Download Reference Card
Intelligent Modern Solutions
intelligentmodernsolutions.com
Brief 05  |  FY27
Co-Sell Execution

Who Does What in a Co-Sell Deal: A Practical RACI for Microsoft Partners

Six roles. Five phases. Nine places deals die. The accountability map that Microsoft does not publish.
The Gap This Fills Six Roles Defined Five Execution Phases RACI by Phase Nine Failure Points Deal Registration

The co-sell program is well-documented. Who is accountable for each step of it is not. Microsoft publishes Partner Center UI walkthroughs, eligibility criteria, and referral mechanics. What it does not publish is a cross-functional accountability map that tells a partner organization who owns what, which Microsoft role has actual authority versus advisory influence, and where the motion most commonly breaks down. The result is predictable: referrals expire because no one monitored the 14-day window, deal registrations are rejected because the customer account check happened after submission, and deals stall mid-cycle because the PDM was treated as a deal closer when that responsibility belongs to the field seller.

This brief closes that gap. It maps the co-sell deal execution motion across six roles on both sides of the engagement, across five phases from origination through incentive capture, and calls out the nine documented failure points that no official documentation surfaces.

Who should use this: Partner alliance managers, VP Alliances, and any partner leader who owns the co-sell motion. Use it at deal origination to assign ownership before the referral is submitted, at Phase 2 to confirm 14-day window accountability, and at Phase 5 to validate all five registration criteria before submission.

1
Why This Document Exists
A Published Gap in an Otherwise Well-Documented Program

Microsoft's Partner Center documentation covers referral creation, deal type selection, mandatory fields, and stage progression. The Microsoft Commercial Engagement Model (MCEM) framework maps the deal lifecycle to Microsoft's internal sales methodology. Co-sell automation platforms such as Clazar and Tackle publish operational workflows for their own tools. Partner alliance advisory firms cover co-sell strategy at a conceptual level. Microsoft itself provides a generic RACI template in its Download Center.

None of these documents answer the operational question a partner leadership team actually faces: at each step of a co-sell deal, who in our organization is responsible, and who on the Microsoft side has actual authority to act? The generic RACI template covers project management. The platform documentation covers tool workflows. The program documentation covers eligibility. The intersection of roles, phases, accountability, and failure points remains unaddressed. This gap has direct revenue consequences: partners lose registration eligibility, deals expire in the 14-day window, and Microsoft seller engagement collapses when neither side knows who is responsible for the next step.

That gap is not an accident. Microsoft's documentation is written for a single audience at a time: the alliance manager submitting a referral, the field seller reviewing an inbound, the PDM managing a partner portfolio. No single document addresses all six roles simultaneously, across the full deal lifecycle, with explicit accountability for the moments where execution most frequently fails.

That is what this brief provides. It draws on official Partner Center documentation, practitioner guides from alliance advisory firms, community discussions among working PDMs and partner alliance managers, and Partner Center changelog documentation covering the Q1 2026 mandatory field changes that have broken partner CRM integrations without surfacing errors to the partner.

0
Published practitioner-grade RACIs for co-sell deal execution from the partner perspective

Microsoft publishes UI instructions and eligibility criteria. It does not publish a cross-functional accountability map. Alliance advisory firms cover strategy and team structure. None provide a phase-level RACI. Co-sell automation platforms document their own tools. The execution motion itself remains unmapped.

2
Program Mechanics
Three Deal Types. Most Partners Know One.

Before mapping accountability, the program structure matters. Microsoft has three distinct deal types in Partner Center, and the accountability model differs across them. Partners who treat them interchangeably create the conditions for deal registration rejections and missed co-sell incentives before the deal motion begins.

Deal Type Microsoft Visibility Microsoft Obligation Deal Registration Eligible What It Means Operationally
Private None (unless partner enables) None No Used for tracking purposes only. No Microsoft engagement, no incentive claim.
Partner-led Microsoft can see it None, sellers view only Yes, if IP co-sell eligible Most commonly used. Creates deal registration eligibility without requiring Microsoft engagement during the deal.
Co-sell Active Full visibility 14-day accept/decline window Yes Both parties carry a 14-day obligation. Microsoft seller accepts or declines. Partner must respond to inbound referrals within 14 days or the deal auto-expires.
Critical distinction: "Co-sell ready" status means the partner's solution is visible in Microsoft's seller catalog. It does not create any obligation for Microsoft sellers to engage on any specific deal. IP co-sell eligibility creates a quota credit incentive for the field seller, which is what actually changes seller behavior. Partners who believe co-sell-ready status triggers seller outreach are operating on an incorrect premise.

3
Role Definitions
Six Roles Across Two Organizations. Two Different Chains of Command.

Three roles on the partner side, three on the Microsoft side. Each with different authority boundaries.

The co-sell motion involves two distinct organizations with separate reporting structures, separate accountability systems, and different definitions of success. Understanding where the PDM's authority ends and where the field seller's authority begins is the single most frequently misunderstood structural point in the co-sell program. Getting it wrong causes partners to over-invest in PDM relationships as a substitute for field seller relationships, and to escalate incorrectly when deals stall.

Role Owns Does Not Own
Partner Alliance Manager Partner org Microsoft relationship end-to-end. Referral creation and monitoring in Partner Center. Inbound referral response. PDM relationship. Bridge between partner field teams and Microsoft field org. Not the deal AE. Does not carry quota. Cannot substitute for field sales in customer conversations.
Partner Field Sales (AE) Partner org Customer relationship. Deal qualification and close. Quota. Manages the deal with the customer, not the Microsoft relationship. Not responsible for Partner Center submissions. Must be briefed by alliance manager on co-sell mechanics to avoid treating the engagement like a standard vendor deal.
Partner Solutions Engineer Partner org Technical architecture. POC execution. Reference architecture documentation. Interface with Microsoft PTS during technical validation. Reference architecture diagram is mandatory for most IP co-sell eligible offer types. This is the SE's deliverable, not the AM's.
Microsoft PDM GPS (Global Partner Solutions) Partner strategy and program health. Co-sell pipeline at the portfolio level. Introductions to field sellers. Escalation facilitation when deals stall. Does not own any customer account. Cannot require field seller participation on any specific deal. Manages a small number of strategic partners. Dedicated PDM coverage is available only to a fraction of the total Microsoft partner ecosystem; partners without a dedicated PDM access program support through Microsoft's partner support tiers.
Microsoft Field Seller (AE) Enterprise/SMB/Digital Sales org Customer revenue. Accept or decline of co-sell engagement. ECIF nominations (Engineering Customer Investment Fund: Microsoft-funded POC and deployment support). FY27 scorecard priorities: Copilot, Azure AI, Security, Fabric. Not partner-facing. Makes an independent engagement decision on every deal based on account priorities. A PDM introduction does not compel participation.
Microsoft PTS GPS (Global Partner Solutions) Technical validation of partner solution. Support during Advanced Specialization audits (credentials required for certain Microsoft Solution designations). Accessed through PDM for complex deal pursuits, typically involving custom Azure architectures, multi-cloud integrations, or certification requirements. Pre-sales role only. Not a customer-facing resource. Engaged selectively, not on every deal.
PDM vs.
Field Seller
Two roles. Two orgs. Two completely different jobs.

The PDM reports into GPS. The field seller reports into the enterprise or SMB sales org. The PDM manages the partner relationship. The field seller manages the customer account. Getting a PDM does not get you into customer deals. Both relationships are required and earned separately. The most common escalation mistake: partner contacts PDM to compel field seller engagement. PDM can facilitate. PDM cannot compel.

4
Execution Phases
The Five-Phase Co-Sell Execution Motion

The co-sell motion has a documented seven-stage deal lifecycle in Partner Center (Created/Accepted at 10% through Won at 100%). In practice, the partner-side execution clusters into five operational phases with distinct accountability profiles, hand-off points, and failure risks at each transition.

Phase 1
Deal Origination and Validation. Field sales surfaces the opportunity. Alliance manager qualifies it for co-sell candidacy: Is the customer Microsoft-managed? Does the solution area align with the field seller's FY27 scorecard priorities? Does Microsoft engagement change the outcome, or is this a deal the partner can close without co-sell? Selectivity at this stage determines referral quality over time. Partners who submit every deal dilute field seller trust, collapse acceptance rates, and reduce future referral volume.
Phase 2
Referral Submission and Microsoft Acceptance. Alliance manager creates the deal in Partner Center with all mandatory fields: customer, deal name, estimated value, close date, Solution Area, Solution Play (both mandatory as of 2026), customer need, help type requested (one of seven options), at least one team member with full contact details, and at least one solution for IP co-sell. For API-based submissions, the Marketplace Intent field is mandatory since January 2026. Microsoft seller has 14 days to accept or decline. No response auto-expires the deal. Partner has a parallel 14-day obligation on inbound Microsoft referrals. Both windows are operational responsibilities, not program formalities.
Phase 3
Deal Qualification and Development. Field sales qualifies customer requirements. Alliance manager and field seller develop joint messaging. Solutions engineer provides technical architecture and POC. Microsoft PTS may be engaged for technical validation on complex deals. Alliance manager updates deal stages in Partner Center. If the deal stalls, PDM is the escalation lever: the PDM can nudge the field AE, but cannot require engagement. The partner alliance manager owns stage update discipline.
Phase 4
Proposal, Negotiation, and Close. Field sales owns the formal proposal and negotiation. Alliance manager positions Marketplace procurement eligibility and MACC consumption credit if relevant. Microsoft field seller participates in customer conversations where their presence creates value. Alliance manager marks the deal won or lost in Partner Center. The 72-hour minimum between deal creation and marking won must be observed: deals registered immediately after close are rejected. This is a technical constraint, not a judgment call.
Phase 5
Deal Registration and Incentive Capture. Alliance manager verifies all five registration criteria are met: won status, IP co-sell eligible solution, $25,000 minimum deal value, Microsoft-managed customer account, and partner-led or co-sell active deal type (private deals are ineligible). The 72-hour minimum between deal creation and marking Won must also be satisfied before submission. If all criteria are met, registration is submitted in Partner Center. Alliance manager monitors validation status and incentive claim. Microsoft reviews and validates the registration. Additional documentation may be requested.

5
Accountability Matrix
RACI by Phase: Who Does What

The table below maps the 22 key tasks across the five execution phases to the six roles. The RACI key: R = Responsible (does the work), A = Accountable (owns the outcome), C = Consulted (provides input), I = Informed (kept in the loop). Where a single role is both responsible and accountable for a task, it is marked A/R.

R Responsible A Accountable C Consulted I Informed Not involved
Task Partner
Alliance Mgr
Partner
Field Sales
Partner
Solutions Eng.
Microsoft
PDM
Microsoft
Field Seller
Microsoft
PTS
Phase 1: Deal Origination and Validation
Identify co-sell opportunity in active deals A R I I
Validate customer is Microsoft-managed A/R C C I
Assess co-sell candidacy (selective submission) A/R C C
Confirm Solution Area and Solution Play alignment A/R C C C I
Phase 2: Referral Submission and Microsoft Acceptance
Create deal in Partner Center (all mandatory fields) A/R C I
Submit co-sell referral with help type specified A/R C I I
Monitor Microsoft 14-day accept/decline window A/R I C I
Respond to inbound Microsoft referrals (14-day window) A/R C I I
Microsoft seller accepts or declines engagement I I I A/R
Phase 3: Deal Qualification and Development
Qualify customer requirements and opportunity fit C A/R C I C
Develop joint messaging and value proposition A/R C C C C
Provide technical architecture, POC, validation C I A/R I C R
Update deal stages in Partner Center A/R I I I
Escalate stalled deal via PDM for field seller re-engagement A I R I
Phase 4: Proposal, Negotiation, and Close
Prepare and present formal customer proposal C A/R C I C
Position MACC (Microsoft Azure Committed Consumption) eligibility and Marketplace procurement A/R C I C
Negotiate final terms and handle objections C A/R I C
Mark deal won or lost in Partner Center A/R C I I
Phase 5: Deal Registration and Incentive Capture
Verify all five registration criteria are met A/R I I I
Submit deal registration in Partner Center A/R I I I
Respond to Microsoft documentation requests A/R C C I C
Monitor registration validation and incentive claim A/R I I I
Companion Documents

Reference Card (1-pager): All six roles, five phases, nine failure points, and the three critical rules on a single printable page. Open the Reference Card and save as PDF for a desk or field reference.

Swim Lane RACI Chart: Visual phase timeline with role swim lanes and 14-day window callouts. Open the RACI Chart for the interactive view or print as a landscape PDF.

IMS Brief Series

This brief is part of the IMS practitioner brief series. Brief 01: The Fractional Alliance Model covers how IMS structures the engagement and where it begins. Brief 03: Ten Years of Partner Program Change covers what shifted in the program between 2015 and today. Brief 04: The FY27 Partner Program Audit covers what changed in the current fiscal year and what to do before Frontier Accelerate for Marketplace reshapes entry requirements. MCAPS FY27 Recap covers what Microsoft's July 2026 partner kickoff changed structurally.


6
Where Deals Break
Nine Failure Points Not in the Official Documentation

These are not edge cases. They are the specific, recurring reasons co-sell deals fail to register, fail to produce incentive claims, and fail to generate field seller engagement. None are prominently surfaced in Microsoft's official program documentation.

1. The Dual 14-Day Cliff
Partners know they have a 14-day window to respond to inbound Microsoft referrals. Fewer know that outbound referrals also carry a 14-day acceptance window for the Microsoft seller. Missed windows on either side auto-expire the deal: it closes in Partner Center as declined, cannot be re-opened, and must be resubmitted as a new deal. Monitoring both windows is the alliance manager's operational responsibility, not a calendar reminder.
2. Customer Account Type
If the customer is not a Microsoft-managed account, the deal is ineligible for IP co-sell deal registration. Partners frequently create deals using "Other" or Moody's-matched account entries without knowing they have disqualified the deal from registration. This check must happen before deal creation, not after. The error surfaces only at registration.
3. CRM Integration Breakage
The Marketplace Intent field became mandatory for all API-based co-sell submissions in January 2026. Salesforce, Dynamics 365, and custom API integrations built before this change fail silently: no error message in most CRM dashboards. Partners may have been submitting referrals they believe are going through when they are not. Verify the integration against current API requirements.
4. Missing Mandatory Fields
Solution Area and Solution Play are now mandatory for all IP co-sell deals submitted via Partner Center portal and bulk upload. Deals submitted without these fields are rejected or deprioritized before reaching a field seller. These fields are also the mechanism for scorecard alignment: correct field selection is not administrative compliance, it is the signal that tells a field seller whether this deal contributes to their quota.
5. Scorecard Misalignment
A technically complete referral that does not align with the field seller's FY27 scorecard priorities (Copilot, Azure AI, Security, Fabric) gets deprioritized regardless of referral quality or partner relationship. Confirming solution area alignment in Phase 1 is not an administrative step. It determines whether a field seller has any reason to engage.
6. Volume Over Selectivity
Partners who submit every active deal to Partner Center treat co-sell like a registration system. The result: acceptance rates collapse, PDMs stop prioritizing the partner, and field sellers deprioritize inbound referrals from the partner as noise. Submitting only deals where Microsoft engagement materially changes the outcome is not documented in official program materials but is consistently cited by practitioners as the dividing line between a functioning and a dead referral pipeline.
7. Deal Registration Timing
A minimum of 72 hours must elapse between deal creation and marking the deal won. Registrations submitted before 72 hours have elapsed are rejected. Opportunities cannot be deleted once created, so errors remain in the system permanently. Registering a deal immediately after close is the most common first-time partner registration error and does not have an easy correction path.
8. PDM Relationship Confusion
The PDM is not a deal closer and is not a substitute for a field seller relationship. Partners who invest primarily in the PDM relationship and expect field seller engagement to follow are operating on an incorrect model. PDM manages partner strategy. Field seller manages customer revenue. The PDM can introduce and can facilitate escalation. The field seller decides independently whether to engage on any specific deal.
9. The Optional Field Partners Skip
Estimated Azure Consumed Revenue became generally available in the referral submission flow in February 2026. It is optional, which is exactly why most partners leave it blank. It is a different figure from Estimated Contract Value: not the deal's total size, but what the partner expects the customer to consume on Azure once the deal closes. Microsoft's stated purpose is to help sellers gauge cloud potential early and prioritize which referrals get resourced. A referral with a credible Estimated ACR figure gives a field seller a reason to engage that a referral without one does not.
Common Misconceptions in the Co-Sell Motion
Co-sell ready does not equal seller engagement. Sellers have no obligation to act at Co-Sell Ready status.
PDM is not a field seller. They report up different chains. Getting a PDM does not get you into customer deals.
Partner-led is not the same as co-sell active. Partner-led gives Microsoft visibility; co-sell active triggers the 14-day bilateral obligation.
Marketplace Intent is mandatory for API submissions since January 2026. Missing it silently drops the referral.
72-hour minimum between deal creation and marking won. Registering immediately after close is the most common first-time rejection.
Deal registration is not co-sell. Registering a won deal without submitting a referral collects no Microsoft engagement and claims only partial credit.

7
How This Connects
Readiness Without Execution Accountability Is Not Readiness

The IMS Co-Sell Readiness Index (IMS CRI) at the center of the IMS engagement diagnostic assesses a partner's position across six dimensions: go-to-market alignment, technical validation, Marketplace Transactability, field engagement, operational hygiene, and commercial readiness. The IMS CRI identifies where the gaps are. This brief addresses the execution layer that follows: once the gaps are identified and a partner moves into active co-sell mode, who is accountable for what at each step.

Most partners who fail to convert co-sell eligible status into field engagement and deal registration do not have a program understanding problem. They have an execution accountability problem. No one owns the 14-day window monitoring. The alliance manager has not validated customer account type before submission. The field sales team is treating co-sell referrals as optional Microsoft color commentary rather than as a bilateral process with a response obligation. The registration is submitted the day the deal closes rather than 72 hours after creation.

The RACI in this brief is not a checklist. It is an internal accountability structure. Its purpose is to ensure that every task in the co-sell motion has a named owner before the deal starts, not a post-mortem explanation after it fails.

IMS CRI connects to RACI
The diagnostic identifies gaps. The RACI closes them.

Brief 1 covers the Fractional Alliance Model. Brief 3 covers Partner Program structure and the decade of change. Brief 4 covers the FY27 Posture Audit. This brief covers deal execution accountability. Each addresses a different failure mode that prevents partners from converting program enrollment into field-level revenue outcomes.

72 hrs
Minimum between deal creation and marking won before registering. Missed by nearly every partner registering their first co-sell deal. No override exists.