Microsoft Customer Digital

Experience (CDX)

aka.ms/cdx

Create demo tenants, download step-by-step demo scripts for Microsoft Modern Work, Security and
Business Applications products, and conduct immersive sessions with customers.
Customer Digital Experiences
Interactive digital experiences using fully functional Microsoft 365 environments

Help your customers understand:

Why What How

Discover why Microsoft is the right choice Understand what needs to be done to Learn how to implement, manage,

for their business achieve their business goals integrate and support

Microsoft Cloud products

Customer Digital Experiences
A story telling platform

2 Constructs
Environments
Experiences

3 Experience Formats
Customer Immersion Experiences
Demos
Simulated Demos
Transform Platform
If you visit CDX from Transform.microsoft.com, the landing page will look
different for Microsoft employees vs. Microsoft partners and MVPs.
CDX How-to
This deck is to provide guidance to users on how to use Microsoft Customer
Digital Experience (CDX) platform. In this deck, you will find:
• How to get access
• Terms of Use
• Experience Types: Demo, Simulated Demo, CIE
• Demo tenant types
• FAQ & Support
Who has access to CDX?

Microsoft employees, vendors with MSFT domains, Partners, and MVPs all have access to
CDX
Microsoft FTE and Vendors

Access is granted to Microsoft

employees and vendors with MSFT
domains

Vendors and employees may have

limited access to some content in CDX
based on their role or organization
affiliation
Microsoft FTE and Vendors access
Accessing CDX from Transform

• Log into transform.microsoft.com

• If prompted to set up a profile, choose
the appropriate Segment & Role
• Upon completing your profile, click on
Portals > OnRamp for Modern Work &
Security
• Click on ‘Tools’ in the upper navigation
bar
• Click ‘Launch’ on the Customer Digital
Experience tile

Accessing CDX directly

• Visit cdx.transform.microsoft.com
Partners and MVPs
Access is granted to valid Microsoft partners
and MVPs

Partners must use a work email account that is

enrolled into the Microsoft Partner Center,
associated with their MPN account AND
authenticated through their work domain's
Azure Active Directory. Partner tenants licensed
with only a Windows Store for Business
subscription will not allow users access to CDX.

An MSA/Live ID is not valid for accessing CDX

MVP users must be current, have an up-to-date

NDA on file, and be approved by MVP team

Microsoft Partner Center Help

https://partner.microsoft.com and click on
Support
Partners and MVPs access
Accessing CDX from Transform

• Open a browser: transform.microsoft.com

• You may have to use an InPrivate session if
you use a different account for MPN than
your primary account
• Sign in using your partner account
• If prompted to set up a profile, choose
Partner for both Segment & Role
• Upon completing your profile, you can
navigate to the CDX home page

Accessing CDX directly

• Visit cdx.transform.microsoft.com
CDX Terms Of Use Agreement

Important: Violations
of the Terms of Use
can result in a loss of
access to CDX

• When you first access CDX you will be presented with the Terms of Use for the site. It is
important to read and understand these terms.
• CDX resources are for delivering Microsoft product demonstrations to customers or individual
self-learning activities.
• CDX resources are NOT to be used for any testing, proof-of-concepts, training courses,
3rd party app development, and sales or product trials. Tenant usage is monitored, and
violations can result in the immediate loss of access to your tenants and CDX.
What are CDX Experiences?

CDX offers Customer Immersion Experiences, Demos, and Simulated Demos

 Customer Types

ITDMs

Experiences for all BDMs

Customer Immersion Demo Simulated Demo

CDX offers a series of Experience profiles Experience (CIE)
A deep one-to-many or one-to-few A step-by-step, hands-on technical
experiences for all A 1-3 hour on-site or virtual experience with presentation with little to no audience experience for our users and focus on

audiences and sales highly active participation, led by a professional

facilitator
participation led by product owners or SMES specific scenarios and enablement of
features and functionality
stages.

Experiences in CDX are Audience • Enterprise executives, BDMs, ITDMs that

• Practitioners, ITDMs, IT pros, security pros,
people involved in tech planning or
the primary methods by meet minimum qualifications. everyday use.
• 4-20 people
which a user can • Unlimited in number

demonstrate or learn
more about Microsoft • Can vary • Can vary, shorter
tools and products. Time frame • 1-3 hours or longer curricula

• Onsite or virtual, • Often featured at

Location • Onsite or virtual conferences/events
webinar

Experience • Interactive, story-telling based, “hands • Mostly passive, with some guided • Mostly passive, with some guided
on keyboard” with some guided simulation simulation
simulation • Led by Microsoft and • Led by proctors
• Led by Microsoft and partner facilitators • Multiple industries
partner facilitators • Multiple industries • Can feature non-GA
• Multiple industries • Can feature non-GA or private or private preview products/features
• Used only GA products/features preview products/features
How to access an experience
Recommended experiences can be
found on the home page based on
your user profile.

A full list of all avaiable experiences

can be found by following this link or
by clicking on the ‘Experiences’ tab in
the upper navigation bar within the
CDX site.

If you know the name of the

experience you would like to use, you
can also search by the Experience
name on the CDX homepage.
What is a CDX Demo?

A deep one-to-many or one-to-few presentation with little to no audience participation led by

product owners or SMEs
Demo Overview
Coming in a variety of different types, demos make up most experiences available on CDX. There
are three different types of Demos offered in CDX.

Assets Only Shared Tenant Tenant Only Demo

Asset Only demos only offer Shared Tenant demos allow you to open Tenant Only demos provide an easily
downloadable guides to follow as a a demo environment that is already pre- accessible personal demo tenant that
stand-alone demo or within a Demo configured and may contain products can be used to demo the product that
Tenant that is already in your account. and features that may not be available the Experience is about.
within your own demo tenant.
Assets Only Demos
Assets Only demos contain downloadable resources that you can use to run or supplement your
demonstrations.

Go to the Experiences page and click on You can search for an existing customer Once a Customer has been added, the
the demo you wish to use. or click ‘+ Add new Account’ to create a assets will be available for download.
Once on the demo detail page, you will new customer profile. Click on the asset you want to download
need to add a customer to the Customer If this is not for a customer, simply to initiate the download.
field at the bottom of the page. search for and select the ‘Test’ option.
Click ‘Add’.
Shared Tenant Demos
Shared Tenant demos allow you to open a demo environment that is already pre-configured for the
demo and may contain products and features that may not be available within your own tenants.

Go to the Experiences page and click on the demo The ‘Start’ button is now activated and the assets Click ‘Start’ to launch the shared tenant in the browser
you wish to use. (including a downloadable version of the demo with a guide window on the right-hand side of the
Once on the shared tenant demo detail page, you guide) are now available to download. screen (far right image).
will need to add a customer to the Customer field.
Some shared tenant experiences have dynamic
You can search for an existing customer or click ‘+
Add new Account’ to create a new customer profile. usernames and passwords that you can only get in
the side-by-side guide. On some shared tenant
If this is not for a customer, simply search for and experiences, you can download the guide asset and
select the ‘Test’ option. follow the directions within from a browser tab. This
Click ‘Add’. will use the same shared tenant without the side-by-
side guide.
 Tenant-Only Demo
Tenant-Only Demos provide an easily accessible pre-configured tenant that can be used to demo
the product that the specific experience is about.

Go to the Experiences page and click on the demo you Click on the ‘Tenant’ Drop-down menu. Click ‘Start’ to launch the shared tenant in the
wish to use. browser with a guide window on the right-hand side
If choosing an existing tenant, click ‘Start’ to open a of the screen (far right image).
Once on the Tenant-Only demo detail page, you will side-by-side demo window and guide.
need to add a customer to the Customer field at the If you do not wish to use the side-by-side guide,
bottom of the page. If selecting ‘New Tenant’ you will claim a new tenant simply download the guide asset and follow the
for your account. directions within.
You can search for an existing customer or click ‘+ Add
new Account’ to create a new customer profile. Select a region for your tenant.

If this is not for a customer, simply search for and select Click ‘Start’.
the ‘Test’ option.
Click ‘Add’.
What is a Simulated Demo?

A step-by-step, hands-on technical experience for our users and focus on specific scenarios and
enablement of features and functionality
Simulated Demos Overview
Simulated Demos provide a step-by-
step guided presentation for a specific
feature of a product or business
scenario.

Simulated Demos bring the pivot from

one-on-one conversations to one-to-
many, especially in supporting virtual
training and events.
Simulated Demo
Simulated Demos are available in online formats and are for all audiences: field, partners, and
customers.

Go to the Experiences page and click on the You can search for an existing customer or The ‘Start’ button is now activated and the
Simulated Demo you wish to use. click ‘+ Add new Account’ to create a new assets/resources are now available to
customer profile. download or click on.
Once on the Simulated Demo detail page, you
will need to add a customer to the Customer If this is not for a customer, simply search for Click ‘Start’ to launch a full-screen version of
field at the bottom of the page. and select the ‘Test’ option. the Simulated Demo in a new window, or click
on the ‘Online Simulated Demo’ link under
Click ‘Add’.
‘Resources’ to open the guide in a new tab.
What is a Customer Immersion
Experience (CIE)?

A 1-3 hour on-site or virtual experience with highly active participation,

led by a professional facilitator
Customer Immersion Experiences
Overview
Customer Immersion Experiences (CIEs) are
experiences within CDX that allow users to utilize a
Microsoft 365 tenant to facilitate a live, interactive
demo session.

CIEs use virtual desktops or a quick tenant to allow

all participants to log into a live Microsoft 365
environment and interact with each other in real-
time using a scenario-based script to demonstrate
various Microsoft 365 products.

There are various CIEs to choose from, and each

highlight a product or have an industry focus.

CIEs come in two different options:

- Instant-On
CIE
There are various CIEs to choose from, and each one highlights a different product or industry.
CIEs come with two different options: Instant-On or Quick Tenant

Go to the Experiences page and click on the You can search for an existing customer or You must choose a CIE Option, Quick
CIE you wish to use. click ‘+ Add new Account’ to create a new tenant or Instant-On.
customer profile.
Once on the CIE detail page, you will need to Once you complete the required fields
add a customer to the Customer field at the If this is not for a customer, simply search for Click ‘Build Experience’
bottom of the page. and select the ‘Test’ option.
It may take up to 10 minutes for the
Click ‘Add’. Instant-On format to be ready for use.
Instant-On CIEs
Once you have selected the right CIE for your demo, you will then need to
configure your CIE. The required options to start a CIE are as follows:

• Customer- The customer to whom this CIE is being presented. Instant-On

CIEs should not be used for testing purposes and only a customer
account should be selected.
• CIE Options- Quick tenant or Instant-On.
• If the Instant-On option is selected, two additional fields are required:
• Participants - how many users will be participating in the CIE (this will
determine the number of available users in the Virtual Machine
environment).
• Availability- This determines how long the virtual machines are
available.
• Once all the Required Fields have been selected click ‘Build Experience’

• After Launching the CIE, you may see a message stating that it may take up
to ten minutes before the CIE is available.

• Instant-On CIEs cannot be extended and should only be claimed for the
time needed for your customer session.
Instant On CIEs
• Once the CIE has built, you will see a notification in the upper right-hand corner
of the screen.
• Click on the notification or click on ‘My Environments’ and then select ‘My
Experiences’.
• From the ‘My Experiences’ page, you will have the option to ‘Launch’ the CIE.
Instant On CIEs
• After Launching the CIE, you
are taken to a screen that
looks like the CIE experience
that was selected when the
CIE was first started.

• The downloadable guide is

available, and the CIE
options are visible.

• Click ‘Launch Experience’ to

be brought to the CIE detail
page.
 Instant On CIEs
From this page you can:
• Find the tenant admin credentials to log
into your tenant.
• Copy the customer-facing URL so your
customers can access the virtual machines
from a browser window to join the CIE.
• Access the Personas in your CIE.
• This can be done by any of the below
ways:
• Clicking ‘Launch Persona’.
• Downloading the RDP file.
• Viewing the details to access the
Persona’s credentials in browser.
Quick Tenant CIE
• If you opt to use the quick tenant option, a new tenant will be added to your list of active tenants in
the ‘My Tenant’ list.
• To access your quick tenant simply click on ‘My Environments’, and your CIE tenant will be available
in your list of tenants.
• A Quick Tenant CIE provides only a preconfigured tenant and can be accessed by your users either
in a browser or on physical devices. (Devices are not provided by CDX).
Obtaining and accessing Tenants
Obtaining a demo tenant

Visit the My Environments page

on CDX to obtain a new demo
tenant or get details on an
existing tenant.
Create a new tenant
On the My Environments page, click Create
Tenant
All available options will be show on the
screen – no other options exist if you do
not see it as a choice.
Select Quick tenant to get a tenant without
waiting for it to be provisioned
Choose a period – most demo tenants
should be 90 days
Select a tenant location
Click Create Tenant next to a tenant content
pack description to claim that tenant.
Not all content packs are available in all
regions or time periods.
Accessing your tenant details
You can find your tenant details on
the My Environment page or click on
the tenant name to open the tenant
detail page.
Log into your tenant using the
credentials provided in a browser by
visiting www.office.com
You may need to use in-private so
that the browser doesn’t try to
authenticate with your work account
automatically.

Important: To prevent loss of access to your tenant, you

should not add MFA or change the password of the
tenant’s users. This may prevent the CDX support team
from assisting you with future requests.
Tenant Extensions
How to submit a Tenant Extension

Go the My Environments tab in For each tenant you can see the 90-day tenants are not eligible An overview of the extension
the main navigation ‘Renewal status’ in the table. for extension except for a few process and FAQ can also be
tenant types. found by clicking on the ‘Renewal
Once on the page select the My The renewal status is based on
Status’ of your tenant.
Tenants tab to view your claimed the ‘Expiry Date’ which you can If you would like to ask for an
tenants view in the tenant Admin portal exception you can open a
in Azure. support ticket via the link in the
renew page.
How to Respond to the Extension Team

After submitting an extension Once the request is submitted, If Additional information was If any additional information is
request, the 'Renewal status' will the request will either be required in order to process the required by the extension team,
change from 'renew' to approved, denied, or additional request, you can submit new you can provide new details via
'Requested' and will show as 'In information is needed by the information to the extension the 'Add Comment' button on
Review' extension team. team. Once you have sent a the tenant detail screen.
follow up, the status will change
to 'In Review'
Overview and FAQ
FAQ & Support
Support
CDX has 24/5 support via
[email protected] with an 8-hour
SLA. This alias should be used for all support items
including Simulated Demos, Demos, CIEs, and any
other issues that may arise while using CDX.

The CDX support team can assist with questions

surrounding material on CDX but cannot provide
technical support for issues arising from tenant use
outside of published demo scripts.

The CDX support team cannot provide custom

licensing for tenants obtained on CDX.

Users can also open a ticket via the Help page within CDX and then monitor the status of the ticket via the Ticket
History.

Additionally, users are also offered an opportunity to provide feedback about the tool or the user experience.