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Solution Workspace FAQ

This page will help you get answers to questions that come up as you navigate Solution Workspace.


If you’re working with a partner development manager (PDM) on your solution, some of these steps will be different or might not apply. Refer to this answer for guidance.

Who can use Solution Workspace?

Solution Workspace provides digital self-serve guidance through the solution lifecycle of building your solution, taking it to market, and growing your sales. Your entire solution-building team can use Solution Workspace at the same time to access the digital self-serve guidance that is provided. Your marketing team can be active in one step while your engineering team works in another. Members of your team can mark steps as complete, so that you can all stay up to date on what is being accomplished across the Build, Go to Market, and Sell lifecycle stages.

If your organization has Go-To-Market Offers or Marketplace Rewards, you can access and start those offers or rewards in Solution Workspace.

If you want to publish your solution directly and skip the digital self-serve guidance, you can create a commercial marketplace offer for your solution in Partner Center. For details on how to create a commercial marketplace offer, view the commercial marketplace documentation.

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How can I see my solutions?

Navigate to the My Solutions page, and sign in by using your work account. After you’ve signed in, you’ll be able to view the workspaces for your existing solutions. The solutions that appear are those that you or an individual from your organization has entered in Solution Workspace. If another individual from your organization has entered a solution in Solution Workspace, the workspace will appear here if that individual has invited you to work on it and you’ve accepted the invitation link.

If you’re looking for solutions that your organization manages as an offer through the commercial marketplace within Partner Center, those solutions don’t appear in Solution Workspace automatically. To see those solutions in Solution Workspace and use the digital self-serve guidance through the solution lifecycle of building your solution, taking it to market, and growing your sales, select the option to create a workspace and enter the details of your solution.

If you want to publish your solution directly and skip the digital self-serve guidance, you can create a commercial marketplace offer for your solution in Partner Center. For details on how to create a commercial marketplace offer, view the commercial marketplace documentation.

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What solutions will I see in Solution Workspace?

Solutions that your organization has published don’t appear in Solution Workspace by default. The solutions that appear are those that you or an individual from your organization has entered in Solution Workspace. If another individual from your organization has entered a solution in Solution Workspace, the solution will appear here if that individual has invited you to work on it and you’ve accepted the invitation link.

If you’re working on Go-To-Market Offers or Marketplace Rewards for a solution, the solution itself is not added to Solution Workspace automatically. Solution Workspace provides digital self-serve guidance through the solution lifecycle of building your solution, taking it to market, and growing your sales. To receive that guidance, you’ll have to enter the details of the solution in Solution Workspace.

If you want to publish your solution directly and skip the digital self-serve guidance, you can create a commercial marketplace offer for your solution in Partner Center. For details on how to create a commercial marketplace offer, view the commercial marketplace documentation.

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I’m working with a PDM. How do I create a workspace, change profile information, or delete a solution?

Your assigned PDM can help you create a workspace for your solution in Solution Workspace and update the profile section, including the contacts and technologies that are associated with your solution. Work directly with your PDM to define the scope and details of your solution and share your solution with everyone who is working on the project. Together, your team and PDM can follow the personalized tasks to build your solution, publish it in Microsoft Azure Marketplace or Microsoft AppSource, and promote your solution.

If you no longer want to work on an active solution, reach out to your PDM to remove it. If you’ve completed a solution and no longer require access to the steps, tasks, or resources, contact your PDM to discuss opportunities to continue promoting your solution and growing your portfolio.

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How do I enter my solution in Solution Workspace?

After you’ve signed in by using your work account, you’ll be able to create a workspace for your solution. If you have no current solutions, you’ll have the opportunity to Watch demo or Create your first workspace near the top of the page. If you do have solutions, you’ll see only the Create your next workspace option near the top of the page, and your solutions will be located under the My solutions header.

In both instances, select the option to create a workspace to get started. Answer a few questions to get started on your checklist. If your solution changes, you can change the information later.

If you want to publish your solution directly and skip the digital self-serve guidance, you can create a commercial marketplace offer for your solution in Partner Center. For details on how to create a commercial marketplace offer, view the commercial marketplace documentation.

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How do I delete or remove a solution?

To remove a solution, select the Delete this solution option in the Solution details section of a solution. Deleting your solution will place it in a holding bin for three months before it is removed permanently. To restore your solution, notify support by selecting the Chat with an agent button.

Deleting a solution removes it from Solution Workspace only. A solution that has an offer in the commercial marketplace won’t be removed; you can remove such a solution from the commercial marketplace only via Partner Center.

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Can I change information I entered about my solution?

Yes, you can change the information that you entered about your solution within Solution Workspace.

In the Solution details section of a solution, use the edit functionality beside the information that you’d like to change in your solution. To edit the Solution description section, select its pencil icon. To edit the Products and solution areas section, select the pencil icon by either the Products or Solution areas section. Either of these actions will produce a detailed view in which you can edit your free text or selections. To edit the estimated availability date of your solution, select the calendar icon to access a calendar in which you can edit the date.

Editing a solution that has an offer in the commercial marketplace won’t autopopulate these edits in your marketing material in the commercial marketplace offer; you can make edits to your commercial marketplace offer via Partner Center only.

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How can I see customized content?

The content in the lifecycle checklist is customized by the Solution type (application or service), Solution areas, and Products selected. The tasks necessary to complete these different types of solutions built on unique products are distinct, so the checklist reflects this customization. While some tasks might be universal, you would see a distinct list, depending on the information you enter while you create your solution.

The tasks collected from subject matter experts populate the checklist after you create your solution (or if you were to edit your Products and solution areas selections after creation). If you have different types of solutions or are building on different products, you might see distinct tasks for a certain solution type or product; the checklist captures highly curated and applicable steps and tasks targeted to solution type and products.

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How do I add contacts to a workspace?

You can add a contributor from your solution-building team as a contact to a workspace on the solution details page. There, you’ll see a Contacts section, where you can enter the email address of the contributor whom you want to add as a contact. Select the +Invite button to produce an email with a prepopulated template, which you can use to invite your teammate to access the solution by way of a direct link.

This action will add your teammate to the solution as a contact within Solution Workspace only; it won’t affect permissions or role assignments to offers within the commercial marketplace in Partner Center.

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How do I remove contacts from a workspace?

To remove a contact, select the Remove option in the Contacts section of the solution details. This will remove the person immediately. You can add anyone back to a workspace, should you need to do so later.

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What are the differences among the lifecycle stages?

The progress tracker with the Build, Go to Market, and Sell stages will show you where you are in your solution development. Each lifecycle stage represents a high-level picture of where you are in your progress.

To learn more about each of the lifecycle stages, visit the tutorial page.

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What is the difference between a step and a task?

While a solution lifecycle stage of Build, Go to Market, and Sell represents the high-level picture of where you are in your progress, steps are actionable suggestions toward helping you reach your goals. Each step is made up of smaller tasks, such as a set of resources or contacts with whom to chat to help propel you through the solution lifecycle.

Tasks can be touch points or support references to guide you through the stages and, ultimately, the lifecycle. Tasks in a step don't necessarily have to be completed in order, but each task will help you accomplish the larger step toward completing the lifecycle.

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Can I still access resources in steps that I've already marked as complete?

Yes.

As you iterate on your solution, new information or a change in the solution can mean that you revisit steps or tasks that you've already marked as complete. To revisit a step or task, select the step to read through the resources or complete the actions with the changes that you have in mind.

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Can I skip through steps in a lifecycle stage?

Yes.

You control when each of the stages in the lifecycle is complete. You might find that a step isn't relevant to your current solution, so you can leave it (or several steps) unselected and still close the stage. Please note that the behavior of the checklist is to bring you to the first incomplete step in the first incomplete stage.

You can always return to a step later if you want to complete it. You can indicate that a stage is complete, even if some steps are not complete, by selecting the Mark [Stage] complete check box.

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How is my progress saved?

When you’re finished with a step, select its check box. The next time that you come to the page, you’ll be directed to the first unselected check box on the current stage. For instance, if you used the check box to mark Build complete and selected the first two steps of Go to Market, the next time that you come to Solution Workspace, it will open on the third step of Go to Market.

If you’ve shared your solution, all team members will be able to mark steps or stages complete.

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Where do I find my go-to-market offers and rewards?

You can find the Go-To-Market Offers and Marketplace Rewards for which you’re eligible on the My Solutions landing page. After you sign in, the solutions that you or your solution-building teammates have entered in Solution Workspace (not including commercial marketplace offers that are entered in Partner Center) and your go-to-market offers and rewards will appear on the page. If you’re eligible for more than four offers or rewards, you can select the View all option to go to a gallery of all your go-to-market offers and rewards.

If your organization has earned Marketplace Rewards through an offer in the commercial marketplace, those rewards will be listed in Solution Workspace even if the commercial marketplace offer isn’t listed.

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How do I start working on an offer or reward?

When you’re ready to start a Go-To-Market Offer or Marketplace Reward, select the card, and read its details. On the Details page, select the Start now button. You’ll go to a Workflow page, where you’ll find a progress bar, a Get started section, a Work area section, and a Latest activity section.

The instructions in the Get started section will help you start the offer or reward and progress through it. In some cases, you’ll want to refer to or download the materials in this section to read them over or, in the case of templates, fill them out. The instructions often refer to templates that you’ll have to complete and upload to the Work area section.

If you have questions before you start the offer, send an email to the address that is listed in the Workflow section for more information.

For details on how to start working on offers and rewards within Solution Workspace, see the “Accessing your go-to-market offers and rewards” section of the tutorial page.

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How do I communicate with my Microsoft Engagement Manager?

The Work area section of an offer or reward has a Comment box. There, you can enter a comment to send to your Engagement Manager at any time if you have a question, comment, or concern that is specific to this offer or reward. You don’t have to complete the information in other fields of the Work area section or submit your materials to send a comment to the Engagement Manager.

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How can I add or remove contacts in go-to-market offers and rewards?

Any individual at your company can view, start, or take action on a Go-To-Market Offer or Marketplace Reward. However, you might want to call attention to one or more offers or rewards to specific individuals at your company, or increase the visibility of who is actively working on the offer or reward to anyone in your company. When you start an offer or reward, you might find a few contacts already listed in it. Contacts can be added from Partner Center or by a Microsoft Engagement Manager. You can use the Contacts section to add teammates to work with you on an offer or reward.

Adding contacts to an offer or reward is similar to the process of adding a teammate to a solution in Solution Workspace. After you start an available offer or reward by selecting the Start now button, you can add a teammate in the Contacts section to help you complete it. Enter their work account and select the +Invite button. In the dialog box that appears, select the Add and send invite option. Your default email application will open for you to send the invitation from your email account.

After you’ve selected the Add and send invite option, and the recipient has accepted the invitation by selecting the access link within it, you’ll see that the person appears in the Contacts table. Your newly added contact will now be able to read the details of the offer or reward, see the progress on the workflow, and contribute to the work that you’re doing.

If you’ve added a contact, you can remove it at any time by selecting the Remove option next to the name. If you want to add the contact again later, you can do so at any time. If the contact was added in Partner Center or by a Microsoft Engagement Manager, you cannot remove the contact in Solution Workspace.

Adding a contact to an offer or reward will list the contact on that offer or reward only. If you want a contact to be listed for multiple offers or rewards, you’ll have to invite that person to each offer or reward.

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How do I keep track of progress in my offers and rewards?

It can be hectic to keep track of everything that it takes to sell a solution successfully. When it comes to your Go-To-Market Offers and Marketplace Rewards, an “Action required” flag will appear by a card when your attention is needed. Any card that is “In progress” will also display a state such as “Microsoft reviewing” to help you know, at a glance, how the work is progressing.

The states of progress are the following:

Microsoft reviewing: you’ve submitted materials to the Microsoft team in the Work area section, or, for offers and rewards where no action is required of you, Microsoft is starting engagement. A Microsoft Engagement Manager will review the offer or reward and send it to you for your review.

Partner reviewing: the Microsoft team has delivered the initial draft of the offer or reward for you to review and approve. After you’ve provided final approval, the Microsoft team will move forward.

Awaiting completion: the Microsoft team is putting the finishing touches on its deliverables for the offer or reward. When Microsoft has finished, this state will change to Completed.

Completed: the offer or reward is complete. If the final deliverable is a downloadable file, it will be available through the offer or reward in Solution Workspace.

You can also see when attention is needed in a few places of the Workflow section. The progress bar at the top shows where the offer or reward is in the overall state—for example, “Awaiting completion.” The Latest activity section will also display the latest communication, file transfer, or other work performed. You can also use the Comment section to send a message to a Microsoft Engagement Manager.

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