We recommend every partner to create a demo environment to show the Workspace to (potential) customers. Every partner is entitled to one free demo environment to use as a sales tool.
Step 1. Set up the demo environment
Register a new Workspace environment.
Important: "demo" must be part of the environment name. Only "demo" as environment name is not allowed.
Go to the Billing page and fill in all the necessary information (this information will be visible in the invoice).
Add some users to the demo environment, so that the differences between these users can be shown, e.g. two users and one admin.
Step 2. Design your demo environment
Now that we've had the technical part, let's move on to the functional part.
Create some standard branding sets, so that you can easily switch between brandings and show the differences.
For example, create one branding set that you can continue to change, one in your own branding with coloured headers and one in your own branding with white headers.
Tip: if you are working with a customer and need to show the demo environment more often, it can be useful to create and save a branding set for that specific customer. Then, you can quickly and easily switch to that branding when necessary (make sure that you adapt the branding and workspace to the relevant customer for each demo you give).
Create some standard Shared tile groups. Then it's just a matter of turning on what you want to show, which can differ per customer.
For example, create one group with only Microsoft 365 applications in it, one group with news items (company news, birthdays, etc.), another group with only legacy applications, etc.
For more information, see integrations.
It's important to create a calm and recognizable workspace. You can read more about best practices here.
Questions?
For billing and/or functional questions related to your demo environment, contact our Partner team at [email protected]
For technical questions you can contact support