April update: What’s new for partners in AI Business Solutions
Navigate to News and Announcements | Incentives and Offers | Skilling and Events | Go-To-Market | Customer Success News and Announcements Introducing Microsoft 365 E7, the Frontier Suite built to empower customers to seize the agentic moment and drive Frontier Transformation. Microsoft 365 E7 and Microsoft Agent 365 will be generally available as of May 1, 2026. Read more in our blog post and explore Frontier Transformation resources for tools and strategies to move AI from experiment to enterprise-wide impact. You can also build capabilities for Microsoft 365 E7 and Agent 365 with our development guide, launch kit, and partner incentives. The new Dynamics 365 Blog from Mike Morton, VP of Microsoft Dynamics Business Central, highlights findings from a Forrester Total Economic Impact™ (TEI) study, providing third-party validation you can use in customer conversations. Expanded Immersion Briefings and assessment updates reinforce partners’ role in driving hands‑on adoption, not just selling. Discover the Expanded Scope + Copilot Studio for Customer Relationship Management (CRM) & Employee Resource Planning (ERP) Envisioning Workshops, with updated eligibility and refreshed assets for CRM, ERP, and Business Central. Stay informed with the AI Business Processes Partner Activities (ABPA) partner blog. Access the ready-to-deliver Business Central Immersion Briefings Kit. Explore AI Business Solutions & Security Partner eXperience (ASPX), a new Partner Center experience that brings Microsoft-aligned insights into partner workflows. ASPX provides a unified view of customer usage, licensing, renewals, security readiness, and incentive eligibility—aligned with the same models used by the Microsoft global sales force. Explore ASPX in Partner Center and identify priority customers and opportunities. Bring ASPX data directly to your sellers via API to reduce manual work. Learn more and level up by joining us for the Making ASPX real: Partner showcase community call on April 28, 2026. The M365 Copilot, Copilot Chat, and Agents Activation Kits are purpose-built for sellers to confidently lead customer conversations and accelerate opportunities with corporate and small and medium-sized business (SMB) customers. Each kit includes a one-page seller guide and ready-to-send customer engagement resources, including a customer summary, IT readiness mini-guide, and pitch deck for each solution. Download the kits, use them in your next customer meeting or workshop, and bookmark the links for quick access to this content and future refreshes. Microsoft is expanding in-market offers and investments to accelerate Copilot adoption throughout each part of customer organizations. Increase license coverage, build momentum beyond pilots, and position Microsoft 365 Copilot as the foundation for scalable AI productivity with a limited-time 30% Cloud Solution Provider (CSP) promotion that’s complementary to the existing 15% and 20% promotions. Month-to-month CSP billing flexibility is now available for Microsoft 365 Copilot Business and respective bundles. We’re increasing the maximum license cap for eligible CSP promotions from 2,400 to 9,999 licenses to support high-volume deals and reduce friction. This update aligns guidance across Core, Security, and Copilot to accelerate upsell momentum. The new, digital Microsoft Commercial Partner Incentives Guide delivers clear navigation, direct paths to engagement, and faster access to the most up-to-date guidance—all in one place. Now, you can search incentives by category, quickly confirm eligibility, and act swiftly on opportunities with live links that connect you to the next action. Sign in to access the new incentives guide. Incentives and Offers Accelerate Microsoft 365 E7 adoption with three-year and annual offers. Offer your customers a discounted rate for the new Frontier Suite. From May 1, 2026, to December 31, 2026, Small, Medium, Enterprise, and Corporate (SME&C) CSP customers worldwide can receive up to 15% off their Microsoft 365 E7 subscription. Offers vary by subscription length and seat purchase. Check out the offer FAQ for more details and next actions. Save up to 35% with Microsoft 365 Copilot Business promotional offers, available to all CSP partners on annual commitments (monthly or annual billing) through June 30. Explore offer details and learn how to activate using the Microsoft 365 Copilot Business Launch Kit. Tap into Microsoft 365 opportunities and deliver Secure AI Productivity Envisioning and Proof of Concept (PoC) engagements. These funded engagements help customers move forward with Microsoft 365 adoption—while positioning partners to drive incremental revenue ahead of upcoming pricing and packaging changes. Strengthen data security for Copilot at a lower cost with Microsoft Purview Suite for Microsoft 365 Copilot, which is available at 50% off through June 30, 2026. Explore new promotions for three-year CSP subscriptions. Transition customers from on-premises solutions or upgrade from Microsoft Office 365 with 10% discount promotions for new-to-E3 or new-to-E5 customers or Defender and Purview Suites on CSP three-year subscription terms through June 30, 2026. Lead a 90-minute interactive Security Immersion Briefing on Microsoft Defender for Business Premium and Microsoft Purview for Business Premium (50–300 licenses). Serve as a trusted security advisor and empower customers to tackle rising cybersecurity threats. We’ve removed execution caps, so partners can now run unlimited briefings with up to 20 open at a time. With new delivery options, distributors and resellers can collaborate or deliver directly—creating more flexibility and scale. Skilling and Events Explore AI Business Solutions Partner Events for curated virtual experiences focused on empowering partners with the insights, frameworks, and go-to-market strategies needed to drive AI adoption, deliver measurable customer outcomes, and accelerate revenue growth. Each event is tailored to specific partner audiences and designed to bridge vision and execution—equipping you with the knowledge and tools to confidently guide customers through their AI transformation journey. Visit the Partner Skilling Hub for the latest training resources to attain Solutions Partner designations and earn specializations. Join us for the Making ASPX real: Partner showcase community call on April 28, 2026. Through real‑world examples, hear how partners are accelerating insights, improving execution, and realizing tangible business benefits using ASPX. This session is designed to inspire practical adoption and highlight proven best practices from the field. Register now (8:00 AM–9:00 AM PST [Americas/EMEA], 7:00 PM–8:00 PM PST [Asia]) Register for the LevelUp CSP technical bootcamp: Building secure, cost-controlled agent solutions on May 5, 2026. Learn how to assess customer readiness for intelligent agents, design secure and cost-controlled agent architectures, and confidently prepare customer environments for enterprise deployment. Gain clear guidance on positioning Agent 365 and first-party agents as scalable, repeatable solutions that meet customer security, governance, and financial expectations. Register now (8:00 AM–12:00 PM CET [EMEA], 8:00 AM–12:00 PM PST [Americas]) Watch Digital Airlift: Leading Frontier Transformation for CSP and SI Partners. Alex Zagury and Jeremy Welch hosted a special airlift digital partner event focused on leading Frontier Transformation. This session shows how to move beyond AI pilots and guide customers from AI experimentation to secure, governed, organization-wide adoption using Microsoft 365 E7—shifting the conversation from capabilities to consistent governance and measurable business outcomes that enable Frontier Transformation. Watch the session on demand. Go-To-Market Explore a curated portfolio of partner-ready, customizable marketing campaigns designed for partners to showcase how Microsoft AI can transform productivity, streamline processes, and drive measurable business outcomes. These campaigns provide ready-to-use messaging, assets, and guidance tailored to accelerate adoption of Microsoft 365, Microsoft 365 Copilot, and Dynamics 365—all grounded in secure, responsible AI principles. Visit Partner Marketing Center to explore AI Business Solutions campaigns, align to customer needs, and activate your next go-to-market motion. The Partner Center AI assistant now highlights which Microsoft 365 Business customers are approaching renewal—and which are strong candidates for Copilot Business—so your team can prioritize high-potential accounts, quickly identify eligible promotions, and turn renewals into targeted upsell opportunities with less manual effort. Sign in to Partner Center to access the AI assistant and request your Microsoft 365 Business renewal recommendations. The ASPX (AI Business Solutions and Security Partner eXperience) partner page equips you with ASPX guidance, including the walking deck and playbook, to drive AI Business Solutions plays across Copilot, Agents at Work, and Secure AI Productivity. Customer Success IDC Technologies revolutionizes higher education with Microsoft 365 Copilot: With strategic implementation and tailored workshops, IDC Technologies equipped a government education institution in the UAE to adopt, embrace, and thrive with Copilot. ITCG boosts an accounting firm’s precision with Microsoft 365 Copilot: ITCG created an integrated experience with Microsoft 365 Copilot that resulted in precision, streamlined workflows, and impactful business decisions for G K Choksi & Co, a well-known Chartered Accountant Firm based in Ahmedabad, Gujarat, India. Insight Canada empowers clients to maximize Microsoft 365 Copilot value: With a robust readiness assessment and customizable adoption pilot program, Insight Canada teaches clients how to customize Copilot and create value across industries. RSM reimagines the future of work: Leading professional services firm RSM acted as Customer Zero by globally scaling Microsoft 365 Copilot to transform operations, upskill teams, and act as a knowledge repository. Click "follow" in the top right of the tag AI Business Solutions to stay updated on monthly AI Business Solutions partner news.July update: What’s new for partners in AI Business Solutions
July’s AI Business Solutions newsletter highlights key opportunities for Microsoft partners—from new Microsoft 365 Copilot SKUs and agent scenarios to licensing changes, limited-time offers, and events. Discover what’s changed and how you can drive adoption and impact for your customers.May update: What’s new for partners in AI Business Solutions
This month’s AI Business Solutions partner update spotlights the general availability of Microsoft 365 E7 and Agent 365, expanded model choice in Microsoft 365 Copilot with Anthropic Claude Opus 4.7, and new agentic ERP momentum in Microsoft Dynamics 365 Business Central. It also features refreshed incentives and promotions across Microsoft 365, Copilot, Windows 365, and the Cloud Solution Provider (CSP) offering, alongside critical pricing and end-of-support reminders that create near‑term renewal and upgrade opportunities. Partners will find robust skilling and go‑to‑market support—from MCAPS Start for Partners and Agent 365 bootcamps to Power Platform and Copilot Studio wave 1 updates—designed to help scale AI practices, accelerate pipeline, and deliver measurable customer value in the era of agentic AI. Navigate to News and Announcements | Incentives and Offers | Skilling and Events | Go-To-Market | Customer Success News and Announcements Microsoft 365 E7 and Agent 365 now generally available: Microsoft 365 E7 is the Frontier Suite powered by Work IQ, bundling Microsoft 365 E5, Microsoft Copilot, and Agent 365 into a single solution integrated with the apps and security stakes customers already rely on. Microsoft 365 E7 and Agent 365 are designed to equip partners to build and scale agentic AI practices—bringing together skilling resources, seller readiness, and scenario‑based guidance aligned to consistent customer engagement across the CSP lifecycle. View the blog post for more details. Available today: Anthropic Claude Opus 4.7 in Microsoft 365 Copilot: As part of our Frontier Transformation investments, we’ve expanded model choice in Microsoft 365 Copilot with the addition of Anthropic’s latest model, Claude Opus 4.7, in Copilot Cowork (Frontier) and Copilot Studio early release cycle environments, and we are rolling it out in Copilot in Excel. Opus 4.7 in Copilot is faster, more precise, and better at choosing the right tool for the task, following instructions more closely and routing requests to the right capabilities and Work IQ data. Exciting updates on Microsoft Business Central: Three new updates are live, including a new Forrester Total Economic Impact™ study that projects strong ROI for Microsoft Dynamics 365 Business Central,* a refreshed Business Central Immersion Briefing, and the new Expense Agent for Business Central that simplifies receipt capture, expense categorization, and approvals. View the Business Central Expense Agent demo, explore the pitch deck, and read the IT Pro blog for more info. Shape the future of Microsoft AI Business Solutions: Consider participating in a Forrester Total Economic Impact™ study on how partners drive business value with solutions like Microsoft 365 Copilot and Agents, Microsoft 365, Windows 365, Power Platform, and Dynamics 365. Complete a brief 15-minute survey to share your insights. New, flexible billing for GitHub Copilot: GitHub Copilot is transitioning to usage-based billing, replacing premium request limits with a monthly allocation of GitHub AI Credits per plan, with the option to purchase additional usage. Billing will be based on token consumption—including input, output, and cached tokens—aligned to each model’s API rates. This shift better reflects actual usage and supports a more sustainable, reliable Copilot experience. Learn more and drive growth with partner resources. Microsoft Office LTSC 2021 and Visio LTSC 2021 nearing end of support: Support for Microsoft Office LTSC 2021, Project LTSC 2021, and Visio LTSC 2021 ends on October 13, 2026. After this date, customers will no longer receive updates, security fixes, or technical support—introducing increased security, compliance, and reliability risks. This milestone creates a clear opportunity for partners to help customers modernize by moving to cloud‑based productivity solutions. Review the Partner Center announcement for details. Incentives and Offers Drive Microsoft 365 E3 and Microsoft 365 E5 adoption: Microsoft continues to offer various one-year and three-year promotions on Microsoft 365 E3 and E5 suites. Existing promotions include a 20% off one-year Microsoft 365 E3 targeted offer for select customers (250+ seats), a 15% off one-year Microsoft 365 E5 new-to-offer promotion (1+ seats), and a three-year 10% off NTO promotion on both Microsoft 365 E3 and E5 (100+ seats). Win customers with Microsoft 365 E7 promotions: Drive Microsoft 365 E7 adoption with one-year and three-year promotions. While most promotions went live on May 1, 2026, note that some may be released later. One-year Microsoft 365 E7 promotional offers: 10% off Microsoft 365 E7 annual terms (1-yr) Seat minimum 10 | Seat maximum 9,999 15% off Microsoft 365 E7 annual terms (1-yr) Seat minimum 100 | Seat maximum 9,999 Three-year Microsoft 365 E7 promotional offer: 15% off Microsoft 365 E7 triennial terms (3-yr) Seat minimum 300 | Seat maximum 9,999 Please note that three-year Microsoft 365 E7 promotional offers will only be available with an upfront billing option. Three-year paid annually is currently not supported on Microsoft 365 E7 three-year offers. Microsoft Windows 365 promotion and price decrease: Windows 365 continues to lower the barrier to entry for customers looking to adopt Cloud PCs. To further support partners in accelerating Windows 365 sales, Microsoft is introducing two important pricing updates. 20% off all Windows 365 plans extended till June 30, 2026: Microsoft has extended the 20% discount for customers new to Windows 365 through June 30, 2026, giving partners more time to land new customers and reengage deals delayed by budget constraints. The offer applies to all Windows 365 Cloud PC configurations across Enterprise, Frontline, Government, and Business editions, empowering partners to accelerate first-time purchases with a compelling, time-bound incentive. Windows 365 Business 20% price decrease: Microsoft has introduced a 20% list price decrease for Windows 365 Business. Paired with a new on-demand start experience, this update lowers the entry point for small and medium-sized business (SMB) customers while preserving the full Windows 365 Business value and capabilities partners and customers expect. Microsoft Commercial Partner Incentives Guide: Find and activate incentives in one place with the digital incentives guide. Now delivered through an online experience, the Microsoft Commercial Partner Incentives Guide gives you clear navigation, direct paths to engagement, and faster access to up‑to‑date guidance. Explore the guide and share feedback in our upcoming partner community calls, which you can register for in the Americas/EMEA or in Asia. Reduced Dragon Copilot pricing: Partners can expand Dragon Copilot adoption more easily with a simplified per‑user license type offered at a reduced list price across all supported geographies. View the Partner Center announcement for details. Reminder: Microsoft 365 price increase: Microsoft is expanding security and management capabilities across commercial Microsoft 365 suites this year, with a global pricing update taking effect across all purchasing channels on July 1, 2026. This creates a critical window for partners to accelerate renewals and upgrades—and for Scale Solution Provider (SSP) partners to drive Enterprise Agreement upgrade decisions—ahead of the price change. Customers who renew before July 1 can keep current pricing and maintain continuity, while partners can help SMBs lock in affordable, secure AI productivity with Microsoft 365 Copilot Business bundles. The updated pricing and packaging also unlock strong upsell opportunities to Microsoft 365 E3/E5 and Microsoft 365 Business plus Microsoft 365 Copilot at renewal. Be sure to activate available incentives and offers—as well as key promotions—to help customers adopt AI and realize value faster. Skilling and Events Strengthen your Agent 365 capabilities: Build AI agent expertise fast with a range of sales and technical skilling options—from Transform your business with AI Agents in Microsoft 365 sales training series (including the Agent 365 licensing deep dive) to the Implement Agent 365 to observe, govern, and secure AI Apps, Copilot & Agents three‑day technical bootcamp. You can also view the Leading Frontier Firm Transformation Digital Airlift recording with the accompanying SI deck and CSP deck, refreshed vision and solution decks, as well as the Frontier Transformation Partner Opportunity Deck. Power Platform and updates to Microsoft Copilot Studio 2026 release wave 1: See what’s coming in Power Platform and Microsoft Copilot Studio with the 2026 release wave one. The release plan outlines new and updated features, delivery timelines, and scenarios for how organizations are using the latest capabilities. Start FY27 ready to execute and scale Copilot and agents: Join us at MCAPS Start for Partners for a deep dive into how product-led growth and Frontier Transformation are empowering partners to design, build, and deploy agents tailored to real customer scenarios—and how you can expand into high-growth workloads like business processes and Cloud PC. Save the date, stay tuned for registration details, and get ready to maximize growth in the era of agentic AI. Get ready for the Partner of the Year Awards: It's almost that time of year again: the Microsoft Partner of the Year Awards are quickly approaching. Nominations open on June 1 and close on July 7. Learn more about the awards, start preparing your organization’s submissions, and be on the lookout for more details coming in mid-May. Sharpen your AI workforce and process skills: Browse the events below and visit the Partner Skilling Hub to discover the latest skilling event calendars, playbooks, and updates. ERP Transformation with AI and agents in Dynamics 365: Join this 11-episode series designed for sellers and technical sellers to learn how Microsoft Dynamics 365 Agentic ERP can empower companies to boost productivity, cost efficiency, and agility across business processes. Explore Part 1 (now on demand) and Part 2. MCP & AI agents across Dynamics 365 Sales & Service: Solution architects, technical leads, and developers will learn how to design, build, and scale secure AI-powered solutions leveraging first-party agents and MCP servers for Sales, Customer Service, and Contact Center. Check out the latest on-demand skilling opportunities: Across AI Business Solutions you'll find opportunities for members in your organization to expand the presales, sales, and technical skills that can grow your practice. Check out some of the recent on-demand skilling opportunities below: CSP & SI Partner Airlift: Leading Frontier Transformation with Copilot, Agents and M365 Suites Accelerate your AI transformation with Microsoft 365 Copilot Unlocking the Business Value of Copilot & AI Agents Next-Gen Productivity: Copilot + Agents for the Modern Enterprise From Work IQ to the Frontier Firm: AI Workforce Power Hours Scale with Cloud and AI Endpoints Partner skilling resources Secure AI Productivity Partners Sales Bootcamp CRM Modernization: Migration Assessment Copilot Agentic Migration Tool for Dynamics 365 Sales & Service Dynamics 365 Solution Architect bootcamp (AI CRM) Dynamics 365 Solution Architect bootcamp (AI ERP) Copilot Studio: Low Code App Maker & Agent Builder (learning journey) Build enterprise-ready agents with Copilot Studio (short series) Build enterprise-ready agents with Copilot Studio Build, Orchestrate, and Govern AI Agents with Copilot Studio Capture new SMB business opportunities with agent-powered Dynamics 365 Business Central Transform AI with Business Central - Sales Ready Titan (learning journey) Scale SMB operations with the power of AI in Dynamics 365 Business Central Supercharge SMB business operations with AI and agents in Dynamics 365 Business Central Stay ahead with the new Partner Skilling Community discussion board: a dedicated hub where Microsoft partners can discover skilling resources, ask questions, and accelerate growth across solution areas. Connect with peers and subject matter experts to get timely guidance, build capabilities, and stay informed on the latest opportunities. Click “Follow” in the top right corner to receive email notifications when new content is posted. Go-To-Market Explore a curated portfolio of partner-ready, customizable marketing campaigns designed so partners can showcase how Microsoft AI transforms productivity, streamlines processes, and drives measurable business outcomes. These campaigns provide ready-to-use messaging, assets, and partner guidance tailored to accelerate adoption of Microsoft 365, Microsoft 365 Copilot, and Dynamics 365—all grounded in secure, responsible AI principles. Partners with Partner Marketing Center Pro access (via a partner benefits package, Solutions Partner designation, or ISV Success enrollment) can explore and run the full campaign end-to-end, while those using Partner Marketing Center can download a limited set of assets to support execution. Customer Success TD SYNNEX: “Better Together” AI motions at scale: TD SYNNEX brings devices, cloud, security, and AI together into cohesive Microsoft motions—giving partners a repeatable way to position Copilot and AI‑ready solutions with customers navigating Windows refresh cycles and early AI adoption. DeepJudge: AI-powered legal search on Microsoft Azure: Swiss legal tech firm DeepJudge built an AI‑driven legal search platform on Azure, allowing law firms to surface relevant case knowledge faster while maintaining strict data privacy and compliance requirements. Banco Bradesco: Generative AI on Azure Red Hat OpenShift: Banco Bradesco is scaling enterprise AI innovation on Microsoft Azure—leveraging Microsoft Foundry, Azure API Management, and Azure Red Hat OpenShift. By standardizing on Azure Red Hat OpenShift, Bradesco is running 200+ generative AI projects with improved governance, security, and operational control—accelerating development while meeting the stringent requirements of a leading financial institution. Click "follow" in the top right of the tag AI Business Solutions to stay updated on monthly AI Business Solutions partner news.August update: What’s new for partners in AI Business Solutions
Stay current on the latest AI Business Solutions opportunities for partners to grow AI adoption, drive recurring revenue, and scale customer transformation. This month, explore details regarding Microsoft 365 Copilot promotions, expanded nonprofit access to Microsoft Intune Remote Help through CSP partners, and resources to help you build demand with Frontier Transformation campaigns. You'll also find skilling opportunities, Microsoft Ignite updates, and much more.September update: What’s new for partners in AI Business Solutions
This month’s AI Business Solutions update highlights new Microsoft 365 agent management capabilities, the updated Microsoft Copilot app experience, and the GitHub Copilot harness for Microsoft Copilot Studio. It also features FY27 Cloud Solution Provider (CSP) offers for Microsoft 365 Copilot and Microsoft 365 E7, plus skilling opportunities focused on Copilot, agents, AI productivity, and co-sell readiness. Discover new ways to drive AI adoption, build agent-powered solutions, and grow your AI practice.Earn the badge built for Frontier AI leaders
The next wave of AI transformation needs more than ambition. Customers need partners with the skills and proven capabilities to deliver real outcomes. The Frontier Transformation Engineer badge recognizes partners building the capabilities to design, implement, and deliver Microsoft Frontier AI solutions. Earn the badge to demonstrate validated skills, strengthen customer confidence, and differentiate your practice in a rapidly evolving AI market. With the Frontier Transformation Engineer journey, your team can: Validate Frontier AI engineering capabilities. Strengthen credibility in customer conversations. Build readiness for AI transformation engagements. Bring greater credibility to customer conversations. Differentiate your practice with demonstrated expertise. Qualify for a flagship Frontier Partner specialization recognition. The journey combines certifications, hands-on training, and project readiness to help your team build the capabilities needed to lead Frontier AI transformation. Don’t just prepare for the future of AI. Build the expertise to deliver it. Earn the Frontier Transformation Engineer badgeJune update: What’s new for partners in AI Business Solutions
As AI adoption accelerates, security expectations and partner opportunities are increasing just as fast. In this June Security partner update, Microsoft Security partners will find the latest product updates, incentives, and skilling designed to help you secure AI workloads, strengthen customer trust, and grow repeatable security services. From new capabilities across Microsoft Defender, Microsoft Sentinel, Microsoft Purview, and Microsoft Agent 365 to expanded go‑to‑market resources and partner‑ready offers, this month’s updates focus on what you can sell, deliver, and operationalize now to stay ahead of an evolving threat landscape.Land Your Offer - Anatomy of Revenue Generating Partner Offer - Part 2 - Copilot Envisioning
In Part 1 we dissected Copilot in 30 — a $0 trial offer for SMB customers. This time the customer is larger, the engagement is funded rather than free, and the anatomy of revenue changes with it. It also lands when Microsoft just introduced the new Copilot — Home, Code and Autopilot, running on usage-based billing and governed through FinOps for AI — which makes a structured envisioning engagement the front door to a much bigger conversation. Most organisations with 300 or more seats already believe Copilot and agents matter. What they lack is a clear picture of where AI will pay off, what it will take to get ready, and how they'll prove it before committing budget. The Frontier Accelerate for Copilot: Envisioning & POC engagement gives you a pre-sales, partner-led answer to all three — funded by Microsoft and sized from a 10-hour readiness sprint to a 280-hour enterprise programme. Package it as a Microsoft Marketplace offer and you have a repeatable front door to every Copilot, Agent 365 and Microsoft 365 E7 opportunity in your territory. 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 and Microsoft sellers already look for Copilot expertise. More importantly, an offer turns your expertise into something repeatable. Define the engagement once — phases, activities, deliverables, sizing — and run it across every qualified customer instead of scoping from scratch. Professional service and managed service offer types are available in Partner Center, so one listing can carry the envisioning engagement, the POC and the ongoing services that follow. The Enterprise Opportunity: Interest Is High, Direction Is Missing The customers for this offer are organisations with at least 300 Office 365 / Microsoft 365 seats — mid-market through to the largest enterprises. They are the customers with the most to gain from Copilot and agents, and the most complexity to work through first: security and governance, tenant and access dependencies, adoption and change, and a credible way to measure value. That gap between ambition and a plan is where partners win. Microsoft is investing in the full Copilot journey in FY27, from envisioning and proof of concept through deployment and adoption — and the envisioning stage is where you shape the roadmap, the scope and the commercial conversation before anyone else does. Why Copilot and Agents Are the Right Place to Start Microsoft 365 Copilot puts AI inside the apps people already use every day — Outlook, Teams, Word, Excel and PowerPoint — so value arrives without a platform change. For larger organisations, that is only the first layer: Agent 365, custom agents built with Copilot Studio, and Microsoft 365 E7 extend Copilot from personal productivity into role-based and process-level automation. The new Copilot adds a third layer. Cowork takes delegated work and returns a finished result; Code lets knowledge workers build apps, dashboards and automations in natural language, hosted on Copilot Managed Runtime; and Autopilot is a persistent agent with its own identity that keeps work moving without a prompt. All three run on usage-based billing rather than the per-user subscription, which means every customer now has to decide which users and which scenarios justify consumption spend — and how to govern it with FinOps for AI. Each layer brings its own questions — which personas, which scenarios, what governance, what consumption model, which capabilities are worth paying for by the task — and each question is an envisioning conversation a partner is best placed to lead. Meet the Offer: Envisioning & POC, Sized to the Customer The Frontier Accelerate for Copilot: Envisioning & POC engagement is a pre-sales, partner-led engagement that identifies personas and use cases and builds a business case for Microsoft 365 Copilot, Agent 365, Microsoft 365 E7 and/or agents — with an optional proof of concept. The essentials: Who qualifies: Customers with a minimum of 300 Office 365 / Microsoft 365 seats; larger tiers unlock at 500, 1,000, 1,500, 3,000 / 5,000 and 10,000+ seats How it's sized: Six tiers — XXS (10 hrs), XS (20 hrs), S (40 hrs), M (100 hrs), L/XL (150 hrs) and XXL (280 hrs) — with hours scaling with the seats in scope What it covers: Five phases — Assess, Inspire, Design, POC and Executive Summary — with a working POC and measured results from the S tier upward What Microsoft provides: A delivery guide, pre-engagement planning resources and Microsoft Commercial Incentives (MCI) funding tied to proof of execution What the customer gets: Readiness findings, a business case and value plan including usage-based billing and Copilot Credits, technical requirements and a remediation plan, an adoption roadmap, a working POC and an executive readout Microsoft funds the engagement. You own the scope, the relationship and everything that follows. Your Role: From Trusted Assessor to Transformation Partner An envisioning engagement is not a workshop; it is a guided decision. Your job is to move the customer from curiosity to a signed proposal, with evidence at every step. Assess — identify high-value scenarios, choose the right assessments, define what success looks like and deliver readiness findings the customer can act on. Inspire — show what Copilot and agents can do across roles; make security, governance, adoption and reporting concrete rather than abstract concerns. Design — turn findings into a business case and value plan (including usage-based billing), a remediation plan, technical requirements, an adoption roadmap and clear POC criteria with risks, owners and dates. Prove — scope the POC users and products, prepare the environment, build the agent or solution, train the users and measure results including Copilot Credits consumed. Summarise — deliver the executive readout on seat growth and consumption, then convert: trial to paid licences, commercial proposal and signature, and a named wave 2 expansion plan. Every phase produces something the customer keeps — and every deliverable positions you as the partner who should build what comes next. Inside the Offer: Activities and Hours by Engagement Size Below is the full activity plan behind the offer, with hours for each of the six engagement sizes. Use it to size your own offer plans and statements of work. ID Phase Activity XXS XS S M L/XL XXL — Pre-req Customer eligibility (min. O365/M365 seats) 300+ 500+ 1,000+ 1,500+ 3,000+ / 5,000+ 10,000+ A1 Assess Identify high-value scenarios 0.5 1 1.75 3.75 5.5 10.5 A2 Assess Select assessment(s) 0.5 0.5 1 2.25 3.5 6.25 A3 Assess Define success 0.5 0.75 1.5 3 4.5 8.5 A4 Assess Deliver readiness assessment(s) 1 1.75 2.75 6 9 16.75 I1 Inspire Product overviews & demos across Copilot and agent capabilities 1 1.5 2 4.5 6.75 12.5 I2 Inspire Security/governance overview, incl. tenant and access dependencies 0.5 1 1.5 3 4.5 8.5 I3 Inspire Adoption/change overview 0.5 0.75 1 2.25 3.5 6.25 I4 Inspire Reporting/analytics overview 0.5 0.75 1 2.25 3.5 6.25 I5 Inspire Stories & Scenario Library 0.5 1 1.5 3 4.25 8.5 D1 Design Business case/value plan, incl. usage-based billing (UBB) 1 1.75 2.75 6.25 9.5 17.5 D2 Design Remediation plan 0.5 1 1.75 3.75 5.5 10.5 D3 Design Technical/functional requirements 0.75 1.5 2.25 5 7.5 14 D4 Design Adoption roadmap 0.5 1 1.75 3.75 5.5 10.5 D5 Design POC success criteria & environment prep 0.5 1 1.75 3.75 5.5 10.5 D6 Design Recommendations/risks/owners/dates, incl. validation and next-step owners 0.25 0.75 0.75 2.5 4 7 P1 POC Scope/users/products/features 0 0.25 1 3.5 5.25 9.75 P2 POC Confirm requirements/design 0 0.25 1 3.5 5.25 9.75 P3 POC IT access & environment prep 0 0.25 1.75 5.25 8 14.75 P4 POC Trial licenses 0 0.25 1 3.5 5.25 9.75 P5 POC Build POC agent(s)/solution(s); confirm Copilot Credits consumption 0 0.5 3.75 12.25 18.5 34.25 P6 POC Train POC users 0 0.25 1 3.5 5.25 9.75 P7 POC Measure/evaluate results, incl. usage and Copilot Credits consumed 0 0.25 1.5 3.5 5 10 E1 Exec summary Executive readout: seat growth and consumption implications 1 2 4 10 15 28 TOTAL Hours 10 20 40 100 150 280 Land Your Offer: What One Customer Is Worth The table below is the revenue anatomy of one Envisioning & POC engagement at each of the six sizes — and it shows that the funded engagement is only the first of three revenue streams. They stack on top of each other: MCI engagement incentive — Microsoft funds the envisioning and POC work itself, from $2K for a 10-hour XXS engagement to $100K for a 280-hour XXL programme, paid against proof of execution. CSP incentive on the licences that follow — earned on the Copilot revenue the business case unlocks, from the trial-to-paid conversion (T1) through the wave 2 expansion (X1), and growing as agent consumption and Copilot Credits scale. Managed services and follow-on professional services — the recurring engagement described in After the Readout, which is where the largest and most durable share of revenue lives. Item XXS XS S M L/XL XXL Minimum customer seats 300+ 500+ 1,000+ 1,500+ 3,000+ / 5,000+ 10,000+ Engagement hours 10 20 40 100 150 280 Post-delivery outcomes: Copilot rev (K) | Agent consumption (K) | Agent MAU 10 | 6 | 300 25 | 15 | 500 50 | 30 | 1,000 125 | 75 | 1,500 250/375 | 150/225 | 3,000/5,000 500 | 300 | 10,000 MCI engagement incentive (K) $2K $5K $10K $25K $50K / $75K $100K CSP incentive on Copilot revenue (K)† $1.95K $4.88K $9.75K $24.38K $48.75K / $73.13K $97.5K † CSP incentive shown at a blended 19.5% of the Copilot revenue outcome (direct bill 2.5 + 7 + 10; indirect reseller 7 + 12.5). Illustrative estimates from the offer plan — confirm current MCI payouts, CSP rates, eligibility and proof-of-execution requirements in the Microsoft Commercial Partner Incentives Guide. Now multiply. Everything above is the anatomy of a single customer. Landing the offer means running it across every qualifying customer in your territory — 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 and seat whitespace, E7 opportunity, data security maturity, MCI eligibility and potential earnings for the customers you already manage. How the Offer Fits Together: From Sizing to Proof of Execution The offer runs left to right in three layers: Sizing & value — six engagement sizes from XXS (10 hrs) to XXL (280 hrs). Hours scale with the seats in scope, and value is tracked in the customer's own metrics. Five phases — Assess (A1–A4), Inspire (I1–I5), Design (D1–D6), POC (P1–P7) and Executive Summary (E1, T1, T2, X1). Each phase produces a concrete output the sponsor can see. Proof of execution — readiness and assessment findings; a business case and value plan including usage-based billing and Copilot Credits; technical requirements and a remediation plan; an adoption roadmap; a working POC with measured results; an executive readout covering next steps and consumption implications — and a named wave 2 expansion beyond the pilot team. The highlighted activities — security & governance (I2), adoption & change (I3), remediation plan (D2), technical requirements (D3), adoption roadmap (D4), IT access & environment (P3), build POC solution (P5), train POC users (P6), trial-to-paid conversion (T1), commercial proposal (T2) and the wave 2 expansion plan (X1) — are where the engagement stops being a project and becomes an ongoing relationship: managed services, ongoing optimisation and follow-on professional services after the engagement closes. After the Readout: Managed Services That Keep Delivering The executive readout is the start of the real engagement. Package these as standing services in your offer. Each one is sized in partner days so you can price it, and each one is tied to a result the customer's sponsor will recognise without a glossary: Managed service Partner activity — what you deliver and measure Customer business outcome — what it drives (illustrative targets, 1,500-seat customer) Deployment and remediation delivery • Effort: 5–10 days per wave • Activity: Close every item on the remediation plan and technical requirements (D2, D3) against dated owners, then licence and activate the wave's users by the roadmap date • Reported as: Items closed on time; seats activated; days from readout to go-live • Wave 1 live within 30 days of the readout, not 90 — two extra months of value on every seat • ≥95% of paid seats assigned and active; 75 idle seats would waste ≈$27K a year • Roll-out delivered within ±5% of the business-case budget Security and governance management • Effort: 2 days a month • Activity: Maintain the admin-settings baseline and data-protection controls, review agent permissions and access dependencies, approve plugins through the plugin registry and govern apps hosted on Copilot Managed Runtime, act on every Admin Settings Recommendation • Reported as: Recommended settings enabled; findings opened and closed; agents, plugins and apps with a named owner • Zero Copilot-related oversharing incidents; one enterprise data breach averages $4M+ • 100% of recommended settings on; findings closed within 30 days • Audit evidence produced in hours, not weeks — Data Security Maturity at Advanced-Healthy Adoption and change management • Effort: 3–4 days a month • Activity: Run the adoption roadmap (D4): coach champions, deliver role-based training, refresh scenarios, hold the monthly Copilot Analytics business review • Reported as: Active users as a share of assigned seats; people trained; low-activity users re-engaged • ≥80% of assigned seats active every month • 2–4 hours saved per user a week (≈3,000–6,000 hours across 1,500 seats) • ≈$0.5–1M a month of staff time released at $40/hour Agent and solution build-out • Effort: 5–15 days per agent or solution, then half a day a month to tune • Activity: Take each POC agent (P5) into production with Copilot Studio and Agent 365; release new Copilot Studio agents, Code-built apps and Autopilot agents from the scenario backlog, hosted on Copilot Managed Runtime • Reported as: Agents and apps live; active users per agent; tasks completed; Copilot Credits per completed task • 20–40% of tier-1 tickets or cases deflected per automated process • Cycle time cut 30–50% on each agent-run workflow; 200–500 hours removed a month per agent • Cost per completed task tracked and falling quarter on quarter FinOps for AI: consumption and licence management • Effort: 1-2 days a month • Activity: Track Copilot Credits and usage-based billing across Cowork, Code and Autopilot; set budgets, limits and model-family policies per user group; route credit requests through the customer's approval workflow; forecast spend and align seat additions, renewals and terms to each wave • Reported as: Reported as: Forecast versus actual variance; credits per active user; spend per business outcome; seats added; renewals completed on schedule • AI spend held within ±10% of forecast — no unplanned overage • Zero unused seats at renewal; 100% of renewals on schedule • Cost per outcome down 10–20% a year as usage matures Quarterly value reviews • Effort: 2 days a quarter • Activity: Refresh the business case (D1) with actuals, capture proof points in the customer's own words, agree and date the next named expansion wave with the executive sponsor • Reported as: Realised versus forecast value; proof points captured; next wave scheduled • ROI in dollars: ≈$125K a year of Copilot seats vs. $6M+ of time released • ≥3 quantified proof points in the sponsor's words each quarter • Each review dates the next wave: +100–300 seats or +1–2 agents a quarter Effort shown is indicative for an M-tier customer (1,500+ seats) and scales with seats and agents in scope, exactly as the engagement hours above do. Add the recurring rows together and one M-tier customer with three agents in production sustains roughly 9–10 partner days a month after the readout, before wave deployments and new agent or solution builds are counted. Every row pairs a number you can invoice against with a result the customer already cares about, which is what turns a recurring service into a renewable one and keeps you positioned as the customer's AI transformation partner as their ambitions grow. 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 transformation partner as their ambitions grow. Ready to Build Your Envisioning & POC Offer? Read the engagement terms in the Microsoft Commercial Partner Incentives Guide and download the delivery guide and pre-engagement planning resources. Confirm your eligibility for Microsoft Commercial Incentives engagements in Partner Center and align your delivery team on the five-phase model. Publish your offer in Partner Center as a professional service (Envisioning & POC) with a managed service follow-on (deployment, adoption and optimisation). Pick your first cohort — customers with 300+ Microsoft 365 seats and no clear Copilot or agent roadmap yet, then size each one to the right tier. Book the executive readout before Assess begins — so the conversion, proposal and wave 2 conversation is already on the calendar. The customers are already in your base. Publish the offer and open the conversation. Resources Frontier Accelerate for Copilot: Envisioning & POC | Microsoft Commercial Partner Incentives Guide Copilot Envisioning & POC — Delivery Guide Copilot Envisioning & POC — Pre-Engagement Planning The new Copilot is here: the opportunity for Microsoft partners
