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


Elevate Copilot & Security CSP Deployment Accelerator Pilot 

As of April 1, 2026, Microsoft-invited CSP partners are given incentives for engaging with eligible customers for the following solution areas:

  • Microsoft 365 Copilot and Copilot for Business

  • ME5

  • ME3/MA3/MA5/MBP: Security Suites, Security Suites for Business Premium (BP)

 

The Program runs through June 30, 2026.

 

 How it works

Partners will engage with non-profit and education (K-14) customers transacting on net-new or upsell CSP purchases that have been approved. Deployment must be between April 1, 2026 and June 30, 2026.

 

To ensure eligible customers are prepared to adopt or are adopting Microsoft 365 Copilot and Copilot for Business and select Security workloads on CSP, 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 qualifying workloads. 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 and Copilot for Business and select Security workloads on CSP April 1, 2026 – June 30, 2026 with the following requirements:

 

  1. Partners who are enrolled and in good standing with the Elevate Copilot and Security Accelerator for CSP Partner Program and have accepted the Elevate Copilot and Security Accelerator for CSP Partner Program Terms and conditions are eligible to participate in this program.

  2. Be a CSP partner with Copilot Jump Start Ready tier and/or Security Designation in good standing,

  3. Partners must register eligible customers. 

  4. Have the ability to assist eligible customers in US, Canada, Germany, France, Australia (ANZ) Netherlands, and UK 

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

  6. Partners are responsible for submitting Proof of Execution (POE).

 

 Eligible customers

 

Eligible non-profit and Education K-14 customers transacting on CSP who have an active net-new or upsell opportunity in Microsoft 365 Copilot; M365 E3/M365 E5; M365 A5; M365 Business Premium; Security Suites (to be closed by June 30, 2026) segmented to SME & Corp TSI or K14. 

 

Customers will only be eligible for engagements with a single Elevate Copilot & Security CSP 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:

 

  • Be invited by Microsoft to join the Program,

  • Be a CSP partner with Copilot Jump Start Ready tier and/or Security Designation in good standing, 

  • Have the ability to assist eligible customers in US, Canada, Germany, France, Australia (ANZ) Netherlands, and UK

  • Agree to complete the Payment Central onboarding and profile setup.

 

Examples of eligible program activities

 

Copilot and Copilot for Business Premium  

 

Engage and Define Scope
Tenant Readiness and Technical Validation
Adoption, Change Management
and Enablement

Partners will:

  • Conduct a formal kickoff session with customer business, IT, security, and adoption stakeholders 

  • Confirm business objectives, target user populations, and priority Copilot outcomes (productivity, security posture, adoption) 

  • Define success criteria and measurable outcomes aligned to Copilot value realization (usage, scenario adoption, security readiness) 

  • Establish governance model, roles, and cadence for the duration of the accelerator

 

Partners will:

  • Ensure readiness falls within defined scope

  • Assess Microsoft 365 tenant readiness for Microsoft 365 Copilot and Copilot Chat, including required workloads and prerequisites

  • Validate Microsoft 365 Apps are on supported update channels for Copilot 

  • Review identity, licensing assignments, and Copilot eligibility across target users 

  • Validate Copilot availability across supported Microsoft 365 workloads (Word, Excel, PowerPoint, Outlook, Teams) 

  • Document readiness gaps and remediation recommendations

 

Partners will:

  • Develop and execute a Copilot adoption plan aligned to personas and business priorities; and admin orientation and deployment walkthroughs

  • Deliver end‑user enablement sessions focused on safe, effective Copilot usage

  • Provide structured change management activities to drive sustained engagement

 

 

Security Workloads

 

Security 
Deployment
Operationalization

Partners will:

  • Conduct kickoff meeting with customer and partner stakeholders

  • Assess current security posture and baseline readiness

  • Define Qualifying Workloads and deployment plan

 

Partners will:

  • Enable Qualifying Workloads 

  • Apply baseline security configurations aligned to Microsoft guidance

  • Validate workload enablement and protection coverage

 

Partners will:

  • Deliver admin walkthrough of deployed security capabilities

  • Document deployed controls and configuration status

  • Provide security improvement recommendations for future phases

 

 

Payment Terms Overview

Program Partners will earn incentive based on achieving the following milestone(s) as measured through submission and approval of Statement of Work and Proof of Execution for: 

 

  1. Non-profit and education (K-14) customers: Payment of 100% upon submission of Statement of Work (SOW) and Proof of Execution (POE).

 

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 approval 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 April 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 a CSP partner with Copilot Jump Start Ready tier and/or Security Designation in good standing, 

  • Have the ability to assist eligible customers in US, Canada, Germany, France, Australia (ANZ) Netherlands, and UK

  • Agree to complete the Payment Central onboarding and profile setup.

 

What are the program partners’ responsibilities?

Program Partners engage with non-profit and education (K-14) customers transacting on net-new or upsell CSP purchases that have been approved.

 

How many workloads can the partner/customer choose?

Partners can choose to deliver Copilot and/or Security workloads, multiple workloads can be chosen, dependent on which SOW is submitted.

 

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

Yes, if the partner is submitting a Security SOW, multiple workloads can be chosen.

 

Can the partner register a customer without an SOW?

No. Partners must complete and upload a signed SOW during registration.

 

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 approval 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, workloads, partner and customer eligibility, and more.