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Target offers download

Published
Reading time2 min read
SourceMicrosoft Learn
On this page5 sections
  1. What's new
  2. Where to access
  3. Why this matters
  4. Learn more
  5. Important considerations
Impacted audience
Cloud Solution Provider (CSP) direct bill partners and distributors.

We’ve introduced a new AI assistant capability in Partner Center that helps Cloud Solution Provider (CSP) partners discover and download targeted offers applicable to their customers.

Targeted offers are customer‑specific promotions assigned by Microsoft and aren't available through public promotion listings. With this update, partners can use the AI assistant to automatically evaluate customer eligibility and generate a downloadable report of applicable targeted offers.

What's new

Using the AI assistant in the Customers workspace, partners can now:

  • Identify targeted offers applicable to customers associated with their partner account
  • Automatically evaluate customer eligibility
  • Download a report containing customer‑specific targeted offers
  • Use the data for sales planning, customer outreach, and internal workflows

The downloaded file includes only targeted offers that are applicable to the partner’s customers at the time of evaluation.

Where to access

  • Go to Partner Center.
  • Navigate to the Customers workspace.
  • Select the AI assistant (sparkle icon) in the upper‑right corner.
  • Use prompts such as “Download targeted offers applicable to my customers”.

Why this matters

Partners can use the targeted offers download to:

  • Plan proactive customer outreach.
  • Equip sales teams with customer‑specific offers.
  • Validate offer applicability before transactions.
  • Combine with internal reporting or CRM workflows.
  • This enables more accurate, timely, and relevant engagement with customers.

Learn more

For details on how the feature works, sample mockups, example prompts, and CSV schema, see: Download targeted offers with AI assistant in Partner Center

Important considerations

  • Targeted offers are customer‑specific and can't be applied to other tenants.
  • Availability and eligibility are determined by Microsoft and may change over time.
  • The downloaded report represents eligibility at the time it was generated.
  • Pricing details are governed by the price list, which remains the source of truth.
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