Service Transformation with AI engagements

Help customers accelerate AI-powered business transformation with Dynamics 365 intelligent, connected service experiences that span self-service, assisted support, and field service – unified in a secure, composable platform. You can find full details on all FY26 business applications partner engagements and incentives in the following resources:

FY26 Partner Activities Overview Guide protected

FY26 Partner Activities FAQ protected

Microsoft Commercial Incentives (MCI) resources

Explore engagements

Objectives

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
CRM Envisioning Workshop

Objectives

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
CRM Envisioning Demo

Objectives

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
CRM Planning and Design

Objectives

The Contact Center Vision and Value Workshop is designed to define business goals and current pain points that shape a contact center strategy, demonstrate the capabilities of Microsoft Dynamics 365, and guide customers in selecting the right implementation size and type for their needs.


Process

Drive customer intent by mapping how contact center transformation benefits your business, how Microsoft Dynamics 365 enables that change and growth, and outlining a clear path to discovery and implementation.


Download Contact Center Vision and Value kit
Contact Center Vision and Value

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.

Build a Customer Experience Practice

Get guidance about how building a Dynamics 365 Sales practice can increase business and drive customer success.

Build a Service Practice

Get guidance about how building a Dynamics 365 Service practice can increase business and drive customer success.

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 Team

Tier 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