Microsoft Seller Partner · D365 + AI
Open the accounts you can't get into.
A former Microsoft D365 seller who builds a custom point-of-view site for your dark and competitive accounts, then leads the business conversation with you — fractionally, on your account team.
The Door-Opener
For the account you can't get into.
For a dark, stalled or competitive account, Jason researches the company and builds a hyper-personalized microsite for its executives: their business priorities, where AI/Copilot and D365 fit, a 90-day plan, and an AI assistant that answers questions about the POV.
Seller names the account
You send the company name and a sentence on why it's dark or competitive.
Jason builds the POV site
A hyper-personalized microsite for its executives: their priorities, where AI/Copilot and D365 fit, a 90-day plan, and an AI assistant that answers questions about the POV.
Exec engages — you take the meeting
The exec reads something built for them. You and Jason walk into a business conversation, not a cold pitch.
One account. One thesis.
Carried all the way through.
When you nominate an account, Jason researches the business and builds a personalized microsite like the one below. The executive gets a relevant conversation. You get a better starting point.
Explore the sales execution workflow
Build a point of view worth opening
Give the buyer something useful before asking for time.
Jason creates a personal microsite around the account, executive and business situation. He teaches something, shows how he would approach the outcome, and makes the next conversation easier.
AUDIENCE: The executive you named
THESIS: A Challenger point of view grounded in their business
PROOF OF APPROACH: A custom page like the one you are looking at
NEXT STEP: A focused, measured conversation
A POINT OF VIEW FOR [ACCOUNT]
What if there was a better way?
A faster, smarter way to turn strategy into a high-performing revenue operating model.
Executive Brief
The Challenger Thesis
Connect the signals. Prioritize the accounts. Create the next best action.
The question worth testing
If we owned this outcome, where would we start?
Where We Would Start
01
Customer History
02
AI Scoring
03
Next Best Action
A 90-Day Proof
Does the thesis resonate?
Connect with Jason →Every microsite includes a personal note from Jason, a Challenger thesis, an executive video brief, three commercial opportunities, and a 90-day proof plan. See a live example at Macomb Mechanical .
This is the working artifact. Email, call and CRM outputs are examples of the proposed connected workflow. See a live example at Macomb Mechanical or the full motion at Triple Whale .
Example POV
See what a door-opener looks like.
A live, personalized point-of-view site built for a real account — the kind Jason creates in days.
Your fractional AI & Business Apps lead
A senior resource on your account team.
Jason joins the account team as a senior, fractional resource for strategy engagements. One senior lead, no bench, no handoffs.
AI & Copilot strategy
Where to get the biggest impact from AI and Copilot — not a demo, a plan tied to the business.
D365 Sales adoption & pipeline
Turn what the customer already owns into real usage, forecast discipline and pipeline.
Migrations to D365
Including Salesforce exits — the business case, the roadmap, and the migration.
What's in it for you
Why Bring Agilidy Into Your Account?
New pipeline in accounts you couldn’t open
A door-opener POV gets you into the dark or competitive account — and surfaces the opportunity inside.
A credible business conversation with the CEO/CRO
Jason speaks CEO, CRO, Sales and Service — not just technology. You walk in with a business point of view, not a demo.
Small first engagements that close fast
Start at $2K, move to a $5K activation sprint, or prove a real AI use case with a $10K pilot. No six-figure SOW required.
Competitive displacement support
When a customer is on Salesforce or frustrated with their current partner, Jason builds the business case to move them to D365.
You don't need to wait for a six-figure transformation project to move an account forward.
The four-offer ladder
Four Simple Ways to Move an Account Forward
Discover → Activate → Prove → Exit
Revenue + AI Opportunity Workshop
↓ creates the opportunity
D365 + Copilot Activation Sprint
↓ creates usage
AI Acceleration Pilot
↓ proves value & creates expansion
Salesforce Exit Strategy
↓ creates the displacement business case
Revenue + AI Opportunity Workshop
Find the next Microsoft opportunity.
Designed for customers who:
- Already own Dynamics 365 but aren’t getting enough value
- Weak CRM adoption
- A sales/service/business problem but don’t know how technology should solve it
- Asking about AI
- Approaching renewal or expansion conversations
- Executive dissatisfaction with CRM
- Account has gone stagnant
- May have additional D365, Copilot, Power Platform, agent, or Azure opportunities
Focus on:
Deliverable
90-Day Revenue Technology Opportunity Map
- Top 3–5 business opportunities
- Recommended Microsoft capabilities where appropriate
- AI/agent opportunities
- Immediate actions
- Longer-term opportunities
- Suggested next step
- Executive recap the Microsoft seller can use in the account
Seller benefit
Creates a business-value conversation and identifies potential expansion pipeline for only $2K.
D365 + Copilot Activation Sprint
Turn an opportunity into actual usage.
Designed for customers who:
- Customers who already have a reasonably clear problem or capability they want to activate
- Choose ONE priority scenario
Possible scenarios (choose ONE):
The sprint includes:
- 1Confirm business outcome
- 2Review current environment
- 3Select one achievable use case
- 4Configure or improve the scenario
- 5Activate it for a defined pilot group
- 6Train / enable pilot users
- 7Measure initial usage and value
- 8Define expansion recommendation
Deliverable
One Activated Business Scenario + Expansion Roadmap
Seller benefit
Moves the conversation from licenses and features to active business usage — and gives the seller a natural expansion conversation.
Deliberately scoped to ONE achievable scenario. Not unlimited development for $5K.
AI Acceleration Pilot
Prove an AI business outcome in a real customer environment.
Designed for customers who:
- This is not an AI workshop. It is a hands-on pilot. Agilidy works with the customer’s business team to identify one high-value AI scenario and create a functioning pilot.
Possible technology:
Possible pilot scenarios:
Pilot structure:
- 1Executive business outcome discovery
- 2Prioritize one AI use case
- 3Define success criteria
- 4Validate required data/access
- 5Build/configure the pilot
- 6Connect to D365/M365/Teams/data where appropriate
- 7Put it in the hands of real users
- 8Capture feedback and initial results
- 9Present findings
- 10Create production/expansion roadmap
Deliverable
Working AI Pilot + Business Case + Production Roadmap
Seller benefit
Creates a tangible AI win and a clear path to broader Microsoft adoption, agent deployment, Dynamics expansion, Power Platform usage, and/or Azure AI consumption where justified by the solution.
Salesforce Exit Strategy
Validate the economics of leaving Salesforce for Microsoft.
Designed for customers who:
- On Salesforce and approaching renewal
- Frustrated with consecutive Salesforce price increases
- Questioning Agentforce ROI or AI readiness
- Curious whether Dynamics 365 is a viable alternative
- Need a board-ready migration business case before committing
- Want to de-risk the largest decision in the CRM stack
Deliverable
Salesforce Exit Strategy + Migration Roadmap
- Current Salesforce environment analysis
- Dynamics 365 digital twin
- Licensing savings business case
- Implementation sizing & estimate
- Migration roadmap & break-even analysis
Seller benefit
Opens a competitive displacement conversation with a fixed-price, low-risk assessment — and creates a multi-year Dynamics 365 expansion opportunity.
The Salesforce Exit Window is open now. Lead with the cited executive brief, then offer the engagement.
Start wherever the customer is today. A customer can enter directly into the appropriate engagement.
Seller scenarios
When Should You Call Agilidy?
"My D365 customer isn't using what they bought."
Bring us in.
"The customer wants to talk about AI but doesn't know where to start."
Bring us in.
"I've got a good account but can't find the next opportunity."
Bring us in.
"The CEO/CRO is frustrated with their current SI."
Bring us in.
"The customer thinks D365 is the problem."
Bring us in before they replace it.
"I need a credible business conversation, not another technical demo."
Bring us in.
"We need an actual agent use case."
Start the AI Acceleration Pilot.
"The account is stalled."
Use the $2K workshop to reopen the conversation around business value.
If there's a business problem inside a D365 account, there's probably an opportunity worth exploring.
Why Agilidy
Senior Leadership, On-Demand Depth.
Former Microsoft D365 sales leader. Ran a $70M Microsoft services practice. Co-founded a CRM consultancy acquired via Avtex. One senior lead on every engagement — no handoffs.
Jason Wickman brings an unusual combination of Microsoft, CRM, technical, and sales leadership experience.
"I understand what you're trying to accomplish because I've sat in the Microsoft seller's chair."
My job is to help you make the customer successful — not walk into the account with a giant consulting proposal.
The Agilidy model — On Demand
You always work directly with Jason. As an engagement grows, he pulls in vetted specialists — D365 architects, Copilot and AI agent builders, data engineers, adoption leads — only when the work calls for them, and only for as long as needed.
Why Agilidy is different
No Consulting Army Required.
Jason left a successful VP Sales role at a Microsoft consulting company after seeing too much bloat in traditional consulting proposals and not enough efficiency or ingenuity. Agilidy was created around a different model:
You can bring Agilidy into an account without worrying that the first conversation will turn into a six-figure SOW.
The Salesforce Exit Window
A cited, fact-driven point of view on why 2026 is the moment to re-evaluate Salesforce — and why Microsoft holds the advantage. Built for Microsoft sellers to read, share, and carry into deal conversations.
+20%
Salesforce list-price increase in 3 years, before AI
~34%
Agentforce customer adoption — Benioff addressed it publicly
$37B
Microsoft AI annual run rate, +123% YoY
Download the executive brief
"The Salesforce Exit Window" — cited, shareable, ~10 min read.
Every claim is sourced from public filings, analyst research, and vendor announcements — including Salesforce's own SEC disclosures. Aggressive where the evidence supports it; factual throughout.
Microsoft alignment
Built to Help Advance the Microsoft Opportunity
Engagements can help uncover, activate or expand opportunities involving:
We identify the right business outcome first, then determine which Microsoft capabilities can best deliver it.
We don't force technology into the architecture just to increase consumption — that philosophy protects credibility with both Microsoft and the customer.
The co-sell process
Here's How Easy It Is.
Send Me the Account
Give Jason the company and a sentence or two about what is happening.
We Align Before the Customer Call
A 15-minute seller-to-seller conversation on account situation, existing footprint, seller goals, relationship dynamics, and opportunity hypothesis.
Bring Me Into the Customer Conversation
Jason leads with the business issue rather than a product pitch.
We Pick the Smallest Engagement That Can Move the Account
$2K, $5K or $10K. Then determine the next step based on actual customer value.
No giant proposal required to get started.
Your Seller Portal
This is how we work your accounts.
You nominate the account. I handle research, the POV, and the engagement. You get analytics back at every step — right here in your personal portal.
Your accounts this fiscal year
POV live · 8 exec questions
Researching · 0 exec questions
In conversation · 5 exec questions
Explore the workflow
Nominate the account
You tell me where you need help.
Send the company name and a sentence on the situation. Dark, competitive, stalled, adoption issue, AI opportunity — whatever it is, you name it and I take it from there.
What you send
ACCOUNT: Named by you
SITUATION: Dark, competitive or stalled
WHAT YOU NEED: D365, Copilot, AI agent, adoption
YOUR GOAL: A useful conversation with the exec
Your portal remembers your accounts and continuously shares analytics.
Seller quick reference
Three Offers. One Goal: Move the Account.
$2K
DISCOVER
Revenue + AI Opportunity Workshop
Find the opportunity.
$5K
ACTIVATE
D365 + Copilot Activation Sprint
Create usage.
$10K
PROVE
AI Acceleration Pilot
Prove value.
Bring me in
Bring Me Into an Account
Send me the account. We'll align before the customer call, then pick the smallest engagement that can move it.