Resources

As a Microsoft Financing partner, you have access to specialized training, sales, and marketing tools from Microsoft. Make the most of what's available to you by utilizing these valuable resources.

Sales Materials
Type Name Description How to Use Download
Web
Customer Credit Guidelines Microsoft Financing's guidelines for approving customer applications Provide to your sales people. Includes useful information about what to expect.
PDF
FAQ Our FAQ provides answers to commonly asked questions pertaining to Payment Solutions. Use as a reference to answer customer questions or leave it with them after discussing payment options.
PDF
Financial Services Overview Overview of financial services sector changes, and how payment options can help with these challenges. Learn about the challenges of the financial services industry, and how flexible payment options can assist.
Financial Services Emailer Financial services email template (OFT) to send to customers Send to customers within the financial services industry to show how they can benefit from Payment Solutions.
Healthcare Emailer A customer-facing email template (OFT) for customers in the Healthcare sector. Use this email template to send communications focused on healthcare challenges to customers about Payment Solutions.
PDF
An Overview of Payment Solutions options This Partner-facing datasheet provides an introduction and overview of Payment Solutions. Learn about the options from Payment Solutions and use to educate your sales teams.
PDF
Financing Key Concepts Quick reference card providing a glossary of key financing concepts and terminology. Learn the basic accounting terminology so you can discuss and understand your customer's financial concerns with confidence.
PDF
Payment Solutions Cloud Platform Solution Brief for Customers Payment Solutions support your customer's migration strategy by helping to facilitate their adoption of the cloud platform within a flexible payment structure. Present this in customer meetings or leave with your customer at the end of your introduction of Payment Solutions.
PDF
Payment Solutions Financial Services Brief for Customers Help your customers modernize their IT environment with Payment Solutions. Learn how Payment Solutions can help your customers tackle the extensive investment and cash outlay required to adopt next generation capabilities.
PDF
Payment Solutions Solution Brief Office 365 for Customers Payment Solutions help facilitate your customer's adoption of Office 365 – with flexible payment structures that address their budgetary requirements and align to their planned deployment schedule. Present this in customer meetings or leave with your customer at the end of your introduction of Payment Solutions.
Cloud Emailer A customer-facing email template (OFT) highlighting how payment solutions can be used to facilitate cloud adoption. Send this cloud email template to customers considering cloud services to show the flexible payment options available to them.