ERP Envisioning Workshop

Earn an incentive for each workshop for Dynamics NAV / BC on-premise solution upgrade to BC SaaS. 

The information is confidential and intended for use by Microsoft partners only.

Earn an incentive for each workshop for Dynamics NAV / BC on-premise solution upgrade to BC SaaS. 

The ERP Envisioning Workshop is designed to assist customers with modernizing their on-premises ERP systems to Dynamics 365 Business Central, Dynamics 365 Finance or Dynamics 365 Supply Chain Management. The goal of this workshop is to drive customer intent for modernizing to AI-powered ERP through an assessment phase and well-crafted vision of the customer’s future state with clear business outcomes and success metrics. You can deliver this workshop and be paid up to the approved value of the workshop. This workshop is designed for customers that have an existing on premises ERP solution. 

This workshop should include 3 parts

Proof of Execution

  • Customer Survey (triggered by Partner, completed by Customer)  
  • Partner Survey (completed by Partner, includes Proof of Execution questions) 
  • Invoice for the workshop 

Partner Eligibility

  • Partner Agreement: Microsoft AI Cloud Partner Program 
  • Program Enrollment: Microsoft Commerce Incentives 

Partner Qualification

At least one Business Applications Specialization:  

  • Business Intelligence 
  • Finance 
  • Intelligent Automation 
  • Microsoft Low Code Application Development 
  • Sales 
  • Service 
  • Small and Midsize Business Management 
  • Supply Chain 

Customer Qualification

  • Valid, Open, MSX Opportunity ID  
  • Status = Open  
  • MCEM Stage: Inspire & Design  
  • Minimum Opportunity estimated Annual Contract Value (ACV) size of $50k USD and at least one or a combination of the following Workloads:

    • Dynamics 365 Business Central;
    • Dynamics 365 Finance;  
    • Dynamics 365 Supply Chain Management; 
    • Dynamics 365 Commerce; 
    • Dynamics 365 Human Resources; 
    • Dynamics 365 Project Operations 
  • TPID listed in MSX Opportunity ID  

July 1, 2025 – June 30, 2026, or until program cap is reached 

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