Partners: Create a trial invitation

Note:  This feature is available only to Microsoft Cloud Partners who are authorized subscription advisors. Looking for other Partner content? Check out Help for partners.

You can create and send trial invitations to your clients so they can try out Office 365. When you create a trial invitation, the Create trial invitation wizard creates a custom URL for you. The URL has an embedded code that identifies you as the subscription advisor. You can use this URL for one or many clients. Send the URL to your client in an email or use the URL in other documents. The subscription can contain one or more services, depending on the particular offer. An invitation can be sent for only one trial subscription at a time.

If you’re certified to offer delegated administration, you can add an option to the trial invitation that allows you to administer the account on behalf of your client. This makes it easier for your client to try out Office 365.

To create a trial invitation

  1. Navigate to Build your business > Trial invitations.

  2. On the Select options page, select the trial invitation options that you want to include:

    • Partner office: If your company has multiple offices, choose the office that you want to associate with this trial invitation.

      You can add partner office locations on the Microsoft Partner Network website. New office locations may require up to 24 hours after they were created to appear in the Partner office list.

    • Usage location: Choose the location where your client will use the services.

    • Trial subscriptions: The list of trial subscriptions that you can choose is determined by the usage location of your client’s country or region.

    • Delegated administration: This option is only available to partners who are certified to offer delegated administration. Choose this option if you want to offer your client delegated administration. If you do, your client can accept the trial invitation with or without acceptance of delegated administration. For more information about delegated administration, see Offer delegated administration.

  3. Click Next.

  4. On the Send page, copy the trial invitation information and URL, and then paste it into an email, a document, or a webpage to create a customized trial invitation.

Note:  Make a note of the Trial invitation summary ID. Use this ID to track the offer.

  1. Personalize your message by including your company logo, introduction, closing remarks, or other information.

  2. Send the trial invitation to your client.

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