific focus on Teach Module, Study and Learn Agent, Learning Activities, Learning Accelerators, and can:

  1. Meet the Elevate the EDU Industry Customer meeting thresholds.

  2. Receive training and execute POE by June 30,2026.

 

Customers will only be eligible for engagements with a single Global Training Partner through June 30, 2026.

 

Partner Eligibility Requirements

 

This pilot is by invitation only based on the criteria below being met for FY26.

 

Partner must:

  • Have an Active Microsoft AI Cloud Partner Program Membership.

  • Be eligible to deliver End Customer Investment Fund (“ECIF”) Projects (“ECIF Supplier”). 

  • Establish and maintain an active Microsoft Partner Network (“MPN”) ID and Partner Center Account. 

  • Be enrolled and in good standing with the Global Training Partner Program and 

  • Have attended programmatic train-the-trainer webinar and completed a knowledge check (given by trainers) are eligible to participate in this program. 

  • Agree to complete Payment Central onboarding and profile setup.

 

 

Examples of eligible Proof of Engagement activities

 

Activities

Activity Description

Required, Optional

Conduct a kickoff meeting with the customer

Meet with the customer to understand their business needs, use cases for Copilot and training needs. Ensure the customer understands the program and get approval from key stakeholders. 

Also, ensure that all appropriate Microsoft account teams/staff are made aware (if applicable)  

Yes

Build and execute a training plan

Create a plan to train on Copilot Chat and/or M365 Copilot.  After the plan is created, work with the customer and their Microsoft account team (if applicable) to ensure proper deployment of Copilot with key users who will attend training. Ensure that you identify high value scenarios to organize the training around. 

Yes

Capture training satisfaction data from participants

Collect: 1) Role 2) Satisfaction Ratings on the following: Overall workshop satisfaction, the workshop's building of skills or knowledge to improve how they work 

3) How confident the customer feels about using MS Education tools after this session 4) What their comfort level with copilot is following the training 5) would they be interested in joining another workshop 

Yes

Deliver change management and training roadmap

Implement proper change management recommendations to continue driving Copilot adoption, including providing a sample continued learning/training plan for the customer.  

Yes

Post training support/customer commitment

These training resources are intended to catalyze customer interest in Copilot training with GTPs, it would be ideal to ensure that the customer chooses to invest in executing additional training to continue their learning journey. 

No

Post Delivery POE Activities (minimum of 1 required)

Communication Material: Event invitation and agenda/program

Upload attachment evidence with event invitation and agenda or program

Minimum of one of these activities required

Support Document: Presentation materials. 

Upload slide deck used to deliver training

 

 

Payment Terms Overview

  • Program Partners will earn 100% of incentive based on achieving the following milestone(s) as measured through submission and approval of:  

  • All incentive eligibility requests must be submitted by the expiration date identified on the SOW and Eligible Customer signed POE must be submitted by June 30, 2026, and subsequently approved. 

  • Payment will be paid upon receipt of the required documents, 45 days in arrears of achieving the milestone, and partners completing their Payment Central onboarding.

 Common Questions

When is this offer available?

The Program runs from March 1, 2026, through June 30, 2026.

 

How long does it typically take to get approval for SOW or POE requests?

Within three (3) business days unless additional information or documentation is required. Approvals will be confirmed via email; reach out to Partner Support for additional questions.

 

Which partners are eligible to participate?

This pilot is by invitation only based on the criteria below being met for FY26.

Partner must:

  • Have an Active Microsoft AI Cloud Partner Program Membership.

  • Be eligible to deliver End Customer Investment Fund (“ECIF”) Projects (“ECIF Supplier”). 

  • Establish and maintain an active Microsoft Partner Network (“MPN”) ID and Partner Center Account. 

  • Be enrolled and in good standing with the Global Training Partner Program and 

  • Have attended programmatic train-the-trainer webinar and completed a knowledge check (given by trainers) are eligible to participate in this program. 

  • Agree to complete Payment Central onboarding and profile setup.

 

What are the program partners’ responsibilities?

Program Partners identify and work with Eligible Customers and complete required operational steps to deliver Copilot Chat or Microsoft 365 Copilot training workshops.

After training, Partners:

  1. Capture training satisfaction data:

    1. How the knowledge and skills acquired will impact the use of MS Education tools.

    2. Whether the customer will participate in other workshops.

 

How many workloads can the org choose?

Only one workload can be chosen.

 

Can the partner include more than one workload in an SOW?

No. Only one can be included.

 

Can the partner register a customer without an SOW?

Yes. Partners can upload a completed and signed SOW during registration or submit it later in the Portal.

 

When is the POE due?

The Proof of Execution (POE) must be submitted no later than June 30, 2026.

 

Can I use my own SOW/POE?

No, the provided SOW and POE templates must be used:

 

When does the partner get paid?

Payment will be paid upon receipt of the required documents, 45 days in arrears of achieving the milestone, and partners completing their Payment Central onboarding.

 

Program resources

 

Please refer to the Terms and Conditions for common questions regarding incentives/value, voucher types, workloads, partner and customer eligibility, and more.

 

Keywords: FY26 Copilot, Elevate, Global, Pilot, Copilot, offer

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