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Partner Sales Agent for Microsoft Partner Center

Agent to assist Microsoft Partners in creating and managing sales referrals in the Partner Center

Partner Sales Agent
The Partner Sales Agent is a smart assistant designed specifically for Microsoft Partners who manage sales referrals through the Microsoft Partner Center. Whether you’re a small business or a global enterprise in the Microsoft Partner Network, this agent simplifies and automates your referral workflows.Available in two deployment options:
  • Dynamics 365 Integrated: Connects directly with D365 Sales Opportunities for enhanced CRM functionality.
  • Standalone Version: Offers full referral management capabilities without requiring D365.
Our Service Catalogue
Microsoft Marketplace

Our Delivery Approach

Assessment & Planning

We begin with a detailed analysis of your current referral workflows, Partner Center setup, and integration needs. Our team collaborates with your stakeholders to define success metrics and build a tailored implementation roadmap.

Phased Implementation

Deployment follows a structured, phased approach—starting with core functionality and progressively enabling advanced features to ensure smooth adoption and minimal disruption.

Training & Enablement

We offer role-based training programs for sales teams, partner managers, and admins. Our enablement resources ensure your team can fully leverage the Partner Sales Agent from day one.

Our Objective

Accelerate Referral Management

Reduce time spent on referral processing and follow-ups by over 50% through automation and seamless integration.

Enhance Sales Intelligence

Provide real-time visibility into referral status and performance metrics to support data-driven decisions.

Enable Collaborative Selling

Break down silos by making referral data accessible and actionable across your partner organization.

Our Delivery Focus on Outcomes

Implementation & Integration

  • Partner Center integration configuration.
  • Dynamics 365 connection and authentication (if applicable).
  • User permission mapping and security setup.
  • Custom workflow development and testing.
  • Data migration and validation.
 

Adoption & Enablement

  • Change management communication plan.
  • Best practices documentation and resources.
  • Power user development program.
  • Adoption metrics and success tracking.

Optimization & Value Realization

  • Performance monitoring and KPI tracking.
  • Advanced feature rollout.
  • Process optimization recommendations.
  • ROI analysis and value assessment.
  • Ongoing support and enhancement planning.

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