M365 Surface Offer FAQ:

What is the difference between the US, CA, AU and WW offers?

The US, CA, AU offer is a direct to Customer offer and the WW offer is a Thru Partner Offer.

Where can I find the Terms & Conditions?

Where can I find the partner/customer flyer?

Resources:

Customer Flyers:

How does a customer qualify?

  • United States, Canada, Australia
    • NEW! Effective as of March 1, 2019, Customers can qualify by making a qualifying M365 Enterprise or M365 for Education purchase (M365 E3/E5, A3/A5, F1) from Microsoft of at least five hundred (500) seats between March 1, 2019, and June 30, 2019.
    • The qualifying M365 purchase made between March 1, 2019, and June 30, 2019, can take place either before or after a qualifying Surface purchase made between March 1, 2019, and June 30, 2019.
    • All eligible customers completing a new qualifying Surface purchase between March 1, 2019, and June 30, 2019, may combine applicable Eligible Surface Laptop and Surface Go SKUs and purchases made within a single 30-day period to meet the initial minimum order quantity of one hundred (100) Surface units.
    • After the initial minimum order quantity of one hundred (100) Surface units is met, no minimum order quantity will apply on future qualifying Surface purchases made between March 1, 2019 and June 30, 2019.
    • Please review the terms set forth in the Terms and Conditions (US, CA, AU).
  • Worldwide
    • NEW! Effective as of March 1, 2019, Customers can qualify by making a qualifying M365 Enterprise or M365 for Education purchase (M365 E3/E5, A3/A5, F1) from Microsoft of at least five hundred (500) seats between March 1, 2019, and June 30, 2019.
    • All eligible customers completing a new qualifying Surface purchase between March 1, 2019, and June 30, 2019, may combine applicable Eligible Surface Laptop and Surface Go SKUs and purchases made within a single 30-day period to meet the initial minimum order quantity of one hundred (100) Surface units.
    • After the initial minimum order quantity of one hundred (100) Surface units is met, no minimum order quantity will apply on future qualifying Surface purchases made between March 1, 2019 and June 30, 2019.
    • Please review the terms set forth in the Terms and Conditions (WW).

How do I know if my customer has met the M365 eligibility requirements?

  • You can view eligible customers in the Microsoft Propensity tool.
  • You can also email the offer alias at M365SurfaceOffer@microsoft.com to ask about customer eligibility.

How do I get a claim code?

Claim Codes are provided to the End Customer by Microsoft.

  • United States, Canada, Australia –
    • End Customer should be directed to contact their Microsoft Sales Representative for a Claim Code.
      • If the qualifying M365 purchase made between March 1 – June 30, 2019, takes place before the qualifying Surface purchase made between March 1 – June 30, 2019 , then a claim code will be issued after Microsoft verifies that a qualifying M365 purchase has been made, and your claim must be submitted within thirty (30) days of the qualifying Surface purchase.
      • If the qualifying M365 purchase between March 1 – June 30, 2019, takes place after the qualifying Surface purchase made between March 1 – June 30, 2019, then a claim code will be issued after Microsoft verifies that a qualifying M365 purchase has been made, and your claim must be submitted within thirty (30) days of the qualifying M365 purchase.
  • Worldwide –
    • o Partners must validate that the End Customer has a valid Claim Code before offering any discounts funded through the M365 Surface Offer. Partners can contact M365SurfaceOffer@microsoft.com to validate the End Customer’s Claim Code.

How does my customer/partner submit their claim code?

When will the customer/partner receive their payment after submitting their claim code on the M365 Surface Offer site?

  • Customer/Partner should expect to receive their rebate within 60-90 days after submitting their claim code. Please note that the process may take longer.

What happens after I submit the claim code and proof of purchase?

  • After clicking “Submit”, you will receive a confirmation email that your submission has been completed. Your claim code and proof of purchase will be verified, and your rebate will be calculated and sent to Microsoft Payment Central. Once approved by Microsoft Payment Central, you will receive an email from asking you to login and provide your banking information. This action needs to be completed within 72 hours or the request will time out and we will be required to resubmit your rebate claim.
  • After providing your banking information to Microsoft Payment Central you can expect payment in approximately 4-6 weeks.

What is Microsoft Payment Central (MPC)?

Why is it taking so long to receive our rebate?

How does a Microsoft partner offer the rebate to its customers?

  • Partners should build the value of the rebate into their quote to the customer as an upfront discount. The Partner will recoup this discount on the back end by claiming the rebate.
  • US, CA, AU ONLY: If a customer takes responsibility for claiming the rebate, then they negotiate the purchase price normally and place their order. After the order is placed the customer can then submit the claim for the rebate.

How often is the eligibility list updated?

What products are eligible for a rebate?

Is the offer stackable with other offers from Microsoft?

  • This offer may be stackable with Bid Grid, Special Pricing, and Deal Registration pricing programs. Please note that all the foregoing pricing programs are calculated using a percentage off the MSRP of each Eligible Product. This Program may not be combinable with any other offers or rebates.

Are renewals and new M365 customers eligible?

  • Yes.

Do qualifying purchases need to be direct through Partner and/or will indirect through Partner purchases be eligible?

  • US, CA, AU: Direct and indirect purchases are eligible for the offer.
  • WW: Thru Partner only.

When will my customer show as eligible for the M365 Surface Offer?

  • Data used to verify M365 Surface Offer eligibility updates between the 5th – 8th of each month. For example, if a customer makes a qualifying M365 purchase in December, they will show as eligible by January 8th.

My customer met the 100 minimum order quantity prior to March 1, 2019 – are they eligible to claim a rebate on any future Surface purchase?

  • Yes, if a customer previously made a purchase that met the minimum order quantity of 100 units prior to March 1, 2019, and they still have a valid claim code for the offer, then can make a claim for any number of devices for purchases on or after March 1, 2019, subject to the limit of one Surface discount per M365 seat per Customer.
  • Surface orders for each Customer/Partner will be submitted once per month.

May my customer aggregate purchases to meet the initial 100-unit minimum order quantity?

  • Yes, for Surface purchases on or after March 1, 2019, Customers may aggregate purchases of the applicable Surface SKUs made over a 30-day period to meet the initial 100-unit minimum order quantity.

Co-Sell, Upsell (StepUp), and Attach scenarios:

  • United States, Canada, Australia –
    • A qualifying M365 purchase made between March 1, 2019, and June 30, 2019, can take place either before or after a qualifying Surface purchase made between March 1, 2019, and June 30, 2019.
      • If the qualifying M365 purchase takes place before the qualifying Surface purchase, then a claim code will be issued after Microsoft verifies that a qualifying M365 purchase has been made, and your claim must be submitted within thirty (30) days of the qualifying Surface purchase.
      •  If the qualifying M365 purchase takes place after the qualifying Surface purchase, then a claim code will be issued after Microsoft verifies that a qualifying M365 purchase has been made, and your claim must be submitted within thirty (30) days of the qualifying M365 purchase.

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