AI agents on Microsoft Fabric for faster retail merchandising decisions
For our latest in the Partner Spotlight series, we’re highlighting a partner building business-ready AI agents on Microsoft Fabric, so organizations can turn governed enterprise data into faster decisions and automated workflows. I connected with the team at Lucid Data Hub to learn how Lucid Agents Hub brings agentic experiences directly to customers’ data in OneLake, helping retail teams move beyond manual reporting and into repeatable, insight-driven action. About Venu Amancha, Founder & CEO, Lucid Data Hub builds business-ready AI agents that run directly on enterprise data within Microsoft Fabric. Our platform, Lucid Agents Hub, enables organizations to move beyond reporting and into automated, insight-driven workflows without moving data outside their existing security boundaries. _______________________________________________________________________________________________________________________________________________________________ [JR] Who is your solution designed for, and what does it help them do? [VA] Lucid Agents Hub is designed for teams who need to make frequent, high-impact decisions from large volumes of operational data especially merchandising teams, buyers, and store operations leaders in retail. Instead of spending hours assembling recaps and interpreting dashboards, they can receive agent-generated insights and clear, actionable recommendations on a predictable cadence. The AI agent eliminated that manual cycle entirely. It now surfaces those insights automatically, every week, in minutes. One example is our Retail Sales Performance AI Agent, which automates the weekly sales insights cycle for merchandising teams and buyers by analyzing millions of rows of weekly sales, item, and store data across banners and store clusters. [JR] Can you give an example of how the Retail Sales Performance AI Agent solved a customer’s problem? [VA] At Heritage Grocers Group, merchandising teams spent 5+ hours every week manually building sales recaps. They could see what happened—but not why. Buyers lacked a clear view of category trends, item-level performance, quantity shifts, and store-cluster patterns. The Retail Sales Performance AI Agent eliminated that manual cycle. It now surfaces those insights automatically every week in minutes detecting item-level declines, identifying fast-moving margin-positive SKUs, flagging underperforming items by store cluster, and delivering recommendations directly to buyers and store managers. [JR] Which Microsoft technologies or services are foundational to what you’re building? [VA] The solution runs natively on Microsoft Fabric, using OneLake as the unified data layer. Our agents operate directly on enterprise data and inherit existing governance and access controls without additional configuration. Outputs flow into the dashboards, collaboration platforms, and reporting workflows customers already use, so insights show up where decisions get made. Microsoft Fabric was a deliberate choice, not just a default. Our enterprise customers especially in retail already have their critical data living in the Microsoft ecosystem. OneLake means there’s a single, governed copy of that data. No duplication, no movement, no additional risk surface. Our agents read directly from that layer, which means the security and compliance boundaries that customers have already invested in carry over automatically. The value of building on Fabric goes beyond the technical architecture. It fundamentally changes how enterprise buyers evaluate and procure a solution like ours. When IT and security teams see that agents operate entirely within their existing Fabric environment with role-based access controls, workspace permissions, and audit logs they already control. It removes the largest barrier to enterprise adoption: trust. Procurement conversations that used to require months of security review cycles are now dramatically faster. What we didn’t fully anticipate was how much Fabric’s native integration capabilities would simplify end-to-end delivery. Going in, we expected to spend significant engineering time on data pipeline infrastructure. What we found instead was that Fabric’s data ingestion, lakehouse, and compute layers fit together in a way that let our team focus almost entirely on agent logic and business outcomes, not infrastructure plumbing. That shift in where we spend our effort has meaningfully accelerated how quickly we can deploy for new customers and extend to new use cases. [JR] How are you using AI today in Lucid Agents Hub, and what business outcomes have customers seen? [VA] We use Microsoft Azure AI Foundry for core AI and language model capabilities, and Microsoft Fabric Copilot (Fabric IQ) as the data and compute backbone. Together, they power agents that analyze weekly sales data across banners and store clusters, generate narrative-quality insights at the category and SKU level, and deliver clear recommendations without human intervention in the analysis cycle. 5+ hours of weekly manual effort eliminated Item-level sales declines and fast-moving margin-positive SKUs surfaced automatically Top-growth categories and underperforming items identified by store cluster Recommendations delivered directly to buyers and store managers weekly This all leads to faster decisions, stronger merchandising actions, and measurable improvements in product mix, availability, and overall sales performance. [JR] Any architectural decisions or best practices you’d recommend to other partners building agents? How did you approach building securely? [VA] We designed the solution as a coordinated set of specialized agents one for data ingestion, one for validation, and one for insight generation and delivery. Each agent owns a focused task, and together they run as a connected, end-to-end workflow. This makes the system easier to maintain, consistent in its logic, and straightforward to extend to new banners, categories, or use cases. Agents run entirely within the customer’s Microsoft Fabric environment data never leaves the customer’s security perimeter. All access controls, role-based permissions, and governance policies are inherited directly from Fabric. [JR] What motivated you to publish on Microsoft Marketplace? And did you use any Microsoft tools or benefits to support your publishing process? [VA] Publishing on Microsoft Marketplace was a straightforward decision. It gives enterprise customers immediate confidence that they’re procuring from a trusted, Microsoft-validated source instead of navigating a separate vendor relationship. It also simplifies procurement transactions run through an established Microsoft channel; so, customers can move faster than in traditional sales cycles. And it expands our reach to buyers already operating in the Microsoft ecosystem who actively look to Marketplace for solutions. We actively use Marketplace Rewards, which has been valuable for amplifying go-to-market efforts and accessing Microsoft co-marketing resources. We also leverage AI-enabled Marketplace Listing Optimization and related Marketplace content guidance provided through Marketplace Rewards. We used this support primarily to improve our marketplace messaging, positioning, and listing content so it would better resonate with enterprise buyers evaluating solutions within the Microsoft ecosystem. [JR] What key takeaways would you share with other partners building and publishing agents? Any unexpected wins or challenges along the way? [VA] Building and publishing agents can be a complicated endeavor. To other partners, we’d say, start with workflows that are repetitive and directly tied to decisions weekly merchandising recaps are a perfect example. Think end-to-end, not task by task. And build on governed enterprise data from the start, because that’s what drives trust and adoption. An unexpected win was how quickly merchandising teams adapted. Receiving plain-language summaries broken down by banner, store cluster, category, and SKU was more accessible than navigating dashboards. Teams made faster, more confident decisions without needing to interpret raw data themselves. _______________________________________________________________________________________________________________________________________________________________ Closing reflection Lucid Data Hub shows how agents built on Microsoft Fabric can turn governed enterprise data into repeatable, decision-ready insight helping teams act faster while keeping security boundaries and access controls intact.
Marketplace offers as transactable and azure benefit eligible
Query about Marketplace listings - I want to upload a new offer as SaaS. I want to make sure it's transactable and also have the azure benefit tag added to it. I have the banking and tax profile approved and completed. I'm unable to find how do I get the Azure benefit eligible tagged to this offer (or is there a pre-requisite). I have reviewed the Marketplace best practices but unable to find how do I exactly go about doing it.Now available: Close deals faster and transact at scale with auto activation for SaaS subscriptions
Auto activation for the SaaS products you sell in Microsoft Marketplace is now generally available. When turned on, subscription activation and billing for your SaaS solutions begin at purchase, removing API calls so customers get your solution, faster. How it works Auto activation is designed around choice. Turn it ON to streamline customer onboarding. If your solution requires validation, coordinated provisioning, or a defined go‑live moment before billing starts, manual activation may be a better fit. You can configure this setting in Partner Center to fit how you price, bill, and fulfill your offer. Once a purchase is complete, you'll receive a real-time webhook notification confirming the completed transaction. This immediate signal allows you to trigger onboarding workflows, provision accounts, or notify internal systems without waiting for manual activation steps to resolve. Review the documentation Default behavior Existing plans: Auto activation is OFF by default, you will still manually activate SaaS purchases unless you republish your offer and change the setting. New plans: Auto activation is ON by default, with the option to turn off during offer publication if you prefer to manage manually. Auto activation is also applicable for private offers. By default, the private offer will use the auto activation setting of the public offer. Price adjustments to your SaaS plan will not affect the activation status of your private offer. If you create a new SaaS plan with a unique plan ID for your private offer, you can explicitly turn auto activation ON or OFF. Get started Auto activation works best when purchase and onboarding experiences are aligned. Use it to streamline scenarios where removing billing dependencies improves time-to-value. Choose manual activation when you need more high-touch onboarding, or want to manually manage when billing starts. Before enabling auto activation, make sure your customer messaging, documentation, and internal sales guidance reflect the updated flow. Because customer billing can start the day of activation, so clarity matters. Learn moreProduction ready architectures for AI apps and agents on Marketplace
Why “production‑ready” architecture matters for Marketplace AI apps and agents A working AI prototype is not the same as a production‑ready AI app in Microsoft Marketplace. Marketplace solutions are expected to operate reliably in real customer environments, alongside mission‑critical workloads and under enterprise constraints. As a result, AI apps published through Marketplace must meet a higher bar than “it works in a demo.” You can always get a curated step-by-step guidance through building, publishing and selling apps for Marketplace through App Advisor. Production‑ready Marketplace AI apps must assume: Alignment with enterprise expectations and Azure well‑architected AI principles, including cost optimization, security, reliability, operational excellence, and performance efficiency Architectural decisions made early are difficult to reverse, especially once customers, tenants, and billing relationships are in place A higher trust bar from customers, who expect Marketplace solutions to be Microsoft‑vetted, certified, and safe to run in production Customers come to Marketplace expecting solutions that are ready to run, ready to scale, and ready to be supported—not experiments. This post focuses on the architectural principles and patterns required to meet those expectations. Specific services and implementation details are covered later in the series. This post is part of a series on building and publishing well-architected AI apps and agents in Microsoft Marketplace. The series focuses on AI apps and agents that are architected, hosted, and operated on Azure, with guidance aligned to building and selling solutions through Microsoft Marketplace. Aligning offer type and architecture early sets you up for success A strong indicator of a smooth Marketplace journey is early alignment between offer type and solution architecture. Offer type defines more than how an AI app is listed—it establishes clear roles and responsibilities between publishers and customers, which in turn shape architectural boundaries. Across all other offer types, architecture must clearly answer three questions: Who owns the runtime? Where does the AI execute? Who controls updates and ongoing operations? These decisions will vary depending on whether the solution resides in the customer’s or publisher’s tenant based on the attributes associated with the following transactable marketplace offer types: SaaS offers, where the AI runtime lives in the publisher’s environment and architecture must support multitenant AI app design, strong isolation, and centralized operations Container offers, where workloads run in the customer’s Kubernetes environment and architecture emphasizes portability and clear operational assumptions Virtual Machine offers, where preconfigured environments run in the customer’s subscription and architecture is more tightly coupled to the OS and infrastructure footprint Azure Managed Applications, where the solution is deployed into the customer's subscription and architecture must balance customer control with defined lifecycle boundaries. What makes this model distinctive is its flexibility: an Azure Managed Application can package containers, virtual machines, or a combination of both — making it a natural fit for solutions that require customer-controlled infrastructure without sacrificing publisher-managed operations. The packaging choice shapes the underlying architecture, but the managed application wrapper is what defines how the solution is deployed, updated, and governed within the customer's environment. Architecture decisions naturally reinforce Marketplace requirements and reduce certification and operational friction later. Key factors that benefit from early alignment include: Roles and responsibilities, such as who operates the AI runtime and who is responsible for uptime, patching, scaling, and ongoing operations Proximity to data, particularly for AI solutions that rely on customer‑specific or proprietary data, where placement affects performance, data movement, and compliance Core architectural building blocks of AI apps Designing a production‑ready AI app starts with treating the solution as a system, not a single service. AI apps—especially agent‑based solutions—are composed of multiple cooperating layers that together enable reasoning, action, and safe operation at scale. At a high level, most production‑ready AI apps include the following building blocks: Interaction layer, which serves as the entry point for users or systems and is responsible for authentication, request shaping, and consistent responses Orchestration layer, which coordinates reasoning, tool selection, workflow execution, and retrieval‑augmented generation (RAG) flows across multi‑step interactions Model endpoints, which provide inference and generation capabilities and introduce distinct latency, cost, and dependency characteristics Data sources, including vector stores, operational data, documents, and logs that the AI system reasons over Control planes, such as identity, configuration, policy enforcement, feature flags, and secrets management, which govern behavior without redeploying core logic Observability, which enables tracing, monitoring, and diagnosis of agent decisions, actions, and outcomes Networking, which connects components using a zero‑trust posture where every call is authenticated and outbound access is explicitly controlled Together, these components form the foundation of most Marketplace‑ready AI architectures. How they are composed—and where boundaries are drawn—varies by offer type, tenancy model, and customer requirements. Specific services, patterns, and implementation guidance for each layer are explored later in the series. Tenancy design choices as an early architectural decision One of the earliest and most consequential architectural decisions is where the AI solution is hosted. Does it run in the publisher’s tenant, or is it deployed into the customer’s tenant? This choice establishes foundational boundaries and is difficult to change later without significant redesign. If the solution runs in the publisher’s tenant, it is inherently multi‑tenant and must be designed with strong logical isolation across customers. If it runs in the customer’s tenant, deployments are typically single‑tenant by default, with isolation provided through infrastructure boundaries. Many Marketplace AI apps fall between these extremes, making it essential to define the AI tenancy model early. Common tenancy approaches include: Publisher‑hosted, multi‑tenant solutions, where a shared AI runtime serves multiple customers and requires strict isolation of customer data, inference requests, identity, and cost attribution Customer‑hosted, single‑tenant deployments, where each customer operates an isolated instance within their own Azure subscription, often preferred for regulated or tightly controlled environments Hybrid models, which combine centralized AI services with customer‑hosted data or execution layers and require carefully defined trust and access boundaries Tenancy decisions influence several core architectural dimensions, including: Identity and access boundaries, which define how users and agents authenticate and act across tenants Data isolation, including how customer data is stored, processed, and protected Model usage patterns, such as shared models versus tenant‑specific models Cost allocation and scale, including how usage is tracked and attributed per customer These considerations are not implementation details—they shape how the AI system behaves, scales, and is governed in production. Reference architecture guidance for multi‑tenant AI and machine learning solutions in the Azure Architecture Center explores these tradeoffs in more detail. Understanding your customer’s needs Designing a production‑ready AI architecture starts with understanding the environment your customers expect your solution to operate in. Marketplace customers vary widely in their security posture, compliance obligations, operational practices, and tolerance for change. Architectures that reflect those realities reduce friction during onboarding, certification, and long‑term operation. Key customer considerations that shape architecture include: Security and compliance expectations, such as industry regulations, internal governance policies, or regional data requirements Target environments, including whether customers expect solutions to run in their own Azure subscription or are comfortable consuming centrally hosted services Change and outage windows, where operational constraints or seasonal restrictions require predictable and controlled updates Architectural alignment with customer needs is not about designing for every edge case. It is about making intentional tradeoffs that reflect how customers will deploy, operate, and depend on your AI solution in production. Specific security controls, compliance enforcement mechanisms, and operational policies are explored later in the series. This section establishes the architectural mindset required to support them. Separating environments for safe iteration Production AI systems must evolve continuously while remaining stable for customers. Separating environments is how publishers enable safe iteration without destabilizing live usage—and how customers maintain confidence when adopting and operating AI solutions in their own environments. From the publisher’s perspective, environment separation enables: Iteration on prompts, models, and orchestration logic without impacting production customers Validation of behavior changes before rollout, especially for AI‑driven systems where small changes can produce materially different outcomes Controlled release strategies that reduce operational risk From the customer’s perspective, environment separation shapes how the solution fits into their own development and operational practices: Where the solution is deployed across development, staging, and production environments How deployments are repeated or promoted, particularly when the solution runs in the customer’s tenant Whether environments can be recreated predictably, or whether customers are forced to manually reconfigure deployments with each iteration When AI solutions are deployed into the customer’s tenant, environment design becomes especially important. Customers should not be required to reverse‑engineer deployment logic, recreate environments from scratch, or re‑establish trust boundaries every time the solution evolves. These concerns should be addressed architecturally, not deferred to operational workarounds. Environment separation is therefore not just a DevOps choice—it is an architectural decision. It influences identity boundaries, deployment topology, validation strategies, and the shared operational contract between publisher and customer. Designing for AI‑specific scalability patterns AI workloads do not scale like traditional web or CRUD‑based applications. While front‑end and API layers may follow familiar scaling patterns, AI systems introduce behaviors that require different architectural assumptions. Production‑ready AI architectures must account for: Bursty inference demand, where usage can spike unpredictably based on user behavior or downstream automation Long‑running or multi‑step agent workflows, which may span tools, data sources, and time Model‑driven latency and cost characteristics, which influence throughput and responsiveness independently of application logic As a result, scalability decisions often vary by layer. Horizontal scaling is typically most effective in interaction, orchestration, and retrieval components, while model endpoints may require separate capacity planning, isolation, or throttling strategies. Treating identity as an architectural boundary Identity is foundational to Marketplace AI apps, but architecture must plan for it explicitly. Identity decisions define trust boundaries across users, agents, and services, and shape how the solution scales, secures access, and meets compliance requirements. Key architectural considerations include: Microsoft Entra ID as a foundation, where identity is treated as a core control plane rather than a late‑stage integration How users sign in, including: Their own corporate Microsoft Entra ID tenant B2B scenarios where one Entra ID tenant trusts another B2C identity providers for customer‑facing experiences How tenants authenticate, particularly in multi‑tenant or cross‑organization scenarios How AI agents act on behalf of users, including delegated access, authorization scope, and auditability How services communicate securely, using a zero‑trust posture where every call is authenticated and authorized Treating identity as an architectural boundary helps ensure that trust relationships remain explicit, enforceable, and consistent across tenants and environments. This foundation is critical for supporting secure operation, compliance enforcement, and future tenant‑linking scenarios. Designing for observability and auditability Production‑ready AI apps must be observable and auditable by design. Marketplace customers expect visibility into how systems behave in production, and publishers need clear insight to diagnose issues, operate reliably, and meet enterprise trust and compliance expectations. Key architectural considerations include: End‑to‑end observability, covering user interactions, agent reasoning steps, tool invocations, and downstream service calls Clear audit trails, capturing who initiated an action, what the AI system did, and how decisions were executed—especially when agents act on behalf of users Tenant‑aware visibility, ensuring logs, metrics, and traces are correctly attributed without exposing data across tenants Operational transparency, enabling effective troubleshooting, incident response, and continuous improvement without ad‑hoc instrumentation AI app observability design goes beyond infrastructure health. It must also account for AI‑specific behavior, such as prompt execution, model selection, retrieval outcomes, and tool usage. Without this visibility, diagnosing failures, validating changes, or explaining outcomes becomes difficult in real customer environments. Auditability is equally critical. Identity, access, and action histories must be traceable to support security reviews, regulatory obligations, and customer trust—particularly in regulated or enterprise settings. Common architectural pitfalls in Marketplace AI apps Even experienced teams run into similar challenges when moving from an AI prototype to a production‑ready Marketplace solution. The following pitfalls often surface when architectural decisions are deferred or made implicitly. Common pitfalls include: Treating AI as a single service instead of a system, where model inference is implemented without considering orchestration, data access, identity, observability, and operational boundaries Hard‑coding tenant assumptions, such as assuming a single tenant, identity model, or deployment topology, which becomes difficult to unwind as customer requirements diversify Not planning for a resilient model strategy, leaving the architecture fragile when model versions change, capabilities evolve, or providers introduce breaking behavior Assuming data lives within the same boundary as the solution, when in practice it may reside in a different tenant, subscription, or control plane Tightly coupling prompt logic to application code, making it harder to iterate on AI behavior, validate changes, or manage risk without full redeployments Assuming issues can be fixed after go‑live, which underestimates the cost and complexity of changing architecture once customers, subscriptions, and trust relationships are in place While these pitfalls may be caused by a lack of technical skill on the customer’s side, they could typically emerge when architectural decisions are postponed in favor of speed, or when AI behavior is treated as an isolated concern rather than part of a production system. What’s next in the journey The architectural decisions made early—around offer type, tenancy, identity, environments, and observability—establish the foundation on which everything else is built. When these choices are intentional, they reduce friction as the solution evolves, scales, and adapts to real customer needs. The next set of posts builds on this foundation, exploring different dimensions of operating, securing, and evolving Marketplace AI apps in production. See the next post in the series: Securing AI apps and agents on Microsoft Marketplace | Microsoft Community Hub. Key resources See curated, step-by-step guidance to help you build, publish, or sell your app or agent (no matter where you start) in App Advisor Quick-Start Development Toolkit can connect you with code templates for AI solution patterns Microsoft AI Envisioning Day Events How to build and publish AI apps and agents for Microsoft Marketplace Get over $126K USD in benefits and technical consultations to help you replicate and publish your app with ISV SuccessDesign CI/CD for AI apps and agents selling through Microsoft Marketplace
In the previous post, Design observability for AI apps and agents selling through Microsoft Marketplace, we focused on observability—making AI app and agent behavior visible and explainable. Execution paths, retries, degradation patterns, and agent decisions can now be observed across environments and tenants. With that visibility in place, a new challenge emerges: how do you safely modify an AI system whose behavior you can now observe? You can always get curated step-by-step guidance through building, publishing and selling apps for Marketplace through App Advisor. This post is part of a series on building and publishing well-architected AI apps and agents in Microsoft Marketplace. The series focuses on AI apps and agents that are architected, hosted, and operated on Azure, with guidance aligned to building and selling solutions through Microsoft Marketplace. Using continuous integration/continuous delivery (CI/CD) to control AI system evolution AI apps and agents introduce numerous novel ways that production behavior can change. In addition to application code, updates to configuration, prompts, models, and guardrails, agent logic can alter execution, cost, and outcomes—often immediately and across tenants. CI/CD defines how these changes reach production. Without a structured delivery path, behavior‑shaping updates risk entering runtime without validation or recovery paths, making system behavior difficult to explain or reverse once customers encounter it. AI solutions are typically built and operated as cloud applications. Software delivery of cloud services, and the supporting components that enable it, remains part of the CI/CD pipeline, and any instability in these foundational components directly propagates into AI behavior. AI systems add two additional sources of change that require explicit control. MLOps governs model evolution. Agents introduce further variability, as agent logic and configuration evolve. CI/CD is what prevents these change vectors from interacting unpredictably across both publisher and customer environments. Core CI/CD requirements for AI apps and agents For AI apps and agents, CI/CD determines whether deployment strategies can be applied safely. Progressive rollouts, ring deployments, feature flags, and kill switches all rely on pipelines that isolate change, validate behavior, and support rollback. Observability provides insight into behavior; CI/CD controls when and how that behavior is allowed to change. CI/CD must reliably provision, configure, and promote cloud native infrastructure, including but not limited to front-end services, APIs, storage, identity, and networking across environments. Agent behavior depends directly on the stability of the platform it runs on. AI systems introduce additional CI/CD requirements through MLOps and agents. Model versions, routing logic, and evaluation configurations must move through pipelines as deployable artifacts, with isolation, validation, and rollback built in. Changes to models affect latency, cost, and outcomes even when application code remains unchanged, making promotion controls necessary at the model layer. A well-run CI/CD pipeline should positively impact AI models and agents in the following ways: Change isolation ensures code, prompts, models, and configuration evolve independently. Artifact versioning beyond code treats prompts, policies, tools, and models as release assets. Behavioral validation evaluates outcomes, constraints, and patterns rather than single responses. Safe promotion controls gate model and agent releases based on observed behavior. Rollback readiness allows fast reversion when model or agent behavior degrades. Building behavioral baselines for AI solutions using CI/CD Before an AI system is built by a pipeline, it is built by a team. CI/CD build pipelines are where these contributions are stitched together. Product managers define scope and constraints. UX designers shape how behavior is experienced. Full‑stack engineers assemble application logic. AI engineers wire reasoning and tools. Data engineers and data scientists curate data and models. In AI systems, a build does more than compile code. It captures a shared agreement across roles about what the system is expected to do. Application code, orchestration logic, prompts, configuration, guardrails, routing rules, and trained or fine‑tuned models are assembled into a single versioned artifact. That artifact represents a coordinated snapshot of intent, behavior, and constraints. This coordination must declare which models, prompts, policies, and tool definitions are included. Implicit dependencies—such as dynamically changing prompts or unpinned models—break shared understanding across teams and introduce behavior changes without acknowledgement. A successful build confirms that contributions from multiple roles are compatible and executable together. It does not decide when customers see the change. That decision belongs later, where behavior can be evaluated deliberately, enforced by build pipelines that are separating assembly from release. Testing AI solutions with CI/CD pipelines When an agent is updated, the first task is straightforward: the agent’s code changes. Logic is refined, tools are added, limits are adjusted. That change moves through the CI/CD pipeline, where it is built, packaged, and validated in isolation. At this point, the focus is narrow—does this agent compile, configure, and execute as expected? The second step widens the lens. The update now moves through testing aligned to the layers beneath it. For cloud solutions, tests confirm the platform still behaves as assumed: infrastructure provisions correctly, APIs and identity boundaries remain intact, and dependencies remain reachable. These tests ensure the environment can support execution before behavior is evaluated. Next, MLOps tests assess whether model behavior still aligns with system expectations. New model versions, routing logic, or provider changes are evaluated for cost, latency, and outcome consistency. The goal is not identical responses, but bounded behavior within known limits. Finally, testing shifts to the agentic system as a whole. Other agents need to be made aware of the new capabilities. When you go to update the agent the first job you have to do is update the agent code. The second job you have to do is to use your CI/CD pipeline to build, test and release that code. The third job is to test that the entire agentic system is running smoothly together. At this stage, testing answers a different question: not does the agent work, but does the system still work together. CI/CD release management as team coordination Once testing confirms that behavior remains within expected bounds, release management determines how changes are introduced and observed under real conditions. In AI systems, release management must reflect where change originates and how risk propagates across layers. Within the cloud services that support the AI solution, release management focuses on scope and blast‑radius control. Examples include staged rollout of infrastructure updates, controlled exposure of new API versions, and limiting configuration changes to specific environments or tenants before going global. These steps allow both publisher and customer teams to observe stability and dependency behavior under load. For MLOps, release management governs behavioral shifts introduced by model changes. Common patterns include routing a small percentage of requests to a new model version, limiting exposure to specific customer segments, or restricting usage to defined request types. This allows teams to compare cost, latency, and outcome patterns before expanding exposure. For agents, release management controls how new behaviors surface. Prompt updates, tool access changes, or guardrail adjustments may be released to specific workflows, tenants, or traffic slices. This makes it possible to observe planning depth, retry behavior, and termination patterns without affecting all users simultaneously. Rollback readiness remains essential. Release paths must allow fast reversion using version pinning or traffic shifting rather than full redeployment. Release management creates space to observe, adjust, and respond before changes reach full Marketplace scale. Deployment as a shared boundary Effective deployment pipelines ensure that software, models, and agent behavior enter production together, with changes explicitly acknowledged and observable. Versioning and rollback remain available, but deployment defines the moment when coordinated decisions become customer‑visible. Cloud service—For the software, deployment governs application code and supporting platform changes. These remain necessary foundations. Application binaries, infrastructure templates, runtime configuration, and orchestration must enter production in a known, versioned state so operational behavior can be correlated with specific changes. MLOps—Model version updates, routing rules, provider switches, and evaluation configurations can change system behavior without modifying application code. Deployment pipelines must therefore treat these artifacts as deployable units, subject to the same versioning, promotion, and rollback mechanics as software releases. Agent—Deployment includes behavior‑defining inputs such as prompts and system messages, tool definitions and permissions, guardrails, and execution limits. Changes directly affect how agents plan, execute, and terminate work. Allowing these inputs to change outside deployment pipelines breaks traceability and weakens accountability across teams. How CI/CD best practices positively impact marketplace readiness Customers expect updates to arrive in predictable ways. They expect that behavior changes can be explained, that issues can be reversed without prolonged disruption, and that outcomes remain consistent across trials and production use. CI/CD pipelines make these expectations achievable by ensuring changes are versioned, staged, and observable as they move through environments. Reliability depends on limiting how far unstable behavior propagates. Billing accuracy depends on knowing when changes alter execution paths, token usage, or metering logic. Compliance depends on being able to identify which versions of software, models, and agent configurations were active at a given time. Offer type shapes how CI/CD is applied. For transactable SaaS offers, CI/CD operates entirely within the publisher’s environment. For container offers and Azure Managed Applications, deployment boundaries extend to customer environments requiring a CI/CD hand-off between publisher and customer pipelines. Publisher CI/CD responsibilities for AI solutions Publishers must define what constitutes a deployable change. Updates to software, models, prompts, agent configuration, guardrails, or limits should not enter customer environments or generally available code implicitly. Each change that can influence behavior must flow through the publisher’s CI/CD pipelines so it can be versioned, observed, and reversed if necessary. Additionally, CI/CD pipelines require validation and approval before promotion, ensuring that behavior‑altering updates do not reach customers without visibility or control. Publishers are also responsible for communicating behavior changes. Customers should be able to understand when updates affect outcomes, performance, or cost profiles. Customers should never experience silent behavior shifts, undocumented updates, or releases that cannot be recovered cleanly. When those occur, trust erodes quickly. In this context, CI/CD is part of how publishers establish reliability, accountability, and trust with Marketplace customers. Customer’s responsibility: CI/CD across environments (Dev / Stage / Prod) While publishers own CI/CD pipelines, customers play an important role in how AI systems are evaluated and adopted across environments. AI behavior often manifests differently across Dev, Stage, and Prod because operating conditions change as systems move toward real usage. As environments scale, dependency interactions increase, traffic patterns diversify, and tenant behavior becomes less predictable—revealing execution paths and constraints that are not exercised earlier. These differences affect how behavior appears during evaluation and rollout. To keep behavior interpretable across environments, pipeline structure matters. CI/CD pipelines, validation steps, and promotion criteria should operate consistently so signals observed earlier can be understood later. When these mechanics diverge between environments, it becomes difficult to attribute changes in behavior to specific updates or conditions. Staging environments serve as a behavioral proving ground. They allow customers to observe retries, limits, degradation paths, and cost behavior under conditions that more closely resemble production. Trials often run against production‑like configurations, which means CI/CD gaps surface early. When behavior differs from expectations, the consistency of pipelines determines how quickly teams can diagnose and respond. What’s next in the journey With CI/CD establishing control over how AI systems change, the next focus is how those changes are introduced safely at runtime. The following posts cover deployment strategies, progressive rollouts, and operational patterns that allow AI apps and agents to evolve while remaining stable, observable, and ready for Marketplace scale. Key resources See curated, step-by-step guidance to help you build, publish, or sell your app or agent (no matter where you start) in App Advisor Quick-Start Development Toolkit can connect you with code templates for AI solution patterns Microsoft AI Envisioning Day Events How to build and publish AI apps and agents for Microsoft Marketplace Get over $126K USD in benefits and technical consultations to help you replicate and publish your app with ISV SuccessMaster multi-currency private offers to scale your Microsoft Marketplace deals globally
Join us May 19 | 9:30 AM PT and learn how to confidently navigate multi-currency private offers in Microsoft Marketplace and close global deals with greater clarity. Join this practical session to understand how local currency invoicing, exchange rates, payment timing, and resale-enabled offer scenarios can impact your Marketplace transactions across geographies. Learn more and attend: Multi‑currency private offers in Microsoft Marketplace - Microsoft Marketplace CommunityFirm AI for professional services: governed, agentic workflows built on Microsoft Azure
In this installment of our Partner Spotlight series, we’re highlighting partners building industry-focused AI solutions and bringing them to customers through Microsoft Marketplace. I connected with Richard Baskerville from Intapp to learn how the company is delivering Firm AI—governed, agentic capabilities designed specifically for professional and financial services firms—while aligning with Microsoft Azure for security, scale, and enterprise procurement. Intapp’s approach shows what it looks like to pair deep vertical workflow expertise with a trusted cloud platform so customers can adopt AI in a way that is both practical and accountable. About Richard Baskerville Richard Baskerville is a Senior Director at Intapp, where he helps shape strategic AI alliances across the Microsoft ecosystem and beyond. _______________________________________________________________________________________________________________________________________________________________ [JR] Tell us about Intapp. What inspired the founding of the company, and what problems do your solutions help customers solve? [RB] Intapp was founded on a durable observation: professional firms—law firms, accounting practices, private capital firms, and investment banks—operate differently than general enterprises. Their workflows are shaped by client relationships, professional obligations, and regulatory requirements that generic software was never designed to handle. Our founders saw that these firms were either building bespoke systems at enormous cost or forcing themselves into enterprise tools that didn’t fit. Today, Intapp delivers Firm AI—governed AI purpose-built for professional services. Our solutions span the full firm lifecycle: business development through Intapp DealCloud, time capture and billing through Intapp Time, and risk and compliance management across Intapp Conflicts, Intake, Terms, Walls, and Employee Compliance. Underpinning it all is Intapp Celeste, our agentic AI platform, which puts AI to work on the specific workflows that drive firm performance—while keeping humans accountable and in control. For firms where every engagement carries professional liability, that governance layer isn’t a feature; it’s the foundation. [JR] What industries or types of organizations do you primarily serve today? [RB] Intapp serves professional and financial services firms exclusively. That focus is intentional—and it’s what makes us different. Our customers are law firms, accounting and consulting practices, investment banks and advisory firms, private capital managers, and real assets firms. Many are among the largest in their categories globally. These firms share characteristics that set them apart from general enterprises: partnership structures, billable-hour economics, client conflict management, regulatory oversight, and relationship networks spanning decades. Generic CRM or ERP tools aren’t built for these dynamics. Intapp is. That vertical depth—built over more than 20 years—is what Firm AI means in practice: AI that understands the context of a law firm partner’s client obligations or a dealmaker’s fund-level requirements, not just the general shape of business software. [JR] What were your initial expectations for Microsoft Marketplace when you first started your journey? [RB] Our initial expectation was straightforward: Marketplace would give us a cleaner path to transact with customers already operating inside the Microsoft ecosystem. Many of our customers—large law firms and financial services firms—had already committed significant Azure spend through enterprise agreements. Marketplace offered a way to meet them commercially where they already were. What we underestimated was how much Marketplace would shape the broader partnership. We went in expecting a distribution channel. What we found was a framework that connected co-sell, Azure consumption alignment, and joint go-to-market in ways that changed how our teams engaged. The commercial mechanics—particularly MACC drawdown eligibility—became a real conversation-opener with procurement and finance stakeholders, not just a contract path. [JR] What applications do you have available in Microsoft Marketplace, and how do they help customers? [RB] Intapp has 12 SaaS solutions available in Microsoft Marketplace today, transacted via private offers. They span the full professional services firm lifecycle—from relationship intelligence and deal management with Intapp DealCloud, to time capture with Intapp Time, to risk and compliance management across Intapp Conflicts, Intake, Terms, Walls, and Employee Compliance. Because we focus exclusively on professional and financial services, customers aren’t buying horizontal software adapted for their industry; they’re buying solutions designed for their workflows, compliance obligations, and client structures. Looking ahead, Intapp Celeste—our agentic AI platform—will be available in Marketplace via a consumption-based, metered model. That structure matches how agentic AI gets used: variably, tied to real firm activity, and governed end-to-end. [JR] What were the biggest lessons you learned early on when selling through Marketplace? [RB] Three lessons stood out early: Listing is the beginning, not the end. Initial traction required deliberate investment in co-sell enablement—ensuring Microsoft field teams could position Intapp clearly, not just point to a catalog entry. Specificity wins. Our customers are sophisticated buyers. What worked was leading with vertical relevance—speaking directly to the compliance requirements of a law firm or the relationship-data challenges of a private capital manager. Private offers require commercial fluency. Helping customers understand how Intapp maps to Azure commitments—and helping Microsoft sellers tell that story—made a material difference in deal velocity. [JR] How has your business changed with a transactable offer on the Marketplace? [RB] Transactable offers have changed how deals close. Customers with existing Azure commitments can apply Intapp spend against their MACC, removing a procurement obstacle that previously added months to cycles. Finance and procurement can work within familiar Microsoft frameworks rather than running separate vendor onboarding. Marketplace has also expanded our reach. Microsoft’s field organization has relationships we can’t replicate at scale, and co-sell has helped translate that reach into qualified pipeline—especially in segments where we previously had limited coverage. And the signal matters: being transactable in Marketplace reinforces that Intapp is an enterprise-grade partner, not a niche point solution. [JR] How has collaborating with Microsoft sellers impacted your Marketplace growth? [RB] Microsoft sellers are the activation mechanism for our Marketplace offers. Without field alignment, a listing is a catalog entry. With it, it becomes a joint pipeline motion. We’ve invested in enablement—giving sellers the vertical context to position Intapp credibly in front of legal and financial services CIOs, and making it easy to bring us into deals where Azure capabilities are already in the conversation. That alignment shows up in specific segments. In private capital and investment banking, Microsoft enterprise relationships often predate ours—co-sell provides warm introductions backed by a trusted infrastructure partner. In legal, where Microsoft 365 is near-universal, that adjacency and deep interoperability creates natural entry points. Co-sell turns those adjacencies into active pipeline rather than theoretical opportunity. [JR] What has made the co-sell relationship with Microsoft particularly valuable for Intapp? [RB] Co-sell works because it’s structurally aligned, not just commercially convenient. Microsoft’s investment in these verticals—through industry clouds, compliance frameworks, and dedicated field teams—maps directly onto Intapp’s customer base. We’re selling into the same firms, with the same platform expectations underpinning both offerings. What makes it particularly valuable is the mutual trust transfer. Firms hold Microsoft to a high standard for security, data governance, and regulatory compliance. When Microsoft sellers bring Intapp into the conversation, that credibility extends to us and compresses the trust-building phase of an enterprise cycle—especially in regulated industries. [JR] How does Microsoft Marketplace fit into Intapp’s long-term growth strategy? [RB] Marketplace is central to how we scale Firm AI globally. Our ambition is to be the governed AI platform of record for professional firms across legal, private capital, accounting, and advisory. Helping customers decrement MACC through Marketplace purchases is a clear win-win because it aligns platform investment with workflow outcomes. The upcoming Marketplace availability of Intapp Celeste which will offer different commercial models for customers (e.g. consumption based) marks the next phase. As Celeste deepens integration with Microsoft 365, Teams, and Azure AI services, the commercial and technical stories converge—customers can both buy and operate within an architecture where Firm AI and Microsoft’s platform reinforce each other. [JR] What advice would you give other SDCs who are just starting their Microsoft Marketplace journey? [RB] Three things matter most early on: Earn the co-sell relationship before you need it. Invest in enablement early so Microsoft sellers have enough vertical context to represent your value clearly. Get your commercial model right for the channel. Understand how private offers interact with Azure commitments, and plan for consumption-based pricing where it fits AI usage. Lead with a sharp point of view. The partners who gain traction fastest are the obvious choice for a specific industry workflow or problem—know what that is and communicate it consistently. _______________________________________________________________________________________________________________________________________________________________ Closing reflection Intapp’s Marketplace journey shows that industry-specific, governed AI wins when it’s paired with an enterprise platform customers already trust. By making solutions transactable—especially through private offers that align to customer’s existing Azure commitments—Intapp reduces procurement friction and accelerates adoption. And like many successful partners, their growth ultimately comes down to enablement: clear vertical messaging and tight co-sell alignment that turns Marketplace presence into a real, qualified pipeline.
