Internal Referral Form

Internal Referral Form

Fill out the form to submit prospect's information

*required fields

Internal Referral Form

This form is to be used by multiple roles who would like to connect an Unmanaged SMB and/or Scale Customer to either a Digital Sales Representative, a Vendor Tele Agent, or Digital Stores & Services. Please find your role below and follow the guidance for submission. If your role is not listed, then do not use this formInstead please have the Customer fill out a Contact Me form: DynamicsAzureOffice.

If the deal criteria is not met, then do not use this form as Demand Response is not the appropiate sale motion for your customer.  

Note: In sharing customers’ details, you are responsible for ensuring privacy and consent compliance. Microsoft is committed to honoring our customers’ permission to be contacted. Therefore, you are responsible for ensuring that the customer has provided permission for their contact details to be shared with our Digital Sales team and Vendor Tele team.

Eligible Roles: Use this form if you hold one of the roles below 

Executive at MS 
An Executive Leader at Microsoft refers an unmanaged customer to Corporate Scale/DR for assistance on solutioning.

Demand Response Seller          
DR sellers (incl. DR vendor resources) have a cross-selling opportunity that they won't get comped on due to their pod scope. 
Customer Success Manager/CSA
CSM refers a customer who needs to buy a SKU they can't assist with. 
CSS Support
CSS Engineer refers a customer who needs help with solutioning or cloud migrations after the support conversation. 

Channel Sales(GPS)
SMB Leader, SMB Sales or Channel Sales identify a customer or a partner led, strategic opportunity where MS FTE involvement is needed. 
Note: For US Channel Sales Referrals see Appendix. 

Field Sellers (SSP, TPS, AE, CSAM)
Corporate-Managed or Enterprise sellers may need to pass an unmanaged customer to Corproate Scale/DR e.g. re-segmentation)

CLAs COE resources 

Vendor Tele resources can work unmanaged customers to assist on solutioning across workloads. May reach out for support if partner does not have the right resources or the partner requests help.

Customer Lifecycle vendor resources can refer customers who (outside of a true up) are looking to purchase additional products.

Renewal specialist working with direct partners on EA renewal business to land up-sell strategy, conversion to cloud and establish deployment/consumption post renewal. May reach out for support if partner does not have the right resources or the partner requests help. 

MS Retail Associate 
MS Retail employees need that ability to refer customers to a scales role who is better equipped to address customers' needs. 

Deal Criteria
Use this form only if the below criteria is met 

Segment or Sales Motion
Modern Workplace & Security 
Business Apps
Corporate Scale

Azure Demand Response

  • New customer: Min deal size of $500 a month ($6k a year) - With the opportunity to continue growth

  • Existing Customer: Must be consuming less than $3,500 a month ($42k a year)

Corp Scale - MW&S

  • Min Deal Threshold of $1000 a month
    ($12k per year)

Corp Scale - BizApps

  • Any commercial customer with min deal size of $1k/month [$12k/year]

Modern Workplace Demand Response

  • Any commercial customer with min deal size of $1k/month [$12k/year]

Vendor Tele

  • Any Customer
  • No Min Deal Size

Additional Requirements: Only Cloud Opportunities are eligible for submission
Azure | Only Cloud Opportunities
Deals with ACR metered services only
For the following scenarios, include in the notes of form: 
  • On-premise solutions 
  • Seat-based products: SQL Server, Windows Server, Visio Studio

MW & Security | Only Modern Work Cloud Opportunities

  • No on-premise solutions
  • Can be for O365, M365, or any of the stand-alone commercial subscriptions, such as EMS 

Business APP | Only Cloud Opportunities 

  • No on-premise solutions
  • Can be for O365, M365, or any of the stand-alone commercial subscriptions, such as EMS 

Note: Additional threshold requirements may exist to engage a SMC-C Managed TS/CSA

Form Instructions: 
  • Select your role in the “Submitter’s functional group” as noted in the role table above.
  • Please fill out all the fields in the form with the appropriate information.
  • If the product or country you want to select isn’t displayed, it is not supported by Demand Response and you should not use this form.
  • In the "Comments" field, type in:
  • How the opportunity was discovered
  • Customer/Partner name (with MPN ID)
  • Customer/Partner contact information: Name/email/phone number.
  • Estimated deal size, customer scenario, needs, opportunity details, close date
  • Please indicate if you would like the seller to contact you prior to first partner/customer engagement!
  • Include other relevant info you may have (e.g. Subscription ID, Tenant ID, TPID) 

What to Expect After Submission:

  • You should receive 2 email communications post submission of the form
  • The first email communication should happen within a few minutes of submitting the form. This email confirms your request is being processed by Marketo and includes Marketo Lead Id along with Support Ticket Id (if applicable).
  • The second email communication will be sent once the lead has been assigned to a seller in Demand Reponse. This can typically take up to 48 hours. 
  • If you do not receive the second email communication within 48 hours, please email [email protected] and ensure you provide the Marketo Id along with Support ticket Id (If applicable) for further investigation. 
  • If you have any issues with your lead not being available in Daily recommender Tool, please send an email to Daily Recommender support [email protected]


More information about Internal Referrals – Click Here 
Questions? Please email [email protected]

NOTE: If you are in a CSS Support role, when you select Support from the Submitters functional group, a new field called Support Ticket ID will display. Please put your support ticket number in that field.  For the most up-to-date CSS guidance, please refer to this KB articleIf you have further questions, please contact [email protected]