Land Your Offer - Anatomy of Revenue Generating Partner Offer - Part 1 - Copilot in 30
Copilot in 30: A Ready-Made Marketplace Offer to Grow Your SMB Practice Thirty days. Twenty-five users. One repeatable offer that turns AI curiosity into a long-term customer relationship. Small and medium businesses know AI matters. What they lack is a trusted guide and a low-risk way to start. Copilot in 30 gives you both: a $0, 25-user, 30-day Microsoft 365 Copilot Business trial from Microsoft, wrapped in a structured journey that only a partner can deliver. Package it as a Microsoft Marketplace offer and you have a scalable on-ramp to every SMB customer in your base — and to the managed services that follow. Start Here: Why Publishing on Microsoft Marketplace Matters Microsoft Marketplace is Microsoft's partner-focused business platform, designed to help you reach more customers and simplify how you sell. A published offer gives your practice a permanent, discoverable storefront in the place customers already look for Copilot help. More importantly, an offer turns your expertise into something repeatable. Instead of scoping every engagement from scratch, you define the journey once — activities, timeline, deliverables — and run it across dozens of customers. Professional service and managed service offer types are available in Partner Center, so the same offer can carry both the 30-day journey and what comes after it. The SMB Opportunity Hiding in Plain Sight SMB customer segment is still early in their AI journey. These are organisations with 300 or fewer users on Microsoft 365 Business Basic, Standard or Premium — typically without an in-house AI team. That combination is exactly where partners win: high demand, limited internal capacity, and a customer base large enough that a well-designed, repeatable offer scales far beyond what bespoke projects can. Why Copilot Is the Right First AI Step for SMBs Microsoft 365 Copilot Business is the cost-effective Copilot add-on built for SMB customers, delivering the same capabilities as Microsoft 365 Copilot inside the apps their people already use — Outlook, Teams, Word, Excel and PowerPoint. No platform overhaul, minimal training, immediate relevance. Copilot is also the on-ramp. Once a team works confidently with Copilot, the natural next steps are agents, automated workflows and Copilot Cowork — each one deepening the customer's dependence on the partner who guided them there. Meet Copilot in 30: 25 Users, 30 Days, $0 Copilot in 30 is a limited-time, CSP partner-led Microsoft 365 Copilot Business trial for SMB customers with fewer than 300 employees. The essentials: What the customer gets: 25 Microsoft 365 Copilot Business seats for 30 days at $0, transacted through CSP New Commerce (Product ID CFQ7TTC0MM8R · SKU 006Z) Who qualifies: Customers on Microsoft 365 Business Basic, Standard or Premium with no paid Microsoft 365 Copilot today — one trial per customer How long it runs: Available to transact until 31 December 2026 What happens at Day 30: The trial auto-converts to a paid subscription unless renewal settings are changed, with a 7-day cancellation window What Microsoft provides: A launch kit, campaign materials, setup guidance, the Copilot Success Planner and conversion guidance Microsoft supplies the licences and the assets. The offer — and the customer relationship — is yours. Your Role: The Guide Who Turns a Trial Into a Habit A trial alone rarely changes behaviour. A guided trial does. Your job across the 30 days is to make sure 25 people experience real value in real work, and that the sponsor can see it. Before Day 0 — pick the right customers, become "Customer Zero" by using Copilot in your own business, secure a named sponsor and Copilot admin, and build a 30-day success plan with agreed measures. Day 0 — transact the trial, set the paid renewal quantity and term, complete admin setup, assign all 25 licences and run the kick-off with starter prompts. Days 1–28 — lead a weekly scenario (Outlook, Teams, Apps, Agents), review Copilot Analytics, re-engage low-activity users and capture proof points in the customer's own words. Days 29–30 — run the outcome and ROI review, confirm the paid offer and open the expansion and consumption conversation. Every touchpoint is partner expertise the customer cannot get from a licence alone — and every one moves the decision at Day 30 from "should we?" to "how much more?" Inside the Offer: Activities, Timeline and Deliverables Below is the full activity plan behind the offer, ready to drop into your own offer description or statement of work. ID Stage Activity Trial day (of 30) Key deliverables — Pre-req Customer eligibility (Copilot Business trial) Before Day 0 Active M365 Business base licence; no paid M365 Copilot; one $0 trial per customer; CSP New Commerce transactable; offer open to 31 Dec 2026 I1 Identify Build the prioritised target list Pre-trial Tier A/B target list from ASPX and Cloud Ascent; 50–300 eligible seats I2 Identify Confirm eligibility and trial fit Pre-trial Eligibility check: M365 Business base licence, no paid Copilot, one trial I3 Identify Launch the acquisition campaign Pre-trial Campaign email sent; briefing delivered; responses triaged into pipeline I4 Identify Be Customer Zero: complete microskilling Pre-trial Microskilling complete; internal Copilot experience; team briefed P1 Plan Confirm sponsor and success measures Pre-trial Named sponsor and admin; 25 trial users; agreed success measures P2 Plan Build the 30-day success plan Pre-trial Personalised Success Planner output; weekly scenarios; admin and user views P3 Plan Confirm technical and compliance readiness Pre-trial Minimum requirements verified; data and compliance review; blocker log A1 Activate Transact the trial in CSP New Commerce Day 0 25-seat, 30-day, $0 trial ordered (CFQ7TTC0MM8R · SKU 006Z) A2 Activate Configure the paid renewal settings Day 0 Renewal quantity, term and billing set; Cowork usage-based billing if in scope A3 Activate Complete admin setup and assign licences Day 0 Recommended settings on; 25 licences assigned (starts the clock) A4 Activate Run the kick-off and share starter prompts Day 0 Kick-off email; starter prompts; four-week prompt series scheduled X1 Experience Week 1 · Outlook — catch up and communicate Days 1–7 Week 1 prompts landed; first-week activation rate reviewed X2 Experience Week 2 · Teams — meetings that run themselves Days 8–14 Copilot Analytics checkpoint; recaps adopted; low-activity users re-engaged X3 Experience Week 3 · Apps — create in minutes Days 15–21 App scenarios and proof points; week 3 training gate before day 30 X4 Experience Week 4 · Agents — unlock the next level Days 22–28 Role-built agents trialled; 30-day usage trends from the admin centre C1 Convert Outcome review, paid offer and expansion plan Days 29–30 ROI review; 50-seat offer confirmed in 7 days; wave 2 plan; consumption conversation opened Land Your Offer: What One Customer Is Worth The table below is the revenue anatomy of one Copilot in 30 engagement — and it shows that the money is not in the trial, but in what the trial sets up. Item Value Detail Offer duration 30 days Trial clock runs Days 1–30; identify, plan and Day 0 setup precede it Trial offer 25 seats M365 Copilot Business · 30 days · $0 · one per customer · to 31 Dec 2026 CSP incentive — 25 seats (K) $0.32K 5.0% direct bill (2.5% M365 CSP Core + 2.5% Strategic Product Accelerator Tier 1) on 25 M365 Copilot Business seats x $21/mo† ≈ $6.3K/yr; indirect reseller 2.5% ≈ $0.16K Conversion target 50 seats Lead with 50 paid seats at conversion; sets up the wave 2 expansion plan CSP incentive — 50 seats (K) $0.63K 5.0% direct bill (Core + SPA Tier 1) on 50 M365 Copilot Business seats x $21/mo† ≈ $12.6K/yr; indirect reseller 2.5% ≈ $0.32K Frontier Accelerate deployment funding (K) $2.5K Microsoft Commercial Incentives funding for the Copilot deployment engagement when the conversion lands with 50 paid seats†; funds the deployment and adoption work that leads into managed services † Illustrative estimates from the offer plan. Confirm current incentive rates, funding and eligibility in Partner Center. Three streams stack on top of each other: CSP incentive — earned on every paid Copilot Business seat from the moment the trial converts, and growing again when the customer expands from 25 to 50 seats. Frontier Accelerate deployment funding — $2,500 available when you lead the conversion with 50 paid seats, paying for the deployment work that makes the expansion stick. Managed services — the recurring engagement described in Day 31 and Beyond, which is where the largest and most durable share of revenue lives. Now multiply. Everything above is the anatomy of a single customer. Landing the offer means running it across every eligible customer in your base — and you don't need to guess who they are. Partner Center's growth insights reporting, available through the AI Business Solutions & Security Insights (ASPX) dashboard, gives you account-level Copilot eligibility, seat whitespace, free Copilot Chat usage and adoption signals for the customers you already manage. To turn that export into a ranked target list, my colleague Brian O'Shea has built a Copilot for 30 Power BI dashboard that sits over your ASPX data and scores each customer on a 0–100 priority scale from eligible seats, whitespace, free-to-paid potential and opportunity signals — so your first cohort is the ten customers most likely to convert, not the first ten who reply. How the Offer Fits Together: From Trial Inputs to Proof of Value The offer runs left to right in three layers: Trial inputs — 25 users, 30 days, $0 CSP trial SKU; an SMB with 50–300 eligible Microsoft 365 seats; no paid Copilot today; a Business Basic, Standard or Premium base; one trial per customer to 31 Dec 2026; a named sponsor and Copilot admin; auto-conversion to paid unless changed. Five stages — Identify (I1–I4), Plan (P1–P3), Activate (A1–A4), Experience (X1–X4) and Convert (C1, T1, T2, W2). Each stage produces a concrete output the sponsor can see. Proof of value — a prioritised list and campaign responses; agreed use cases and success measures; a provisioned trial with 25 licences assigned; weekly usage from the Microsoft 365 admin centre; adoption proof points in the customer's words; paid conversion confirmed in Partner Center — and a named wave 2 expansion beyond the first 25. The highlighted activities — admin setup (A3), Week 4 agents (X4), 25→50 paid seats (T1), Frontier Accelerate funding (T2) and the wave 2 expansion plan (W2) — are where the engagement stops being a project and starts becoming an ongoing relationship: managed services, agent build-out, Copilot Studio and Copilot Cowork follow-on once the trial converts. Day 31 and Beyond: Managed Services That Keep Delivering The end of the trial is the start of the real engagement. Package these as standing services in your offer: Copilot adoption management — monthly Copilot Analytics business reviews, prompt and scenario refreshes, champion programme and onboarding for each new wave of users Licence and expansion management — take the customer from 25 to 50 paid seats and on to wave 2, aligning renewals, terms and billing as the footprint grows Agent build-out — design, build and maintain role-based agents with Copilot Studio for sales, service, finance and operations scenarios surfaced in Week 4 Copilot Cowork enablement and governance — introduce consumption-based Cowork scenarios, set budgets and cost controls, and report on usage each month Security, compliance and readiness — keep data protection, permissions and governance in step with expanding AI use, including a path to Microsoft 365 Business Premium Quarterly value reviews — refresh success measures, capture new proof points and agree the next expansion plan with the sponsor Each of these is a recurring, outcome-based service rather than a one-off project — and each keeps you positioned as the customer's AI partner as their needs grow. Ready to Build Your Copilot in 30 Offer? Download the Copilot in 30 launch kit and Microsoft 365 Copilot Partner FAQ from the Microsoft AI Cloud Partner Program. Be Customer Zero — run Copilot and the microskilling series inside your own business first. Publish your offer in Partner Center as a professional service (the 30-day journey) with a managed service follow-on (Day 31 and beyond). Pick your first cohort — customers with 50–300 seats on a Microsoft 365 Business plan and no paid Copilot today. Transact your first trial through CSP New Commerce (Product ID CFQ7TTC0MM8R · SKU 006Z) and set the paid renewal on Day 0. Book the Day 30 review before Day 1 — so the conversion and expansion conversation is already on the calendar. The window closes on 31 December 2026. The customers are already in your base. Publish the offer and start the clock. Resources From AI curiosity to Copilot adoption in 30 days — Microsoft Partner Blog Copilot in 30 Launch Kit — partner GTM playbook, customer trial guide, invitation and weekly prompt emails, admin setup guidance Build Your 30-Day Copilot Success Plan Copilot Success Planner Walkthrough video Partner Skilling Hub | Microskilling for Copilot in 30 Power BI Dashboard that integrates with your ASPXi Partner Data · By Brian O'Shea Create compelling customer business casesHow to run a managed service practice in the AI era
AI is rapidly changing how you deliver services, support customers, and operate your business. Join us for September's Microsoft Meetup for MSPs to explore a practical operating model for MSPs navigating the AI era. Learn why secure, well-managed tenants and standardized operating practices are critical prerequisites for introducing AI into service delivery and engineering workflows. See how multi-tenant management tools, supported APIs, monitoring, automation, and generated documentation can help create repeatable and scalable operations across your customer base. We'll also examine the role of professional services automation as a system of record for requests, approvals, evidence, time tracking, and billing, showing how automation can be connected through governed workflows that improve consistency without sacrificing accountability. Finally, we'll look at where human oversight remains essential, including AI-generated scripts, policy changes, customer communications, and any workflow that impacts access, security, or client data. Successful AI adoption starts with fundamentals, not prompts. Leave with practical ideas you can implement immediately, including one data-control improvement, one tenant-standardization opportunity, and one workflow you can automate within the next 90 days. Resources Bookmark the Microsoft Meetup for MSPs resource guide for future session dates and resources to help you on your journey. Read the What's new for MSPs blog for practical guidance to help managed service providers grow with Microsoft. Take the survey! Help us plan future meetups that are relevant and useful for you. Download the slides from this September meetup.Microsoft Industrial AI Partner Guide: Choosing the Right Data Expertise for Every Stage
As organizations scale Industrial AI, the challenge shifts from technology selection to deciding who should lead which part of the journey -- and when. Which partners should establish secure connectivity? Who enables production grade, AI ready industrial data? When do systems integrators step in to scale globally? This Partner Guide helps customers navigate these decisions with clarity and confidence: Identify which partners align to their current digital transformation and Industrial AI scenarios leveraging Azure IoT and Azure IoT Operations Confidently combine partners over time as they evolve from connectivity to intelligence to autonomous operations This guide focuses on the Industrial AI data plane – the partners and capabilities that extract, contextualize, and operationalize industrial data so it can reliably power AI at scale. It does not attempt to catalog or prescribe end‑to‑end Industrial AI applications or cloud‑hosted AI solutions. Instead, it helps customers understand how industrial partners create the trusted, contextualized data foundation upon which AI solutions can be built. Common Customer Journey Steps 1. Modernize Connectivity & Edge Foundations The industrial transformation journey starts with securely accessing operational data without touching deterministic control loops. Customers connect automation systems to a scalable, standards-based data foundation that modernizes operations while preserving safety, uptime and control. Outcomes customers realize Standardized OT data access across plants and sites Faster onboarding of legacy and new assets Clear OT–IT boundaries that protect safety and uptime Partner strengths at this stage Industrial hardware and edge infrastructure providers Protocol translation and OT connectivity Automation and edge platforms aligned with Azure IoT Operations 2. Accelerate Insights with Industrial AI With a consistent edge-to-cloud data plane in place, customers move beyond dashboards to repeatable, production-grade Industrial AI use cases. Customers rely on expert partners to turn standardized operational data into AI‑ready signals that can be consumed by analytics and AI solutions at scale across assets, lines, and sites. Outcomes customers realize Improved Operational efficiency and performance Adaptive facilities and production quality intelligence Energy, safety, and defect detection at scale Partner strengths at this stage Industrial data services that contextualize and standardize OT signals for AI consumption Domain-specific acceleration for common Industrial AI scenarios Data pipelines integrated with Azure IoT Operations and Microsoft Fabric 3. Prepare for Autonomous Operations As organizations advance toward closed‑loop optimization, the focus shifts to safe, scalable autonomy. Customers depend on partners to align data, infrastructure, and operational interfaces, while ensuring ongoing monitoring, governance, and lifecycle management across the full operational estate. Outcomes customers realize Proven reference architectures deployed across plants AI‑ready data foundations that adapt as operations scale Coordinated interaction between OT systems, AI models, and cloud intelligence Partner strengths at this stage Industrial automation leadership and control system expertise Edge infrastructure optimized and ready for Industrial AI scale Systems integrators enabling end‑to‑end implementation and repeatability Data Intelligence Plane of Industrial AI - Partner Matrix This matrix highlights which partners have the deepest expertise in accessing, contextualizing, and operationalizing industrial data so it can reliably power AI at scale. The matrix is not a catalog of end‑to‑end Industrial AI applications; it shows how specialized partners contribute data, infrastructure, and integration capabilities on a shared Azure foundation as organizations progress from connectivity to insight to autonomous operations. How to use this matrix: Start with your scenario → identify primary partner types → layer complementary partners as you scale. Partner Type Adaptive Cloud Primary Solution Example Scenarios Geography Advantech Industrial Hardware, Industrial Connectivity LoRaWAN gateway integration + Azure IoT Operations Industrial edge platforms with built in connectivity, industrial compute, LoRaWAN, sensor networks Global Accenture GSI Industrial AI, Digital Transformation, Modernization OEE, predictive maintenance, real-time defect detection, optimize supply chains, intelligent automation and robotics, energy efficiency Global Avanade GSI Factory Agents and Analytics based on Manufacturing Data Solutions Yield / Quality optimization, OEE, Agentic Root Cause Analysis and process optimization; Unified ISA-95 Manufacturing Data estate on MS Fabric Global Belden Industrial Connectivity, Networking, Security Belden Horizon Data Operations (BHDO) + LioN-X with Azure IoT Operations OT-IT convergence, network orchestration and monitoring, ruggedized ethernet and switching, industrial WiFi, multi-vendor protocol connectivity, OT security, OPC UA Global Capgemini GSI The new AI imperative in manufacturing OEE, maintenance, defect detection, energy, robotics Global DXC GSI Intelligent Boost AI and IoT Analytics Platform 5G Industrial Connectivity, Defect detection, OEE, safety, energy monitoring Global Innominds SI Intelligent Connected Edge Platform Predictive maintenance, AI on edge, asset tracking North America, EMEA Litmus Automation Industrial Connectivity, Industrial Data Ops Litmus Edge + Azure IoT Operations Edge Data, Smart manufacturing, IIoT deployments at scale Global, North America Mesh Systems GSI & ISV Azure IoT & Azure IoT Operations implementation services and solutions (including Azure IoT Operations-aligned connector patterns) Device connectivity and management, data platforms, visualization, AI agents, and security North America, EMEA Nortal GSI Data-driven Industry Solutions IT/OT Connectivity, Unified Namespace, Digital Twins, Optimization, Edge, Industrial Data, Real‑Time Analytics & AI EMEA, North America & LATAM NVIDIA Technology Partner Accelerated AI Infrastructure; Open libraries, models, frameworks, and blueprints for AI development and deployment. Cross industry digitalization and AI development and deployment: Generative AI, Agentic AI, Physical AI, Robotics Global Oracle ISV Oracle Fusion Cloud SCM + Azure IoT Operations Real-time manufacturing Intelligence, AI powered insights, and automated production workflows Global Rockwell Automation Industrial Automation FactoryTalk Optix + Azure IoT Operations Factory modernization, visualization, edge orchestration, DataOps with connectivity context at scale, AI ops and services, physical equipment, MES Global Schneider Electric Industrial Automation Industrial Edge Physical equipment, Device modernization, energy, grid Global Siemens Industrial Automation & Software Industrial Edge + Azure IoT Operations reference architecture Industrial edge infrastructure at scale, OT/IT convergence, DataOps, Industrial AI suite, virtualized automation. Global Sight Machine ISV Integrated Industrial AI Stack Industrial AI, bottling, process optimization Global Softing Industrial Industrial Connectivity edgeConnector + Azure IoT Operations OT connectivity, multi-vendor PLC- and machine data integration, OPC UA information model deployment EMEA, Global TCS GSI Sensor to cloud intelligence Operations optimization, healthcare digital twin experiences, supply chain monitoring Global This Ecosystem Model enables Industrial AI solutions to scale through clear roles, respected boundaries and composable systems: Control systems continue to be driven by automation leaders Safety‑critical, deterministic control stays with industrial automation partners who manage real‑time operations and plant safety. Customers modernize analytics and AI while preserving uptime, reliability, and operational integrity. Data, AI, and analytics scale independently A consistent edge to cloud data plane supports cloud scale analytics and AI, accelerating insight delivery without entangling control systems or slowing operational change. This separation allows customers and software providers to build AI solutions on top of a stable, industrial‑grade data foundation without redefining control system responsibilities. Specialized partners align solutions across the estate Partners contribute focused expertise across connectivity, analytics, security, and operations, assembling solutions that reduce integration risk, shorten deployment cycles, and speed time to value across the operational estate. From vision to production Industrial AI at scale depends on turning operational data into trusted, contextualized intelligence safely, repeatably, and across the enterprise. This guide shows how industrial partners, aligned on a shared Azure foundation, create the data plane that enables AI solutions to succeed in production. When data is ready, intelligence scales. Call to action: Use this guide to identify the partners and capabilities that best align to your current Industrial AI needs and take the next step toward production‑ready outcomes on Azure.
MC1269241 - Can't turn off antropic for agentmode
Hi, I’m trying to figure out how to turn off the new feature where Anthropic is enabled by default for everyone in the EU for agent mode in excel and powerpoint, as described in the Message Center news in the title. It is not possible to press Save when you have unchecked the setting unless you also consent to the terms of use, it is greyed out. Since we want the feature turned off, we do not want to agree to any terms of use. Has anyone found a solution? This seems to be misconfigured.Grow partner-led business in Japan with multiparty private offers
Explore how multiparty private offers in Japan help software companies and channel partners collaborate on customer opportunities through Microsoft Marketplace. Learn how multiparty private offers, resale enabled offers, and distributor-reseller models can help partners expand their reach and scale partner-led sales. Read the blog to learn about multiparty private offers in Japan: 日本で加速するチャネル成長: Multiparty private offer で広がる Microsoft Marketplace の可能性 | Microsoft Community Hub (Article in Japanese and English)日本で加速するチャネル成長: Multiparty private offer で広がる Microsoft Marketplace の可能性
先日、2026年8月6日に開催された Marketplace community の partner office hour に、長岩とともに登壇しました。テーマは、Microsoft Commercial Marketplace の最新動向と、日本で提供が始まったばかりの multiparty private offer (MPO) を軸にした、日本市場でのチャネルビジネスの成長です。当日は多くのパートナーの皆様にご参加いただき、活発なご質問もいただきました。本記事では、その要点を Blog として共有します。日本のチャネルビジネスに関心をお持ちの ISV・販売パートナーの皆様のヒントになれば幸いです。 Marketplace はいま、どれだけ伸びているのか まず長岩から、Marketplace の全体像と市場のモメンタムをお話ししました。 Marketplace は、Microsoft AppSource と Azure Marketplace を統合した購買プラットフォームです。お客様はソリューションの「検索 → 購入 → デプロイ」までを一気通貫で行え、ISV にとっては販売チャネル、販売パートナーにとってはビジネスを広げるエコシステムになります。 数字が語るモメンタムは明確です。 クラウド Marketplace 市場は、2024年の約300億ドルから2030年には1,630億ドルへと拡大が見込まれ、チャネル経由の販売比率が高まっています（出典: Omdia, 2025年 1 ）。 Microsoft Marketplace の売上は、3年連続で前年比2倍に成長しています（出典: Microsoft パートナーブログ, FY27 2 ）。 Azure IP co-sell 対象ソリューションも、Marketplace 中心（Marketplace-first）への移行とともに力強く成長しています。 3 日本の伸びが世界を上回っている点は、私たちが現場で感じている手応えとも一致します。 なぜ、いま Marketplace なのか Microsoft は、AI 時代の「Frontier Company」への変革をお客様とともに進めており、Marketplace はその購買体験をモダン化し、Azure 消費の中心となるプラットフォームと位置づけています。パートナーの皆様の視点で見逃せないのが、次の 2 点です。 お客様のコミットメントを活かせる (ベネフィットサイクル): お客様が Microsoft Azure に対して結んでいる消費コミットメント (MACC) は、サードパーティ ISV のソリューション購入にも充当でき、その購入額が MACC の消化としてカウントされます (IP co-sell Eligible なオファーが対象)。お客様は既存のコミットメントを活かして必要なソリューションを導入でき、パートナーにとっては提案しやすい環境が整います。 Microsoft 営業との連携: Marketplace 経由の取引は Microsoft の営業評価の対象にもなり、co-sell (協業) を組みやすくなります。さらに、認定 (Certified Software) を取得したソリューションは、追加のインセンティブ対象にもなります。 ISV を後押しする資金支援: Frontier Accelerate for Marketplace ISV の皆様が Marketplace 上でビジネスを立ち上げ、拡大するための資金支援プログラムも紹介しました。 プログラム 支援上限 狙い AI Build & Publish — Marketplace $100K Build and publish solutions AI Build & Publish — Copilot Agent Store $125K Build and publish agents SDC Customer Assessment & Proof of value (POV) $25K Assessment / POV SDC Customer Migration & Modernization $250K Migration / modernization いずれもプログラムへの登録と一定の要件があります。適格性の詳細やお申し込みは、記事末尾の窓口をご覧ください。 そして、multiparty private offer が日本へ (2026年7月15日 GA) ここからが本題です。2026年7月15日、multiparty private offer の日本提供が開始 (GA) されました。日本のチャネルビジネスに、新しい選択肢が加わったことになります。 Multiparty private offer の仕組み Multiparty private offer は、ひとことで言えば「ISV が販売パートナー経由でお客様に販売するモデル」です。ポイントは、ISV がオファーを作成・公開し、パートナー向け価格とオファー条件を設定することです。販売パートナーはマージンを設定し、顧客向け価格を決めて提示します。 実際の流れはこうです。 ISV がオファーを作成 販売パートナーへ提供 販売パートナーがマージンを上乗せ 顧客へ提示 顧客が承認 Marketplace で購入 Microsoft が代金を回収 Microsoft が販売パートナーへマージンを支払 Microsoft が ISV へ支払 本図では、multiparty private offer を MPO と表記します。 図1. Multiparty private offer 購入フロー 数字で見るとイメージしやすいと思います (以下は説明用の例です)。卸価格 100万円にパートナーマージン 20万円を乗せ、顧客価格は 120万円。Microsoft が顧客から 120万円を回収し、販売パートナーへマージン 20万円を支払います。ISV は、卸価格 100万円から Marketplace 手数料 3% (約3万円) を差し引いた 約97万円 を受領します。 Multiparty private offer の嬉しいところは、販売パートナーが自身でマージンを設定できる こと、パートナー同士の直接精算が不要 なこと、そして IP co-sell eligible なオファーであれば取引がお客様の Azure・MACC 消費として計上される ことです。 Resale enabled offer との違い あわせて resale enabled offer も紹介しました。resale enabled offer は「ISV が再販パートナーに再販権を付与し、再販パートナーが自社商材としてお客様に販売する」モデルです。 Multiparty private offer との決定的な違いは、ISV と再販パートナー間の精算が Marketplace の外で行われる点です。流れを multiparty private offer と同じ粒度で見てみましょう (説明用の例)。顧客価格 120万円を Microsoft が回収し、Marketplace 手数料 3% (3.6万円) を差し引いた 116.4万円 を再販パートナーが受領します。その後は、ISV と再販パートナーの契約条件に応じて ISV へ支払われます。この例での顧客への販売額は 120万円です。税務責任および売上計上の扱いは、取引構造・契約条件・適用される税法や会計基準によって異なります。各社の税務・会計専門家にご確認ください。 本図では、resale enabled offer を REO と表記します。 図2. Resale enabled offer 取引フロー 日本で効いてくる「2-tier」(Resale enabled offer と multiparty private offer) 当日、日本のパートナーの皆様にとって最も重要だとお伝えしたのが、resale enabled offer と multiparty private offer を組み合わせた 2-tier 構造 です。 登場人物は、ISV、一次販売パートナー (distributor)、二次販売パートナー (reseller)、そして顧客。前半を resale enabled offer、後半を multiparty private offer で構成します。「何百社もの販売店を 1 社ずつ契約するのは現実的ではない」― だからこそ、ISV は Distributor とだけ契約し、その配下のリセラー網で一気に展開できる。日本の既存の商流にそのまま重ねられる形です。 本図では、resale enabled offer を REO、multiparty private offer を MPO と表記します。 図3. Resale enabled offer と multiparty private offer を組み合わせた 2-tier モデル Multiparty private offer、resale enabled offer とcloud solution provider private offerはどう違う? 三者の違いを、当日の比較表に沿って整理します。 項目 Multiparty private offer Resale enabled offer Cloud solution provider プライベートオファー Microsoft ライセンスプログラム Pay-as-you-go (PAYG) / Enterprise Agreement (EA) / Microsoft Customer Agreement (MCA) PAYG / EA / MCA CSP 対象となる販売者 全 Microsoft パートナー 全 Microsoft パートナー CSP パートナー 顧客の MACC 消費対象 (※IP co-sell eligible) ○ ○ × IP Co-Sell 対象 ○ ○ × EA・SCE (Server and Cloud Enrollment) 顧客への提供 ○ ○ × CSP 顧客への提供 × × ○ 補足すると、multiparty private offer では ISV がパートナー向け価格とオファー条件を設定し、販売パートナーがお客様への販売とマージン設定を担います。役割が分かれている点が、単独販売との違いです。※ 参加には、各プログラムの登録・適格要件を満たす必要があります。MACC への算入は適格なソリューション・購入条件に限られます。IP co-sell 適格性はソリューションごとの要件に基づきます。詳細は、公式MPO参加条件、公式resale enabled offer参加条件、公式MACC適用条件をご確認ください。 会場からのご質問 (Q&A) 当日いただいた質問のうち、代表的なものをご紹介します。 Q. 消費税の徴収モデルが Microsoft 管理になる予定はありますか? 現時点では予定はありません。これは Marketplace の仕様ではなく、日本の税制に起因するものです。multiparty private offer では、ISV・販売パートナーそれぞれが取引上の役割に応じた税務責任を確認する必要があります。税務責任および売上計上の扱いは、取引構造・契約条件・適用される税法や会計基準によって異なります。各社の税務・会計専門家にご確認ください。resale enabled offer を検討する場合も同様です。 Q. リセラーですが、既存のお客様へ multiparty private offer を提供できますか? はい、可能です。multiparty private offer は「新規のお客様のみ」といった制限はなく、既存のお客様にもご提供いただけます。対象となるのは、EA・MCA (MCA-E)・間接 EA といった Azure 契約をお持ちのお客様です。一方、CSP 契約のお客様には、multiparty private offer ではなく CSP プライベートオファーをご利用ください。 Q. Multiparty private offer が日本対応したことで、最も変わるのは何ですか? 2 つあります。1 つは、従来 resale enabled offer では扱えなかった「multiparty private offer のみ対応のソリューション」を販売できるようになったこと。もう 1 つは、2-Tier 流通が可能になったことです。従来は再販パートナーを 1 社しか入れられませんでしたが、resale enabled offer と multiparty private offer により Distributor + Reseller の構造が実現します。 まとめ ― 3 つのポイント Multiparty private offer は、日本市場で不足していたチャネルモデルを補完する新機能 です。 Multiparty private offer と resale enabled offer は、Azure・MACC 消費 + IP co-sell 対象 という強力な差別化要素を備えています。 Resale enabled offer と multiparty private offer の組み合わせ により、日本の既存ディストリビューター/リセラー型の 2-Tier 商流を Marketplace 上で実現 できます。 日本の Marketplace はいま、世界でも際立ったスピードで伸びています。multiparty private offer の日本提供開始は、その成長をパートナーの皆様とともに加速させる、大きな一歩です。ご参加いただいた皆様、ありがとうございました。ご質問やご相談は、下記のリソースや窓口までお気軽にどうぞ。 参考リソース Microsoft Marketplace 公式ドキュメント: https://learn.microsoft.com/en-us/marketplace/ Multiparty private offer 概要 (Microsoft Learn): https://learn.microsoft.com/partner-center/marketplace-offers/multiparty-private-offers-overview Multiparty private offer for ISVs / Selling Partners (Microsoft Learn): https://learn.microsoft.com/partner-center/marketplace-offers/multiparty-private-offers-for-isvs Multiparty private offer FAQ (Microsoft Learn): https://learn.microsoft.com/partner-center/marketplace-offers/multiparty-private-offers-faq Resale enabled offer 概要 (Microsoft Learn): https://learn.microsoft.com/partner-center/marketplace-offers/resale-enabled-offers-overview Channel-led Resources Hub: https://aka.ms/channel-ledresources Eligible Selling Partner List: https://aka.ms/MPOEligiblePartnerList 顧客の適格性チェック (POP re-check): https://aka.ms/poprecheck Frontier Accelerate for Marketplace: https://partner.microsoft.com/en-us/partnership/frontier-accelerate-for-marketplace お問い合わせ (multiparty private offer/resale enabled offer の適格性・申請窓口): channelready@microsoft.com — English version — Accelerating partner-led growth in Japan through Microsoft Marketplace As organizations across Japan invest in AI and cloud transformation, partners are looking for faster and more scalable ways to bring solutions to market. Microsoft Marketplace helps software companies, distributors, and resellers work together to meet customer demand, scale faster through partner ecosystems, and bring cloud and AI solutions to market more efficiently. During a recent Marketplace community partner office hour, we explored how multiparty private offers help strengthen partner-led growth in Japan. Just how fast is Marketplace growing? Ryosuke opened with the big picture and the market's momentum. Marketplace is a purchasing platform that unifies Microsoft AppSource and Azure Marketplace. Customers can go from discover → purchase → deploy in one flow. For software development companies, it is a sales channel; for selling partners it is an ecosystem to grow their business. The numbers tell the story: The cloud marketplace market is projected to grow from $30 billion in 2024 to $163 billion by 2030, with the channel taking an increasing share of sales (Omdia, 2025 1 ). Microsoft Marketplace sales have doubled year over year for the third consecutive year (Microsoft Partner blog, FY27 2 ). Co-sell is moving to a Marketplace-first model 3 , making Microsoft Marketplace the primary path for Azure IP co-sell. Japan is outpacing the global rate, matching what we feel on the ground. Why Marketplace, and why now? Microsoft is helping customers transform into "frontier companies" for the AI era, and positions Marketplace as the platform that modernizes purchasing and sits at the center of Azure consumption. Two points stand out for partners: Customers can put their commitment to work: A customer's Microsoft Azure consumption commitment (MACC) can be applied to purchases of third-party software companies solutions, and those purchases count as MACC drawdown (for IP co-sell eligible offers). Customers can leverage existing commitments to accelerate adoption, while partners can more easily position solutions within larger cloud and AI opportunities. Alignment with Microsoft's sales teams: Transactions through Marketplace are recognized in Microsoft's sales performance, which helps partners co-sell at scale with Microsoft sales teams and expand reach into new customer opportunities. In addition, solutions that earn a Certified Software designation become eligible for additional incentives. Funding to help software companies: Frontier Accelerate for Marketplace We also introduced funding programs that help software companies launch and grow their business on Marketplace. Program Funding cap Purpose AI Build & Publish — Marketplace $100K Build and publish solutions AI Build & Publish — Copilot Agent Store $125K Build and publish agents SDC Customer Assessment & Proof of value (POV) $25K Assessment / POV SDC Customer Migration & Modernization $250K Migration / modernization Each program requires registration and certain requirements for the program. For details on eligibility and how to apply, please see the end of the article. A new path to channel growth in Japan Partners in Japan now have more flexibility to grow through channel-led sales motions. The general availability (GA) of multiparty private offer supports broader collaboration among software companies, distributors, and resellers. This launch helps partners in Japan scale faster through channel relationships, expand their solution portfolios, co-sell at scale with Microsoft, and pursue larger cloud and AI opportunities. A flexible model for partner growth In a nutshell, multiparty private offer is a model where a software company sells to customers through a selling partner. The software company creates and publishes the offer and sets the partner price and offer terms; the selling partner sets its margin and customer-facing price. The flow works like this: The software company creates offer Provides it to the selling partner The selling partner adds a margin Presents it to the customer The customer approves Purchases via Marketplace Microsoft collects payment Microsoft pays the margin to the selling partner Microsoft pays the software company The graphic uses MPO to mean multiparty private offer. Multiparty private offer simplifies partner-to-partner transactions by providing a structured framework for pricing, margin management, and payments through Microsoft Marketplace. Creating new revenue opportunities, the selling partner sets its own margin. There is no direct settlement between partners. For IP co-sell eligible offers, the transaction counts toward the customer's Azure/MACC consumption. Another path to market We also covered reseller enabled offer. Resale enabled offer is a model in which a software company grants resale rights to a reseller partner, and the reseller sells it to customers as its own product. A key difference between a multiparty private offer and a resale enabled offer is that settlement between the software company and the resale partner takes place outside Marketplace. Microsoft collects payment from the customer and pays the resale partner through Marketplace. For illustration, let's look at the resale enabled offer transaction. In the resale enabled offer model, reseller partners purchase and resell solutions through their own commercial relationships, giving them greater flexibility in how revenue is recognized and managed. Note: Tax responsibilities and revenue recognition depend on the transaction structure, contractual terms, and applicable tax laws and accounting standards. Please consult your tax and accounting advisers. The graphic uses REO to mean resale enabled offer. The "2-tier" model that works for Japan One of the most significant opportunities for Japan is the ability to support existing distributor-reseller business models through Marketplace. By combining resale enabled offer and multiparty private offer, software companies can extend their reach through established channel ecosystems, helping partners scale faster and engage more customers. The players are the software company, a first-tier selling partner (distributor), a second-tier selling partner (reseller), and the customer. The first half is the resale enabled offer; the second half is the multiparty private offer. Contracting with hundreds of resellers one by one isn't realistic so the software company contracts only with the Distributor and reaches the market through the Distributor's reseller network. It helps partners scale through existing distributor and reseller networks, expanding market reach without requiring one-to-one contracting relationships. The graphic uses REO for resale enabled offer and MPO for multiparty private offer. Comparing partner growth models The following table compares the partner growth model. Note: Participation is subject to the applicable registration and eligibility requirements; MACC credit applies only to eligible solutions and qualifying purchases; and IP co-sell eligibility is determined at the solution level. Please check the official multiparty private offer participation requirements, resale enabled offer participation requirements, and MACC eligibility conditions. Item Multiparty private offer Resale enabled offer Cloud solution provider (CSP) private offer Microsoft licensing program Pay-as-you-go (PAYG), Enterprise Agreement (EA), Microsoft Customer Agreement (MCA) PAYG, EA, MCA CSP Eligible sellers All Microsoft partners All Microsoft partners CSP partners Counts toward customer MACC (IP co-sell eligible) Yes Yes No IP co-sell eligible Yes Yes No Available to EA / SCE (Server and Cloud Enrollment) customers Yes Yes No Available to CSP customers No No Yes In a multiparty private offer, the software company creates and publishes the offer and sets the partner price and offer terms, while the selling partner handles the sale to the customer and sets the margin. The split of roles is what differs from selling solo. Note that multiparty private offer and resale enabled offer are IP co-sell eligible; cloud solution provider is not, a key differentiator. Q&A from the audience Here are representative questions from the day. Q. Will the consumption tax collection model become Microsoft-managed? Not at this time. This stems from Japan's tax system rather than a Marketplace design choice. For multiparty private offers, software companies and selling partners each need to assess their tax responsibilities according to their role in the transaction. Tax responsibilities and revenue recognition depend on the transaction structure, contractual terms, and applicable tax laws and accounting standards. Please consult your tax and accounting advisers. The same applies when considering resale-enabled offers. Q. As a reseller, can I offer multiparty private offer to my existing customers? Yes. Multiparty private offer has no "new customers only" restriction. You can offer it to existing customers as well. It applies to customers with Azure agreements such as Enterprise Agreement (EA), Microsoft Customer Agreement for Enterprise (MCA-E), or indirect Enterprise Agreements. For customers on Cloud Solution Provider Agreements, use cloud solution private offer instead of multiparty private offer. Q. What changes most now that multiparty private offer supports Japan? Two things. First, you can now sell "multiparty private offer-only" solutions that resale enabled offer couldn't handle before. Second, two-tier distribution becomes possible. Previously you could only insert one reseller partner, but resale enabled offer and multiparty private offer helps a distributor and reseller structure. Three key takeaways Microsoft Marketplace helps software companies, distributors, and resellers scale partner-led growth across Japan. Partners can pursue larger cloud and AI opportunities through MACC-aligned Marketplace transactions and co-sell engagement with Microsoft. Distributor and reseller ecosystems can expand market reach more efficiently through Marketplace-supported channel models. Marketplace in Japan is growing at a pace that stands out even globally. The general availability of multiparty private offer in Japan is a big step toward accelerating that growth together with our partners. Thank you to everyone who joined. For questions or discussion, please reach out via the resources and contact below. Resources Microsoft Marketplace documentation: https://learn.microsoft.com/en-us/marketplace/ MPO overview (Microsoft Learn): https://learn.microsoft.com/partner-center/marketplace-offers/multiparty-private-offers-overview MPO for software companies / Selling Partners (Microsoft Learn): https://learn.microsoft.com/partner-center/marketplace-offers/multiparty-private-offers-for-isvs MPO FAQ (Microsoft Learn): https://learn.microsoft.com/partner-center/marketplace-offers/multiparty-private-offers-faq REO overview (Microsoft Learn): https://learn.microsoft.com/partner-center/marketplace-offers/resale-enabled-offers-overview Channel-led Resources Hub: https://aka.ms/channel-ledresources Eligible Selling Partner List: https://aka.ms/MPOEligiblePartnerList Customer eligibility check (POP re-check): https://aka.ms/poprecheck Frontier Accelerate for Marketplace: https://partner.microsoft.com/en-us/partnership/frontier-accelerate-for-marketplace Contact (multiparty private offer/resale enabled offer eligibility and applications): channelready@microsoft.com 1 Source: Omdia, Partner Ecosystem Multiplier – The Microsoft Marketplace Opportunity Whitepaper, December 2025. Results are not an endorsement of Microsoft. Any reliance on these results is at the third party’s own risk. 2 Source: Microsoft internal data, measured by year-over-year Marketplace Billed Sales FY24–FY26, 3 Source: July 2026 announcements, Azure IP Co-sell Program Guide: Marketplace-First asset (Aug 19, 2026)Grow your sales on Marketplace: App Advisor helps you understand improvements to negotiated deals
Want to dive into the details of negotiated deals and how to create them? Head to App Advisor: https://aka.ms/GrowMySales Not all customers buy apps in the same way. Some need negotiated pricing. Others have specific contract or billing requirements. Some want to buy through a trusted channel partner. Microsoft Marketplace already supports these scenarios through negotiated deals. Now, several new capabilities make those motions more flexible, accessible, and scalable. How do I sell more apps and agents? The best way to sell more apps and agents is to expand your sales footprint, not build more. This means making your apps and agents available through private offers, negotiated deals, and selling through channel partners. These types of deals have always given you flexibility, but new releases have improved their functionality. No matter how you’re selling, chances are good that you could grow your sales with at least one type of private offer (each detailed in App Advisor) Sell directly without another party → To-customer private offer. Bring a channel partner into a direct customer deal → Multiparty private offers (MPO). Authorize partners to repeatedly resell your offer → Resale enabled offers (REO). Sell through a customer's Cloud Solution Provider → CSP private offer. What changed for negotiated deals Over the last two months, Microsoft has improved capabilities and availability of several types of negotiated deals: Request private offer: Customers can now initiate a conversation about customized pricing and terms directly from an eligible Marketplace listing. Partners configure this when publishing an offer and a button appears on the listing for customers to reach out, reducing the gap between discovering an offer and beginning a negotiated sale. Custom contract lengths: Software companies can create eligible private offers with nonstandard contract lengths defined in months, including terms such as 18 months, with support extending up to 10 years for eligible SaaS and Professional Services scenarios. This helps align Marketplace transactions more closely with contracts negotiated with customers. Flexible billing: Eligible private offers can use customized billing schedules rather than forcing the transaction into a standard cadence. Current Microsoft documentation supports up to 70 installments and terms up to 120 months/10 years in supported scenarios. Expanded MPO reach: After expanding into 30 European countries earlier in the year, MPO expanded to Australia, Japan, and South Africa last month, creating more opportunities for software companies and channel partners to collaborate on Marketplace transactions. Expanded REO reach: REO expanded to New Zealand, extending the channel-led resale model into another market. What comes next Interested in expanding your sales footprint with minimal overhead? Follow along in this series as we discuss each type of private offer and advantages of each. To get started today, explore your negotiated selling options with App Advisor: https://aka.ms/GrowMySalesGetting Started with Copilot Studio: Your PAA & FAQ Guide
What is Microsoft Copilot Studio? Microsoft Copilot Studio is a low-code, graphical tool within the Power Platform used for building and conversational bots. It empowers users, even those without extensive technical backgrounds, to create sophisticated logic and connect to various data sources and services using prebuilt or custom plugins. Is Copilot Studio easy to use for beginners? Yes Copilot Studio is designed to be easy for beginners. You only need to describe the agent you want in plain language to start creating it. The platform uses a graphical, low-code interface that streamlines the process of defining instructions, knowledge sources (like documents), and conversation triggers, making it accessible to most users. What is the difference between Microsoft 365 Copilot and Copilot Studio? Microsoft 365 Copilot is an AI assistant that integrates across Microsoft 365 apps (Word, Excel, Teams, etc.) to enhance productivity. Copilot Studio, conversely, is a development platform used to build customised AI agents that are tailored to specific business goals or data sources. Copilot is the agent you use; Copilot Studio is the tool you use to build or extend agents. Do end-users need a specific license to use a Copilot I create? Yes, licensing for end-users depends on how and where the custom copilot is deployed. While development often requires a Power Platform or Azure subscription deploying the bot across an organization may require specific Copilot licenses for the end-users accessing the agent. Check the official Microsoft licensing documentation for your specific scenario. How can I add SharePoint data as a knowledge source for my Copilot? You can connect your Copilot agent to SharePoint data using the generative answers feature in Copilot Studio. The agent can search documents stored in a SharePoint document library. Be aware that there can sometimes be nuances with how attachments versus core document libraries are indexed, which the community is actively discussing in the forums. We hope this formatted FAQ helps you quickly find the information you need! If you have more questions, please use the discussion board to connect with the community. This Blog Post Was Drafted With The Help Of Artificial Intelligence On The Copilot Studio User GroupBuilding a Fully Local Maintenance Assistant with Microsoft Foundry Local
Building the Local RAG System The system was designed as a fully local RAG pipeline, with both retrieval and model inference running on the same machine. The knowledge base came from two equipment manuals covering pump and motor operation, maintenance, and troubleshooting. Rather than treating every page as plain text, I kept different types of information in forms that matched their structure, including paragraphs, Q&A entries, tables, procedures, and fault–cause–remedy troubleshooting records. The final corpus contained 165 retrievable records. Each record was embedded locally with all-MiniLM-L6-v2 and stored in ChromaDB. At query time, the system retrieved the most relevant manual records and passed the selected evidence to Phi-4-mini, a small language model (SLM) running through Microsoft Foundry Local, for grounded response generation. Once the required models and resources were installed, the full retrieval and inference workflow could run on the local machine without depending on cloud inference. I began with a simple Single-Agent RAG baseline. For each query, the system retrieved relevant manual evidence and used a single Phi-4-mini call to generate a grounded response. That gave me a clear reference point before I started adding separate model-driven stages for query understanding, retrieval, and reasoning. The Experiment That Changed the Architecture The next version split the workflow into three roles: Query Understanding, Retrieval, and Reasoning. All three reused the same local Phi-4-mini model through Microsoft Foundry Local, but with different prompts and responsibilities. I expected this separation to give the system more control over how queries were interpreted and how evidence moved through the pipeline. In practice, the extra stages added a noticeable cost, so I profiled the pipeline to see where the time was going. The stage timings showed where the delay was coming from: Query Understanding: 15.469 s Evidence Selection: 11.557 s Reasoning: 8.251 s Vector search: 0.002 s Vector search was only a tiny part of the total time. Most of the latency came from the stages that repeatedly called the local model. The bottleneck was repeated model inference, not vector search. I therefore started looking for decisions that could be handled reliably without another SLM call. The end-to-end numbers matched the profile. The Single-Agent baseline averaged 23.1 seconds per query, compared with 33.0 seconds for the Initial Multi-Agent system, without a consistent improvement in answer quality. That shifted the focus of the project from making the pipeline more agentic to deciding where model reasoning was actually useful, and where simpler deterministic control would be enough. A Deterministic-First Hybrid Design The Hybrid redesign kept the same local retrieval stack and Phi-4-mini setup, but changed when the model was asked to make decisions. Clear, bounded routing decisions were handled deterministically first. Depending on the query, the system could proceed to retrieval, request clarification when required information was missing, or stop requests that depended on information outside the manuals. Phi-4-mini was used for query analysis only when these rules could not make a reliable decision. In the 12-case final evaluation, Phi-4-mini was needed for query analysis in only three cases. The remaining routing decisions were handled deterministically. The Hybrid pipeline also handled clearly multi-part requests differently. Instead of relying on a single retrieval query, the system could identify separate information needs and search them alongside the original request. For example, a two-part pump question could be handled like this: Multi-part Query │ ▼ "What should I check before starting the B114N pump, and what should I inspect if it fails to prime?" │ ▼ Deterministic Decomposition │ ┌──────────────────┼──────────────────┐ ▼ ▼ ▼ Original Query Pre-start Checks Failure-to-prime Search Search Search │ │ │ └──────────────────┼──────────────────┘ ▼ Combine Ranked Results │ ▼ Retain Component Provenance │ ▼ Candidate Evidence The decomposition was deliberately conservative. It handled clear structures such as multiple questions, comparisons, or lists of requested facts, and did not split a query simply because it contained a comma or the word “and.” Once candidate evidence had been retrieved, clear matches could be selected without another model call, while Phi-4-mini was used when the candidates required additional judgement. Candidate Evidence │ ▼ Can deterministic rules select the evidence? / \ Yes No │ │ ▼ ▼ Deterministic Selection Phi-4-mini Evidence Selection │ │ └───────┬────────┘ ▼ Selected Evidence │ ▼ Evidence Guard │ ┌────────────────┼────────────────┐ ▼ ▼ ▼ Sufficient More evidence Insufficient coverage already in the evidence │ candidate pool │ ▼ │ ▼ Response ▼ Stop Generation Retain additional evidence │ ▼ Re-check coverage │ └──────► Evidence Guard The Evidence Guard checked whether the selected records covered the information requested by the user. Supporting evidence already present in the retrieved candidate set could be added before checking coverage again. When the available evidence was still insufficient, the pipeline stopped instead of asking the model to fill the gap. The guard never triggered a new retrieval or SLM call. The final response stage used the model selectively as well. Some bounded cases, including clarification, out-of-scope requests, insufficient evidence, and selected structured answers, could be handled without another model call. When synthesis was still needed, Phi-4-mini generated a grounded response from the selected evidence, while citation formatting remained deterministic. What Changed? I evaluated the three architectures on the same frozen 12-case test set, using answer quality and end-to-end latency as the main comparison points. The Final Hybrid system produced the lowest average latency while maintaining answer quality at roughly the same level as the Single-Agent baseline. Architecture Quality score Mean latency Single-Agent RAG 7.00 / 10 22.709 s Initial Multi-Agent 6.50 / 10 33.454 s Final Hybrid 7.08 / 10 16.905 s The Initial Multi-Agent design was the slowest of the three and did not produce a consistent quality improvement over the simpler baseline. The Hybrid redesign reversed that trend: average latency fell to 16.9 seconds while the overall quality score remained comparable to the baseline. For this prototype, adding more model-driven stages was therefore less useful than being selective about where model reasoning was actually needed. The call counts show the same change. Across the 12 final cases, the Hybrid system made 12 stage-level SLM calls: three during query analysis, four during evidence selection, and five during reasoning. A pipeline that invoked the SLM at all three stages for every query would require 36 stage-level calls over the same 12 cases. This was only a small 12-case evaluation, so I would not treat it as a final measure of system performance. What it did show was that cutting unnecessary SLM calls made the local pipeline faster without hurting the quality score in this test. From Pipeline to Local Application I connected the Final Hybrid backend to a lightweight PySide6 desktop interface. The application lets a user enter a maintenance question, view the generated answer, and inspect the supporting manual sources. What I Learned The biggest lesson from the project was that adding more model-driven stages did not automatically make the system better. The Initial Multi-Agent design gave each stage a clearer role, but the extra SLM calls increased latency without consistently improving answer quality. I also found that good retrieval alone was not enough. The system still needed to decide whether the retrieved evidence actually covered the user’s request and whether another model call was necessary. This is where deterministic routing, evidence checks, and model reasoning worked well together. By the end of the project, the question was no longer how many agents to add, but where an SLM call was actually useful. In this system, the best result came from combining simple deterministic control with model reasoning only where it was needed. What Comes Next The next step would be to test the system on a larger and more varied set of maintenance questions, including more unseen cases and feedback from engineers. I would also like to compare different local models and hardware configurations to see how response quality, latency, and resource use change in practice. Beyond that, the same approach could be applied to a larger maintenance knowledge base or adapted to other equipment domains. One question I would like to explore further is whether the deterministic-first design still works as well when the corpus, query types, and deployment conditions become more varied. Resources Foundry Local documentation Get started with Foundry Local Foundry Local architecture overview
