Prepared for Canadian Solar Inc.
Dynamics 365 + AI + Sales Execution + Internal Capability
Presented by Jason Wickman · Agilidy
The Potential Outcome
Potential annual value from better North American commercial execution.
A properly designed and rapidly executed North American commercial strategy — enabled by Dynamics 365 and AI — could create or protect tens of millions of dollars of annual value at Canadian Solar's FY2025 revenue scale of $5.612B.
MARGIN
10–30 bps
$5.6M–$16.8M
Improved margin protection
EXECUTION
0.5%
~$22.5M
Against the $4.5B+ U.S. module backlog
GROWTH
0.5%
~$28M
Strategic-account penetration and cross-sell
Illustrative value scenarios based on Canadian Solar's reported financial and operating scale. These are not projected or guaranteed results.
The Teaching Point
It should be measured in business outcomes.
At Canadian Solar's scale, small improvements in commercial execution can create eight-figure economic value.
10 bps of margin
~$5.6M annually
0.5% on $4.5B+ backlog
~$22.5M
0.5% revenue improvement
~$28M annually
3 hours per seller weekly
~150 hours/yr
The question is not "How do we successfully implement Dynamics 365?"
The more valuable question is
"Where can better commercial execution create the most economic value — and how quickly can we prove it?"
Our Strategic Thesis
Standardize
Adapt by Motion
Dynamics 365 provides the commercial backbone. AI helps make the operating model faster, smarter and increasingly proactive.
Where We Would Create Value
| Business Priority | CRM Strategy | AI Opportunity | Potential Outcome |
|---|---|---|---|
| Protect profitable growth | Opportunity qualification, pricing and margin visibility, forecast discipline | Deal-risk intelligence, margin signals, next-best actions | 10–30 bps margin protection ≈ $5.6M–$16.8M |
| Win and expand strategic accounts | One account model across solar, storage, C&I and channels | Account research, whitespace, relationship intelligence | 0.5–1.0% revenue improvement ≈ $28M–$56M |
| Connect demand to execution | Pipeline to contracts to SAP orders to allocation and manufacturing | Demand and capacity signals, delivery-risk prediction | 0.5% execution on $4.5B backlog ≈ $22.5M |
| Make sellers faster | CRM designed around how sellers work, not around data entry | Meeting prep, capture, updates, proposals, account planning | Target 3–5 hours per seller per week returned |
| Build internal capability | Platform, process, data model, governance and ownership | Documentation, training, support, continuous improvement | Lower consulting dependency; internal ownership |
Illustrative value scenarios based on Canadian Solar's reported scale — not promised or guaranteed outcomes.
From Potential to Proof
DISCOVER
Day 30
Baseline Agreed
Where value is trapped and what it is worth
PROVE VALUE
Day 90
First Value Banked
First measured value from the pilot motion
SCALE + EMBED
Day 180
Run-Rate Certified
Value certified and the cadence handed over
Workstreams
AI Opportunity Model
DO
Remove administrative work
KNOW
Bring intelligence to sellers and managers
THINK
Identify risk, opportunity, forecast and margin signals
ACT
Trigger bounded workflows and next-best actions
Agent Examples
Agents are bounded, governed and tied to a business outcome — not an experiment running beside the process.
Why Agilidy / Why Jason
Commercial leadership
12 years in sales leadership; VP Sales and division-level GTM ownership
Microsoft and D365 depth
Sold Dynamics inside Microsoft; partner leadership; hands-on CRM
Sector experience
Worked with First Solar on its CRM initiative while at Microsoft
AI and internal team building
Hands-on with agents and Vibe365; recruits permanent D365 talent from an established network
The Agilidy Model
Agilidy is not a consulting army. It is direct access to one senior operator who can bridge business strategy, sales execution, D365 architecture, AI acceleration and permanent team-building.
The Opportunity
Potential Value
At Canadian Solar's scale, modest improvements in margin protection, account penetration and commercial execution can represent tens of millions of dollars of economic value.
Speed to Value
Do not wait months to hire a permanent leader and then begin. Start delivering, testing and measuring value immediately through a focused 90-day engagement.
Build to Own
Use the first 90 days to create momentum, prove the operating model and recruit the Canadian Solar employees who will own and scale it for the next 1, 2 and 5 years.
Start creating value now. Build the team that owns it for the future.
© 2026 Agilidy · Prepared exclusively for Canadian Solar Inc. · Confidential