SharePoint Embedded guide for software companies: Use cases make it real for customers
Getting Started: The Foundation Q: "We're a SaaS platform with multiple customers—how do we keep their data separate?" A: The most successful multi-tenant software companies use the owning and consuming tenant approach. Once you have developed your application and it’s ready to be deployed to a customer, customers want to maintain control of their data, use the security configuration they have configured and compliance controls across their entire data estate. What they don’t want to do is store data outside of their tenant. When using SharePoint Embedded, you control the application, your customer controls their data. Software companies create their application in the owning tenant. When you’re ready to bring on a new customer, you simply register SharePoint Embedded on the consuming tenant (your customer). As documents are added through your application, they reside in the consuming tenant and all the security boundaries they have configured. Scale reality check: You can create millions of containers per tenant, with each container holding up to 30 million documents. That's serious enterprise scale. Q: Our customers demand specific geographic data storage and compliance. Can SharePoint Embedded handle this? A: SharePoint Embedded inherits Office 365's data residency capabilities, which often exceeds what most software companies can provide on their own: Geographic controls: Data stays within customer-specified regions Government clouds: FedRAMP support for government tenants or contractors Compliance inheritance: Customers leverage their existing Microsoft compliance investments Game-changer example: Customers need FIPS compliance and ITAR support for government contractors. Rather than building this infrastructure themselves, they leverage Microsoft's existing certifications. Q: What's the real story on costs? How do software companies handle SharePoint Embedded billing? A: When a software company is ready to deploy their app there are two primary billing models: Pass-through model: Customer pays Microsoft directly through an Azure subscription they choose. The software company handles integration, customer handles billing Customers maintain control over their data and costs Works well for enterprise customers with existing Microsoft relationships Software company-standard model: Software companies include SPE costs in their pricing and then invoices the customer Easier for customers, but software companies must manage costs closely. Storage: ~$0.0067/GB/day + API transaction costs + egress costs Works well for SMB customers or all-inclusive service models Success Pattern: Legal sector software companies typically use pass-through, while financial management apps include costs in their SaaS pricing. Document collaboration: it’s all about the user experience Q: Our customers hate our current document editing experience. What changes with SharePoint Embedded? A: The collaboration transformation is usually immediate and dramatic: Before SharePoint Embedded: Web-only editing with limited functionality Version conflicts and manual merging External users need full software licenses Downloading a document to edit it and then re-uploading it increases risk After SharePoint Embedded: Native desktop Office applications with full feature sets Real-time co-authoring with automatic conflict resolution External users collaborate without Office licenses Zero custom integration maintenance Customer impact story: A Construction Cloud customer was frustrated with web-only Office editing. With SPE, their construction teams can collaborate on specifications in desktop Word, cost sheets in Excel, and project presentations in PowerPoint—all simultaneously. Customer satisfaction scores improved immediately. Q: How do we handle external users—clients, contractors, reviewers—who aren't employees? A: This is where SharePoint Embedded really shines for software companies: Guest user support: External users can collaborate using their existing email addresses No license requirements: Guests don't need Office licenses to edit documents Time-bound access: You can grant temporary access for specific projects Granular permissions: External users see only what they need to see, and you control this through existing Entra ID security practices. Real-world scenario: A pharmaceutical customer needs external regulatory reviewers to collaborate on drug approval documents. These reviewers (often using Gmail accounts) can access specific documents, make comments, and track changes—all while maintaining strict security controls and audit trails. Q: What about industries with specialized document formats? Will SharePoint Embedded work? A: SharePoint Embedded handles standard Office formats natively, and provides extensibility for specialized formats: Native support: Word, Excel, PowerPoint can be viewed or edited using the browser or full desktop experience. Custom formats: Through Power Platform connectors and custom viewers depending on how you built the user interface. Industry-specific: Many software companies build viewers for CAD files, proprietary image documents or medical records. This is the real value add for your app. Specialized example: Engineering companies use CAD files and Office documents, relying on custom viewers for technical drawings as well as built-in Office collaboration tools for handling specifications and project documentation. AI and intelligence: The future-forward Q: Everyone talks about AI, but what are software development company customers really using? A: Based on real implementations, customers are getting value from three AI capabilities: In app experience Customers can find information across documents using natural language "Show me all contracts with renewal clauses" instead of keyword searches Provides a robust alternative to the custom search solutions that many find challenging to develop effectively. Document summarization Automatic summaries of meeting notes, reports, contracts Executives get briefings without reading full documents Particularly valuable for legal and consulting software companies Content extraction Automatic metadata extraction from uploaded documents Classification and tagging without manual effort Useful for compliance and organization AI success story: A market research platform uses AI to mine insights from massive survey result repositories. They can identify patterns across client studies and provide competitive intelligence that drives premium service offerings—capabilities that would have required a dedicated AI team to build. Q: How does SharePoint Embedded content fit into the Microsoft AI story? A: Content is king and when it’s stored in SharePoint Embedded you can use the Microsoft AI stack to reason over it. Copilot Studio – Build custom agents that can access and reason over your SharePoint Embedded content, enabling tailored workflows and conversational experiences for your business scenarios. Azure AI Foundry – Use advanced AI models and orchestration tools to analyze documents, extract insights, and apply generative reasoning directly on your embedded content (coming soon). M365 agents – Empower Microsoft 365 Copilot and domain-specific agents to leverage your SharePoint Embedded data securely, delivering contextual answers and automation across apps like Teams, Outlook, and Word. Control flexibility: You can disable Copilot at the container level, so customers only pay for what they use. This lets you offer different service tiers based on AI capabilities. Q: How much prep work do our documents need for AI to be effective? A: The software companies seeing best AI results focus on structured metadata and information architecture fundamentals. Document organization: Clear document types (contracts, reports, specifications) Consistent metadata fields across document types Permissions, sensitivity labels and container architecture reduce the accidental data leakage risk. Users simply add the document to a container through your application and SharePoint Embedded does the rest by automatically indexing the content, which adds it to the semantic index, so you get all the reasoning power in the LLM's. Preparation benefit: Software companies find that organizing their document metadata and permissions before enabling Copilot improved AI accuracy. Customers get better results and more relevant document summaries. Security and compliance: Enterprise requirements Q: Our customers are in highly regulated industries. How do we handle their compliance requirements without becoming compliance experts ourselves? A: This is SharePoint Embedded's biggest advantage for software companies—compliance inheritance: Your customer's compliance = Your application's compliance Following the owning/consuming deployment model provides: Customer's DLP policies automatically apply to containers Their retention policies govern document lifecycles Their audit requirements are automatically met Their security controls protect your application's data Compliance success: Financial services software companies don't need to become SOX compliance experts—they inherit their customers' existing Microsoft Purview policies. Legal software companies get automatic GDPR compliance without building privacy infrastructure. Q: What about audit trails and eDiscovery? Do we need to build this ourselves? A: SharePoint Embedded provides enterprise-grade audit capabilities automatically: Complete audit trails: Every document access, modification, and sharing event is logged eDiscovery Integration: Native integration with Microsoft eDiscovery tools Retention policies: Automatic retention based on customer's existing policies Legal hold: Built-in legal hold capabilities for litigation scenarios Audit reality: Legal sector software companies can provide their clients with comprehensive audit trails for regulatory compliance without building any custom audit infrastructure. Everything is handled through Microsoft's existing compliance tools. Q: How do we handle customers who want to keep control of their data? A: SharePoint Embedded gives customers more control than most software company solutions: Customer tenant: Data stays in the customer's Microsoft tenant, not yours Customer policies: Their security and compliance policies govern the data Software company access: You only access data through APIs with customer-granted permissions Control example: SaaS platform software companies explain to customers that their documents live in the customer's tenant with customer-controlled governance. This made enterprise sales easier because customers maintain complete control over their data. Have more questions or want to talk to the team, contact us: SharePointEmbedded@microsoft.com _____________________________________________________________________________________________________________________________________________________________ Resources SharePoint Embedded overview: SharePoint Embedded Overview | Microsoft Learn
Boost SaaS revenue with Microsoft Marketplace: A step-by-step guide
About the author: Manesh Raveendran is the Founder and Chief Executive Officer of Spektra Systems, a partner-focused cloud solutions company that simplifies cloud sales adoption and helps cloud-based businesses accelerate their growth. He specializes in thought leadership and in building end-to-end technology solutions across cloud computing, data platforms, and DevOps, with a strong focus on hybrid workloads. Manesh works closely with CXOs to understand business problems and designs systems that drive customer success through Spektra Systems’ innovative cloud solutions and services, including SaaSify, CloudLabs and CSP Control Center. _________________________________________________________________________________________________________________________________________________________________ For SaaS companies, the Microsoft Marketplace has evolved from being a procurement convenience to becoming a strategic revenue engine. But while publishing a listing is easy, closing the first transaction quickly is what separates software development companies who scale on Marketplace from those who stall. That first transaction isn’t just revenue. It’s a signal: Your offer flows through Microsoft’s procurement rails. Your finance, legal, and operations stack is aligned. Microsoft sellers trust they can bring you into deals. Buyers trust Marketplace as their procurement path. Furthermore, transactable offers close faster because they simplify legal review, leverage committed cloud spend and integrate into enterprise procurement. Many software companies go live on Microsoft Marketplace but fail to reach their first transaction quickly. Some stall for months because of fragmented processes, delayed financial setup, or a lack of alignment with Microsoft’s co-sell engine. Others underutilize the marketplace’s full potential because they treat it as a digital storefront rather than an integrated revenue channel. This blog aims to close that gap. It goes beyond “how to list” and focuses on what really drives velocity: operational readiness, CRM-native automation, seller engagement, trust signals, and AI-enabled acceleration. In this blog, we’ll walk through: The step-by-step journey from publishing your transactable offer to your first Microsoft sale. Common pitfalls that delay the first transaction and how to avoid them How CRM-native automation can accelerate finance, legal, and operations readiness for transactable offers Why field seller alignment and partner incentives are critical to activating the Microsoft ecosystem. How AI copilots and agents are changing the game for marketplace GTM. By the end, you’ll have a clear, actionable blueprint for moving from “just listed” to “revenue in hand” and turning your first sale into a repeatable growth engine. Listing readiness and execution: Step-by-step for publishing your offer Most first-sale delays don’t happen after publishing. They happen before the offer goes live. Getting listing readiness right can cut weeks off your timeline. Get the account setup right Have a Partner Center publisher account with your company verified and enrolled in the Microsoft Marketplace. Assign the right roles in Partner Center (e.g., Owner, Marketplace Admin, and for payments Finance Contributor). These are required to configure payments and publish offers. Decide offer type and monetization strategy early Pick your offer type carefully (SaaS, VM, Managed App, Container). If your goal is to accelerate revenue, transactable SaaS offers using Microsoft’s Standard Contract tend to have the lowest procurement friction. Align your pricing model (seat-based, usage, flat, or hybrid) with enterprise buying behavior and potential private offer flexibility. Complete legal, finance, and tax setup upfront Configure and validate payout and tax accounts before creating the offer. Decide whether to use the Standard Contract (fastest buyer approval) or a custom EULA (more control, more delays). Define internal ownership between finance, legal, and GTM teams. Create the offer shell in Partner Center with listing details Create a new SaaS offer in Partner Center and provide the Offer ID and Offer alias to create the shell. Complete the offer listing details with name, description, categories, keywords, logos/screens, (optional) videos. These are what customers see in the storefront. Select markets/regions, audience, and any reseller/CSP availability where supported. (Exact toggles vary by offer type; the goal is to ensure the offer is visible where you sell.) Build the listing like a sales asset A Marketplace listing is not a product brochure, it’s the first deck Microsoft sellers and buyers see. Open with a sharp value proposition. Add pricing clarity or private offer options. Include visuals (architecture diagrams, screenshots, etc.). Add security and compliance details. Link to deployment guides and onboarding documentation. Test before you publish Run through test purchases and fulfillment callbacks. Validate offer visibility, legal terms, pricing flows, and payout readiness. Involve your finance and ops teams before pressing “Submit.” Software companies that complete listing readiness thoroughly typically reach first sale in a few days post-publish, versus weeks or months when key steps are deferred. Making an offer transactable: Speed starts here Publishing a Marketplace listing is like setting up a storefront. But a transactable offer turns that storefront into a fully operational sales channel. Technical execution: Fulfillment & integration For SaaS offers, integrate the SaaS Fulfillment API v2: Implement landing page and webhook endpoints to handle provisioning. Automate activation, change, and cancellation flows. Ensure your finance systems can reconcile Marketplace invoices and payouts. Commercial execution: Pricing & packaging for enterprise buyers Offer transparent, scalable plans buyers can commit to confidently. Design for private offers: custom pricing, terms, or multi-year deals. Ensure deployment is frictionless; buyers expect immediate activation. Aligning with seller & buyer behavior Transactable offers allow Microsoft sellers to retire quota faster which can be a huge incentive. Buyers prefer using committed cloud spend on pre-approved contracts. Simplicity wins: fewer legal redlines, faster billing, and predictable usage. Using Microsoft’s Standard Contract instead of custom terms can cut procurement timelines drastically. Co-sell readiness ensures sellers can bring you into opportunities quickly. Common pitfalls that delay first sale velocity Not every software company reaches their first sale smoothly. In fact, many delays stem from operational and technical issues, not lack of demand. Some of the most common pitfalls include: Delaying payout and tax setup: Without validated financial configuration, your offer can go live but won’t be able to transact. This is one of the biggest and most common delays. Weak or incomplete listings: If your listing doesn’t clearly communicate value, pricing, deployment, and security posture, neither sellers nor buyers will engage confidently. Fulfillment gaps: A broken or manual provisioning flow can derail the first transaction at the worst possible moment. Automation here is essential. Lack of CRM integration: Marketplace opportunities stuck in a separate portal often get ignored or delayed, leading to poor forecasting and slower deal cycles. No seller activation: Simply going live won’t bring in deals. Without proactive enablement, Microsoft field sellers won’t prioritize your offer. Legal complexity: Custom legal terms add friction for buyers and sellers. Using Microsoft’s Standard Contract accelerates procurement significantly. Over-reliance on “organic” traffic: Marketplace is not a “list and wait” channel. The first sale almost always needs to be driven intentionally. Most of these pitfalls are fully preventable with early planning, operational alignment, and a revenue-first listing strategy. Here’s how modern software companies are solving these common challenges, with AI copilots and CRM-native workflows. CRM-native automation to streamline first marketplace sale Once your offer is live, speed to first transaction depends on how efficiently you can move from buyer intent to recorded revenue. This is where CRM-native automation bridges the gap, connecting Marketplace activity with your core GTM and operational systems. When Marketplace deals don’t connect to your CRM, they fall into operational dead zones that slow execution and create unnecessary manual work: Data entry and updates are done twice, once in CRM and then again in the Partner Center Manual processes introduce errors and inconsistencies. Seller response time slows because opportunities aren’t visible. Finance teams chase payouts and reconciliation weeks after closing. GTM leadership lacks visibility into true pipeline attribution and revenue impact. In short, disconnected systems mean disconnected teams and that’s the biggest drag on first-sale velocity. But CRM-native automation streamlines the transactable offer process in more than one way, including: Automated offer creation For most software companies, the first Marketplace transaction happens through a private offer, not a public click-to-buy. CRM-native automation lets you generate, customize, and track private offers directly inside your CRM, eliminating manual Partner Center steps and accelerating deal velocity. Advanced workflows also integrate co-sell automation, so partner managers and Microsoft field sellers are looped in automatically. Real-time deal visibility As soon as a buyer initiates a transaction or engages through a private offer, the status is instantly logged in your CRM through bi-directional sync. Sellers and RevOps no longer have to check Partner Center manually. This eliminates lag between buyer intent and seller follow-up, often shaving days off deal cycles. Unified forecasting and attribution Marketplace opportunities flow directly into your primary CRM pipeline. GTM and revenue leaders can forecast Marketplace deals alongside direct sales, using the same dashboards and metrics. Marketplace revenue is no longer a black box sitting outside the funnel. Financial reconciliation without chaos Payout reports, tax records, and revenue recognition tie directly to opportunity records. Finance teams don’t need to manually match spreadsheets or chase payouts. Marketplace revenue is reconciled automatically with clean data, reducing delays and errors. Better seller incentives and co-sell alignment When Marketplace deals show up in seller dashboards and reports, they’re treated like legitimate, quota-retiring opportunities. This increases seller participation and encourages field teams to bring software companies into opportunities earlier. Co-sell notifications can be automated, ensuring partner managers, sellers, and Microsoft teams are always aligned. A fully operational CRM-native Marketplace motion typically includes: Automated private offer generation through Marketplace Streamlined co-sell opportunity signals from CRM to align Microsoft sellers and accelerate joint pipeline. Deal stage mapping aligned with GTM and RevOps workflows. Automated approval, legal, and finance processes. Integration with payout and tax reporting for real-time revenue recognition. Alerts and dashboards for sellers, RevOps, and partner managers. Direct linkage with co-sell opportunities and field seller engagement. AI agents & Copilots: Driving faster listing readiness For most software development companies, listing and selling on Microsoft Marketplace is complex because the steps are fragmented. Legal, technical, operational, and GTM readiness often move at different speeds. This is exactly where AI agents and copilots transform the motion from manual and reactive to predictable and orchestrated. AI Agents can act as a purpose-built companion for software companies, like SaaSify AI Companion can generate tailored, prioritized roadmaps based on your GTM maturity, offer type, and launch goals. Here’s how AI agents can accelerate GTM readiness: Personalized Roadmaps: AI generates a launch plan with 50+ tasks, customized to your offer type, stage, and objectives. These aren’t static lists, they adapt dynamically as you progress. Guided Execution: Every task includes step-by-step guidance, deep links to Microsoft resources, contextual recommendations, and real-time AI assistance. Dependency & Risk Management: Visual progress indicators, dependencies, and conditional logic ensure you never miss a critical step. Potential blockers are flagged early with no need for external consultants Flexible Engagement: Software companies can choose between self-service (full control) or assisted onboarding (expert + AI), allowing different team structures to move at the same velocity. AI copilots don’t just accelerate readiness; they reduce errors, compress planning cycles, and create predictability. Listing to first sale on Microsoft Marketplace: An inflection point The first Marketplace sale isn’t just a transaction. It’s the moment your GTM motion proves it can run on Microsoft’s procurement rails. It’s the point where sellers start to pull you into deals, buyers see Marketplace as a trusted procurement path, and your internal teams gain confidence in a repeatable channel. The software companies who reach this point fastest aren’t necessarily the ones with the biggest budgets or teams. They’re the ones who: Treat listing readiness as a strategic launch, not an operational checkbox. Invest early in transactability to minimize friction for buyers and sellers. Avoid common operational pitfalls that slow most launches down. Use AI copilots to orchestrate readiness instead of relying on manual project management. Implement CRM-native automation so every signal flows seamlessly into their revenue engine. Marketplace is not a “list and wait” channel. It’s a GTM motion that rewards precision, alignment, and speed. That’s where SaaSify plays a catalytic role. SaaSify AI Companion enables self-service readiness with guided, step-by-step launch roadmaps, while the SaaSify GTM Platform automates the operational backbone of transactable offers, from private offer creation to co-sell workflows and payout reconciliation. This combination helps software companies cut time-to-first-sale dramatically, reduce execution overhead, and scale Marketplace revenue motions with confidence. In today’s Marketplace-driven economy, the winners aren’t just those who list fast, they’re the ones who operationalize faster, automate smarter, and sell through Microsoft as a scalable, repeatable growth engine. To learn more and ask questions, attend the AI-powered acceleration: Scale faster in Microsoft Marketplace | Microsoft Community Hub session on December 4 th . If you are unable to attend, the session will be recorded for on demand viewing after. __________________________________________________________________________________________________________________________________________________________________ Resources Microsoft Marketplace Trusted source for cloud solutions, AI apps, and agents Microsoft Marketplace - Marketplace publisher | Microsoft Learn How to guides for working in Microsoft Marketplace ISV Success Discover offers and benefits of ISV Success to help you take your apps and agents to the next level.From AI to ecosystem strategy: Why UP LIVE Reston was a game-changer
On Oct 28–29, Carahsoft hosted Ultimate Partner LIVE at their incredible Reston, VA facility — a high-impact, two-day experience designed to empower ecosystem partners to lead through change. With keynotes from top Microsoft leaders, immersive workshops, and a curated executive audience, this wasn’t just another conference — it was a strategic accelerator for the future of partnering. Here are the top 7 insights from Ultimate Partner LIVE Reston 1. Microsoft’s vision: Ecosystem leadership in action The event kicked off with a powerful keynote from Craig Abod, President of Carahsoft, who reminded attendees to “know the business you're in, and know where you're going.” His disciplined approach to scaling — from $2B to $10B — set the tone for strategic focus and execution. His advice to “take care of your $2K customers, they’ll become $50K customers” was one of the most quoted lines of the event. Microsoft leaders then took the stage to amplify the momentum: Erwin Visser- GM, SCP Channel, challenged attendees to embrace co-innovation, stating, “In 10 years, the world’s top 50 brands don’t even exist yet.” Matt Berg- Global Sales Leader, AI Workforce SME&C, emphasized the importance of scaling success through Copilot and secure AI adoption. Pat Primavera- Americas ISV Channel Sales Leader Applications and Infrastructure, shared the origin story of Microsoft’s co-sell practices, highlighting how transparency and shared learning fuel ecosystem growth. Together, their insights framed a clear call to action: the time to build is now, and the future belongs to those who lead with purpose, partnership, and velocity. 2. AI is reshaping the partner ecosystem AI isn’t just a tech trend — it’s a business revolution. From Copilot to Agentic AI, Microsoft and its partners are leading the charge in redefining how innovation is delivered. Systems integrators (SIs) are at the forefront of AI experimentation, signaling a shift in who drives transformation. The message was clear: “Don’t wait for the next wave. Be the wave.” 3. The lines between partner roles are blurring The partner landscape is being rewritten. Today, partners play an average of 3.2 roles — ISV, MSP, SI, and more. The traditional definitions are fading fast. The winners will be those who adapt their models to stay relevant as these worlds collide. As one speaker noted, “Modern sales is an ecosystem play.” 4. Relationships are the real currency Jay McBain- Chief Analyst, Channels, Partnerships & Ecosystems at Omedia & Canalys, nailed it: “The difference between contacts and contracts is the letter R — Relationships.” His “7 Spheres of Influence” framework — advisors, analysts, ISVs, influencers, integrators, peers — was widely referenced as a guide to navigating modern partnerships. Trust and influence are now central to deal-making, and the ecosystem is the engine that drives it. 5. The buyer has changed permanently Only 5% of buyers are ready to buy now, and 90% will choose from their “Day 1 list.” With 51% of B2B buyers being millennials, early relationship-building is no longer optional — it’s essential. Partners must engage long before a formal buying process begins. The takeaway? If you’re not already on their radar, you’re already too late. 6. The time to build with AI is now From Copilot to secure chat and Agentic AI, Microsoft’s message was clear: the opportunity to build, launch, and scale new solutions is unbridled. Business-led innovation > tech-led innovation. AI isn’t just about automation — it’s about reimagining how work gets done and delivering real business outcomes. Partners were encouraged to adopt AI-first strategies and start building now. 7. Community beats chaos Transformation fatigue is real. Burnout is real. But UP LIVE Reston was described by attendees as “the jolt I didn’t know I needed.” Amid the noise of the industry, the event provided a space for authentic conversations, collaboration, and inspiration. From hallway chats to workshops, the energy was electric. The message was clear: community still matters, and we are truly better together. Special thanks to Craig Abod and the Carahsoft team for their generous support and leadership throughout the event. Carahsoft was honored with Ultimate Partner’s 2025 Partner of the Year Award, recognizing their outstanding commitment to building lasting relationships across the partner ecosystem. If you missed UP LIVE Reston, you can catch the event recordings here: Ultimate Partner LIVE: Reston - Oct. 28 Ultimate Partners LIVE: Reston - Oct. 29Planning for a quantum future: How to secure data today with Commvault in Microsoft Marketplace
In this guest blog post, Michael Fasulo, Senior Director of Portfolio Marketing at Commvault, discusses how quantum computing will threaten cryptography and how Commvault Cloud in Microsoft Marketplace can help.From complexity to clarity: How Zammo Agents in Microsoft Marketplace help unlock AI with Azure
In this guest blog post, Stacey Kyler, Managing Director at Zammo, discusses how Zammo Agents in Microsoft Marketplace overcomes the barriers organizations face when trying to implement AI, enabling them to build and deploy AI agents quickly and intuitively.Channel strategy, accreditation, and real results — All at UP LIVE Reston
FY26 Is the Year to Lead with Capability FY26 is here — and Microsoft is investing more than ever in partner-led growth. From expanded co-sell motions to marketplace acceleration and capability development, the message is clear: partners who demonstrate value through accreditation and specialization are leading the way. According to Microsoft’s FY26 Partner Strategy Update (July 2025), accredited partners are seeing 3x higher engagement in co-sell motions and 2x faster time-to-market in the commercial marketplace. These metrics reflect a growing emphasis on partner capability, specialization, and alignment with Microsoft’s GTM priorities. That’s why ISSI’s workshop at Ultimate Partner LIVE: Reston is a must-attend for partners looking to align with Microsoft’s FY26 strategy and drive measurable business impact. Making Accreditation Work for Partners and Vendors ISSI has spent years helping IT service organizations and hyperscalers build smarter, more effective partner channels. Their consulting and auditing services focus on transforming partner programs — not just for compliance, but for impact. Their workshop, Driving Channel & Customer Value with Partner Accreditation, will explore: How accreditation programs are designed and optimized Case studies from both a hyperscaler and a partner organization How partners can assess the relevance of accreditation to their business Ways to improve technical and business capabilities through structured programs ISSI’s recent article “The Ways That Partners Can Make Money” outlines five core ways partners generate revenue: Resale Managed Services IP Monetization Marketplace Success Co-Sell Engagement Accreditation amplifies each of these models. It builds trust, proves capability, and unlocks deeper engagement with vendors like Microsoft. Why Attend UP LIVE: Reston ISSI’s workshop is just one part of a much larger conversation happening at UP LIVE: Reston. With over 42 speakers — including leaders from Microsoft, AWS, Elastic, Carahsoft, and more — the event brings together the most accomplished voices in partnering: Jay McBain Canalys (part of Omdia)), Erwin Visser (Microsoft), Pat Primavera (Microsoft), and Darryl E. Peek II (Elastic) the innovators building the future of co-sell and marketplace success — Rebecca Jones (Bridge Partners) Reis Barrie (Carve Partners), Erin Figer (CORE Consulting LLC), and Sam Gong (WorkSpan) the leaders transforming GTM and channel execution — Craig Abod (Carahsoft), Shane Wilson (Cohesity), Scott Sacket (AvePoint), Tarek Shamounki (ServiceNow), Erika Irby (Veeam Software) Expect: Real conversations about what’s working now in co-sell, marketplace, and GTM execution Actionable insights from strategists, innovators, and channel leaders A community of peers who are shaping the future of partner success Whether you're a partner looking to refine your strategy or a vendor seeking stronger channel performance, UP LIVE is the place to connect, learn, and lead. The Takeaway Accreditation isn’t just a badge — it’s a business accelerator. ISSI’s work shows how structured partner programs can unlock new revenue streams, improve delivery quality, and align with Microsoft’s evolving priorities. If you’re serious about driving channel and customer value in FY26, don’t miss ISSI’s workshop — and don’t miss UP LIVE: Reston. ISSI manages client-specific programs that enable industry leaders to quantify, asses, and improve the quality of services available to partner organizations migrating or managing customer workloads. Visit www.issi-inc.com or contact them at asales@issi-inc.com to learn more. ⭐ SPECIAL OFFER As a valued Microsoft partner, Ultimate Partner is offering a 15% discount on general passes to experience UP LIVE. 👉 Register HERE USE CODE: ULTIMATEVIP15 at checkout If you are unable to attend, join us via the live stream: Ultimate Partner LIVE: RestonDon't miss the moment: FY26 is the year to align, accelerate, and win with Microsoft
The moment is now. For digital native software development companies and startups bringing AI solutions to our joint customers, growth in partnership with Microsoft isn’t just about gaining speed and reach, it's about strategically aligning with purpose. I know that every deal is gold, having hustled building partnerships at both startups and global software development companies myself. I’ve felt the urgency to unlock Microsoft’s strengths: incentives, access to Microsoft field sellers and ecosystem, and the power of showing up “better together” in the market. You need to move fast, but with intention. Now at Microsoft, I stay focused on what drives results: testing strategies, leveraging programs and incentives and continued learning from other experts in our ecosystem. My advice? When you get the chance to learn from those experts—take it. The partners who align their vision with Microsoft’s AI-first, marketplace-driven future are the ones who will scale fastest and furthest. “AI is the new runtime.” That’s how Microsoft framed the opportunity at the AI Tour earlier this year — and it wasn’t just rhetoric. In the past 12 months, more than 3,000 AI apps and agents have launched in the new Microsoft Marketplace, attracting 6 million monthly visitors and driving 2× year-over-year growth in AI transactions. For digital native software companies, the message is clear: align your solutions with Microsoft’s AI-first, marketplace-driven ecosystem, or risk being left behind. In just a few weeks, leaders from across the partner ecosystem — software development companies, GSIs, MSPs, distributors, and consultants — will gather in Reston, Virginia for Ultimate Partner® LIVE. For software-first companies, this event arrives at the exact moment when Microsoft is reshaping the partner landscape for FY26 and beyond. Microsoft’s shifting landscape: What’s changed since July 2025 Marketplace at scale Microsoft unified AppSource and Azure Marketplace into the new Microsoft Marketplace. More than 3,000 AI apps and agents are now live, with 6M+ monthly visitors. Microsoft reports 2× year-over-year growth in AI solution purchases through Marketplace. Partner programs re-architected for AI At MCAPS Start FY26, Microsoft expanded the AI Cloud Partner Program with new specializations — including Copilot — and streamlined recognition around three areas: AI Business Solutions, Cloud & AI Platforms, and Security. Microsoft is urging partners to adopt agentic AI — autonomous workflows and composable agents — as the foundation of innovation. Compliance and governance tightened Partner-of-Record validation now enforced for CSP orders. MFA is mandatory across Partner Center (UI enforced Aug 2025; API April 2026). The AI Cloud Partner Program Agreement updated as of Sept 2025. For software companies, the implication is straightforward: be AI-ready, transactable, and compliant — or risk losing ground. Why Ultimate Partner Reston matters Ultimate Partner LIVE will bring these shifts into focus. The agenda features voices across the ecosystem delivering the insights you can’t get anywhere else. Key sessions include: Microsoft’s Erwin Visser, Matt Berg, and Harman Cheema unpacking FY26 priorities and the role of AI in customer transformation. Cisco’s Aly Shivji and Commvault’s Sanjay Mehta on driving outcomes through stronger partnering. Elastic’s Darryl Peek, Cohesity’s Shane Wilson, ServiceNow’s Tarek Shamounki, and Canalys’ Jay McBain on what it takes to win in 2026 and beyond. Workshops from WorkSpan, PartnerTap, Carve Partners, AvePoint, RevStacker, and Digitalzone, offering frameworks that top partners usually guard as competitive advantage. Why FY26 demands urgency from digital native software companies Early movers capture momentum. Partners publishing solutions now are compounding growth through marketplace and co-sell. Gateways are narrowing. Microsoft’s designations and compliance requirements filter who gets field visibility and GTM support. Agentic AI is the new baseline. Customers expect more than AI add-ons — they want autonomous, composable, outcome-focused solutions. Co-sell is non-negotiable. Microsoft’s field sellers are incentivized on it. If you’re not aligned, you’re not in the motion. Final word For digital native software companies, FY26 represents a massive opportunity. Microsoft is doubling down on AI, marketplace, and co-sell motions — and those who align early will define the next wave of growth. Reston isn’t just about attending an event. It’s about stepping into Microsoft’s AI-driven future, connecting with the leaders shaping it, and walking away with the playbooks to lead. ⭐SPECIAL OFFER As a valued Microsoft partner, Ultimate Partner is offering a 15% discount on general passes to experience UP LIVE⭐ 👉 [Register Now for UP LIVE: Reston] USE CODE: ULTIMATEVIP15 at checkout See you there!How Dooap and Microsoft Marketplace help AI transform accounts payable to impact your business
In this guest blog post, Anna Tujunen, Chief Product Officer at Dooap, shows how you can transform accounts payable from a transactional function into a strategic growth enabler by leveraging AI-driven automation and real-time insights with Microsoft and Dooap via Microsoft Marketplace.Ultimate Partner LIVE Fall 2025: AI ecosystem masterclass & partner success summit
Mark your calendars! Ultimate Partner LIVE Fall is coming to the Washington, D.C. area, October 27-29, and this event presents a unique, high-impact opportunity for partners looking to stay ahead of the tectonic shifts, align priorities, and accelerate performance in 2026. We are taking the ecosystem to Carahsoft's facilities for a masterclass in how to become the Ultimate Partner. With immersive workshops, direct access to decision-makers, and a curated executive audience; you’ll accelerate your strategy to new levels. Here is what you can expect: Decode the Tectonic Shifts: Learn how AI, Marketplaces, Co-Selling, and Ecosystems are reshaping partner success — and what you must do now. Hear directly from Microsoft leaders, Erwin Visser, Matt Berg and Wole Moses who will take you through the exciting $450B+ durable cloud budget flowing through marketplaces, FY26 AI priorities, and where you should align. Access Proven Frameworks & Playbooks: Attendees will also participate in hands-on workshops facilitated by top industry experts including: The Odigo Group, Carve Partners, ISSI, AvePoint, Bridge Partners, Digitalzone, WorkSpan, Revstacker and more! Workshops will focus on co-selling, AI marketing strategy and Building Service Models to grow revenue. Be in the Room with Leaders Network with 200+ executives, thought leaders, ISVs, GSIs, MSPs, distributors, and consultants in an intimate, high impact setting. 40+ amazing speakers will share their secrets to successful partnering! ⭐SPECIAL OFFER As a valued Microsoft partner, Ultimate Partner is offering a 15% discount on general passes to experience UP LIVE⭐ 👉 [Register Now for UP LIVE: Reston] USE CODE: ULTIMATEVIP15 at checkout Hope to see you there, Vince Menzione CEO, Ultimate Partner ________________________________________________________________________________________________________________________________________________________________ Ultimate Partner is the go-to destination for technology leaders and partners aiming to thrive in the Hyperscaler ecosystem. Ultimate Partner delivers high-impact content, expert insights, and exclusive events—both live and digital. Our mission is to “Empower technology leaders to achieve their greatest results through successful partnering”. Learn more
