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How to create and sell offers to education customers

发布时间:2026-09-14 | 浏览:2
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Access to this page requires authorization. You can try signing in or changing directories . Access to this page requires authorization. You can try changing directories . Appropriate roles : Admin agent | Sales agent This article explains how to create an educationally qualified customer in Partner Center, so you can sell educational offers to them. It also describes how to view verification status and resubmit a verification request if necessary. Verification can be requested up to three times per customer. Education offers are available for license-based services and perpetual software such as Microsoft 365, Dynamics, and Intune. They aren't available for other offers, such as software subscriptions or Azure products. Create an education customer Microsoft verifies every newly created education customer tenant to ensure they're qualified for education offers. To prevent delays caused by this verification process, be sure to enter the required information accurately and completely. For example, an accreditation certificate or document from the governing body or a letter from the department, ministry, or board of education. To create an education customer, use the following steps: Sign in to Partner Center and select Customers . Sign in to Partner Center and select Customers . Select Add Customer . Select Add Customer . From the Special qualifications dropdown, select Education . From the Special qualifications dropdown, select Education . Enter account information as required. Key information for the verification process includes: Company name : Enter the legal entity name. This field is required for verification, and must match official records and supporting documents. Country/region and Address lines : Enter the entity's full mailing address. This field is required for verification, and is used to verify the institution against official records. Email address : Enter the entity's email address (which can't be a free or on.microsoft.com email address). This field is required for verification. Education Segment : Enter the entity's educational segment. This field is required for verification. Each of these segments is defined as follows: K-12 : Primary pre-adult education for K-12 grades, or the equivalent statutory age range of primary education for the country/locality the institution is based in. Higher Education : Secondary, post-primary education as would be taken by adults at any number of venues, including universities, colleges, trade colleges/schools; and other college-level venues such as academies, seminaries, and vocational schools. Customer contact information This field is required for verification. Primary domain name : Enter a name similar to the company name with no spaces or special characters, for example contosoforedu for Contoso Elementary School . This information is used to create the customer's account and email addresses and can't be changed later. Education website : Enter an official website for the entity. This information expedites the customer verification process. Enter account information as required. Key information for the verification process includes: Company name : Enter the legal entity name. This field is required for verification, and must match official records and supporting documents. Country/region and Address lines : Enter the entity's full mailing address. This field is required for verification, and is used to verify the institution against official records. Email address : Enter the entity's email address (which can't be a free or on.microsoft.com email address). This field is required for verification. Education Segment : Enter the entity's educational segment. This field is required for verification. Each of these segments is defined as follows: K-12 : Primary pre-adult education for K-12 grades, or the equivalent statutory age range of primary education for the country/locality the institution is based in. Higher Education : Secondary, post-primary education as would be taken by adults at any number of venues, including universities, colleges, trade colleges/schools; and other college-level venues such as academies, seminaries, and vocational schools. K-12 : Primary pre-adult education for K-12 grades, or the equivalent statutory age range of primary education for the country/locality the institution is based in. Higher Education : Secondary, post-primary education as would be taken by adults at any number of venues, including universities, colleges, trade colleges/schools; and other college-level venues such as academies, seminaries, and vocational schools. Customer contact information This field is required for verification. Primary domain name : Enter a name similar to the company name with no spaces or special characters, for example contosoforedu for Contoso Elementary School . This information is used to create the customer's account and email addresses and can't be changed later. Education website : Enter an official website for the entity. This information expedites the customer verification process. When you're finished, select Next: Review to see a summary of the information you provided. When you're finished, select Next: Review to see a summary of the information you provided. You can revise the account information if needed, or select Submit when account details are final. After your Submit , you'll receive an In Review status if the information submitted is valid. You can revise the account information if needed, or select Submit when account details are final. After your Submit , you'll receive an In Review status if the information submitted is valid. After you successfully submit your customer's account information, a special qualification status message is sent. Your customer's account might be Approved, In Review, or Denied. If your Special Qualification is undergoing further review, the review typically takes three or fewer business days. An approved Special Qualification A Special Qualification in review A denied Special Qualification When a customer's education qualification is denied, one of the following messages is displayed depending on the reason: Denial message Description The customer does not currently qualify as an academic institution. If you believe this decision is incorrect, you can review the learn content to get guidance to update the customer information. The customer wasn't found in education databases, was rejected during review, or was identified as a non-qualifying institution (for example, a private library or museum). The customer does not currently qualify as an academic institution. If you believe this decision is incorrect, you can review the learn content to get guidance to update the customer information. Please note that the review process may take 1–2 weeks. The customer is temporarily blocked from resubmission. The review process may take additional time. The customer is restricted from being an education customer. The customer is restricted from education qualification. Contact support for more information. The email domain provided (for example, gmail.com, hotmail.com) is a public domain and can't be used for EDU verification. You can resubmit your request using an academic domain associated with the school in the email field. A public email domain was used instead of an academic domain. Resubmit with a valid academic email domain. We ran into an error. You can verify the customer domain and resubmit the request for education qualification. An error occurred during the verification process. Verify the customer domain and resubmit. After you successfully submit your customer's account information, a special qualification status message is sent. Your customer's account might be Approved, In Review, or Denied. If your Special Qualification is undergoing further review, the review typically takes three or fewer business days. An approved Special Qualification A Special Qualification in review A denied Special Qualification When a customer's education qualification is denied, one of the following messages is displayed depending on the reason: Customers who don't meet Microsoft's educational licensing requirements can be denied education qualification. If you believe qualification denial to be in error, you can dispute the review up to three times for a customer. Special qualification reviews exceeding three attempts aren't allowed. Add the education tag to an existing customer Partners can assign education tag to a customer that is already created in Partner Center using these steps: Sign in to Partner Center and select Customers . Sign in to Partner Center and select Customers . Select an existing customer from the customer list. Select an existing customer from the customer list. Select the Accounts page from the left navigation to see the specific customers account details. Select the Accounts page from the left navigation to see the specific customers account details. Select Edit under Special Qualifications . Select Edit under Special Qualifications . Select Education as the qualification you're requesting. Select Education as the qualification you're requesting. Enter the customer’s education details as required. Key information for the verification process includes: Education Segment : Enter the entity's educational segment. This field is required for verification. Note K-12 : Primary pre-adult education for K-12 grades, or the equivalent statutory age range of primary education for the country/locality the institution is based in. Higher Education : Secondary, post-primary education as would be taken by adults at any number of venues, including universities, colleges, trade colleges/schools; and other college-level venues such as academies, seminaries, and vocational schools. Education website : Enter an official website for the entity. This information expedites the customer verification process.
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Enter the customer’s education details as required. Key information for the verification process includes: Education Segment : Enter the entity's educational segment. This field is required for verification. K-12 : Primary pre-adult education for K-12 grades, or the equivalent statutory age range of primary education for the country/locality the institution is based in. Higher Education : Secondary, post-primary education as would be taken by adults at any number of venues, including universities, colleges, trade colleges/schools; and other college-level venues such as academies, seminaries, and vocational schools. Education website : Enter an official website for the entity. This information expedites the customer verification process. Submit when account details are final. After you Submit , you'll receive an In Review status indicator if the information submitted is valid . Submit when account details are final. After you Submit , you'll receive an In Review status indicator if the information submitted is valid . After you successfully submit your customer's account request, a special qualification status message is shown. Your customer's account might show Approved , In Review , or Denied. If your Special Qualification is undergoing further review, the review typically takes three or fewer business days. After you successfully submit your customer's account request, a special qualification status message is shown. Your customer's account might show Approved , In Review , or Denied. If your Special Qualification is undergoing further review, the review typically takes three or fewer business days. Correct the customer account information If your customer information failed the initial special qualification verification, you can correct the information and resubmit it using the information in the following sections. To revise customer account information and request special qualification verification, you: Must have Global admin privileges to update a customer's information You must update the information in the Microsoft 365 portal, because this data can't be updated at Partner Center (to update information, a MAC user role must be either Global Admin or Billing Admin) To revise customer account information when Special qualification hasn't been approved, use the following steps: Select a customer's account from the Customer list. Navigate to the Service Management page. Select Microsoft 365 . You're redirected to the Microsoft 365 Admin Center on a new tab of your browser. You might be required to sign in. From Microsoft 365 admin center, in the Navigation menu , go to Settings > Org settings . Select the Organization profile tab, and then select Organization information . Update your organization's information, then select Save . You must fill in all required fields marked with an asterisk (*) before you can save your changes. To help expedite the review of your customer and improve the chances of approval, make sure that your customer: Doesn't have a free email service provider address for the Technical Contact (gmail.com, outlook.com,...) When possible, attach a custom Domain Name attached to the customer's tenant Resubmit the customer information for verification To resubmit the customer information for verification, use the following steps. Reverification can take up to three business days. Go to your Partner Center tab and to the customer Account page. Refresh the browser and verify the Company details were updated with the new information. Select Edit to request reverification of education status. If the updated customer details are eligible for education offers, Special qualifications is updated to Education . If you still see Not an Education Customer , you can contact Support for manual verification. If you end up contacting Support for manual verification, prepare and include at least one current document that confirms the institution's educational status in your support request: Accreditation certificate or accreditation confirmation letter Accreditation certificate or accreditation confirmation letter Government registration, charter, or ministry/board of education letter Government registration, charter, or ministry/board of education letter Official institution registration record Official institution registration record Official webpage showing the institution's name, address, and educational mission Official webpage showing the institution's name, address, and educational mission For higher education: accreditation, degree-granting authority, or recognized post-secondary registration For higher education: accreditation, degree-granting authority, or recognized post-secondary registration For school districts or boards of education: public authority documentation or official government listing Tip The most useful evidence is documentation that clearly shows the institution's legal name , address , and education status on the same record or across a small set of matching records. For school districts or boards of education: public authority documentation or official government listing The most useful evidence is documentation that clearly shows the institution's legal name , address , and education status on the same record or across a small set of matching records. Related content Sell to specialized industries Add a new customer Sell Minecraft: Education Edition subscriptions to education customers Was this page helpful? Need help with this topic? Want to try using Ask Learn to clarify or guide you through this topic? Additional resources Last updated on 2026-04-28
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