Customer overview with recommendations

Note

This experience is being rolled out to partners in phases. Partners enabled for this experience land on the Customer overview page when they select the Customers workspace in Partner Center. If a partner continues to land on the Customer list page, the experience hasn't yet been enabled for their tenant and will become available in a future rollout phase.

Overview

Customer overview page provides Cloud Solution Provider (CSP) partners with recommendations and business insights to help identify growth opportunities across their customer portfolio.

The overview page surfaces recommendations driven by Microsoft data signals and presents them in a centralized experience within Partner Center. Recommendations help partners prioritize customer engagement, uncover revenue opportunities, increase adoption, and maximize the value of customer investments. The experience is integrated with Partner Center AI Assistant, allowing partners to explore recommendations in greater detail and take informed action.

Applicable role: Admin agent/ sales agent

Benefits of using this page

Customer overview page helps partners:

  • Identify growth opportunities across their customer portfolio.
  • Prioritize customer engagements with the highest business impact.
  • Discover licensing, adoption, and monetization opportunities.
  • Access AI-generated insights and recommended actions.
  • Download recommendation data for offline analysis and planning.
  • Maximize revenue growth, customer adoption, and customer retention.

Access Customer Overview page

  1. Sign in to Partner Center with your CSP tenant using an admin agent and sales agent roles
  2. See the Customer Overview page banner available in Partner Center on the customer list page
  3. Review your organization's recommendations and growth opportunities.

During preview, access might be limited to selected partner organizations; if your organization isn't seeing this right now then you would be enabled in the coming months.

Understand the Overview page

Customer Overview page consists of two primary sections.

Top recommendations

The Top Recommendations section highlights the highest-priority opportunities for your organization across your organization

For each recommendation, you can:

  • Review the opportunity summary for a specific customer
  • Understand the potential business value.
  • Open the recommendation in Partner Center AI Assistant to dive deep into the details of the recommendation.
  • Download additional recommendation details with the full recommendation file for each scenario as an option

Recommendation categories

Recommendations are grouped into categories to help you quickly understand the type of opportunity. The categories are growth potential, revenue at risk and reward.

Growth Potential

Customers with strong potential to grow through pipeline development, license / user expansion, licensing changes, and promotions.

Growth Potential recommendation types

Recommendation type Description
Pipeline Development Customers show strong propensity to move to a higher SKU based on current usage signals and readiness indicators. We currently support insights related to customer readiness to move to Business Standard, Business Premium, Microsoft E3, Microsoft E5 and Microsoft E7
Copilot Monetization Customers are actively using free chat capabilities and show high propensity to convert to paid licenses.
EA to CSP Migration Customers are strong candidates to transition from EA to CSP to simplify renewals, improve flexibility, and strengthen long-term engagement.
License Expansion Customers demonstrate likelihood to expand existing license quantities driven by sustained usage and growth patterns.
Promotions Customers qualify for relevant promotions that can improve deal economics and increase close probability.
Copilot Chat Activation Customers purchased Copilot licenses but show low utilization. Engage to drive adoption and increase usage.

Revenue at Risk

Customers with low utilization, renewal risk, or churn risk, including products nearing end of life. These scenarios are currently being built and will be released in an incremental manner.

Rewards

Customers with opportunities to maximize value through available incentives, benefits, or credits. These scenarios are currently being built and will be released in an incremental manner.

Explore Recommendations with AI Assistant

Selecting a recommendation opens Partner Center AI Assistant, which provides:

  • Opportunity summaries
  • Key business insights
  • Recommended actions
  • Customer-specific details
  • Link to a downloadable recommendation file with the full list of recommendations in the selected category.

Partners can also ask questions directly through AI Assistant to explore recommendations and deep dive into details of the recommendation across their customer base.

Sample Prompts

The following examples show how to interact with AI Assistant to explore recommendations.

Pipeline Development

Customers show strong propensity to move to a higher SKU based on current usage signals and readiness indicators.

Example prompts

  • Show me pipeline development recommendations.
  • Show me pipeline development recommendations for all customers.
  • Show me pipeline development recommendations for customer <customerId>
  • Show me E3 upgrade opportunities.
  • Show me E5 upgrade opportunities.
  • Show me my top growth opportunities.
  • Show me upsell recommendations
  • Show me upsell recommendations for all customers
  • Show me upsell recommendations for customer <customerId>
  • Show me upsell recommendations for E3 for all customers
  • Show me upsell recommendations for E3 customer <customerId>
  • Show me upsell recommendations for E5 for all customers
  • Show me upsell recommendations for E5 customer <customerId>
  • Show me upsell recommendations for E7 for all customers
  • Show me upsell recommendations for E7 customer <customerId>

Copilot Monetization

Customers are actively using free chat capabilities and show high propensity to convert to paid licenses.

Example prompts

  • Show me recommendations for customers who can move from free to paid copilot
  • Show me recommendations for customers who can be sold paid copilot
  • Show me copilot recommendations
  • Show me recommendations for customer <customerId> that can move from free to paid copilot
  • Show me recommendations for customer <customerId> that can be sold paid copilot
  • Show me copilot recommendations for customer <customerId>

EA to CSP Migration

Customers are strong candidates to transition from EA to CSP to simplify renewals, improve flexibility, and strengthen long-term engagement.

Example prompts

  • Show me EA to CSP recommendations.
  • Show me EA to CSP recommendations for all my customers.
  • Show me EA to CSP recommendations for customer <customer Id>
  • Show me EA migration recommendations.
  • Show me EA migration recommendations for all my customers.
  • Show me EA migration recommendations for customer <customer Id>
  • Show me customers who should migrate from EA to CSP
  • Show me EA to CSP migration recommendations by customer
  • Show me EA to CSP migration recommendations where quantity is more than <quantity>

License Expansion

Customers demonstrate likelihood to expand existing license quantities driven by sustained usage and growth patterns.

Example prompts

  • Show me E5 expansion recommendations for all customers
  • Show me E5 expansion recommendations for customer <customerId>
  • Show me license / user expansion recommendations
  • Show me license / user expansion recommendations for all customers.
  • Show me license / user expansion recommendations for customer customer <customerId> .

Promotions

Customers qualify for relevant promotions that can improve deal economics and increase close probability.

Example prompts

  • Show me promotion recommendations.
  • Show me promotion recommendations for all customers.
  • Show me promotion recommendations for customer <customer Id>
  • Show me top promotion recommendations by customer
  • Show me top promotion recommendations where quantity is more than <quantity>

Copilot Chat Activation

Customers who purchased Copilot licenses but show low utilization. Engage to drive adoption and increase usage.

Example prompts

  • Show me Copilot activation recommendations.
  • Show me customers with low Copilot utilization.
  • Show me customers who need Copilot activation support.
  • Show me customers who purchased Copilot but aren't actively using it.
  • Show me Copilot activation recommendations for all customers.
  • Show me Copilot activation recommendations for customer <customer Id>.

Additional prompts supported across categories

  • How many recommendations are there in each category/ sub type
  • Show me recommendations that have value more than <amount>
  • Show me recommendations that have quantity more than <quantity>
  • Summarize recommendations by market
  • What is my recommendation opportunity by market

Reseller information within recommendations

Within each recommendation, you'll also be able to view the reseller MPNs that you typically work with for the customer associated with that recommendation.

Understanding Recommendation Rankings

Recommendations are prioritized based on the potential business opportunity associated with each customer. Depending on the recommendation type, ranking signals can include:

  • Revenue growth potential
  • Opportunity size
  • Expansion potential
  • Customer usage patterns

Download Recommendation Data from Partner Center UI

Partners can download detailed recommendation files for further analysis. User needs to be logged in with admin agent or sales agent roles.

  1. Go to Partner Center > Customers > Downloads.

  2. You'll see six recommendation files, one per category:

    • Upsell
    • Copilot monetization
    • EA‑to‑CSP
    • Promotions
    • Copilot chat activation
    • license / user expansion

    These files are refreshed two times per week and include all recommendations currently generated for customers under that tenant.

Access to recommendations via Partner Center Agent using Agent to Agent (A2A) interaction

Partners can connect their agent to the Partner Center Agent and access recommendations via the A2A mechanism as well. The details of connecting to the Partner Center agent are available here.

Access to recommendations via API

Partners can use webhook - Partner Center webhook events - Partner app developer on Microsoft Learn. By consuming this webhook event, they'll get the downloadId in the resourceUri, and then be able to use that to export the data without coming to UX

This export API can be used to download recommendations csv - https://api.partnercenter.microsoft.com/v1/transact/downloads/{downloadId}/export

Here's the sample code to download the recommendations csv:

static async Task<string> DownloadExportAsync(HttpClient httpClient, Uri exportUri, string outputPath)

{ 

   using var response = await httpClient.GetAsync(exportUri, HttpCompletionOption.ResponseHeadersRead).ConfigureAwait(false); 

   if (!response.IsSuccessStatusCode) 

   { 

       var errorContent = await response.Content.ReadAsStringAsync().ConfigureAwait(false); 

       throw new InvalidOperationException($"Export download failed with status {(int)response.StatusCode}: {errorContent}"); 

   } 

   var resolvedOutputPath = ResolveOutputPath(outputPath, GetSuggestedFileName(response.Content.Headers.ContentDisposition)); 

   var outputDirectory = Path.GetDirectoryName(resolvedOutputPath); 

   if (!string.IsNullOrWhiteSpace(outputDirectory)) 

   { 

       Directory.CreateDirectory(outputDirectory); 

   } 
  
   await using var outputFileStream = File.Create(resolvedOutputPath); 
   await using var responseStream = await response.Content.ReadAsStreamAsync().ConfigureAwait(false); 
   await responseStream.CopyToAsync(outputFileStream).ConfigureAwait(false); 

   return resolvedOutputPath; 

} 

static string ResolveOutputPath(string outputPath, string suggestedFileName) 

{ 

   if (Directory.Exists(outputPath) || Path.EndsInDirectorySeparator(outputPath)) 

   { 

       return Path.GetFullPath(Path.Combine(outputPath, suggestedFileName)); 

   } 

   return Path.GetFullPath(outputPath); 

} 

static string GetSuggestedFileName(ContentDispositionHeaderValue? contentDisposition) 

{ 

   var fileName = contentDisposition?.FileNameStar ?? contentDisposition?.FileName; 

   if (string.IsNullOrWhiteSpace(fileName)) 

   { 

       return "recommendationsExport.csv"; 

   } 

   return fileName.Trim('"'); 

}

Important

This tool provides non-binding recommendations and partner insights for evaluation and planning purposes only. It doesn't constitute an offer, quote, or guarantee from Microsoft regarding pricing, margins, or availability. Outputs, including AI-generated data, might contain errors or outdated information such as partner data, discounts, and eligibility. Partners must independently validate all information before use or sharing with customers. Information surfaced through integrations or downstream systems might also be modified or supplemented by third parties.

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