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/WA200010195Learn how leading partners turn Microsoft Marketplace into a co-sell growth engine
A transactable Marketplace offer is just the beginning. In this expert blog, Reis Barrie, Founder and CEO of Carve Partners, shares four key practices top-performing partners use to help sellers drive co-sell success and accelerate growth through Microsoft Marketplace. Discover how to integrate Marketplace into your sales process, equip sellers with actionable account insights, identify stronger co-sell opportunities, and scale customer incentive programs. You'll also learn common pitfalls to avoid and practical ways to strengthen your Marketplace go-to-market motion. Read the blog to learn how leading partners transform Marketplace from a listing into a repeatable revenue growth strategy. Join us live on September 10 as Reis expands on these insights and answers your questions during an interactive Q&A session. Read the blog: Four things leading partners teach their sellers to turn a Marketplace listing into co-sell growth Add event to your calendar How leading partners drive co-sell success with MarketplaceCould 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?How channel partners participate in multiparty private offers
Multiparty private offers in Microsoft Marketplace enable software companies and channel partners to work together to create customized offers for customers with negotiated pricing, terms, and billing options. Watch this short video to learn the role of channel partners in the multiparty private offer process, including providing required Marketplace and customer information, reviewing pending partner actions in Partner Center, applying eligible pricing adjustments, adding custom terms or supporting documents, and submitting the offer for customer review. Whether you're new to multiparty private offers or looking to better support joint sales opportunities, this walkthrough provides an overview of the key steps channel partners complete before an offer can be shared with a customer.
Learn how to move co-sell opportunities from ready to closed-won with greater consistency
What separates co-sell ready opportunities from closed-won success? The answer often comes down to stakeholder alignment, commercial readiness, and a clear strategy for engaging Microsoft and partner resources at the right time. Join Kevin Flitcroft, Head of Sales for SaaSify at Spektra Systems, as he shares practical guidance for helping partners improve deal execution and revenue outcomes. Learn how to align opportunities to Microsoft priorities, determine when to engage Microsoft sellers, position Microsoft Marketplace early in the sales cycle, and support customer purchasing goals through effective commercial motions. You'll also explore the Audit/Activate/Run framework and discover how successful organizations create repeatable co-sell practices that help increase win rates, strengthen pipeline development, and drive more consistent business growth. Discover how leading partners turn co-sell opportunities into consistent business growth. Attend this live session to gain practical strategies you can apply to your next opportunity. Add to your calendar: Microsoft co-sell playbook: From co-sell ready to closed-wonHow to get your cloud and AI solutions co-sell eligible on Marketplace
A transactable Microsoft Marketplace offer can play an important role in supporting your broader go-to-market strategy with Microsoft. This video walks through the essentials of Marketplace co-sell qualification. You'll also gain insight into how approved offers may participate in Microsoft customer-focused selling motions and help customers transact using committed Microsoft cloud spend.
Accelerate your AI go-to-market strategy with Microsoft Marketplace
AI innovation is moving faster than ever but building a successful AI solution requires more than choosing the right model. From development and deployment to discovery, customer adoption, and monetization, every decision plays a role in bringing AI-powered solutions to market. In this insightful article, Microsoft Marketplace experts explore how software companies can accelerate AI development by leveraging the Microsoft ecosystem, including Azure AI Foundry, Microsoft Copilot, and Microsoft Marketplace. Learn how to evaluate models, choose the right Marketplace offer type, improve solution discoverability through Intelligent Discovery, and build customer trust through secure-by-design practices. Whether you're enhancing an existing application with AI or developing a new AI-native solution, this article provides practical guidance for connecting innovation with commercial success helping you learn how Microsoft Marketplace can help transform your AI innovation into scalable business growth. Read the full article An overview of accelerating AI development with Microsoft MarketplaceSee how Copilot in 30 helps partners turn AI interest into adoption
Microsoft is making it easier than ever for CSP partners to accelerate SMB AI adoption. The new Copilot in 30 program combines a 25-user, 30-day Microsoft 365 Copilot Business trial with partner-ready resources, adoption guidance, and conversion support to help customers move from AI curiosity to measurable business value. Backed by significant FY27 investments, updated SMB offers, incentives, skilling, and go-to-market resources, this initiative provides a repeatable framework for driving Microsoft Copilot adoption and long-term customer success. Learn how to identify high-potential opportunities, guide customer evaluations, and convert trials into lasting deployments. 👉 Read the full article: https://partner.microsoft.com/en-US/blog/article/Copilot-activation-for-Fy27What's preventing your Marketplace growth engine from scaling?
Many SDCs know where they want to go with Marketplace, but struggle to turn individual activities into a repeatable growth motion. The latest in the Sell more with App Advisor blog series, asks: ✅ What part of your Marketplace journey is most repeatable today? ✅ Where do you still rely on manual effort or tribal knowledge? ✅ If you could eliminate one friction point between building, publishing, and growing, what would it be? Read the blog and share your thoughts: Build a Repeatable Marketplace Growth Engine with App Advisor The responses could generate useful insights for future Marketplace content and help identify common challenges across the community!
