Microsoft Partner Advisory Services

The Five Areas

Everything, at a glance.

Solutions Partner pillars

Microsoft has folded the six Solutions Partner badges into three — AI Business Solutions, Cloud & AI Platforms, and Security — without changing how you qualify. We help you know where you stand and what's worth chasing next.

Copilot, agents & Frontier

Microsoft 365 Copilot, Agent 365 and the Frontier Program have turned AI from a slide into the main event. We help partners build a practice around it that Microsoft actually recognises and rewards.

Funding & incentives

We audit, claim and track every incentive and funding pool you're eligible for — and keep that position current as Microsoft's programme rules shift, including this year's FY27 changes.

Co-selling with Microsoft

GTM alignment, Partner Center deal sharing and real seller relationships — not just a Marketplace listing.

Due diligence & deals

A Microsoft partner's designations and funding rarely transfer cleanly in a sale. We help PE firms, acquirers and vendors see the Microsoft-relationship risk and value in a deal.

The Pattern

Every area works the same way.

Whichever area you start with, the shape of engagement is consistent: a fast entry-point Health Check, an ongoing monthly advisory option, and a focused sprint for a specific goal. See each area's page for its own version of this.

Health Check An independent, entry-point read on where you stand across designations, incentives and AI readiness — so you know exactly what to prioritise before committing to anything further. Start here

Ongoing Advisory Monthly, board-level support once you know the direction — keeping your partner strategy current as Microsoft's designations, incentives and AI programme keep shifting underneath you. Optional

Focused Sprint A defined, time-boxed engagement built around one specific goal — earning a designation, hitting a specialization bar, or closing a particular gap — then it's done. As needed

Funding

Microsoft co-op funding could help pay for it.

If you earn Microsoft co-op funds, some of our advisory work could be eligible to claim back. Microsoft says co-op funds can be invested in activities that build readiness, develop specializations and earn certifications, which is what much of our work supports.

Whether any of our fees qualify is for Microsoft to decide, not us. It depends on the incentive programme you earn through, your earned balance and Microsoft’s current co-op rules, so treat it as something to explore, not a promise.

What to check first

You earn co-op funds.Co-op is earned through certain Microsoft incentive programmes, above a minimum threshold. Funds not used within the usage period are forfeited.
The work fits an eligible activity.Claims are made in Partner Center against Microsoft’s list of eligible activities. Some need pre-approval before the work starts, and all need proof of execution.
Microsoft approves the claim.Microsoft assesses each claim and pays eligible costs back after approval. Keep your invoices and records for 24 months.

Partner Edge does not administer, claim or guarantee co-op funding, and the rules vary by programme, region and fiscal year. Confirm eligibility with Microsoft, for example through your Partner Development Manager or Partner Center, before you commit. We can provide a clear scope of work and a detailed invoice to support a claim. Microsoft’s overview of co-op funds (opens in a new tab)

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