SharePoint Embedded guide for software companies
Looking to accelerate your SaaS solution with SharePoint Embedded? This new blog post breaks down key success factors, positioning strategies, and how to align your architecture for maximum impact. Read the full article here: SharePoint Embedded guide for software companies: success factors, positioning & key insights | Microsoft Community HubSharePoint Embedded guide for software companies: success factors, positioning & key insights
Welcome to the definitive Q&A guide for software development companies exploring SharePoint Embedded for their SaaS applications. This blog series addresses the most frequently asked questions from our thriving software company community, drawing from real-world implementations across partner organizations spanning financial services, healthcare, manufacturing, and technology sectors. Whether you're building a multi-tenant document management platform, modernizing legacy systems, or creating industry-specific collaboration solutions, this guide provides practical insights into SharePoint Embedded's unique advantages for software company scenarios. From multi-tenant architecture patterns and customer data isolation to Office integration strategies and competitive positioning, we've compiled the essential knowledge you need to accelerate your development and go-to-market success. SharePoint Embedded represents a paradigm shift for software companies who have traditionally faced the choice between building complex storage infrastructure or compromising on enterprise-grade features. With its consumption-based pricing model, API-first design, and native Office integration, SharePoint Embedded enables software companies to deliver enterprise-ready document experiences while focusing on their core business logic and customer value. Q: What are the key success factors I should focus on as a software company using SharePoint Embedded? A: Based on our analysis of successful software company implementations, there are three critical success factors: Building a scalable document management platform is complicated and detracts from the business logic you want to focus on with your solution. Users are demanding modern collaboration tools that Microsoft Office provides at scale. SharePoint Embedded gives you the foundational tools and features that integrate with your solutions, providing you a competitive advantage. Software development companies can unlock significant value by building on SharePoint Embedded. Its distributed architecture empowers software companies to deliver scalable, multi-tenant solutions, ensuring each customer’s data is securely isolated within dedicated containers. By leveraging SharePoint Embedded, software companies can guarantee that compliance and data residency requirements are met directly in the customer’s own Microsoft 365 tenant, streamlining regulatory approvals and building customer trust. The platform’s flexible, consumption-based billing model aligns costs with actual usage, supporting growth and simplifying budgeting for both software companies and their customers. At the same time, software companies retain full control over their application code base, allowing them to innovate and differentiate their offerings, while Microsoft manages the underlying infrastructure, security, and compliance features. Q: How do I position SharePoint Embedded against competitors in sales situations? A: SharePoint Embedded offers unique competitive advantages across different competitor categories: Against Pure Storage Solutions: Native Office Integration: Unmatched co-authoring and collaboration experiences Enterprise Security: Built-in compliance and governance vs. costly add-on features Microsoft Ecosystem: Leverage customers' existing Microsoft investments Software company-Focused APIs: Purpose-built for integration vs. consumer-focused APIs Against Building Custom Storage: Faster Time to Market: Significantly reduce development time Enterprise Features: Compliance, security, and scale built-in Office Integration: Impossible to replicate the native Office experience independently Global Infrastructure: Microsoft's global scale without operational overhead Against SharePoint Online: True Multi-Tenancy: Better customer isolation and independent scaling Consumption Pricing: Costs align with customer success vs. per-user licensing API-First Design: Developer-friendly vs. SharePoint customization complexity No Limitations: Independent scaling without site collection or storage quotas Q: Is the content stored in SharePoint Embedded AI ready? A: When you ingest documents into SharePoint Embedded, they are automatically added to the platform’s search and semantic indexes. This seamless integration ensures that your content is immediately available for advanced AI capabilities, such as intelligent search, document automation, and content summary. As a result, users can quickly benefit from AI-driven insights and enhanced discovery, making collaboration and workflow automation more powerful and efficient across their teams. AI Ready by Design: SharePoint Embedded provides secure, structured, and highly accessible data storage, ensuring content is ready for AI integration from the start. Robust APIs & Easy Integration: The platform’s powerful APIs and seamless Microsoft ecosystem integration make it simple to connect content to AI services like Azure AI Foundry and Microsoft 365 Copilot. Advanced Capabilities: Organizations can enable advanced search, automation, and generative AI scenarios, leveraging their information in new, intelligent ways. Enterprise-Grade Compliance & Security: Content remains protected with built-in security and compliance, crucial for enterprise adoption of AI-powered workflows. Empowering Business Value: This foundation allows businesses to unlock added value from their content and drive smarter, more efficient operations. Q: What are the key talking points that resonate with enterprise customers? A: For software development companies, these value propositions drive success with enterprise audiences: Onboard your application: Easily deploy your solution through the Microsoft Marketplace to your customer tenant. Content lives in your customer's tenant: Software companies can leverage built-in compliance and security features to speed up enterprise sales cycles and meet stringent requirements. You control the billing: Software companies can grow alongside their customers, with consumption pricing that supports expansion and rewards success. Your customers security posture is honored: When your solution is deployed to customer tenants, it will inherit all the security, compliance and governance they have configured. Content is always maintained in the geo they specify. Risk Reduction for software companies: By utilizing Microsoft’s infrastructure and security, software companies can reassure enterprise customers and minimize operational risk. Q: How do I get started building a POC for my software development companies' solution? A: Follow this proven software company-focused POC approach that has delivered success across our partner ecosystem: Getting started is easy: Install the Visual Studio Code extension and start a 30 day trial of SharePoint Embedded. For longer development cycles that allow you to simulate a real production environment, configure SharePoint Embedded without any storage or throughput limitations. Software Development Company Development Lifecycle for Re-Platforming on SharePoint Embedded Phase 1: Technical Foundation – Begin by establishing a secure, multi-tenant architecture using SharePoint Embedded’s container model to ensure robust customer data isolation. Integrate with Microsoft Office experiences to provide seamless co-authoring and collaboration, a key customer demand. Validate authentication flows for enterprise-grade user security and conduct thorough performance testing to guarantee fast, reliable document access at scale. Phase 2: Business Alignment – Move beyond technical validation to align your solution with real-world customer scenarios. Test end-to-end workflows and migrate sample data from legacy systems, ensuring the platform meets customers’ expectations for business continuity. Collect hands-on feedback from customer users to refine user experience and validate your pricing model based on projected usage, addressing concerns around cost predictability and ROI. Phase 3: Production Readiness – Prepare your solution for launch by executing a comprehensive security and compliance review, leveraging Microsoft’s built-in controls to address enterprise requirements. Perform scale testing with production-sized datasets and user groups to ensure reliability under peak loads. Establish monitoring, alerting, and support processes to deliver a consistent operational experience. Finally, enable your sales and onboarding teams with go-to-market resources, ensuring a smooth transition for customers migrating to your new platform. Key Success Metrics That Address Customer Demands: Verified customer data isolation for privacy and compliance High user adoption of Office integration, satisfying customers’ desire for familiar productivity tools Consistent fast document loading, meeting performance expectations Validated cost model based on real usage, delivering value and transparency to customers By following this development lifecycle, software companies can re-platform on SharePoint Embedded with confidence, addressing top customer demands for security, scalability, seamless Office integration, and predictable costs—all while accelerating time to market and driving adoption. Q: How can I gain additional customers by having my app in the Microsoft Marketplace? A: Listing your app in the Microsoft Marketplace opens the door for software companies to reach new customers and increase sales by leveraging Microsoft’s ecosystem and global reach. The Marketplace acts as a powerful channel to showcase your solution to millions of enterprise buyers who trust Microsoft to deliver secure, reliable products. Technical Resources to Drive Adoption: ISV Success Program – Get expert guidance to optimize your app for Marketplace visibility and customer engagement, ensuring your solution stands out and is ready for enterprise adoption. Solution Architect Reviews – Receive feedback from Microsoft experts to ensure your product meets the needs of customers and is positioned for growth in the Marketplace. Preview Access – Early access to new features helps you differentiate your app, attracting customers looking for cutting-edge solutions. Software Development Company Documentation – Access to tailored implementation guides ensures your SaaS offering is Marketplace-ready and easy for customers to deploy. Go-to-Market Support to Accelerate Sales: Marketplace Listing – Promote your app to a global audience, driving qualified leads and expanding your reach beyond your existing customer base. Partner Development Managers – Benefit from dedicated business support and introductions to new customers in strategic verticals. Co-sell Opportunities – Collaborate with Microsoft’s sales teams for joint selling, increasing your exposure and boosting sales potential. Industry Programs – Join vertical-specific programs and events to connect directly with customers seeking solutions in your area of expertise. In summary, Microsoft Marketplace empowers software companies to accelerate customer acquisition and drive sales growth by providing broad exposure, technical and business support, and opportunities for collaboration with Microsoft’s network. Have more questions or want to talk to the team, contact us at SharePointEmbedded@microsoft.comShape the future - your input fuels the next developer accelerator!
Are you a developer who has looked for a short-cut to start coding in minutes on Microsoft tech? We'd love to invite you to a pilot for the new Quick-Start Development Toolkit! The QS Dev Toolkit is an interactive experience to shortcut from what you want to build to giving you sample solution arch, deployment-ready code templates, and the resources you need to get started with your project today. Want to get involved? Just complete 3 simple steps: Fill out this short form to let us know who you are We'll contact you within 5 business days with more instructions We'll schedule a short pilot call to gather verbal and written feedback We'll use this feedback to shape the future for developers around the world and take suggestions for new dev patterns. We look forward to hearing your feedback!Microsoft AI agent envisioning series: Build enterprise-ready AI agents
The Microsoft AI Agent Envisioning Series is a four-part webinar experience designed to guide developers through the process of creating AI agents that are ready for enterprise deployment. Microsoft’s AI Agent Envisioning framework offers a structured approach to help developers build agents that are reliable, secure, scalable, and aligned with responsible AI principles. Practical guidance and tools Azure AI Foundry provides tools and templates to support the development of intelligent agents that can operate independently and collaborate effectively. Trustworthy AI principles are integrated throughout the process to help ensure ethical and responsible development. Tools like App Advisor and the Marketplace Value Calculator assist developers in evaluating both the technical and business readiness of their solutions. Next steps The guidance aligns with Microsoft’s architectural standards and helps prepare agents for publication in the Microsoft Marketplace. Learn more by reading Build enterprise-ready AI agents with confidence: Microsoft AI agent envisioning series | Microsoft Community Hub and register for the AI Envisioning Day sessions to steadily move from concept to deployment.Build enterprise-ready AI agents with confidence: Microsoft AI agent envisioning series
In today’s fast-paced software landscape, keeping up with new technologies and frameworks to build secure, scalable, and enterprise-ready AI apps and agents is more critical—and more complex—than ever. The Microsoft AI Agent Envisioning Series is a four-part webinar experience designed to equip software development companies with the frameworks, tools, and strategies needed to build, publish and monetize AI agents using Azure AI Foundry and the Microsoft Marketplace. Whether you're launching new solutions or evolving existing ones, this series will help you accelerate development, ensure compliance, and scale with confidence. Why Attend? Software companies are racing to deliver intelligent, autonomous solutions that scale. But building commercially viable AI agents that are secure, compliant, and enterprise-ready is no small feat. That’s why we created the Microsoft AI Agent Envisioning Series—a webinar series designed to help you build, publish, and monetize AI agents using Azure AI Foundry, with your preferred coding practices and standards. What You’ll Gain Each session delivers step-by-step guidance, technical best practices, and business strategy to help you: Architect AI agents for real-world business impact Package and publish your solution on the Microsoft Marketplace Build trust with enterprise customers through security and compliance Monetize with confidence using proven go-to-market frameworks The Sessions *It is not required to take the sessions in order. Session 1: Introduction to AI Agent Opportunities and Azure AI Foundry Explore the evolution from general LLMs to specialized agents. Learn how Azure AI Foundry simplifies development and unlocks new monetization paths. Session 2: Architecting AI Solutions for Marketplace Monetization Use the Marketplace Lean Canvas to define your agent’s value. Learn how to optimize cost, select models, and align pricing with customer outcomes. Session 3: Publishing & Releasing Your AI Agent Solution Get your solution marketplace-ready. Learn how to configure SaaS and container offers, meet compliance requirements, and find your buyers. Session 4: Winning Customer Confidence with Trustworthy AI and Production-Ready Architecture Dive into the Azure Well-Architected Framework for AI. Learn how to implement observability, tracing, and enterprise-grade security. Built for Software Development Companies Whether you're building net-new agents or transforming existing apps, this series will help you: Accelerate development with Azure AI Foundry templates and SDKs Ensure compliance with SOC 2, GDPR, HIPAA, and ISO 27001 Publish confidently with Partner Center and Marketplace certification Scale globally with Azure’s infrastructure and co-sell programs Ready to Build AI Agents That Scale? Join us and get the frameworks, tools, and strategies to build AI agents that enterprises trust, IT departments approve, and customers love. Register now for the AI Envisioning Day to access all the sessions and start your journey from idea to customer impact.App Advisor updates: Build smarter, publish faster with these new features
The App Advisor experience has been enhanced to help you build smarter and publish faster to the Microsoft Marketplace. The six new features make it easier to stay focused, move faster, and scale smarter with apps and agents. Whether you are in the planning, building, or publishing phase of your journey, the new features are designed to meet you where you are, offering curated guidance and actionable insights. Learn how the updates can help you today. Build smarter, publish faster: Here’s what’s new in App Advisor
Request for Private Link Support in Microsoft Office Add-in Store
I'm currently in the process of publishing an Office Add-in. From what I’ve observed in Microsoft’s add-in review process, there doesn’t seem to be a way to create a preview or private link for an add-in published to the store. I’d like to obtain a private link to test the add-in across different platforms before making it publicly available. This would help ensure there are no issues when users install it from the store on various platforms. Other cloud providers, such as Google, offer similar functionality for their Google Workspace add-ons, allowing developers to test and share private versions before public release. Microsoft should consider providing a similar feature for Office Add-ins to support better testing, validation, and rollout strategiesDriving innovation securely: Partnering for a safer digital future
As cybersecurity threats grow in scale and complexity, a key question continues to guide our conversations with Microsoft partners and customers: How can we protect our data and systems without slowing innovation? This is the mission behind the Secure Future Initiative (SFI)—a focused effort to help organizations turn security insight into practical action. To support this, we've introduced SFI patterns and practices, designed to equip partners and customers with actionable guidance for building more secure solutions. We’re also doubling down on our AI-first security platform, which spans identity, threat protection, data security, and compliance. The goal? Empower customers to innovate confidently with AI, knowing their environments are protected. And we recognize that our partners are essential to making that happen. With over 1 million customers already using Microsoft Security solutions, the opportunity for partners to differentiate and grow their business is greater than ever. Microsoft processes more than 84 trillion security signals daily, giving us unmatched insight into the threat landscape—and together with the expertise of our 15,000+ security partners, we’re well-positioned to secure what’s next. Read the full article hereSecurity innovation starts here: Explore Microsoft's FY26 solution play
As cyber threats grow more sophisticated, the challenge is clear: how do we protect data and systems without slowing innovation? Microsoft's Secure Future Initiative (SFI) is our answer - and now, with newly released SFI patters and practices, partners have a blueprint to turn security strategy into real world impact. We're doubling down on our AI-first security platform - spanning identity, threat protection, data security, and compliance - so customers can innovate confidently with AI. Developers and software development companies play a pivotal role in enabling this transformation. With over a million customers already using Microsoft Security solutions and visibility into 84 trillion daily signals, the opportunity to build differentiated, high-impact solutions has never been greater. Add your expertise to our partner ecosystem of 15,000+ security specialists, and let's shape a more secure future together. With over a million customers already using Microsoft Security solutions and visibility into 84 trillion daily signals, the opportunity to build differentiated, high-impact solutions has never been greater. Add your expertise to our partner ecosystem of 15,000+ security specialists, and let’s shape a more secure future together Read the full article hereRegister for the Microsoft Fabric Community Conference!
Join us at the Microsoft Fabric Community Conference in Las Vegas, NV from March 30 - April 2, 2025! FabCon 2026 is landing in Atlanta, Georgia! Get all the details at aka.ms/fabcon. FabCon offers you the chance to learn the latest from Microsoft when it comes to Fabric product features and allows you and your teams to get hands-on with the product through workshops on March 30 and April 3. Throughout FabCon, there will be opportunities for you to connect with Microsoft executives, meet with customers, and connect with peers. On March 30, Microsoft will be hosting the FabCon Partner Pre-Day. This is a special day dedicated to our Microsoft partners and is free for registered FabCon attendees. Our Partner Pre-Day will feature keynotes by Wangui McKelvey on the opportunity for partners in data and analytics and Ashley Asdourian on the partner opportunity with Microsoft and afternoon breakouts for software company attendees including a session with our Microsoft VP and GM of Fabric OneLake and Fabric ISVs, Dipti Borkar. For questions about group discounts and partner referral programs, please contact the FabricPartnersTeam@microsoft.com
