Small and Midmarket Cloud Solutions

Your company must meet the performance thresholds.

• You must increase your customer base by 4 new Office 365 customers within the previous 12 months.*

For these customers, you have to be associated as Office 365 Delegated Administrator or Transacting Partner or Digital Partner of Record.

Learn more about these associations.

*A new customer is defined as a customer that starts a new cloud subscription (paid) for the first time with Microsoft within the previous 12 months. New customers only reflect in the portal, and count towards attaining the competency, starting from 4 weeks from the date that the subscription was paid.

Your company must meet the performance thresholds.

• You must increase your customer base by 25 new Office 365 customers within the previous 12 months.*

For these customers, you have to be associated as Office 365 Delegated Administrator or Transacting Partner or Digital Partner of Record.

Learn more about these associations.

*A new customer is defined as a customer that starts a new cloud subscription (paid) for the first time with Microsoft within the previous 12 months. New customers only reflect in the portal, and count towards attaining the competency, starting from 4 weeks from the date that the subscription was paid.

Your company must have 2 individuals pass the exam requirements.

2 individuals must each pass the following exam:

• Exam MS-100: Microsoft 365 Identity and Services

You need to earn a minimum of 60 points to become Silver. Learn more about PCI score

1. Your company must have 5 individuals meeting one of the following certifications. (Maximum PCI score: 30)

• Customer Engagement Functional Consultant certification requires an individual to pass.
  • Exam PL-200: Microsoft Power Platform Functional Consultant
  AND
  One of the following exams:
  • Exam MB-210: Microsoft Dynamics 365 for Sales
  • Exam MB-220: Microsoft Dynamics 365 for Marketing
  • Exam MB-230: Microsoft Dynamics 365 for Customer Service
  • Exam MB-240: Microsoft Dynamics 365 for Field Service

  OR

• Finance and Operations Functional Consultant certification requires an individual to pass:
  • Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
  AND
  One of the following exams:
  • Exam MB-310:Microsoft Dynamics 365 for Finance and Operations, Financials
  • Exam MB-320: Microsoft Dynamics 365 for Finance and Operations, Manufacturing
  • Exam MB-330: Microsoft Dynamics 365 for Finance and Operations, Supply Chain Management

OR

• Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate

2. Your company must have 2 individuals meeting one of the following developer certifications (Maximum PCI score: 5)

• Customer Engagement Developers should pass Exam PL-400: Microsoft Power Platform Developer

OR

• Finance and Operations Developers should pass
• Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations AND
  Exam MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer
OR
• Exam MB-700: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect

3. Your company should have US $ 30,000 net new revenue in the trailing twelve months. (Maximum PCI score: 10)
Net new revenue is calculated based on the following, qualifying products:

• Customer Engagement-qualifying products include: Sales, Customer Service, Field Service, Project Service Automation, Marketing, Microsoft Relationship Sales, Plan 1, Talent, and Enterprise Team Member.
• Finance and Operations-qualifying products include: Unified Operations, Finance, Supply Chain Management, Retail, Commerce, Plan 2, Mixed Reality, Talent, and Enterprise Team Member.
• Dynamics 365 Business Central

To count towards competency attainment, partners should be associated through Cloud Solution Provider (CSP), the Claiming Partner of Record (CPOR), or Digital Partner of Record (DPOR) for a paid subscription belonging to the customer's tenant.


4. Your company should have 10 net new customers in the trailing twelve months. (Maximum PCI score: 10)
Qualifying products:

• Customer Engagement-qualifying products include: Sales, Customer Service, Field Service, Project Service Automation, Marketing, Microsoft Relationship Sales, Plan 1, Talent, and Enterprise Team Member.
• Finance and Operations-qualifying products include: Unified Operations, Finance, Supply Chain Management, Retail, Commerce, Plan 2, Mixed Reality, Talent, and Enterprise Team Member.
• Dynamics 365 Business Central
• A customer add is defined under these conditions: When a customer has no paid seats across all their subscriptions in a prior month, but has at least one paid seat in the current month.
• A customer lost is defined under these conditions: When a customer has at least one paid seat across all their subscriptions in a prior month, and does not have any paid seats in the current month.

To count towards competency attainment, partners should be associated through Cloud Solution Provider (CSP), the Claiming Partner of Record (CPOR), or Digital Partner of Record (DPOR) for a paid subscription belonging to the customer's tenant.


5. Your company should have 10 new deployments (production tenants) that have at least 5 monthly active user thresholds in the trailing twelve months. (Maximum PCI score: 20)
Qualifying products:

• Customer Engagement-qualifying products include: Sales, Customer Service, Field Service, Project Service Automation, Marketing, Microsoft Relationship Sales, Plan 1, Talent, and Enterprise Team Member.
• Finance and Operations-qualifying products include: Unified Operations, Finance, Supply Chain Management, Retail, Commerce, Plan 2, Mixed Reality, Talent, and Enterprise Team Member.
• Dynamics 365 Business Central

A tenant is considered to have crossed the monthly active user threshold if it had less than 5 monthly active users 12 months ago and crossed 5 monthly active users at least once over the subsequent 11 months.
Monthly active users are counted at the tenant level and summed up across only the paid subscriptions under the tenant.
To count towards competency attainment, partners should be associated through Cloud Solution Provider (CSP), the Claiming Partner of Record (CPOR), or Digital Partner of Record (DPOR) for a paid subscription belonging to the customer's tenant.


6. Your company should have at least 35% MAU growth in the trailing twelve months. (Maximum PCI score: 25)
Qualifying products:

• Customer Engagement-qualifying products include: Sales, Customer Service, Field Service, Project Service Automation, Marketing, Microsoft Relationship Sales, Plan 1, Talent, and Enterprise Team Member.
• Finance and Operations-qualifying products include: Unified Operations, Finance, Supply Chain Management, Retail, Commerce, Plan 2, Mixed Reality, Talent, and Enterprise Team Member.
• Dynamics 365 Business Central
Partners must have a baseline of at least 50 monthly active users across their entire customer base 12 months ago to be eligible for points.
To count towards competency attainment, partners should be associated through Cloud Solution Provider (CSP), the Claiming Partner of Record (CPOR), or Digital Partner of Record (DPOR) for a paid subscription belonging to the customer's tenant.

You need to earn a minimum of 80 points to become Gold. Learn more about PCI score

1. Your company must have 5 individuals meeting one of the following certifications. (Maximum PCI score: 30)

• Customer Engagement Functional Consultant certification requires an individual to pass.
  • Exam PL-200: Microsoft Power Platform Functional Consultant
  AND
  One of the following exams:
  • Exam MB-210: Microsoft Dynamics 365 for Sales
  • Exam MB-220: Microsoft Dynamics 365 for Marketing
  • Exam MB-230: Microsoft Dynamics 365 for Customer Service
  • Exam MB-240: Microsoft Dynamics 365 for Field Service

  OR

• Finance and Operations Functional Consultant certification requires an individual to pass:
  • Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
  AND
  One of the following exams:
  • Exam MB-310:Microsoft Dynamics 365 for Finance and Operations, Financials
  • Exam MB-320: Microsoft Dynamics 365 for Finance and Operations, Manufacturing
  • Exam MB-330: Microsoft Dynamics 365 for Finance and Operations, Supply Chain Management

OR

• Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate

2. Your company must have 2 individuals meeting one of the following developer certifications (Maximum PCI score: 5)

• Customer Engagement Developers should pass Exam PL-400: Microsoft Power Platform Developer

OR

• Finance and Operations Developers should pass
• Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations AND
  Exam MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer
OR
• Exam MB-700: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect

3. Your company should have US $ 30,000 net new revenue in the trailing twelve months. (Maximum PCI score: 10)
Net new revenue is calculated based on the following, qualifying products:

• Customer Engagement-qualifying products include: Sales, Customer Service, Field Service, Project Service Automation, Marketing, Microsoft Relationship Sales, Plan 1, Talent, and Enterprise Team Member.
• Finance and Operations-qualifying products include: Unified Operations, Finance, Supply Chain Management, Retail, Commerce, Plan 2, Mixed Reality, Talent, and Enterprise Team Member.
• Dynamics 365 Business Central

To count towards competency attainment, partners should be associated through Cloud Solution Provider (CSP), the Claiming Partner of Record (CPOR), or Digital Partner of Record (DPOR) for a paid subscription belonging to the customer's tenant.


4. Your company should have 10 net new customers in the trailing twelve months. (Maximum PCI score: 10)
Qualifying products:

• Customer Engagement-qualifying products include: Sales, Customer Service, Field Service, Project Service Automation, Marketing, Microsoft Relationship Sales, Plan 1, Talent, and Enterprise Team Member.
• Finance and Operations-qualifying products include: Unified Operations, Finance, Supply Chain Management, Retail, Commerce, Plan 2, Mixed Reality, Talent, and Enterprise Team Member.
• Dynamics 365 Business Central
• A customer add is defined under these conditions: When a customer has no paid seats across all their subscriptions in a prior month, but has at least one paid seat in the current month.
• A customer lost is defined under these conditions: When a customer has at least one paid seat across all their subscriptions in a prior month, and does not have any paid seats in the current month.

To count towards competency attainment, partners should be associated through Cloud Solution Provider (CSP), the Claiming Partner of Record (CPOR), or Digital Partner of Record (DPOR) for a paid subscription belonging to the customer's tenant.


5. Your company should have 10 new deployments (production tenants) that have at least 5 monthly active user thresholds in the trailing twelve months. (Maximum PCI score: 20)
Qualifying products:

• Customer Engagement-qualifying products include: Sales, Customer Service, Field Service, Project Service Automation, Marketing, Microsoft Relationship Sales, Plan 1, Talent, and Enterprise Team Member.
• Finance and Operations-qualifying products include: Unified Operations, Finance, Supply Chain Management, Retail, Commerce, Plan 2, Mixed Reality, Talent, and Enterprise Team Member.
• Dynamics 365 Business Central

A tenant is considered to have crossed the monthly active user threshold if it had less than 5 monthly active users 12 months ago and crossed 5 monthly active users at least once over the subsequent 11 months.
Monthly active users are counted at the tenant level and summed up across only the paid subscriptions under the tenant.
To count towards competency attainment, partners should be associated through Cloud Solution Provider (CSP), the Claiming Partner of Record (CPOR), or Digital Partner of Record (DPOR) for a paid subscription belonging to the customer's tenant.


6. Your company should have at least 35% MAU growth in the trailing twelve months. (Maximum PCI score: 25)
Qualifying products:

• Customer Engagement-qualifying products include: Sales, Customer Service, Field Service, Project Service Automation, Marketing, Microsoft Relationship Sales, Plan 1, Talent, and Enterprise Team Member.
• Finance and Operations-qualifying products include: Unified Operations, Finance, Supply Chain Management, Retail, Commerce, Plan 2, Mixed Reality, Talent, and Enterprise Team Member.
• Dynamics 365 Business Central
Partners must have a baseline of at least 50 monthly active users across their entire customer base 12 months ago to be eligible for points.
To count towards competency attainment, partners should be associated through Cloud Solution Provider (CSP), the Claiming Partner of Record (CPOR), or Digital Partner of Record (DPOR) for a paid subscription belonging to the customer's tenant.