Sales Transformation with AI engagements
Help customers accelerate AI-powered business transformation with Dynamics 365. You can find full details on all FY26 business applications partner engagements and incentives in the following resources:
Explore Engagements
Objective
The CRM Envisioning workshop is crafted to build customer confidence and intent to migrate to Dynamics 365 by developing a compelling vision and strategic roadmap for AI-powered transformation.
This is a funded Microsoft Commerce Incentives engagement. Partner and customer requirements must be met to submit a claim nomination and receive funding.
Process
Drive customer intent by conducting a thorough assessment, exploring the art of the possible, and crafting a strategic plan for the customer's future state - anchored in clear business outcomes and measurable success metrics.
Download CRM Envisioning workshop kit
Objective
Provide immersive experiences that showcase the value of migrating CRM systems to Dynamics 365 with demonstrations tailored for the unique customer situation and data.
Process
Drive customer decision-making through a well-crafted, relevant demo experience using the customer's own data.
Download CRM Envisioning Demo assets
Objective
Drive a common understanding of the scope, approach, and requirements to be included for a successful implementation of Dynamics 365 CRM.
Process
Establish a clear path to deployment success by defining the key planning and design elements needed for implementation.
Download CRM Planning and Design kit
Other engagement resources
Identify and leverage supporting assets that enable a flexible, modular approach to engagement delivery.
CRM Learning Path
Get training on how to plan and execute CRM Envisioning and CRM Envisioning Demo workshops for Dynamics 365.
Sales Transformation with AI pitch deck
Show customers how Dynamics 365 unites sales, marketing, and service teams and improves efficiency with next-gen AI to transform customer experiences.
Service Transformation with AI pitch deck
Show customers how Dynamics 365 delivers consistent, intelligent service.
Partner support
Tier 1 Support
Got questions?
For questions related to the MCI claims process, engagement delivery, or invoicing
Availability: Internal Microsoft employees and external partners
When submitting your support ticket, include:
- Problem summary: Brief explanation of the issue
- Workspace: Incentives
- Problem type: Type Engagements to filter and select the most relevant subtopic
Response time: Expect a reply within 3-4 business days.
Submit a query to the Partner Center Support TeamTier 2 Support
Ticket resolution not satisfactory?
For cases where a Tier 1 support ticket has already been raised and is either out of SLA or has been closed with an unsatisfactory resolution
Availability: Internal Microsoft employees and external partners
When sending your email, include:
- Tier 1 support ticket information
Response time: Expect a reply within 3-4 business days.
Send an email