Using OneDrive workspaces to maintain QBR history and monitor quarterly account performance changes
Hi Marketplace community, I wanted to share a practical Microsoft 365 agent pattern we have been working on for recurring account-review workflows. In merchant services, quarterly business review preparation often starts with the same basic ingredients: a CSV or TSV export, a set of merchant accounts, performance metrics, PowerPoint scorecards, and follow-up notes. The challenge is not just generating one review. It is maintaining a repeatable QBR history across many accounts and making it easier to spot what changed from one quarter to the next. With https://marketplace.microsoft.com/en-us/product/WA200010195, we are exploring a Microsoft 365-native workflow where the agent helps account teams: - Generate QBR scorecards for one merchant or multiple merchant accounts from CSV/TSV data. - Create PowerPoint outputs for each account. - Save each run into an organized OneDrive workspace. - Maintain an index of accounts and per-account status for the run. - Support follow-up workflows with draft email content. - Use sample workbook content to demonstrate quarter-over-quarter change detection across volume, authorization performance, acceptance cost, disputes, and refunds. The core adoption pattern is simple: use OneDrive not just as file storage, but as the persistent workspace for recurring business reviews. Each QBR run becomes easier to revisit, share, compare, and operationalize. For teams managing many customer or merchant accounts, this turns QBR preparation from a one-off deck-building task into a more durable account-performance workflow. I would be interested to hear how other Marketplace builders are approaching similar patterns: - Are you using OneDrive or SharePoint as the durable workspace for agent-generated outputs? - How are you helping users compare business performance across reporting periods? - Are customers asking for more “history and change tracking” rather than just one-time generated artifacts? The app is listed on Microsoft Marketplace here: https://marketplace.microsoft.com/en-us/product/WA200010195Could Marketplace Become an AI Discovery Agent?
Today, customers still find apps in Marketplace by searching keywords or browsing categories. In a large catalog like the Marketplace, that often feels like guesswork. Publishers describe similar solutions differently, and customers rarely know the exact keywords to use. Many customers end up scrolling through listings, getting tired, and leaving. When that happens, we as publishers never get the chance to connect with them. What if Marketplace used AI to change that? Instead of searching, customers could simply describe what they need: “I need a time-tracking app that works natively in Microsoft 365 and Microsoft Teams, has light project management, follows our security policies, and keeps all company data inside our tenant in line with General Data Protection Regulation (GDPR).” An AI agent could instantly suggest the best matching apps and guide the customer directly to Get it now. And maybe the next step is even bigger: What if Marketplace became an agent or coworker for Microsoft Copilot, helping users discover and install the right apps simply by asking? Curious what others think—could this be the future of Marketplace discovery?App ratings are not displayed when a Marketplace listing includes a free trial
Hi community! We’ve noticed that app ratings are not displayed on Microsoft Marketplace browse and search result cards when an offer includes a Free trial badge. For example, the one listing displays its rating of 3.6 (107 ratings) directly on the card. Youkeeps AI Scheduling Assistant listing has customer ratings, but its card displays the Free trial badge without any rating information. Could you please confirm whether this is expected behavior or a display issue? Is there a way to show both the Free trial badge and the app rating on the listing card?
GST/VAT in Microsoft-managed countries
Hi, I am in a Microsoft -managed jurisdiction and have a transactable offer in AppSource. I have only recently onboarded some customers and I don’t fully understand how GST is being managed. We are in Scenario 5 as described in https://learn.microsoft.com/en-us/partner-center/marketplace-offers/tax-details-marketplace which means Microsoft collects from the customer at the list price + GST. Ignoring store fees for this purpose, Microsoft pays the (10%) GST to the tax authority then pays out the balance. Unfortunately, the way GST works here, we have to show the amount we receive from Microsoft as gross revenue and then deduct a further 10% to pay to the tax authorities. In other words, we get no credit for the tax Microsoft has paid. As I understand it, the publisher should invoice Microsoft for the sale price + GST then Microsoft invoices the customer at the price plus GST and claims an input tax credit for the GST it pays to the publisher. There may be some specific tax ruling that overrides this. Would be very grateful if any ISV in a similar jurisdiction has encountered this issue.
What changed for co-sell after QRP retirement — what ISVs should update now
Microsoft retired QRP last week and consolidated referrals into Partner Center. What most ISVs haven't caught yet is that the new AI-based matching reads your solution descriptions and industry tags differently than QRP did. If your listing hasn't been updated since early 2025, you may be getting matched to lower-quality leads or missed entirely. Three things worth reviewing now: your solution area tags, your customer segment fields, and your co-sell 1-pager format. Happy to share more detail on what I've seen reviewing several listings. Drop your questions below.Upgrade plan for Marketplace offers in admin center
Hi Community, I’m reaching out here after spending nearly 6 months discussing an issue with Microsoft Support, without getting a satisfactory answer. We have published transactable SaaS apps in the Microsoft Marketplace. Each of our SaaS offers includes multiple plans (e.g., Premium, Pro, Leader). About six months ago, our customers started reporting that they could no longer upgrade their plan via the Microsoft 365 Admin Center. We were able to reproduce the issue ourselves. Symptom: when attempting to upgrade, the dropdown list that should display available upgrade plans is empty. This functionality worked correctly before. After multiple discussions with Microsoft Support engineers, their supervisor, and their manager, the official response we received is: “change to different plan functionality (for marketplace offers) in Admin Center is by design not enabled, which is why the dropdown does not display available plans.” This directly contradicts Microsoft documentation, which indicates that plan changes should be supported: https://learn.microsoft.com/en-us/partner-center/marketplace-offers/pc-saas-fulfillment-life-cycle Despite sharing this documentation, Microsoft Support maintains that this behavior is by design and that customers cannot upgrade plans from the Admin Center. My questions to the community: Are there ISVs here who have published transactable SaaS offers with multiple plans? If so, can your customers upgrade plans through the Microsoft 365 Admin Center? Are your customer experiencing the same issue? Can any SME confirm or contradict Microsoft Support’s statement that “by design, customer cannot upgrade plans using M365 Admin center”? For reference, here is our Microsoft Support ticket ID: 2508260010000694. I’m happy to share additional information upon request. Thank you in advance for any insights or confirmation. Sang, ps: I recently notice change of domain name in M365 admin center and the log showing this. Weird coincidence.How do you actually unlock growth from Microsoft Teams Marketplace?
Hey folks 👋 Looking for some real-world advice from people who’ve been through this. Context: We’ve been listed as a Microsoft Teams app for several years now. The app is stable, actively used, and well-maintained - but for a long time, Teams Marketplace wasn’t a meaningful acquisition channel for us. Things changed a bit last year. We started seeing organic growth without running any dedicated campaigns, plus more mid-market and enterprise teams installing the app, running trials, and even using it in production. That was encouraging - but it also raised a bigger question. How do you actually systematize this and get real, repeatable benefits from the Teams Marketplace? I know there are Microsoft Partner programs, co-sell motions, marketplace benefits, etc. - but honestly, it’s been very hard to figure out: - where exactly to start - what applies to ISVs building Teams apps - how to apply correctly - and what actually moves the needle vs. what’s just “nice to have” On top of that, it’s unclear how (or if) you can interact directly with the Teams/Marketplace team. From our perspective, this should be a win-win: we invest heavily into the platform, build for Teams users, and want to make that experience better. Questions to the community: If you’re a Teams app developer: what actually worked for you in terms of marketplace growth? Which Partner programs or motions are worth the effort, and which can be safely ignored early on? Is there a realistic way to engage with the Teams Marketplace team (feedback loops, programs, office hours, etc.)? How do you go from “organic installs happen” to a structured channel? Would really appreciate any practical advice, lessons learned, or even “what not to do” stories 🙏 Thanks in advance!Excited about the Microsoft Marketplace?
Good morning, as the former BizApps PDM at Microsoft driving 100's of ISV solutions to the marketplace I wanted to ensure the community realized that the marketplace is now driving leads directly to partners from customers around the world exploring the marketplace. If you have been in the marketplace for a few months and are seeing little interest or leads it should guide you to further optimize your listing and also do a competitive analysis of other solutions in the marketplace. I am and have always been excited about the Microsoft Marketplace and hope you are too! - John O'Donnell https://www.linkedin.com/in/johnodonnellmsft/Transitioning SaaS Offers with Multi-Year Pricing from AppSource to Azure Marketplace
When a SaaS transactable offer on Microsoft AppSource includes a pricing plan for more than 1 year, the offer is delisted from AppSource and becomes available on Azure Marketplace. This is due to the platform's structure: AppSource primarily supports monthly or annual subscription models for SaaS offers. Any pricing model that exceeds 1 year (e.g., 2-year, 3-year plans) is outside the scope of AppSource’s transaction capabilities. When a SaaS solution introduces https://learn.microsoft.com/en-us/partner-center/marketplace-offers/marketplace-commercial-transaction-capabilities-and-considerations, it is automatically transitioned to Azure Marketplace, which can accommodate longer-term contracts and subscription models (such as 2-year, 3-year, or longer terms). Azure Marketplace is designed for more complex transactions, including multi-year deals, and supports deeper infrastructure integration and contract management features compared to AppSource. Thus, any SaaS offer that requires multi-year pricing terms will shift from AppSource to Azure Marketplace, where such transactions can be handled effectively.
