If you’re building or delivering solutions on platforms like Sage, Infor, Salesforce, ServiceNow, Acumatica, or HubSpot, Microsoft 365 might just be your most underutilized asset. As the industry’s leading Independent Software Vendor (ISV) platform, Microsoft offers a unified cloud ecosystem, spanning Office apps, Power Platform, security, and AI, that enhances and extends the value of any third-party application.

Why Microsoft 365 Matters for Non-Microsoft Partners

Microsoft 365 isn’t just for Microsoft-native environments. It’s a strategic enabler for solution partners working across diverse tech stacks:

• Platform Ubiquity
  • Word, Excel, Teams, and Outlook are already embedded in most enterprise workflows. Your users are already there!
• Unified Identity & Security
  • Use Entra ID for seamless single sign-on across your apps and Microsoft services.
• Built-in Compliance
  • Simplify audits with tools like Compliance Manager and Microsoft Defender’s threat analytics.
• Extensible Data Layer
  • Dataverse provides a shared data foundation for your solution, business intelligence, and automation.

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Enhance your non-Microsoft solutions with minimal development effort:

• Power Apps
  • Build custom mobile and web apps that interact with ERP or CRM data via connectors.
• Power Automate
  • Automate workflows triggered by events in Salesforce, Sage, or ServiceNow—no coding required.
• Power BI
  • Embed real-time dashboards into portals or Teams to visualize KPIs.
• Copilot Studio
  • Add intelligent features like form processing, object detection, or sentiment analysis directly into your UI.

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Bring the power of Microsoft Copilot into your customer experience:

• Copilot in Teams & Outlook
  • Deliver AI-generated email drafts, meeting summaries, and task suggestions within familiar tools.
• Copilot Chat in Browser
  • Offer contextual help in your web app using the free Copilot Chat browser extension.
• Azure OpenAI Services
  • Build domain-specific AI assistants and deploy them via Teams or Power Virtual Agents.

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Tap into Microsoft’s enterprise-grade security infrastructure:

• Entra ID
  • Centralized identity management with multi-factor authentication and conditional access.
• Microsoft Defender
  • Protect endpoints, emails, and cloud apps across your solution’s architecture.
• Information Protection
  • Apply labels and encryption to documents, whether created in Office or your own apps.

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Here’s how partners are already leveraging Microsoft 365:

• A QuickBooks partner syncs invoices to SharePoint via Power Automate, triggering Teams notifications for approvals.
• A Salesforce consultancy embeds Power BI dashboards into Service Cloud, offering real-time revenue insights.
• An Infor integrator builds a mobile inventory scanner with Power Apps, writing data back to M3 using Dataverse.
• A HubSpot agency deploys Power Virtual Agents as chatbots, escalating qualified leads into Dynamics 365 Sales.

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*MSRP based on U.S. commercial pricing (annual commitment)

Service	Free Tier	Premium Tier MSRP*
Microsoft Entra ID	✓	P1: $6 P2: $9/user/month
Microsoft Defender for Business	n/a	$3.00/user/month
Microsoft 365 E5 Security Add-On	n/a	$12.00/user/month
Compliance Manager & Insider Risk Mgmt	limited	Included in E5

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• OEM Licensing
  • Embed M365 SKUs into your solution bundles for predictable recurring revenue.
• Co-Sell Incentives
  • Work with xMonthly to leverage Microsoft’s co-sell program to accelerate deals and earn partner credits.
• Tiered Bundles
  • Entry: Business Basic + Power BI Pro + Copilot Chat (free)
  • Growth: Business Standard + Power Apps (per-user) + Power Automate (per-user)
  • Enterprise: E3/E5 + Power BI Premium + Microsoft 365 Copilot

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Collaborate with xMonthly to accelerate your Microsoft 365 journey, as well as to protect and grow your client base.

With xMonthly, you lead the conversation around AI, compliance, and automation, reinforcing your value before competitors even enter the picture.

• On-Demand CSP Briefing Recordings
  • We produce and deliver branded Microsoft 365 briefings tailored to your client base, keeping them informed, engaged, and aligned with your roadmap.
• Targeted Client Outreach Campaigns
  • Our team helps you segment your audience and launch personalized campaigns that highlight relevant Microsoft 365 use cases, pilot opportunities, and service offerings.
• Solution Design Workshops
  • Identify integration points between your application and Microsoft 365.
• Accelerator Templates
  • Launch ERP/CRM workflows in weeks, not months.
• Managed Services
  • Ensure governance, tenant health, and user adoption.
• Training & Certification
  • Upskill your team on Power Platform, Copilot, and Azure.

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1. Discovery Call – Align on customer needs, current stack, and integration goals.

2. Pilot Project – Launch a high-impact scenario (e.g., reporting, approval flow, or AI assistant) in 30 days.
3. Scale & Govern – Expand with security and change management in place.
4. Iterate & Expand – Add new apps, Copilot features, or compliance tools as your clients evolve.

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By positioning Microsoft 365 as your foundational ISV platform, you unlock rapid prototyping, enterprise-grade security, and AI-powered innovation, all while reducing friction for your users.

Ready to make Microsoft your most powerful ally? Let’s start the conversation.