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create-consulting-service-offer.md

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title description author ms.author ms.reviewer ms.service ms.subservice ms.topic ms.date
Create a consulting service offer for the commercial marketplace
Create a consulting service offer for Microsoft AppSource or Azure Marketplace using Partner Center.
Microsoft-BradleyWright
brwrigh
anbene
marketplace
partnercenter-marketplace-publisher
how-to
03/28/2022

Create a consulting service offer

This article explains how to create a consulting service offer for the commercial marketplace using Partner Center.

Before you begin

To publish a consulting service offer, you must meet certain eligibility requirements to demonstrate expertise in your field. If you haven’t already done so, read Plan a consulting service offer. It describes the prerequisites and assets you’ll need on hand to create a consulting service offer in Partner Center.

Create a consulting service offer

  1. Sign in to Partner Center.

  2. On the Home page, select the Marketplace offers tile.

    Illustrates the Marketplace offers tile on the Partner Center Home page.

  3. On the Marketplace offers page, select + New offer > Consulting service.

    Illustrates the New offer list on the Marketplace offers page.

  4. In the New Consulting service dialog box, enter an Offer ID. This ID is visible in the URL of the commercial marketplace listing. For example, if you enter test-offer-1 in this box, the offer web address will be https://azuremarketplace.microsoft.com/marketplace/../test-offer-1.

    • Each offer in your account must have a unique offer ID.
    • Use only lowercase letters and numbers. The offer ID can include hyphens and underscores, but no spaces, and is limited to 50 characters.
    • The offer ID can't be changed after you select Create.

  5. Enter an Offer alias. This is the name used for the offer in Partner Center. It isn't visible in the online stores and is different from the offer name shown to customers.

  6. Associate the new offer with a publisher. A publisher represents an account for your organization. You may have a need to create the offer under a particular publisher. If you don’t, you can simply accept the publisher account you’re signed in to.

    [!NOTE] The selected publisher must be enrolled in the Commercial Marketplace program and cannot be modified after the offer is created.

  7. To generate the offer and continue, select Create.

Configure lead management

Connect your customer relationship management (CRM) system with your commercial marketplace offer so you can receive customer contact information when a customer expresses interest in your consulting service. You can modify this connection at any time during or after you create the offer. For detailed guidance, see Customer leads from your commercial marketplace offer.

To configure the lead management in Partner Center:

  1. In Partner Center, go to the Offer setup tab.

  2. Under Customer leads, select the Connect link.

  3. In the Connection details dialog box, select a lead destination from the list.

  4. Complete the fields that appear. For detailed steps, see the following articles:

  5. To validate the configuration you provided, select the Validate link.

  6. When you’ve configured the connection details, select Connect.

  7. Select Save draft.

After you submit your offer for publication in Partner Center, we'll validate the connection and send you a test lead. While you preview the offer before it goes live, test your lead connection by trying to purchase the offer yourself in the preview environment.

Tip

Make sure the connection to the lead destination stays updated so you don't lose any leads.

Next steps