• Bringing together leading ISVs: Microsoft is a leading ERP provider, but customers often rely on multiple ISVs to handle industry-specific complexities, explains Alm. By bringing leading products and teams together into a multi-product company, Truvio creates an exciting opportunity to better serve customers and partners through broader, integrated solutions.
• Impact on customers, partners: Keller describes the value of streamlining not just processes, but the people and relationships behind ERP delivery, making it easier for customers and partners to work with the right teams. By bringing more innovators together, companies can strengthen feedback loops, collaborate across products, and build a more valuable, unified product roadmap than would be possible in silos.
• ERP gap: Alm explains that the “ERP gap” is the space between standard ERP capabilities and evolving, industry-specific customer needs, which his team closes by embedding practitioner expertise, products, and AI directly into Dynamics 365. It’s about “combining our practitioner expertise together with that intelligence guidance directly into Dynamics 365” to help customers stay in control while accelerating value.
• Maintaining clarity: During the merger and rebrand, the focus for Truvio is on protecting current projects and partner commitments while clearly articulating the next shared vision. By prioritizing clarity in every interaction, the goal is to add value without disrupting existing work or creating confusion in the channel, describes Keller.
• Looking ahead: In 2026, Alm notes that Truvio's focus is on clarity and deep investment in existing products while enhancing partner and customer experiences, as the combined portfolio unlocks greater value through expanded solutions, AI, and upcoming innovations. Keller adds that the team is excited to deepen engagement with partners and customers through ongoing conversations and product advisory efforts.

• AI enabling new capabilities: "Business processes will be at the core” of AI adoption in ERP, explains Cuypers, noting that while AI tools are powerful, consistency and accountability are critical. He highlights the importance of identifying where AI can be applied, monitoring outcomes, and building business cases to guide future investments.
• The role of AI in business solutions: The goal of AI in business apps is not full automation or autonomous finance, but rather optimizing processes to increase efficiency while allowing people to make decisions where their input adds value. The focus is on using AI to handle repetitive tasks so users can concentrate on high-impact activities, as suggested in SignUp Software's whitepaper "AI to Achieve Peak Efficiency."
• Optimizing processes: Cuypers explained that Power Automate Process Mining helps monitor and visualize business processes to identify inefficiencies and exceptions. For the organization, the goal is to use this insight, based on historical data, to optimize processes through AI, training, workflows, or system adjustments.
• Fraud and compliance: AI can analyze large, complex ERP data models to detect anomalies, prevent fraud, and enhance compliance, explains Cuypers. SignUp Software developed a capturing engine that analyzes documents to predict outcomes and detect fraud by leveraging historical trends. Unlike traditional OCR, this engine can be trained to perform context-aware tasks and will be available in Q2 of 2026.
• Future roadmap: Process mining and MCP, two areas the organization is focused on this year, have shown how agents can accurately interact with Dynamics, creating transparency and enabling automation. SignUp's goal is to build a strong foundation for applying agents across business processes and integrate more AI technology into solutions, says Cuypers.

• Biz Apps Partner Executive Summit: Łukowiec is excited about the event, especially the chance to connect with both existing and new partners in the D365 F/SCM space. He explains that he's also looking forward to gaining insights from Microsoft and partner leaders.
• Security solutions: Last year, XPLUS sold its security solution, Executive Automat Security Setup, to Microsoft, which is now integrated into F/SCM as User Security Governance. Due to new licensing requirements, there's growing demand from customers and partners for help with complex security projects. At the Summit, the team is also showcasing new AI-powered features in its flagship test automation tool, Executive Automats, which enhances regression and performance testing.
• Role of AI for XPLUS: AI is deeply integrated into daily operations across the company, from development to sales and marketing, explains Łukowiec. XPLUS has launched an internal competition to encourage the creation of monetizable AI agents and he anticipates that its next major product will be AI-driven, continuing XPLUS's strong track record in innovative solutions like its test automation and Microsoft-adopted security tools.

• Overview: Karpman explains that she has held roles across product marketing, channel development, engineering, and field operations. Her roles have always had a consistent focus on partner engagement, particularly with ISVs. Currently part of the team under Business and Industry Solutions, Karpman leads partner programs within the agent ecosystem development team.
• How AI is redefining the partner opportunity: Karpman highlighted the remarkable growth of Dynamics 365, noting its nearly 20% expansion year-over-year and adoption of tools like Copilot Studio and agent-based solutions. This momentum presents a major opportunity for partners, as Karpman explains, "If the agents are growing, if the business is growing, there is something there.”
• Work with partners: Two key focus areas that Karpman is working on with partners include supporting ERP partners in transformation efforts and expanding the partner ecosystem with new technologies. More specifically, new technologies like MCP Server for Dynamics 365 enable easier integration and workflow creation across solution areas without replatforming, all while leveraging Microsoft’s secure and compliant infrastructure.
• Biz Apps Partner Executive Summit session: Karpman is leading a session with Seth Bacon, Director of Innovation, Product and Strategy, RSM, at the Biz Apps Partner Executive Summit on Thursday, July 24. The ISV Partner Breakout Session, "ISV Opportunities in Biz Apps," will go over the "opportunity for partners to leverage the MCP Server to connect to D365 apps," she explains. Further, Bacon will share how RSM's custom-built agent improved operations by enabling broader process integration.

• Event expectations: Brudvig emphasized the value of the Biz Apps Partner Executive Summit as both a networking and learning opportunity, specifically for connecting with Microsoft and partner communities. She highlights the 24-hour format as ideal and shared her enthusiasm for exploring AI’s impact on ISVs, supporting Microsoft customers, and strengthening collaboration within the Microsoft ecosystem.
• What to expect from SPS Commerce: The organization has expanded its solutions beyond EDI by acquiring two revenue recovery companies — SupplyPike and Carbon6 Technologies — helping major retailers reclaim lost revenue. Brudvig explains that SPS Commerce continues to enhance its supply chain offerings, while deepening collaboration with Microsoft and partners. She encourages attendees to stop by the booth and connect with the team.
• Role of AI at SPS Commerce: Brudvig explains that SPS Commerce utilizes an internal AI assistant, Sparky, to boost team efficiency by streamlining processes, enhancing collaboration, and improving customer experiences. One key application is accelerating updates to constantly evolving retail rule books, showcasing just one of many AI-driven use cases across the organization.

• Event highlights: Bryant expresses that the new Microsoft fiscal year presents a valuable opportunity for reconnection. At the Biz Apps Partner Executive Summit, he looks forward to engaging with the Microsoft team and partners to explore potential "synergies," co-marketing opportunities, and align on innovation plans for 2026.
• What to expect from DynaTech Systems: DynaTech Systems is sponsoring the event and will be at table 14. The team will be showcasing its innovations like AI-powered migration tools, Copilot add-ons for D365 industry accelerators, and upcoming Fabric products for smarter data modeling, explains Bryant.
• Role of AI for DynaTech Systems: Bryant shares how DynaTech Systems is leveraging AI. With his focus on ERP, he explains that the conversations he's hearing are around advancing autonomous ERP systems that anticipate user needs and streamline operations. As he put it, "Personally, I think the Copilots, the agents… they’re just making us so much more productive,” with internal use spanning across development, testing, validation, and automation.

• Overview: Borg, with over 25 years in the Microsoft partner ecosystem, now serves as Vice President of Go-to-Market for Enterprise Partner Solutions (previously GPS) in the Americas, overseeing strategy across Latin America, Canada, and the U.S. Her team connects Microsoft with strategic enterprise partners, driving "co-innovation, market momentum, and customer dazzling" through roles across partner marketing, co-sell, incentives, and marketplace leadership.
• EPS team: Within the Americas EPS organization, Borg collaborates closely with peers who lead key partner segments, including technical enablement and co-creation, ISV partner development, SI partnerships, and recruitment. Together, these teams drive co-innovation, co-selling, and go-to-market alignment with Microsoft sellers and partners to bring AI-infused, transformative solutions to market.
• Role of AI for partners: "AI is a force multiplier for partner differentiation," notes Borg on the role of AI in driving customer and partner success. Partners should embrace AI not just to improve efficiency, but to truly differentiate themselves by delivering transformative, net-new solutions and reimagining how they go to market. The rise of Copilot and agentic AI opens new growth opportunities, with partners having to consider how agents can enhance internal operations and customer engagement.
• EPS priorities with partners: "One of the things that we really are focusing in on is working with partners to take a couple of steps back and go back into, how are we creating value for our customers?” The team is encouraging partners to embrace both technical capabilities and strategic reinvention to deliver transformative solutions. For partners, Borg expresses that "I think it's going to be like a time unlike any other."
• Biz Apps Partner Executive Summit session: Borg will be leading a session at the upcoming Biz Apps Partner Executive Summit, "Setting an AI-First Go-to-Market Strategy." She explains that the session will focus on "technical intensity as a strategic imperative," guiding partners on how to practically begin their transformation journey. She’ll introduce a "five-step start framework" to help business leaders enable and energize their teams to bring transformative, AI-driven solutions to market.

• Day 1 keynote: Satish Thomas, CVP, Microsoft Business & Industry Solutions, Microsoft, is leading the opening keynote, "How AI Is Redefining Microsoft Business Applications," on Day 1 of the event. "If you're a partner... you have to understand the strategic direction of Microsoft engineering efforts... especially now, when Biz Apps are changing so radically, and it reshapes the product roadmap and all the partner opportunities," explains Joe.
• Partner roundtable: Terry Petrzelka will lead a partner roundtable with various partners, "How AI is Redefining the Partner Business Model." Joe explains he's excited for this session because "it's just a critical time for partner executives to hear from their peers about how they're adapting business models to AI and to see where they stand on a maturity curve." Panelists include:
  • Robbie Morrison, CEO, Velosio
  • Brian Tenney, CEO, JourneyTeam
  • Mike Gillis, Principal, RSM
  • Mark Douglas, Business Applications Practice Lead, Avanade
  • John Scandar, SVP, Microsoft Practice, Alithya
  • Greg Kaupp, Partner, ArcherPoint by Cherry Bekaert
  • Tom Patterson, Principal, BDO
• GTM session: "Go-to-market strategies have to evolve with AI partners... marketing isn't just about messaging, it's about the mindset. I think this session is really going to help reframe how you show up with purpose and precision in the AI era," notes Joe while discussing the session, "Setting an AI-First Go-to-Market Strategy in FY26." This session will be led by Lori Borg, Vice President GTM, GPS, Microsoft.
• Networking opportunities: Networking opportunities have been integrated into the event's agenda for both days, and Joe notes that "who you meet at this event could change your year, and that's why we built, built intentional networking time." Specifically, networking opportunities include:
  • Wednesday, 7/23 
    • 11:30 AM, Networking Luncheon underwritten by BDO
    • 2:30 PM, Coffee break sponsored by Staedean
    • 4:15, Bar is Open sponsored by ServiceNow
    • 6:30 PM, Dinner & Networking underwritten by BDO
  • Thursday, 7/24
    • 7:00 AM, Breakfast sponsored by Stratos Cloud
    • 10:00 AM, Coffee break sponsored by Staedean
    • 12:30 PM, Closing Keynote & Lunch underwritten by BDO
• Unmanaged partner panel: Mary Madrigal, Sr. Partner Development Manager, Microsoft, is leading a panel discussion "Partnering with Microsoft as an Unmanaged Partner," with Yuanming Chu of AlphaVariance Solutions, C5 Insight's Geoff Ables, Simran Chaudhry of Creospark, and Root16's Jeff Meister. "Most partners in the Microsoft ecosystem are just unmanaged, that's the reality. This session is actually a rare opportunity to get tactical on how to succeed as an unmanaged partner without a dedicated rep," explains Joe.
• FY26 revenue strategies: Marty Priest, Global Leader, AI, CRM and ERP Modernization, Microsoft, and Barry Schwartz, Global Leader, CRM and ERP Modernization, Microsoft, will lead an SI Partner Breakout Session, "FY26 Revenue Strategies & Support." Joe explains the value of this session because "you need to know the programs and how to access the dollars. You need to know where Microsoft is spending, where they're placing bets. And this session is going to help you align with all of that."
• Day 2 keynote: "This is the keynote that I think ties everything together: business model, the partner opportunity, the capacity issues that partners need to develop, and the customer journey," notes Joe when discussing Cecilia Flombaum's keynote session on Day 2 of the event, "AI Innovation Changes the Way Partners Sell, Build Capacity & Drive Customer Success."
• MAICPP updates: Steve Thomas, Director, Microsoft AI Cloud Partner Program, will lead a session, "How to Grow Your Business with the Microsoft AI Cloud Partner Program." Joe notes that "you really can't execute as a partner if you don't understand [that], so I'm really excited about this opportunity for partners to get updated so that they can act fast."
• ISV keynote: "The ISV model is shifting...this session is going to give a blueprint to partners on getting smarter with Microsoft in this area," explains Joe when discussing Heather Deggan's FY26 ISV Keynote session.
• Closing keynote: Bas Brekelmans, CTO, Copilot Studio, Microsoft, will close out the event with his keynote. "Copilot Studio is central to the AI opportunities for both SIs and ISVs and this is really the keynote to show you how to turn it into revenue and differentiation," adds Joe in closing.

• Big trends in FY26: From Ladwig's perspective, there has been a strategic shift in Microsoft's approach to AI, moving from pushing for adoption to focusing on proving ROI and building meaningful, practical solutions. This includes better supporting Microsoft’s sales teams by emphasizing use cases and framing the AI narrative with a result-driven mindset.
• Partner opportunity: AI presents a major opportunity for partners, but only if approached with the right mindset and infrastructure. As Ladwig puts it, "This year, I'm going to challenge my partners to take a step back and say, 'how are you including AI into these conversations?' Not to do what Microsoft's telling you to do. How do you make more money for your organization?" He emphasizes the need for strategic integration, data readiness, security, and managed services.
• Intersection of roles: The current era of AI marks a pivotal moment where both IT leaders and partners, for example, are under pressure to define their AI strategies, with growing demand from customers and stakeholders. "That needs to accelerate because the demand now… its both sides of the puzzle… trying to find out, how do we intersect?”
• Session at Biz Apps Partner Executive Summit: Ladwig will participate in a panel discussion, "Understanding Microsoft FY26 Segmentation, Organization & Roles," at the Biz Apps Partner Executive Summit with Microsoft leaders Erik Opsahl, Eric Fink, and John Roth. Ladwig explains that the discussion will highlight the importance of developing a clear AI game plan and help partners understand Microsoft’s direction and how to align for mutual success.
• Connect with Ladwig: During the event, Ladwig explains that he's looking to have conversations with partners about their business strategy for selling business applications, because knowing this strategy is key to identifying impactful collaboration opportunities

• MAICPP: Thomas leads the Microsoft AI Cloud Partner Program’s (MAICPP) offers and benefits team, which drives engagement and investment across the full partner lifecycle. The goal is to make the program a unified, agile home for all partner types that evolves with innovation and customer needs. "Think about my team as the central force that connects across stakeholders within Microsoft to co-design, launch, and manage this program."
• How AI is impacting partners: Microsoft is leading the way in AI transformation, from generative AI to adaptive agentic systems, in order to drive customer value and profitability. AI is forecasted to grow 86% from 2022-2027, with Microsoft accounting for 39% of the growth. As such, the MAICPP is evolving to support partners who deliver value through both first-party and third-party AI solutions on the Microsoft Cloud, explains Thomas.
• Partner priorities: Thomas defines three priorities he's working with partners on. The top priority for partners in the MAICPP is to earn relevant designations and specializations aligned to their business models to drive AI transformation. Based on those achievements, partners can unlock high-value benefits. "Lastly, we expect our partners to share leads, as well as solve joint opportunities with our Microsoft sellers to drive exponential growth in their business," he adds.
• Biz Apps Partner Executive Summit session: Thomas' session at the Biz Apps Partner Executive Summit, "How to Grow Your Business with Microsoft AI Cloud Partner Program," will begin with an overview of the MAICPP's breadth, offers, and benefits, followed by a preview of upcoming program evolutions tied to AI transformation. He notes that the session will wrap up with specific action items and investments partners can unlock.

• Biz Apps Partner Executive Summit: Paystand attended the Biz Apps Partner Executive Summit last year. The company sponsored the event last year and is a sponsor again this year. Gersten is excited to return and be immersed in the content. He's looking forward to the keynote, messages from Microsoft about AI in the business applications space, and the future of ERP. "If you're not here, then you're absolutely going to be missing out on something," Gersten says.
• Latest from Paystand: Paystand has been part of the Microsoft ecosystem for almost two years. "We want to make sure customers and our partners know that we're ready to play," Gersten states. The company has been maturing with its time in the Microsoft space. It's announcing key differentiators that really separate Paystand from other AR payments companies. "We're truly changing the way payers behave. We're changing how AR automation works." Being at the Biz Apps Partner Executive Summit will enable Paystand to deliver this message further.
• The role of AI: While Paystand is still identifying the role of AI for its operations, it works a lot with machine learning. Its push payment solution, which allows customers to work with ACH transactions outside of its system, uses both machine learning and AI, for instance. Paystand is also partnering with companies, like ERP Connect Consulting, that are embracing new technologies, like AI, as well.

• Partner role in AI era: Madrigal emphasized the central role of AI and security in business applications, drawing a parallel between the current momentum around AI and the early days of Power Platform, for example. "Partners are coming in with those [AI] use cases, and I think the Dynamics partners are uniquely positioned because they have those business relationships throughout their clients and can really drive significant impact."
• Partner panel: On the first day of the Biz Apps Partner Executive Summit, Madrigal will lead a panel discussion, "Partnering with Microsoft as an Unmanaged Partner," featuring. Yuanming Chu of Alpha Variance Solutions, C5 Insight's Geoff Ables, Creospark's Simran Chaudhry, and Root16's Jeff Meister. The discussion will highlight the value of partners’ unique journeys and how understanding their evolution helps shape strategic focus areas like Partner Center priorities. She also referenced the importance of building trust, especially for partners new to the ecosystem, and leveraging partner-to-partner collaboration, explaining that “no partner can solve every business issue and do it alone.”
• Networking discussions: When asked what conversations she looks forward to having at the event, Madrigal expressed strong interest in hearing success stories and value-driven approaches from partners, especially those that demonstrate innovation in AI and agentic AI. She also welcomed feedback on how Microsoft could improve collaboration and solutioning with partners.

• Top trends in FY26: "We're in a golden era of Dynamics 365, more demand than ever," explains Flombaum, as it relates to top trends in FY26. She emphasized Microsoft's deep commitment to partner success in the landscape of AI, particularly with Microsoft’s advanced ERP and CRM offerings. "What's top-of-mind for me is generating more opportunities for partners so that they can hire more people, grow their businesses, and with their growth, our growth will come too."
• Partners driving modernization: Flombaum explains how partners are driving conversations around modernization with customers. "Partners will sit down with their customers, whether it's an existing customer or a net new prospect, and we'll pick one painful area, one area that we gotta get on it. Once the problem has been identified, "we'll apply automation through agents to that and we'll get started that way." She points out how now, partners need to be their own customer 0. "How are you as a partner using AI to make your business more efficient, to improve your own operations, to make your sellers more productive?"
• Keynote session: Flombaum will kick off Day 2 of the Biz Apps Partner Executive Summit with her keynote session, "How AI Innovation Changes the Way Partners Sell, Build Capacity, and Drive Customer Success." Her session will focus on the ways AI is forcing partners to reframe their thinking because "at the end of the day, partners will be tuning, managing, and configuring the first-party agents that we will ship as part of the Dynamics 365 family."
• Customer-focused outcomes: To enable tangible outcomes for the customer, it's paramount that businesses are "zeroing in" on the work that needs to be done, explains Flombaum. "Then you talk about bringing automation through an agent to solve a problem, to get a piece of work done, and all these app conversations start blurring."

• A growing community: While DynamicWeb was recently acquired by Insight Partners and now belongs to SignUp Software, the company will continue doing business as DynamicWeb. "We have this growing community, really the opportunity to combine some ISVs to make the navigation of the ISV ecosystem easier for our partners and easier for our customers," Meade says.
• Future outlook: For the Biz Apps Partner Executive Summit, Meade notes that it's always good to see partners and be a part of the channel. Meade is excited to hear about Microsoft's strategy and connect with Microsoft representatives. "We really want to know, how can we be better citizens in the ecosystem and what can we learn to be more effective at what we do?" Looking forward to the coming fiscal year, DynamicWeb aims to continue building business together with existing partners to build pipelines, strategize, and help one another, and maybe even start new partnerships.
• Summit discussion points: DynamicWeb is eager to answer questions, make announcements, and simply be in-person at the Biz Apps Partner Executive Summit. The team will be talking about the acquisition and upcoming news with its commerce unit. "As we talk about our digital experience platform with ecommerce and product information management, we have some exciting information about some productized, faster implementation starting points that we're going to be rolling out," he shares.
• The role of AI: DynamicWeb is taking into consideration Microsoft's strategy shift, as well as customers' ecommerce needs as AI continues to advance. Customers "still need product information management, so making sure that they still understand that there are solutions in the midst of some changes, on the AI side in particular, making sure that we're adapting with those changes" is a focus, Meade notes.

• Event expectations: Delp expresses his excitement about the theme of the Biz Apps Partner Executive Summit and notes that he's eager to learn more about Copilot and D365 Business Applications. "Honestly, what most excites me about the opportunity is just connecting with partners and having good conversations," in addition to exploring ways to help biz apps partners succeed.
• What to expect from YAVEON: The U.S. branch of YAVEON officially launched on January 1, with Delp and his team leading the expansion to support North and South American partners in pre-sales, implementation, and support. Further, the company is preparing to release an integration with Tasklet Factory’s warehouse management solution by July, along with new Power BI “cockpits.”
• Role of Agentic AI for YAVEON: As it relates to Agentic AI, Delp emphasized the value of AI assistants in his daily workflow, noting that personally, he'd "be lost if I did not have my AI assistants helping me to summarize all the meetings that I have.” Specific to YAVEON, the company is "focusing heavily on processes where we can introduce efficiencies for the user." He touches on upcoming product innovations focused on streamlining complex processes, such as production order optimization future capabilities in incident management, purchase quote automation, and recall documentation.

• Risks of building your own solutions: One major risk that's becoming more prominent is having the expertise in house to build solutions.Another hurdle is the upfront costs compared to subscription costs associated with many ISVs. Oftentimes, Ashe notes, "You have to spend a lot of capital on new tools...to make this new solution or change a process." Grzegorek suggests a third challenge which is meeting compelx needs. Oftentimes, industry expertise is also required, as you may be able to build the technology but might not be ready to translate the business needs to the ERP.
• Benefits of partnering with an ISV: A big reason organizations turn to ISVs is that ISVs develop purpose-built solutions to address multiple different situations and multiple industries. "That's what I've found clients like about it, is there might be a core funcitonality out of the box but it doesn't really handle every scenario," Grzegorek says. Working with ISVs provides expertise in various industries to consult with to address specific issues and needs.
• Considerations: Because ISVs work on these types of projects regularly, they are aware of more elements to take into consideration. For instane, Ashe describes how ISVs at the landscape within Dynamics 365. It's important to consider how the solution will integrate with existing systems, how it will impact security, where data is being sourced from, and more.
• Selecting an ISV: When selecting an ISV, there are some qualities you should look for to ensure unexpected situations are taken care of. "The documentation they have, that speaks a lot to what they're able to contribute on an ongoing basis," Grzegorek says. Clients are looking for partnership, and working with an ISV is a partnership. You want to be confident that you can reach out to your ISV and get answers right away. "It's hard to see that before you actually start that partnership, so I go to that documentation of waht the solution has, what it solves, and if that stuff is detailed...that is a huge indicator." Initial interactions with them are also a good sign of this.
• Multiple ISV solutions from a single vendor: It's always beneficial to ahve an ISV that can provide multiple solutions in different areas. One thing to look out for, Grzegorek highlights, is to make sure that the ISV has good alignment internally. Integration time is also a major focus, considering whether you have to integrate or if it's embedded in the system.
• AI agents and Microsoft Dynamics 365: While the solutions themselves are very powerful, AI agents can add a new level of efficiency. Ashe shares an example of how individuals are now running teams of agents to automate various functions. There are agents fulfilling individual functions within Dynamics 365 that customers are already using, so SignUp Software is like an extension of the platform and the workload. "We feel like we have a really strong value proposition to bring back to Microsoft to leveral the strength and the roadmap of the platform, but then also have immediately valuable solutions that they can take advantage of now," Ashe says.

• Impact of AI on Microsoft Partners: With FY26 approaching, Fink explains that Microsoft teams are getting early insights into upcoming priorities, including new solution plays and GTM strategies. A major focus will be on AI, which will be prominently featured across all messaging and product areas. Fink explains "that AI messaging, whether that's manifesting through Copilot itself or just through the AI within the products,” will be central to why customers choose Microsoft and Dynamics.
• AI agents creating seamless experience: Microsoft's goal is to meet customers where they are by enabling seamless access to data and actions via AI agents. Fink notes that while the boundaries between product areas like Modern Work, business apps, and Analytics may blur, the unified message is clear: “It’s a Microsoft conversation, and it solves business problems and helps you with business outcomes.”
• Microsoft's evolving role: With the rise of AI and its integration into business applications, Microsoft is now positioning itself as a platform that drives business outcomes, beyond its traditional role as a "software vendor." This shift moves the conversation from products to solutions, aligning more closely with customer goals.
• Value of new fiscal year: Fink notes that the start of a new fiscal year is a time of reinvestment in the ecosystem, marked by reorganizations, new strategies, and refreshed messaging. He emphasizes the importance of aligning on go-to-market plans, innovation, and partner enablement to drive customer value and execution throughout the year.
• Connect with Eric:  Eric will be attending the Biz Apps Partner Executive Summit, running July 23-24, and is bringing a forward-looking approach to partnerships. In closing, he stresses the importance of mutual trust and alignment, especially in light of upcoming announcements around customer segmentation and GTM strategies.

• Big trends impacting the market and customers: Pombo has been able to gain insights from partners, customers, and sellers. AI has had a huge impact, becoming disruptive in a positive way. "Personally, I cannot live without AI anymore," he shares. "It makes your life way more productive." Companies are quickly shifting toward investing in agents because they can optimize the ability to run workflows in a more efficient way.
• Microsoft and AI: Microsoft is one of the major providers leading the pack with AI. The company hasn't been doing this as a reactive action to something that happened, but it has been doing this by design. "We've been working on this since 2016 [or] 2017 in a very intentional way to really transform all our products." Being a growth mindset company, Microsoft has fostered a culture of trying to better serve its customers and working closely with partners to go there.
• Conversations with the C-Suite: "Nobody can afford to be complacent," Pombo says. It's vital to take the opportunity to have conversations at levels that we didn't have before. Now, Microsoft is elevating the conversation around applications to be with the CEO and chairman. "These leaders are being asked by their own board what they are doing in order to bring AI to our business." They see the opportunities that AI is going to bring, not only as a way to reduce costs and expand profits, but also as a tool to retain talent and better serve customers.
• The role of partners: The opportunity that partners have is not limited anymore to the project transformation and the implementation of the technology. Pombo predicts that the opportunity of partners involves the transformation of processes and change management, more so than just the technology piece.
• Biz Apps Partner Executive Summit: Pombo will lead a session at the Biz Apps Partner Executive Summit on Wednesday, July 23, titled "FY26 Microsoft Field Priorities & Opportunities." Each year brings new adjustments dependent on the opportunities being addressed. The event is an important outlet for people to understand exactly how the field will be organized, Pombo notes.

• Event value: Chahal expresses his excitement for this year's Biz Apps Partner Executive Summit, considering the tremendous value it delivered last year. It brings together Microsoft leaders, key partners, and stakeholders to collaborate, discuss future plans, and explore how to fully leverage Microsoft’s partner programs.
• Alignment with Microsoft: The Biz Apps Partner Executive Summit is especially valuable for those navigating the Microsoft ecosystem, as it offers deep insights into how to collaborate with Microsoft leaders and partners across areas across Microsoft Business Applications, Power Platform, and Dynamics 365 F/SCM. For those already seeing success in this space, the event is a chance to align with Microsoft’s evolving roadmap and prepare for future growth, notes Chahal.
• Binary Stream's presence: Chahal shares what partners can expect from Binary Stream, which is sponsoring the event. The organization is currently in a phase of global expansion, particularly into Europe and other international markets, and is focused on deepening collaboration with Microsoft in those regions. Chahal notes that a major initiative for Binary Stream involves scaling its subscription management capabilities — enhancing self-service portals built with Power Apps and Azure, and advancing payment orchestration to integrate with major providers. These efforts are driving growth across both Dynamics 365 F/SCM and Business Central.
• How Binary Stream is leveraging AI: As part of the Microsoft Partner Advisory Council, the company has gained deep insight into Microsoft's ecosystem and has heavily invested in AI, including Copilot, Copilot Studio, and agent-based solutions. These are already embedded in Binary Stream's offerings and align closely with Microsoft’s AI roadmap.
• Final thoughts: In closing, Chahal notes that he "recommends this [event] to the stakeholders within ISVs and SIs and [anyone] connecting to Microsoft." The event offers a valuable space for strategic discussions with Microsoft about future plans, and building stronger partnerships.

• Introducing Sycor: Sycor is a German consulting firm focusing on Dynamics 365 implementations. It has its own ISV solution, Sycor.Rental. Through its offerings, Sycor aims to close the gap for companies that don't just sell but rent in the circular economy model. In addition to the rental industry, it also focuses on the manufacturing, health, and life science industries.
• Sycor at the Summit: Sycor will have a booth at the Biz Apps Partner Executive Summit with three representatives attending. Karsch encourages attendees to stop by the booth to learn about Sycor's current projects, including improvements to billing capabilities, its mobile app, and incorporating AI-driven functions. "We're just happy to showcase things we're working on," Karsch says.
• The rise of AI: The role of AI is growing, Karsch notes. "When we speak to executives of our customers, they're raving about Copilot." Many customers are excited for the next phase of agentic AI. "It'll unlock opportunities that you just simply didn't have resources [or] time before," allowing organizations to consider how to improve strategic initiatives. Karsch shares that Sycor is optimistic about where AI is headed and excited to help customers navigate this transformation.

• Overview: SignUp Software is a growing organization, explains Daley, with its already existing Exflow and Axtension suite solutions, as well as a recent acquisition of DynamicWeb, the company "eventually wants to become the cornerstone ISV for the Dynamics community." She notes the value of SignUp's partnerships and alliances, which are crucial as it aims to educate the community on understanding, implementing, and selling its solutions. Daley notes that her role is to foster these relationships, grow the partner ecosystem, and ensure partners have the knowledge to effectively deploy its solutions.
• Enhanced Partner Portal: SignUp Software's Partner Portal has significantly enhanced its capabilities with the inclusion of a PRM tool, allowing the company to create digital, online training specifically for its Business Central partners. This includes both digital learning and hands-on approaches to ensure partners feel supported and understand how SignUp Software solutions work. "We don't just want to throw things over the fence and have you sell them for us. We want to establish a relationship and nurture you," notes Daley. These comprehensive training materials include brochures, PowerPoints, PDFs, customer stories, and whitepapers to empower partners.
• Future of the Partner Portal: Looking ahead, SignUp's Partner Portal is evolving to become a key resource for partners to engage directly with its Partner Sales executive team, allowing for deal registrations and strategic conversations. Currently, it serves as an initial engagement tool, but the goal is to enhance this interaction between partners, solution area advisors, and sales executives.
• Leveling up ERPs: With over 25 years in the business, SignUp Software continues to actively collect proven solutions to enhance ERP implementations and help partners manage financial resources more effectively. An example is its ExFlow solution, which "helps CFOs manage financial resources, mitigate overhead costs, and reduce risks," ultimately increasing ERP functionality and positioning partners as trusted advisors. In closing, Daley notes that the company's goal is to provide cutting-edge technology, including AI integration, so customers can leverage existing investments without incurring additional costs.

• Overview: In Q4 of last year, it was announced during Community Summit North America, that ArcherPoint would be joining forces with Cherry Bekaert, a firm that provides assurance consulting, financial and advisory services, tax services, and more. Kaupp explains that despite being a fast-growing public accounting firm, Cherry Bekaert lacked a significant technology component in its offerings. "when they came and talked to us... I was pretty excited, because I saw how we fit a pretty unique hole they had in their offering."
• Strategically aligned: ArcherPoint, whose main focus is mid-market companies, aligned with Cherry Bekaert's reimagined strategy, which focuses on the Office of the CFO and startups up to $250 million. "That's right in our sweet spot," notes Kaupp. This ensures no strategic misalignment, especially as they aim to make acquisitions in the mid-market space without competing with larger enterprise firms.
• Delivering value to clients: Since being acquired five months ago, ArcherPoint is still getting familiar with the expanded portfolio of services now offered under "Business Optimization," which includes ERP, analytics, automation, CFO advisory, and outsourced accounting support. With so many new capabilities, the challenge has been prioritizing what to focus on, and the team has decided to concentrate first on strategic tax services and targeted analytics and automation offerings to bring the most immediate value to clients.
• Developing new IP: During the acquisition, a key focus was the value of Suite Engine — ArcherPoint's IP development side of the business — which enables scalable, repeatable solutions tailored to specific industries or markets. The current priority is educating Cherry Bekaert’s industry leaders on existing IP while exploring opportunities to develop new IP that aligns with their unique client concentrations and market needs.
• Broader Power Platform adoption: Kaupp explains that a key focus has been identifying a repeatable, practical use case for the Power Platform within the Business Central community, rather than training teams without a clear application. ArcherPoint addressed this by developing and releasing a free app called Power Approvals, designed to simplify workflows and demonstrate the real-world value of combining IP with business needs, enabling broader Power Platform adoption without high service costs.
• Balancing culture with strategy: In closing, Kaupp details how from the start, Cherry Bekaert took a thoughtful and collaborative approach to the acquisition. That same mindset has carried through post-acquisition, where mutual trust and a shared philosophy of "assume positive intent" have helped both sides work through challenges smoothly and constructively.

• Critical issues when considering customization vs. configuration: Customization conversations tend to come up early in the transformation process. In the analysis phase, these conversations involve educating customers about what to consider. Customization comes up often because it's something organizations have always done. However, this can lead to extensive work, costs, scope, and overall complexities.
• Guidance and advice: "Start by reviewing standard functionality...Start with that as a building block. There's no reason to start with, 'Here's all the things we want,'" Meade says. Understanding the standard process first can help organizations, as each functionality in the process exists for a reason. Since systems can now "do all the things you want to," there are more doors open that can resolve complexities and challenges.
• Managing regulations and industry requirements: When doing a project, Schmidt prompts, "Why are we doing this customization?" This can help them pinpoint whether it's simply good for the business or if there are requirements that need to be met, especially for regulations. Customizations for compliance and regulation requirements are necessary
• The right platform and process: Various customization needs exemplify the importance of having the right platform for your organization. "A customization can add to that cost but you want to pick a platform that makes that as low cost as possible," Schmidt says. Meade adds that it's also important to consider the best process for your business.
• A phase approach: Starting with something that's a "phase one" can help reduce the timeline, opportunities for risk, and complexities. "Customize where you need to customize, but then build something that you can build on overtime," Meade notes. "Sometimes that phase approach can really give you a good perspective on what you really should be focusing on with the new system."
• Setting goals: At the start of a project, it's important to set goals for your business. This guides customizations as you identify what your business aims to accomplish. "What are your guiding principles to say, 'This is what we're trying to get out of this project'?" This often leads to how you handle when a customization comes up from the user base, and not spending time working against your goals.
• Understanding the business: You must understand the business you're implementing for. This enables you to guide your customer on how to approach customizations.

• Decentralizing intelligence: Newell describes his book, "Mastering Microsoft Dynamics 365 Implementations," to address the lack of resources for clients on implementing business applications, combining "waterfall and agile concepts." The book was published 2021, and has since been well-received by readers. The book touched on key points such as dealing with change management throughout a project's lifecycle and identifying key stakeholders before starting a project.
• Adressing project challenges: Newell began his career as a GP Support Engineer in 1999 and held various roles at Microsoft, including managing support systems and leading the Premier Field Engineering group for Microsoft Dynamics. His experiences with challenging client situations inspired him to found Stoneridge, intending to start projects on the right foot and address issues from the beginning.
• Highlights of company growth: Elaborating on the growth of Stoneridge Software, Newell explains that when starting the company, it didn't have any clients lined up and didn't know what to expect, but he appreciates those first clients who took a chance on us and are still with us today. Highlights include the company's big go-lives in 2014-2015, being named the best place to work in Minnesota in 2015, breaking into the agriculture market, and growing from three to 300 people over 12 and a half years.
• Extending into agriculture: Microsoft's products lack built-in functionality for agricultural enterprises, so StoneRidge has extended FSC&M to include features like advanced contract management and commodity pricing. This allows agricultural businesses to digitally transform using the Microsoft platform, Power BI, and Power Apps, which is not possible with outdated competitor software.
• TEAM Technology acquisition: When discussing the acquisition of TEAM technology, Newell explains this as an opportunity to grow its Business Central business, which is performing well in the market as clients seek to leverage Microsoft platform connections to Power Apps, Power BI, and Copilot. With Microsoft's announcement to end support for GP in September 2029, it's important to transition clients to Business Central or Finance and Supply Chain Management.
• Vertical focus: Major industries for Stoneridge Software are manufacturing and distribution, which align well with our clients and members. In his book, Newell discusses the four quadrants to deciding when to buy software: fit, platform, implementer, and cost. While clients often prioritize fit and cost, Stoneridge Software excels in platform and implementation, and has worked hard to find industry fits to showcase success in those markets.
• Sharing knowledge with community: Implementing a new ERP system is a significant change that affects everyone's daily tools and processes, and there is no easy button for it. Understanding the gravity of the change and having clear success criteria will greatly improve the outcome. To share knowledge with the broader community, Stoneridge Software will be hosting Stoneridge Connect Community Conference, a free, virtual event happening on April 23. The conference will include training sessions covering Finance and Supply Chain Management, Business Central, CRM, Power Platform, Copilot, and GP.

• Evolution of business applications: Technology has clearly been rapidly evolving. "It's all about getting people to work where they're working and getting tools to be updated silently to the end user and abstracting them away from a discrete system of record experience and drive toward a system of productivity experience," Cohen notes. He defines "systems of productivity" as where you're doing your daily work, such as Outlook or Teams.
• The impact of Agents and Copilots: Using Agents and Copilots has changed the conversations that partners are having with customers. The dialogue itself might not entirely be changing but the answers to the problems certainly are. He suggests we're moving away from building apps and needing to customize so much to now enabling more of a conversational approach to problem-solving.
• Industry-specific AI: Organizations can optimize AI within the context of their industries to work more seamlessly, drive more revenue, and create more profitability. "It's about figuring out optimization of an effective day for every role within the organization," Cohen says. It requires defining horizontal and vertical elements across the business. It will also require fine-tuned prompt engineering which is essentially just asking good questions. "We need to train people to be super curious and ask really good questions" and go back to a 10-year-old mentality "of just asking, always on, asking questions, and asking for help...People that really adopt that are going to have some big success going forward."
• Cloud innovation and AI: Evolving from on-premise to the cloud and now cloud environments within the context of AI, there's opportunity for continuous innovations. Customers can then start applying these in real-time as they're coming through within the context of the implementation they're working within. The speed of adoption has significantly increased with this technological progression, as the cloud has set a foundation for rapid innovation.
• Future of AI : At this point, cloud is not the innovation; AI is where the innovation is. Cloud SaaS sets the foundation for driving forward where the future of AI. If you don't go that route, Cohen states, then "there's likely challenges to your business in the near future."

• Event overview: Co-created between Dynamic Communities and Microsoft, the Biz Apps Partner Digital Summit, running Q1 of 2025, features five modules running from mid-January to the end of February. Bade explains that the team is thrilled to replicate the success we saw in San Antonio at the Biz Apps Partner Marketing Workshop, by creating a free digital summit with five modules, starting with detailed content and moving on to best practices and real-world examples. This initiative will allow the team to reach a larger group of partners, share Microsoft's programs and benefits, and help accelerate partners' business and pipeline.
• Module 1 overview: The first module, "Partner Solutions Designations," starts on January 23 at 12 PM EST. Sanju Nair will explain how to achieve solutions designation for your practice, and Ben Vollmer will discuss how RSM's partner solution designations and specializations have helped scale their practice through co-selling and funded engagements. This module is a great start to the series, as it covers requirements, benefits, and how to unlock opportunities like accessing funding for engagements, explains Bade.
• Module 2 overview: The next module, running January 30 at 12 PM EST, is led by Bade, Landon Boogaard, Addie Rodman, and Dalia Grinberg Silverstain. Module 2 will focus on creating funded engagements and their impact on partner businesses. This module will cover how to stack engagements, meet requirements, and ensure timely payment from Microsoft. Partners like Boogaard have seen significant benefits, such as a 147% increase in deal size, by stacking up to four funded engagements per tenant ID, which can result in substantial financial returns.
• Module 3 overview: The third module, "The Co-Sell Opportunity," running February 6 will focus on co-sell opportunities, featuring a round table discussion with experts like Eric Fink, Ross Ladwig, and Robb Greg from the SMC side. Partners from Prentice Worx, Armanino, and Stoneridge Software will share their experiences in driving co-sell opportunities, while Clint Will, the Partner Development Manager at Microsoft, will lead the discussion to unpack the nuances of these opportunities. Bade notes that addressing this module will address the key question of how partners can get in front of Microsoft sellers.
• Module 4 overview: Module 4 will focus on ISV partners, with Jerry Weber leading a panel discussion on leveraging AI and Copilot to drive ISV success programs. This module will provide insights into how ISVs can enhance their practices and businesses using these technologies. More specifically, this module will cover best practices for selling on AppSource and provide resources from an ISV perspective, with dedicated tracks for ISVs, SIs, and general topics.
• Module 5 overview: The fifth module, running February 20, will focus on ISV best practices for scale, led by Natalie Soliski and a panel of top-tier ISVs. They will discuss and define best practices for creating Microsoft relationships, scaling customer opportunities, and building partner relationships to impress customers.
• Digital event purpose: As mentioned, this entire digital summit is completely free, designed to demystify Microsoft's sophisticated partner initiatives and help scale practices, whether you're an ISV, SI, or consultant; the goal is to dazzle customers by leveraging each module for your organization. Register today.

• At the Biz Apps Partner Marketing Workshop, Ben will be at a "help desk" for partners and those involved with Microsoft Partner Center which is a valuable opportunity for the community to get support without the hassle of submitting support tickets or paying for input. Ben will be at the help desk during the entirety of the Biz Apps Partner Marketing Workshop, which takes place from 12-6 PM on Sunday, October 13, in San Antonio, Texas.
• There are common questions from both ISVs and SIs about using Partner Center for tasks like publishing on AppSource, engaging in co-sell plays, and managing leads. Basic configuration and functional questions, such as setting permissions and pipeline management, are also frequently asked. While ISVs focus on making and selling software, SIs have more complex and multifaceted operations within Partner Center. Ben encourages attendees to come prepared with questions.
• Partners should bring their computers and be ready to log into the Partner Center for a hands-on experience and expect to cover topics like partner capability scores and reporting.

• Company overview: New Dynamic, a Microsoft partner focused on the Dynamics 365 CE platform, was founded in 2020 in Kansas. Despite being a little over four years old, the team has extensive experience, having cumulative experience of 10-15 years in the Dynamics space.
• How the platform benefits companies: The modularization of the platform into Sales, Customer Service, and Marketing has helped clients understand New Dynamic's offerings and allowed the company to provide clear messages tailored to various customer needs. Currently, New Dynamic's focus is on AI, and it's encouraging the team to explore creative ways to use AI to solve clients' problems.
• Partners staying ahead of AI: Jeff explains that the rapid advancements in Microsoft Copilot, showcased at the recent Power Platform Conference, are creating both excitement and challenges, as customers and partners alike are eager to understand and implement these new features. Jeff notes that as partners, it's important to stay at the forefront to effectively introduce and utilize these innovations to solve customer problems.
• Biz Apps Partner Marketing Workshop: At the Biz Apps Partner Marketing Workshop on Sunday, October 13, Jeff will be participating in the "ABM Outcomes Panel: Expert Tips, Tricks, & Tools." Jeff notes that he's passionate about Account-Based Marketing, which involves defining your ideal client, identifying target personas within those prospects, and creating personalized messaging. During the marketing preconference, the panel will delve deeper into these concepts and discuss how to effectively implement them.
• Final tips for the community: In closing, Jeff explains that if you're not already doing it, take a look at Account-Based Marketing, as you might be doing it without realizing it and may need to accelerate your efforts. Additionally, his advice to other partners is to get deep into a specific industry or platform to build credibility, improve closure rates, and enhance your reputation.

• Overview: Adriana explains that she works with top-managed system integrators (SIs) in the SMB and SMC segments, focusing on their go-to-market efforts and pipeline generation. Additionally, her team gathers market insights and trends from partners to inform business actions. Pam notes that she primarily works with distributors and larger partners that drive scale and volume business, focusing on targeting modern workplace resellers to explore business applications.
• Biz Apps Partner Marketing Workshop: Pam and Adriana will be leading the "Microsoft Partner Marketing Keynote" at the Biz Apps Partner Marketing Workshop, running on Sunday, October 13, in San Antonio, Texas. The session will be both fun and interactive, focusing on the importance of solution designation and how it unlocks additional investments from Microsoft. They'll discuss funded engagements, incentives, and how to leverage various Microsoft assets and marketing tools to accelerate deals and help on-prem customers transition to the cloud. Adriana adds that during the keynote, the two will discuss the best ways to communicate with Microsoft, including channels to plug into and ensuring visibility in our communication sources.
• Connect with Pam and Adriana: After the presentation, Pam and Adriana will be available for appointments to hear about your challenges and successes, and explore opportunities to leverage Microsoft's resources. Sign up for a one-on-one meeting here.
• Market trends: When discussing other market trends, Adriana explains AI is a major focus, with 87% of organizations believing it provides a competitive advantage by enhancing employee experience, customer experience, and business processes. Additionally, security remains a top concern for customers, particularly in maintaining confidentiality and preventing breaches. Pam agrees that it's crucial to proactively plan for migration to avoid security breaches, leveraging Microsoft's market offers to stay ahead of competitors.

• Overview: Although it rebranded to Fidesic about five years ago, the company has been part of the Dynamics community since 2009. Kevin explains that his role involves overseeing the company's product and growth, which he sees as closely related, focusing on building valuable, customer-centric products and integrating feedback from marketing and sales to continuously improve and impress customers.
• Aligning support with customer needs: At Fidesic, there's a practice called "everybody does support," where each team member works with the support team periodically to stay connected with customers. This approach, implemented about five years ago, helps prevent employees from becoming siloed and ensures they remain in touch with the actual needs and concerns of both customers and partners.
• Biz Apps Partner Marketing Workshop panel: Kevin will be participating in the "How to Improve Lead Gen Results with Thought Leadership" panel at the Biz Apps Partner Marketing Workshop, taking place on October 13th. He explains that the panel collaborated with Candyce Edelen, President and CEO, PropelGrowth, which helped panelists see the true value of social media despite initial skepticism. They learned that being genuine and active on LinkedIn can build trust with customers and partners, leading to higher-quality leads. This approach, coupled with thought leadership, transforms engagement, even if it doesn't dramatically increase the number of leads.
• Relationships built on trust: "Selling the dream" with broad promises doesn't build trust, as it's easy to make such claims without concrete actions. Trust is built through tangible results and genuine efforts to improve specific areas like accounts payable, for example.
• Building credibility: In closing, Kevin explains that one of the best ways to show you care about a topic is by asking questions and seeking insights from others, rather than presenting yourself as the expert. This approach, especially on LinkedIn, helps build credibility and trust by demonstrating humility and a willingness to learn from others.

• Overview: Candyce helps people in the Microsoft channel use LinkedIn and other methods like workshops and webinars for business development. Her approach focuses on organic, human-to-human interactions to generate long-term leads and build sustainable business strategies, rather than short-term gains.
• Thought leadership: The importance of thought leadership and consistently sharing the value of your organization on channels like LinkedIn is something Candyce emphasizes. She advocates for a human-to-human approach, prioritizing effectiveness over efficiency, and focusing on generating quality leads rather than scaling up indiscriminately. This directly ties into her session at the Biz Apps Partner Marketing Workshop, taking place on Sunday, October 13.
• Biz Apps Partner Marketing Workshop session: During her session at the Biz Apps Partner Marketing Workshop, "How to Improve Lead Gen Results with Thought Leadership," Candyce will explain how and why thought leadership doesn't require grand gestures; it's about solving specific problems for your target audience and sharing those experiences. By focusing on detailed, real-world examples, users can create compelling content that resonates with their audience and builds trust.
• What to expect: During the session, Kevin Pritchard and Jacob Pepper from Fidesic AP will present a case study on using thought leadership and AI in AP automation to generate business and convert leads into opportunities. Additionally, Phil Donaldson will discuss creative ways to visually showcase these stories to attract more attention.
• Register: Register for the Biz Apps Partner Marketing Workshop today, and take advantage of the special promotion, running through September 27th, and get two standard passes for $799.

• Workshop overview: Together with the creators of the Biz Apps Partner Summit, Marie Wiese of Marketing CoPilot have co-created the Biz Apps Partner Marketing Workshop, a 6-hour preconference taking place on October 13, 2024, ahead of Community Summit North America 2024. Marie explained that for the past decade, her company has been helping Microsoft partners and ISVs promote their products and services to generate demand, leads, and sales. She emphasized the need for a new approach in 2025 due to declining engagement levels and highlighted the importance of understanding the systems used by marketers and salespeople, as well as the positive, but high-level messages from Microsoft delivered at the Biz Apps Partner Summit.
• What to expect: "We're not trying to do everything, but focusing on the things that will have the highest impact," Marie notes. The preconference will begin with a deep dive from Microsoft into recent announcements impacting partners, particularly around certifications, specializations, and new marketing programs. Further, the preconference will also feature discussions on the growth formula from the Marketing CoPilot team, thought leadership strategies, and case studies, with a panel of Microsoft Partner executives sharing their strategies for 2025. View the agenda here.
• Who should attend: This session is valuable for everyone, not just marketers, including Microsoft partners and ISVs without dedicated marketing teams, as it will provide insights on new and different strategies for 2025. Business owners and sales executives will also benefit greatly from the content.
• Market trends: Marie discusses a few apparent trends that currently exist in the market. The fundamentals of marketing remain essential, even as AI enables faster content creation. It's crucial to understand buyer personas and focus on solving customer problems rather than self-promotion. Effective marketing requires valuable offers and consistent, high-quality content to cut through the noise and engage customers in a competitive landscape.
• Register: Register today for the Biz Apps Partner Marketing Workshop as seating is limited. View the registration details and special promotions.

• Career overview: Terry shared that at a point during his career, he faced challenges implementing a business system across 20-30 offices in North America due to the lack of a single partner to support them. Eventually, he decided to drive his own implementation, which led to the global growth of his, spanning 22 different countries. The alignment of the company's business practices with Great Plains, and later Microsoft, played a significant role in this expansion, demonstrating the value of a partnership with Microsoft.
• Aligning with Microsoft: Microsoft's acquisition of the Damgaard, Navision, and Exacta products enabled multi-country and multi-location capabilities, which was a significant shift in the technology landscape. This evolution continued with Microsoft's move to the cloud around 2013, requiring businesses to adapt their channel strategies and train their people on new technologies. Terry emphasizes the importance of aligning with Microsoft's platform and investing in AI to support businesses, particularly in the SMB space.
• Advance with industry knowledge: Terry expresses the importance of industry knowledge and how his company transitioned from a horizontal to a vertical business by acquiring and globalizing industry solutions. He highlights the significance of AI and tools like Copilot Studio in differentiating themselves and adding value to clients, ultimately becoming indispensable business partners. Terry also references the challenge of managing data effectively, comparing it to a landfill with recyclable and non-recyclable elements, and stresses the need for cost-effective and timely data management.
• Value of good data: Creating good, consistent data during system architecture and design is crucial, highlighting a shift in thought that recognizes the value of good data is now a reality. The ongoing challenge of managing existing data was not initially designed with this mindset.
• Integrating AI: Terry emphasizes the importance of working with both emerging and larger partners to positively respond to clients' needs and explains that a focus on AI technology and building an "AI-ready" business to deliver effective services to clients is a wise investment. Further, he notes the value of aligning with publisher's investments, particularly Microsoft's significant investment in data centers to support AI models. Channel partners should map their business strategies to these investments and focus on building AI capabilities.

• RSM and Microsoft partnership: Mike, who is responsible for RSM's relationship with Microsoft, emphasizes the strategic partnership between the two companies. He views it as building a closely aligned business with Microsoft, leveraging its extensive customer base to streamline processes and drive revenue.
• Building effective partnerships: To get more help and closer engagement with Microsoft, it's crucial to understand their account segmentation, which includes unmanaged (partner-led) and managed accounts. Focus on relevance by knowing the specific accounts Microsoft representatives handle and adopt a "How can I help you?" attitude to build effective partnerships, advises Mike.
• Improving engagement: To improve engagement with Microsoft, it's effective to discuss specific companies and projects, highlighting opportunities where the company has a strong presence. By comparing a specific company's extensive client list with Microsoft's SMC accounts, you can identify the best matches and present relevant names, which enhances brainstorming and collaboration.
• Rising trends: A trend that Mike references is that the traditional approach of implementing a large ERP system over several years is shifting towards a more incremental, pay-as-you-go model. This approach allows businesses to implement solutions by department or function, gaining benefits more quickly and addressing specific problems with tools like AI and Power Apps. This method is now being adopted even by large enterprises, leading to a larger overall technology spend and more efficient project management.
• Quick wins: Effective communication involves focusing on specific problems rather than broad issues, and having an industry focus helps in understanding customer challenges and opportunities more quickly. Delivering industry solutions built on Microsoft Cloud, combined with enterprise software expertise, allows for quick wins for customers.
• Final tips: To be an effective partner, it's crucial to understand Microsoft's segmentation and align with its goals and objectives in prioritized industries and segments. By focusing on areas where you can excel and asking how you can help, you increase the chances of mutual success.

• Overview: Velosio, rebranded six years ago, has evolved through various technological phases from Windows to AI and cloud, always focusing on the next big thing. Despite these changes, the constant has been clients seeking partners who understand technology to solve business issues, leading to long-term relationships spanning over two decades.
• Changing with the industry: For over two decades, Velosio has maintained a structured annual planning process where it reaffirms its mission, vision, and values, and creates an annual scorecard to align its goals across the organization. This process allows Velosio to adjust to changes, ensure alignment from top to bottom, and move forward effectively.
• Business impact of AI: Clients frequently ask how to mobilize AI within their companies, explains Joe, but the challenge lies in the quality and normalization of data, which affects AI's effectiveness. While AI is useful for daily tasks, its integration into business applications is slower due to security concerns and the need for clean data, but it will eventually happen.
• Tips for partners: Partners now have the opportunity to provide significantly more value to their clients than in the past, but this requires strategic thinking about how to achieve it. It's essential to decide whether to build, buy, or partner for resources, and to focus on specific areas of expertise while forming relationships with others to deliver comprehensive solutions. This approach ensures that clients receive the answers they need, even if it means partnering with other experts.
• Staying true: When it comes to mission, vision, and values, it's crucial to stay true to your core purpose. Velosio's mission has always been to bring the best business solutions to its mid-market and upper-mid-market clients, remaining product-independent as technologies evolve. By focusing on customer satisfaction, everything else, including financials and attracting talent, falls into place.

• Overview: Carol has over 25 years of experience in finance and accounting, having worked as a controller and CFO. She transitioned into consulting to help businesses automate processes and improve efficiencies using Microsoft software. Currently, she owns a business that assists Microsoft partners in finding independent software vendors (ISVs) to fill gaps in their ERP systems called Dynamics Connections. She enjoys educating partners through meetings, an ISV library, and video content, such as her podcast, "ISV Talks."
• Bridging gaps: Navigating the vast number of ISVs available on Microsoft AppSource can be challenging for partners who want to find the right solutions to support their customers effectively. Partners aim to recommend and provide solutions that truly meet their customers' needs, as different verticals have unique requirements that may not be fully addressed by standard offerings from Microsoft and other software publishers.
• Biz Apps Partner Summit impressions: Carol notes that the inaugural Biz Apps Partner Summit was a great experience, providing significant value to partners by offering direct insights from Microsoft executives and leaders near their campus. The Summit highlighted Microsoft's new programs and priorities for the fiscal year, helping partners connect with these resources to grow their businesses. Additionally, the event featured valuable partner panels and fireside chats, enhancing the learning experience through peer interactions.
• Partner perspective: Panelists at the Biz Apps Partner Summit showcased how partners have evolved from offering a single service to becoming comprehensive solution and technology partners by adding managed services and Azure hosting. It was insightful to hear about their growth journeys, notes Carol, especially since many partners are still using outdated methods that don't meet current customer needs. Customers now require end-to-end technology partners.
• Rising market trends: AI is positioned to revolutionize business operations by enabling more efficient processes and doing more with less, as emphasized by Microsoft. The future trend involves using AI safely and securely to grow businesses, with customers increasingly seeking partners' help to streamline functions and leverage AI for various needs, explains Carol. She equates this to the early days of Power Platform and the cloud, and notes that she's excited to see how partners will use tools like Copilot Studio to create custom applications and solutions for various needs.
• Final tips: Carol encourages listeners to reach out through through her website for free resources available to partners. It's important to continue educating yourselves and your team to stay ahead of technology and take advantage of conferences, online training, and resources offered by Microsoft.

• Overview: The Partner Solutions Sales (PSS) role, introduced in FY25, is similar to the previous Territory Channel Manager (TCM) role, focusing on business apps for SMB customers, with responsibilities including funding, swarming, and securing Microsoft executive sponsorship to collaboratively win business with partners. Ross explains that in SMB, there's a mix of large customers and true SMB clients. However, for strategic pursuits against major business apps competitors, the presence of a Microsoft representative can be pivotal in selling to the customer.
• What to discuss: When you see Ross Ladwig at the Biz Apps Partner Summit, running July 24-25 in Bellevue, Washington, Ross encourages partners to talk to him about "anything related to their strategy." The strategy for SMB segment engagement involves two key approaches: aiding partners in their pursuits to ensure the best support. Secondly, utilizing a team that handles Microsoft marketing leads to selectively distribute them to partners with relevant expertise.
• Rising trends: Ross discusses rising trends for partners. AI's rapid evolution within Microsoft is evident in two areas: the integration of Azure AI into partner or customer solutions to enhance performance, and the use of Copilot to boost productivity. Copilot's adoption, as seen with Dynamics 365 Finance and Operations Copilot, for example, demands a readiness plan that goes beyond initial implementation, encompassing security and data hygiene to ensure effective use and prevent data misuse. At the same time, the "normalization" of cyber attacks underscores the critical importance of security.
• How partners can stay ahead: To ensure partners are fully utilizing Microsoft resources, it's crucial for them to be aware of the support available. The GTM team also plays a vital role in strategizing with partners, aligning incentives with Microsoft's objectives. For those unfamiliar with these roles, attending the Biz Apps Partner Summit is recommended for gain insights. Staying engaged with the Microsoft team and regularly visiting partner sites for updates on products, partnerships, and incentives is essential for staying informed and leveraging on-demand resources.
• Connect with Ross: Register for the Biz Apps Partner Summit, happening July 24-25 in Bellevue, Washington to meet Ross Ladwig and learn how to dazzle customers, get insights into Microsoft’s FY 2025 priorities, and scale your Microsoft Business Applications practice.

• Overview: Becky begins by expressing her excitement about meeting partners in person at the Biz Apps Partner Summit, running July 24-25 in Bellevue, Washington. She leads partner marketing for Microsoft's business applications, including Dynamics 365, Power Platform, and the new Copilot portfolio. Her team focuses on providing partners with the necessary tools, resources, and go-to-market support, emphasizing the partner-led nature of the business and the critical role of her team in aligning programs with solution plays for market success.
• Partner feedback: As the leader of product marketing for Microsoft's business applications, she is focused on equipping partners with the tools and resources necessary for effective go-to-market strategies. Becky emphasizes the importance of understanding partners' operational details to create realistic programs and encourages open dialogue to learn from partners' experiences and improve Microsoft's offerings. Becky is particularly excited to hear partners' stories and feedback to refine the programs for the upcoming fiscal year.
• Top trends impacting partners: Becky emphasizes the importance of guiding customers on how to leverage AI for business process reinvention, which is a rising trend. She highlights Dynamics and Power Platform partners' expertise in this area and also points out the urgency for cloud migration to fully utilize AI capabilities, with a focus on transitioning from on-premise to cloud solutions and evaluating current systems for AI readiness. Becky acknowledges the challenges partners face in adopting new AI technologies and is committed to simplifying access to the latest information. She also notes a shift in partners' business models towards shorter, more focused projects and the development of specialized change management practices to help customers realize the transformative value of AI and business process changes.
• Staying ahead of trends: Becky suggests that the best way to stay current with rapidly evolving technology is to actively use it in one's own business, which not only aids in learning but also in improving business processes. This hands-on experience can then be translated into valuable insights for customers.
• Connect with Becky:  Register for the Biz Apps Partner Summit, happening July 24-25 in Bellevue, Washington to meet Becky Lymberis and learn how to dazzle customers, get insights into Microsoft’s FY 2025 priorities, and scale your Microsoft Business Applications practice.

• Overview: Ben works with Biz Apps Partner Summit Strategic Advisor Joe Corigliano on the Microsoft Partner Accelerator program, which offers advisory and consulting services to Dynamics partners, focusing on assessments, workshops, and robust subscription services to foster success within the Microsoft partnership framework.
• What to discuss: If you see Ben at the Biz Apps Partner Summit, happening July 24-25 in Bellevue, Washington, what should you discuss with him? Partner programs and Partner Center incentives, which focus on providing benefits through membership packages or by earning designations and specializations. He emphasizes the importance of discussions around keeping pace with Microsoft's programmatic changes, investment directions, and funding allocations, particularly in the AI Cloud Partner Program.
• Biggest trends: The trends around Microsoft's partner programs are seen as essential for cohesion, especially with the company's constant evolution and focus on clear communication channels. AI and Copilot are strategic priorities, with significant external investment. Additionally, Microsoft's policy of "deeper with fewer" reflects a shift towards empowering select partners to meet the challenges of rapid change and legacy partner limitations. Marketplace transaction stability is becoming increasingly important, with all major hyperscalers, including Microsoft, developing commercial marketplaces that will integrate with partner programs.
• Maintaining pace of innovation: The renaming of the Microsoft Cloud Partner Program to include AI signifies a strategic shift. It's crucial to keep ahead of changes in designations, specializations, and eligibility requirements, as incentives are not only financially beneficial but also indicate Microsoft's strategic direction, such as the current emphasis on cloud solution providers (CSPs).
• Connect with Ben: Register for the Biz Apps Partner Summit, happening July 24-25 in Bellevue, Washington to meet Ben Reid and learn how to dazzle customers, get insights into Microsoft’s FY 2025 priorities, and scale your Microsoft Business Applications practice. Ben will participate in a Fireside Chat with Microsoft's Dan Rippeyto discuss the AI Cloud Partner Program's structure and rationale, particularly for FY25, which includes a deeper integration of AI into partner processes and corporate benefits.

• Overview: Erik is a Channel Sales executive, which is now referred to as Partner Solution Sales (PSS) within Global Partner Solutions (GPS), covers business applications including Dynamics and low-code solutions like Power Apps and Copilot Studio for the SMB segment. He emphasizes the "unmanaged" nature of SMB, meaning no dedicated Microsoft account team, making it partner-led. His role is versatile, supporting partners in driving sales through various means such as pre-sales programs, deal strategy, and technical support.
• What to discuss: Covering both the U.S. and Canada as a PSS executive, Erik emphasizes the importance of driving deals forward. He seeks feedback from partners on how Microsoft can support this process and places customer and partner interests at the core of his role.
• Biggest customer trends: Erik defines the top three trends that partners are hearing from their customers. Microsoft is actively working to transition on-prem legacy customers to cloud solutions and the trend calls for creative partner collaboration to leverage existing programs and avoid losing customers to competition, while also addressing another challenge - the talent shortage in the partner ecosystem - by investing in talent production initiatives. Finally, he references the "AI revolution" as the third trend, being that AI opens doors for discussions about its integration into businesses. The current focus for partners is to prepare customers with data governance, security, and cloud platform readiness to facilitate future AI and Copilot-led innovations and achieve desired business outcomes.
• How partners can stay ahead of trends: Erik acknowledges the Dynamics ecosystem's complexity, where partners sometimes have more insights, and emphasizes Microsoft's commitment to sharing resources online for migrations, talent acquisition, and Copilot updates. He recommends joining communities and following blogs to stay informed, despite the challenge of information overload.
• Final tips: The partner ecosystem plays a significant role in the SMB space. Erik stresses the importance of early and frequent communication with Partner Solution Sales teams for pre-sales support and strategic discussions. Additionally, he defines the value of transparency and cooperative competition within the community.
• Connect with Erik: Register for the Biz Apps Partner Summit, happening July 24-25 in Bellevue, Washington to meet Erik Fink and learn how to dazzle customers, get insights into Microsoft’s FY 2025 priorities, and scale your Microsoft Business Applications practice.

• Overview: Donald leads the AI team for Dynamics 365 and the Power Platform, focusing on the suite of products that operate behind the scenes. The team is responsible for the AI solutions in Dynamics products, including Copilot features for Sales, Finance, and Service, as well as the Power Platform. A significant part of their work is on Copilot Studio, in addition to the integration of Copilot in Power Apps and Power Automate.
• Keeping the pace of AI advancements: Rapid advancements in technology such as AI have surpassed expectations. Donald discusses the importance of deriving value from technology, beyond its existence or capability. The focus is on practical applications that can harness the vast potential of technology, which requires targeted effort and time for adoption.
• Biggest trends impacted by AI: Donald highlights two significant trends in technology as a result of AI. First is the rapid improvement of technology but at a faster pace. Currently, advancements are occurring every six months, making technology cheaper, faster, and more powerful. Second, Microsoft Copilot is becoming an "extension of us." Donald envisions a future where Copilot evolves beyond being an interactive assistant to becoming more autonomous. Additionally, he predicts a shift from text-based interactions to more visual experiences.
• Staying ahead of advancements: Donald describes his role as "standing on giants' shoulders," leveraging the work of OpenAI and other models to protect and support those who build upon his work. He advises developers not to worry about the underlying complexities, as Microsoft will provide the abstractions needed for more immersive graphical, speech, and visual interfaces through Power Apps and Copilot. He emphasizes trust in the layered architecture, with OpenAI serving as the new Intel and Microsoft providing stability and support for developers to innovate upon.
• New features on the rise: Donald is excited about the AI Recorder feature for Power Automate, which allows users to share their screen with Copilot to demonstrate the desired automation, and then Copilot generates the code for it. He acknowledges the challenges and issues faced during development, expressing pride in overcoming them and the significant progress made with the introduction of GPT-4, which provided a substantial boost to the project.
• Connect with Donald: Register for the Biz Apps Partner Summit, happening July 24-25 in Bellevue, Washington to meet Donald Kossman and learn how to dazzle customers, get insights into Microsoft’s FY 2025 priorities, and scale your Microsoft Business Applications practice.

• Overview: Steve leads the Commercial East Business Apps organization which consists of approximately 70 people. The team works with around 5,000 customers to identify business problems and develop solutions. He notes that partners play a crucial role in driving business by bringing extensive industry knowledge, product expertise, and business process insights. Partners are instrumental in illustrating how customers can leverage technology to progress their businesses.
• Partner value: Partners bring a unique value to the table, particularly their ability to view customers holistically. They don't just focus on business applications but consider the customer at the center of everything, understanding all aspects of their challenges and opportunities. Partners assess whether solutions lie within business applications, the Power Platform, or perhaps Azure DevOps. Additionally, they ensure the security of these solutions.
• Turning data into insights: Steve discusses the importance of data in today's business environment. The key is to leverage this data effectively, transforming it into a valuable asset. Top partners are at the forefront of this effort, utilizing AI solutions to rationalize the data estate.
• Market differentiation with Copilot: There has been great success with initiatives that organize data estates and experiment with out-of-the-box solutions like Copilot for Microsoft 365 or Copilot for Sales. These solutions offer a curated experience, simplifying data understanding so customers can quickly derive value. Partners who adopt these technologies early can differentiate themselves by presenting compelling visions to customers during pre-sales or early engagement.
• Skill development with AI: Steve is passionate about the potential of AI and the opportunities it presents for skill development. He believes there will be a pivotal moment where humans must learn to effectively utilize AI, with some individuals being more prepared than others. The focus is on scaling this skilling process, which he sees as a key differentiator in how customers derive value. Industry focus is crucial, and Microsoft's offerings like Copilot for Sales and Copilot for Service provide role-specific, curated experiences.
• Tech evolution: John and Steve reflect on the evolution of technology, particularly the rapid shift from cloud-based systems to autonomous systems of record, such as ERP and CRM systems. This transition is expected to be much quicker than the previous shift from on-premises to cloud, given the current pace of technological advancement. Steve envisions a future where roles interact with a Copilot-like experience in real-time, streamlining their work within a unified interface.
• Embracing change: Steve emphasizes the importance of embracing change, particularly in the context of AI adoption. He suggests that hands-on experience with AI tools is one of the best ways to learn and adapt to change. Early adoption of AI can lead to significant long-term growth and less pressure to catch up later and early engagement with AI will provide a broader understanding as its capabilities expand. Steve encourages giving AI a chance, even if its benefits are not immediately apparent.
• Connect with Steve: Register for the Biz Apps Partner Summit, happening July 24-25 in Bellevue, Washington to meet Steve Cohen and learn how to dazzle customers, get insights into Microsoft’s FY 2025 priorities, and scale your Microsoft Business Applications practice.

• Overview: Cecilia has been in this role for almost a year. She works on the engineering team and is focused on growth in the SMB space with the help of partners across the entire product portfolio. Achieving this growth involves providing guidance for programs, piloting new initiatives, and incubating ideas, some of which may come from partners or product teams. The goal is to explore new avenues for growth within the business applications portfolio, particularly in areas that may not be traditionally associated with SMB.
• Co-create with partners: "One of my favorite things is to co-create with partners," notes Cecilia. Often, partners are the ones with the ideas, and given Cecilia's knowledge of Microsoft after 23 years with the company, she understands where these ideas will, or won't fit.
• Maintaining ecosystem trends: SMB markets are shifting back to prioritizing growth, particularly as businesses emerge from the pandemic. SMBs are ready to invest again, with technology playing a crucial role in enhancing productivity, expanding customer reach, and increasing brand awareness. The trend also indicates that SMBs are focusing on modernizing their back-office operations. Additionally, technologies that aid in customer engagement and loyalty, such as CRM and ERP systems, are top priority. While AI is a growing trend, there is still a need for clarity on how it can specifically benefit different roles within SMBs. Cecilia describes the demand for understanding and assistance in integrating AI effectively into SMB operations.
• The role of partners in AI adoption: Partners play a crucial role in helping SMBs understand, incorporate, and adopt artificial intelligence effectively for growth. Partners are essential in making businesses more productive, streamlining processes, and ensuring the adoption of AI is beneficial and Microsoft is recognized as a leader in AI, generating excitement and momentum across its products, especially in Business Central and the Power Platform.
• How partners can stay ahead of trends: Partners play a key role in facilitating the adoption of artificial intelligence for SMBs, by helping them understand how AI can make them more productive, streamline their operations, and grow effectively. Partners should use and understand Microsoft's offerings, like Copilot, to effectively support their customers and drive growth in the SMB sector. Cecilia argues that Copilot should be used frequently in everyday work. Finally, partners must rethink their service offerings with AI at the center, providing specific guidance to help customers adopt AI in a tangible way. This includes changing the way technology is delivered, how projects are conducted, and the skills consultants need to work with customers.
• Connect with Cecilia: Register for the Biz Apps Partner Summit, happening July 24-25 in Bellevue, Washington to meet Cecilia Flombaum and learn how to dazzle customers, get insights into Microsoft’s FY 2025 priorities, and scale your Microsoft Business Applications practice.

"Our role is primarily going in, helping with customer discovery, working with partners to help solution and then working along with partners to present the demonstration and ultimately, you know, help to close the sale."

02:47 — Howard will be attending the Biz Apps Partner Summit in Bellevue, Washington on July 24-25. He expresses that if you're in the business applications space, he'd love to talk to you. The goal, he notes, is to understand how you can best work together.

"A lot of that means coming to me with a perspective on [an] industry that you're in, geography that you're in, where you won some opportunities, where you've had some successful go-lives with customers."

04:15 — Howard explains that when engaging with a customer, it's important to work alongside a partner who can "speak the same language" and understand the industry — and the pain points — of that customer.

"So credibility within the industry, [and] showing the value of the solution are both really key things that we're going to look for when we work together."

06:13 — Independent Software Vendors (ISVs) are critical in delivering industry-specific solutions that complement Microsoft's more generic products, explains Howard. Furthermore, there is seamless integration between Microsoft and ISVs, which offers a single solution to meet industry-specific requirements. He notes the significance of understanding the preferences and expertise of System Integrators (SIs) in relation to ISVs, ensuring that the right partnerships are formed to present a unified and expert solution to the customer.

08:38 — Howard will be leading a session, "Working with Microsoft Enterprise Field Sales to Co-Create and Co-Sell," on July 24th at the Biz Apps Partner Summit.

03:28 — How can you connect with Dan? If you're attending the Biz Apps Partner Summit on July 24-25 in Bellevue, Washington, you can find him there! He explains that Microsoft's partner team works inside of its sales team, which drives a "seller mindset." "When we think about how we go to market with our partners that we are helping, our goal is to help you close and win new business... the beauty in that is that it reciprocates and is bi-directional."

The best way to engage with a Microsoft Partner Program is to begin with the end in mind and define where you want to be. "If you're not there yet, let's have that conversation."

07:15 — What are the top trends that customers are trying to work through with their partners? Something that is top of mind for the industry right now are artificial intelligence (AI) and Microsoft Copilot. Dan explains that he has two instances of Dynamics he uses on a daily basis, and the integration of Microsoft Copilot has taken aspects of his workload from hours to minutes. This applies to deal closures, preparing for calls with customers and partners, and sharing data with sellers.

"It really has pivoted the landscape on our speed to be able to get things done."

10:37 — John notes how quick the industry has been to adopt generative AI and Microsoft Copilot as "real," in comparison to tech trends in previous decades. As customers work to make sense of these new innovations and apply them to the context of their business, partners are often the first line of opportunity to tell that story.

12:49 — As customers and users are working to get up to speed on Microsoft Copilot or generative AI, what tips does Dan have for "getting there as fast as possible?" First, he notes that it's not about survival — it's about transformation. In today's world, AI touches everything and represents a shift that businesses must be willing to make in order to continue on. He encourages businesses to be ready to shift with the unstoppable force that is generative AI.

19:27 — Not only is the rise of generative AI and solutions like Microsoft Copilot exciting for technologists, but it's also impacting nearly every industry. John and Dan discuss the legal industry as an example of a sector that may be hesitant to adopt generative AI or Microsoft Copilot, given the sensitivity around data privacy.

"I think that's something we can get in front of. We can start to...be equipped for those conversations before they come up. There's more of this conversation than just tech and efficiency. Security tends to be the next most important thing and I would just start there."

23:28 — Hear more from Dan Rippey at the Biz Apps Partner Summit, taking place July 24-25 in Bellevue, Washington, where he will be participating in a Fireside Chat on the Microsoft AI Cloud Partner Program.

04:39 — The Biz Apps Partner Summit is designed to give partners a "kick-off" into Microsoft's FY 2025 priorities. More specifically, Microsoft leaders who support the partner ecosystem will be talking with partners at the event, guiding them on how to engage with the ecosystem and detailing key strategies that partners need today.

06:13 — Essentially, the Biz Apps Partner Summit is a "24-hour immersion" into key partner strategies, Microsoft priorities, and networking. The event begins at 12 PM PST on July 24, in Bellevue Washington, with a networking luncheon. Speakers of the event include:

• Alexandre Pombo
• Alistair Butler
• Becky Lymberis
• Brion Reusche
• Cecilia Flombaum
• Dan Rippey
• Donald Kossman
• Erik Opsahl
• Howard Swerdloff
• John Scandar
• Joseph Longo
• Justin Ross
• Peter Jensen
• Steve Cohen
• Terry Petrzelka
• Uriel Rootshtain
• And more!

Agenda details can be found here.

09:43 — Sessions at the event will be diverse in their content, form, and length. The Biz Apps Partner Podcast will feature many of the event speakers, highlighting the overall focus of the event, specific sessions, and learning objectives.

11:40 — The Early Bird All-Access Pass is available for $799 until May 31st. Beginning June 1st, the ticket price will increase to $999. Not to mention, all meals are included with your registration.

12:27 — When sharing tips for the event, Joe encourages partners to prioritize making connections with Microsoft leaders during networking events and social hours. While the sessions are curated and supported by clearly defined learning objectives, Joe "encourages you to get to know all of the Microsoft leaders that are there, build relationships if you don't have them. Come prepared with questions." Secondly, he encourages attendees to attend Community Summit North America 2024, happening October 13-17 in San Antonio, Texas, to be able to execute the new learnings from the event.

13:40 — Finally, thank you to BDO Digital for underwriting the Biz Apps Partner Summit, as well as our event sponsors Red Maple, Experlogix, Paystand, Martus, and DynamicWeb.