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/WA200010195Empowering human and virtual agents with CallMiner in Microsoft Marketplace and Dynamics 365
In this guest blog post, Scott Kendrick, SVP Strategy and Alliances, CallMiner, discusses the challenges hybrid contact centers face and how CallMiner in Microsoft Marketplace bridges the gap between human agent and AI agent to provide consistent, exceptional customer experiences at scale.Learn 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 MarketplaceFour things leading partners teach their sellers to turn a Marketplace listing into co-sell growth
About the author: Reis Barrie is the Founder and CEO of Carve Partners, a growth advisory firm that helps software companies build and scale their Microsoft partnerships. Reis and his team have deep expertise in co-sell, Marketplace, Partner Center, and incentive programs helping software development companies handle both the strategy and the operational work underneath it, end to end. Carve works with some of the fastest-growing partners in the Microsoft ecosystem, and Reis is a regular voice in the broader partner community. ________________________________________________________________________________________________________________________________________________________________ Software companies are under pressure to reach more customers, accelerate sales cycles, and grow recurring revenue. Leading partners respond by creating repeatable buying experiences that help customers discover, purchase, and deploy solutions more efficiently through Microsoft Marketplace. Becoming transactable is an important milestone, but it is only the beginning. The next step is building Marketplace into the company’s go-to-market motion so sellers can connect customer needs with an efficient path to purchase. Microsoft Marketplace supports this motion by connecting customer interest, commerce, and opportunities to co-sell with Microsoft and its partner ecosystem. When sellers understand how to position Marketplace, qualify opportunities, and use available incentives, a live offer can become a foundation for repeatable growth. This post explores: Why the sales momentum is the actual work, not the listing itself The four things leading partners train their sellers to do Key indicators to evaluate and strengthen Marketplace performance across your pipeline What the partners who get there fastest do differently By the end, you should have a clearer view of where your sales motion is working and where it can be strengthened. Who this is for This advice is for you if you're already transactable and Azure IP co-sell eligible. If you're not there yet, go get that first; nothing below substitutes for it. If you're close, the fastest first transaction is usually a customer you already have moved onto Marketplace at their next renewal. The moment it lands, Microsoft sellers can see you. The opportunity Once an offer is established, the goal is to build sales momentum, improve forecasting, and give customers a buying experience aligned with how they prefer to purchase technology. Leading partners treat Marketplace as part of their go-to-market strategy, not simply as a publishing milestone. They prepare sellers to introduce Marketplace naturally in customer conversations and explain how an eligible purchase may apply toward a customer’s Azure commitment. That fluency can help customers move from interest to purchase more efficiently while creating opportunities for co-sell engagement and business growth. What leading partners train their sellers to do 1. Build Marketplace into the sales process Marketplace should be incorporated into discovery and qualification rather than treated as a separate sales motion. Two useful conversation starters are: Discovery: “Does your organization have a Microsoft Azure Consumption Commitment?” Positioning: “An eligible purchase through Microsoft Marketplace may count toward your Azure commitment, helping you maximize an investment you have already made.” Sellers do not need to manage every transaction detail. Establish a clear handoff so the seller identifies the opportunity, introduces the customer value, and connects the appropriate partnerships or operations team to support the transaction. Before publishing detailed eligibility or transaction guidance, confirm it against current Microsoft documentation. 2. Make account insights accessible to sellers Give sellers relevant Marketplace and account insights before customer conversations. Depending on the benefits and data available to your organization, useful CRM fields may include: Marketplace purchase indicators Azure commitment information Microsoft account alignment Relevant propensity or engagement signals These indicators should guide prioritization rather than serve as absolute qualification rules. Account context, customer needs, purchase readiness, and an active sales opportunity should remain part of the assessment. 3. Help sellers identify strong co-sell opportunities Train sellers to evaluate whether an opportunity has a clear customer need, an active buying motion, and a specific reason for Microsoft engagement. Useful considerations may include: Whether the customer has an Azure commitment Whether Microsoft is actively engaged with the account Whether the customer has experience purchasing through Marketplace Whether the opportunity aligns with shared customer and business outcomes These indicators can help sellers prioritize opportunities, but they should not be presented as a definitive co-sell eligibility test. When engaging a Microsoft seller, lead with customer context, demonstrated progress, and a specific request. Use partner-led visibility when no direct seller action is needed and request active engagement when there is a clear role for Microsoft. 4. Build repeatable programs around customer incentives Customer incentives can support qualified opportunities when they address a defined deployment, migration, or adoption need. They should complement the customer value proposition rather than replace it. Create a consistent program with: An owner: One person or team responsible for available funding and program guidance Clear criteria: Published guidance describing suitable use cases and approval requirements Tracked outcomes: Visibility into which opportunities received support and how that support contributed to the result Confirm current availability, eligibility, and terms before referring to specific funding or sponsorship programs. Indicators that can strengthen Marketplace performance Common opportunities for improvement include: Treating an offer as a source of demand without connecting it to a broader go-to-market motion Limiting Marketplace expertise to operations teams Requesting active co-sell engagement without a clear role for Microsoft Failing to incorporate available account insights into seller preparation Applying incentives before an opportunity is qualified Allowing outdated opportunities to remain in the pipeline Waiting for inbound interest rather than building momentum through existing customer relationships What leading partners do differently Fluency, account insights, qualification, and incentives work best as a connected system. Seller fluency makes account insights actionable. Better insights support stronger qualification. Strong qualification helps teams apply incentives more effectively. Leading partners tend to: Treat Marketplace as part of the sales process Give sellers useful account context before customer conversations Align co-sell requests to customer and Microsoft priorities Manage incentives through clear ownership and criteria Build early momentum through active customer relationships At Carve Partners, we help software companies makes these practices repeatable by improving seller readiness, integrating account insights into sales workflows, strengthening qualification, and establishing practical incentive programs. Join our How leading partners drive co-sell success with Marketplace session on September 10th at 8:30 AM PT. We will explore how these practices work in real scenarios and share practical considerations for strengthening your Marketplace sales motion. Resources Azure Consumption Commitment benefit: how Marketplace purchases count toward a customer’s commitment Co-sell requirements: what it takes to reach co-sell ready and Azure IP co-sell eligible status Marketplace Rewards: the benefits that unlock as your Marketplace business grows Private offers overview: custom pricing and terms for specific customers and partnersTurn customer AI ambitions into measurable outcomes in FY27
AI adoption is accelerating, but successful execution starts with the right customer conversation. In this new Azure partner blog, Cyril Belikoff, Vice President Commercial Cloud and AI, shares how partners can help customers move from AI planning to production by focusing on business outcomes, modernizing critical foundations, and identifying the next best step on their AI journey. Learn how the FY27 Core and Frontier conversation framework can help uncover opportunities across cloud modernization, data, security, governance, AI, and agents. You'll also explore real-world examples from organizations including Copeland, Riddell, and Aiforia that demonstrate how strong foundations can unlock measurable business impact and create new opportunities for innovation. Whether you're helping customers modernize infrastructure, unify data, strengthen governance, or scale AI solutions, this article offers practical guidance, partner resources, and proven approaches to advance customer outcomes throughout FY27. 💡Get the insights FY27 is the year to execute on AI: A starting point for Azure partnersLearn 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-won
Can Marketplace Become the Trusted Delivery Ecosystem for Specialized Microsoft Services?
Over the past several years, Azure Marketplace has become an increasingly important mechanism for connecting customers, partners, publishers, and Microsoft. As Marketplace adoption grows, I have been reflecting on one aspect of ecosystem collaboration. Many customer initiatives involve multiple organizations, each with different responsibilities, commercial models, onboarding requirements, and procurement processes. This raises an interesting question for the community: Can Azure Marketplace play a larger role in reducing operational friction between Marketplace participants who are already transacting through the platform? Potential outcomes could include: Faster customer project execution. Simpler cross-organizational collaboration. Greater adoption of Marketplace-transactable solutions. Reduced administrative overhead. Increased Marketplace transaction activity. From a Marketplace ecosystem perspective, reducing friction between participants may create value for customers, partners, publishers, and Microsoft alike. I would be interested in learning: Whether others have encountered similar challenges. Whether existing Marketplace capabilities already address this area. Which future improvements would have the greatest impact. Looking forward to hearing the community's perspective.Secure traffic on Azure with Fortinet FortiGate in Microsoft Marketplace
In this guest blog post, Srija Reddy Allam, Cloud DevOps Architect at Fortinet, discusses the evolving requirements organizations face when extending their environments to the cloud and how FortiGate Next-Generation Firewall VM in Microsoft Marketplace delivers comprehensive security and flexible, high-performance networking.Free webinar Aug 5: What actually changed in FY27 for software companies co-selling with Microsoft
Microsoft's fiscal year just reset. MCAPS Start laid out new seller priorities, refreshed solution plays, and shifts to the programs and incentives software companies rely on. And there's more moving underneath than what made the announcements. We're hosting a free, live session on August 5 to break it down for ISVs co-selling with Microsoft. The angle isn't a news recap of what changed. It's what to do about it. For every shift that matters, we cover the specific move to make. What we'll get into: - The FY27 changes that actually affect your partnership and co-sell motion (and the ones that just sound like they do) - What each shift means for how you share deals, engage sellers, and position your solution this year - A prioritized action list you can start working the same day Who it's for: software companies co-selling with Microsoft, including partnership leads, alliance managers, and co-sell teams who want to start FY27 with a plan rather than a backlog. The FY27 Playbook for Software Companies: What Changed and What to Do About It Wednesday, August 5 · 1:00 PM ET · 60 minutes · Free Register: https://www.carvepartners.com/upcoming-webinars/fy27-playbook-for-software-companiesWhen cloud apps become a weak link: How FortiAppSec Cloud in Microsoft Marketplace bridges the gap
In this guest blog post, Srija Reddy Allam, Cloud Security/DevOps Architect, Fortinet, discusses the increase of attacks targeted at web applications and APIs and how FortiAppSec Cloud in Microsoft Marketplace provides a layer of adaptive security to address the challenge.
