Azure Co-Sell Setup Guide

This guide provides step-by-step instructions for implementing Azure Co-sell, which is a referral process within Azure where the solution is the listing being referred.

Prerequisites

Ensure you have the following roles before beginning the implementation:

• Solution Admin

• Referral Administrator

You can verify your roles by navigating to Settings → Account Settings → User Management and searching for your user profile.

Step-by-Step Process

Step 1: Verify Solution in Azure Partner Central

1. Navigate to Referral → Solutions in Azure Partner Central.

2. Ensure you have a solution listed, and note the Solution ID.

3. Go to Referral → Opportunity and open any opportunity.

4. Compare the Solution ID from the previous step with the Solution ID at the opportunity level.

Step 2: Mark Initial Cards in Clazar

1. If the Solution IDs match, mark the first two cards in Clazar as completed.

Step 3: Authorize in Clazar

1. For the third card in Clazar, click on “Authorize” and follow the steps provided in the Clazar app.

Step 4: Manage User Roles in Clazar

1. For the fourth card in Clazar, search for the Clazar user in User Management under Settings → Account Settings.

2. If the user exists, click on the user profile and select:

   • “Manage your organisation’s referral for one or more locations”

   • Choose “Referral Admin”

Step 5: Finalize

1. Checkmark the last card in Clazar to complete the process.