AI is changing the rules inside Dynamics 365. What used to be premium is now built in. What used to take hours can now be automated in seconds. This shift isn’t subtle and it’s reshaping what clients expect from the partners they trust to guide their digital strategy.
Will your current service model still be relevant a year from now? Can you continue to differentiate with the same Dynamics 365 pitch, when Copilot is quietly automating more and more of what partners used to deliver?
The partners who succeed in this next chapter won’t be the ones who memorize new features. They’ll be the ones who reframe their value around AI-driven outcomes and help clients do the same.
From feature to framework: Rethinking Copilot in Dynamics 365
Microsoft Copilot is more than a new tool inside Dynamics 365. It represents a shift in how users engage with the platform and how partners are expected to deliver value. Copilot introduces AI as a built-in experience—one that reduces routine tasks, surfaces recommendations, and enhances decision-making without requiring users to leave the flow of work.
But with this evolution, the partner’s role is changing. Many tasks that once relied on manual setup or training are now automated. Meanwhile, new expectations are emerging: partners must help clients connect AI to business outcomes, navigate data quality challenges and unlock deeper value from Microsoft’s broader ecosystem.
That means moving from feature enablement to strategic enablement. Partners who understand how to guide AI adoption across departments—not just install it—will be the ones who grow with it.
How AI in Dynamics 365 Is reshaping partner value
Microsoft has made it clear: Copilot isn’t just a tool. It’s a design philosophy. This shift is about more than new capabilities. It reflects a fundamental change in how people interact with Dynamics 365, and how those interactions drive business outcomes. AI is becoming the core experience, influencing how users engage with data, collaborate across departments, and make decisions in real time.
For partners, that means thinking less about implementation and more about orchestration. It’s no longer enough to deploy Dynamics 365. Partners must guide clients in adopting AI-enhanced workflows that align with business goals and deliver measurable outcomes.
For MSPs and resellers, this opens a door to:
- New services and consulting opportunities
- Faster time-to-value for clients
- Deeper integration across Microsoft 365 and Dynamics 365
What Dynamics partners need to rethink about AI adoption
Many businesses want the benefits of AI, but aren’t sure how to get there. Partners have an essential role to play in bridging that gap.
Here are three steps to get started:
- Evaluate readiness. Is your client’s data clean and structured? Are their users trained and open to change?
- Start with what they already use. If they’re using Dynamics 365 Customer Service, show them how Copilot can cut resolution time. If they’re in Finance, demo how to speed up invoicing and payment reminders.
- Think beyond one app. Copilot works best when Dynamics apps are connected. Helping clients adopt a more integrated Microsoft stack will multiply the impact of AI.
How Sherweb helps partners operationalize AI in Dynamics 365
Helping clients adopt AI means shifting focus from showcasing features to rethinking how services are delivered and how success is defined.
At Sherweb, we work with partners to:
- Interpret Microsoft’s AI roadmap and turn it into actionable strategy
- Identify the right GTM messaging for AI-enhanced Dynamics solutions
- Align internal sales and technical teams around use-case-based selling
We also help partners understand the downstream impact of AI adoption—from data quality to change management—so they can lead with confidence and reduce risk for their clients.
This isn’t about selling AI. It’s about helping your clients unlock it—and helping you turn that into a competitive advantage.
What comes next for AI in Dynamics 365?
We’re still in the early innings of AI in business applications. As Microsoft continues to embed intelligence deeper into every app, we’ll see even more integration across workloads—AI agents, custom Copilot extensions, and tighter loops between M365, Azure, and Dynamics data. Partners who invest now in understanding how Copilot works, and how it connects to broader Microsoft initiatives, will be better equipped to advise clients and grow recurring revenue with long-term strategies.
Ready to put Dynamics 365 AI to work?
Whether you’re advising clients on Dynamics apps they already use or planning their next move, AI is no longer optional. It’s part of the value your clients expect—and a tool you can use to differentiate your expertise.
Let’s talk about how to bring AI into your Dynamics 365 strategy and what that can mean for your clients.
