AI & Copilot Discovery Workshop

From AI interest and survey to a clear, actionable AI Opportunity Map

The AI Discovery Workshop is a structured, repeatable engagement designed to help Microsoft Dynamics Partners turn customer curiosity about AI into prioritized, actionable opportunities.

Building on insights from the AI Fit-Score, the workshop transforms high-level readiness into a clear AI Opportunity Map aligned with Business Central, Copilot, and surrounding systems. It is the natural second step in a scalable AI engagement model — and a powerful bridge toward real delivery projects.


What Your Customers Receive

The AI Discovery Workshop is a guided, partner-led session facilitated by Qezaro, focused on understanding key business processes and operational pain points, identifying AI cases with measurable value and aligning expectations together with next steps. The outcome of the workshop is a tangible and decision-ready deliverable: AI Opportunity Map.

Each customer receives an AI Roadmap that includes:

  • Prioritized AI and automation use cases
  • Business impact versus implementation complexity
  • Data, integration, and readiness considerations

The AI Roadmap becomes the foundation for internal decision-making and the starting point for AI solution design and delivery.

It is not a sales pitch, not a demo and not a technical deep dive.
It is a structured working session designed to create clarity, roadmap and measurable success.

What Partners Gain

For partners, the workshop acts as a repeatable qualification and lead-generation engine. Partners benefit from:

1

Clear Scope

Clearly scoped and qualified opportunities for AI design and delivery

2

Faster Wins

Stronger stakeholder alignment on the customer side

3

Reduced risk

Reduced risk before committing to implementation

4

Structured and Repeatable

A structured transition from ERP discussions into AI value conversations

5

Actionable cases

Most importantly, the workshop uncovers actionable cases that naturally lead into:

  • AI solution design
  • Agent and automation delivery
  • Long-term AI advisory engagements

Workshop Availability for Partners

AI Discovery Workshops are available to our Partners as part of Qezaro membership plans.

Depending on your membership tier, workshops are included as part of the plan. Used as a bundled offering together with AI Fit-Score. This allows you to scale AI engagements without upfront investment for every customer, while maintaining consistent quality and outcomes.

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Designed for Repeatability and Reuse

The AI Discovery Workshop is part of the flow below, built for scale with consistent structure across customers, allowing predictable effort and outcomes. This enables partners to offer AI services systematically.

1 Lead Magnet

AI Fit-Score

Assess your customers' business problems, AI readiness by white-labeling our fit-score survey.

2 Opportunity Driver

AI & Copilot Discovery Workshop

Each customer receives pain points mapped to solutions - traditional automation, process improvements or AI. Not all problems need AI - Qezaro method identifies high-value, realistic AI use cases. All workshop participants receive AI Opportunity Map. Workshops included for Partners in Membership plans

3 Agent Development

Design & Delivery of Agentic Solutions

When every opportunity and pain point is mapped to a solution, we measure ROI, budgets, timelines. Where it makes sense, we help deliver custom AI agents integrated with Business Central and connected systems.

Each step naturally leads to the next — with clear value at every stage.

What happens next

This workshop is not the right next step.

In a short introductory call, we’ll confirm your situation, and discuss which approach would deliver more value to your customers.

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