Velaro ISV Partnership Brief — Microsoft AI Cloud Partner Program

The Opportunity

The first AI customer support platform built for the Microsoft ecosystem.

Velaro isn't adding Microsoft integrations as an afterthought. We built on Azure from day one. Every authentication flow uses Entra ID. Our Dynamics 365 integration is the deepest in the market.

🔁

Velaro 2.0 — The Reboot

In 2020, we rebuilt Velaro from zero. Same brand, entirely new platform — AI-native, asynchronous, multi-channel, built for modern enterprise. Self-financed. No VC. No acqui-hire. We spun the new platform out as a standalone messaging product and have been scaling it on Azure ever since. That makes us a startup — with 25 years of enterprise customer relationships and a Microsoft partnership dating to 2013.

☁️

Built on Azure

Velaro's entire infrastructure runs on Azure — App Service, Azure Functions, Azure Communication Services, Azure OpenAI, Static Web Apps, Key Vault, Entra ID. We self-financed this build over five years. Azure is not one of our clouds. It is our only cloud.

🔗

Dynamics 365 Depth

30+ AI skills across Contacts, Accounts, Leads, Opportunities, Cases, Activities, Notes, Appointments, and Products. Authenticated via Entra ID OAuth. The AI surfaces and writes CRM data live during every customer conversation — zero data entry.

🤖

MCP Server — First in Category

Velaro is the first customer support platform with a live MCP server. Claude Desktop, Cursor, and any MCP-compatible agent can manage Velaro deployments, bots, teams, and integrations in plain language. This is where Microsoft's Copilot push and Velaro's platform intersect.

Our Request

Here's what we need from Microsoft to move faster.

ISV Success Enrollment — Fast Track

We qualify. MPN since 2019, $100K+ Azure spend, Entra ID native, transactable AppSource offer ready. We're asking for ISV Success enrollment with tier assessment based on our current Azure consumption — and introduction to a dedicated ISV success manager.

Azure Credits for AI Workloads

We're scaling Azure OpenAI inference as we grow our AI bot customer base. Azure credits for AI/OpenAI workloads would directly accelerate our ability to onboard customers at scale. We're requesting assessment for any available AI credit programs, ISV credit grants, or ECIF funds.

Dynamics 365 Test Environment (MAP)

We need a persistent Dynamics 365 Customer Service + Sales tenant for integration testing, customer demos, and AppSource certification. Microsoft Action Pack (MAP) provides this. We're requesting MAP enrollment or equivalent internal-use licenses.

Co-sell Ready Acceleration

Our AppSource fulfillment webhook is live. Our offer is ready to submit. We're asking for co-sell Ready review to begin in parallel with our Commercial Marketplace publisher enrollment — and a clear roadmap to IP Co-sell Incentivized given our Dynamics integration depth and strategic alignment with Microsoft's AI push.

Copilot for Sales ISV Program Access

Our Copilot for Sales plugin is built and ready to ship. The program is currently invite-only. We're requesting ISV program access so Velaro chat insights can surface inside Copilot for Sales in Teams and Outlook for all mutual customers.

Microsoft Field Service & Manufacturing ISV Partner Program

We've built three Field Service RMA AI skills targeting manufacturing, HVAC, and medical equipment verticals. We're requesting introduction to the Field Service and Manufacturing ISV partner program to accelerate go-to-market in these verticals alongside Microsoft's field service push.

Power Automate Connector Fast-Track Certification

Our certified Power Automate connector is submitted with 4 triggers and 5 actions. We're requesting fast-track certification as an ISV program benefit — standard certification queues can take months, and our connector targets 50M+ Power Automate users who can connect Velaro to any Microsoft workflow without code.

Program	What It Provides	Our Status	Ask
ISV Success	$1K–$5K/mo Azure credits, ISV success manager, co-sell support	Enrolling now	Fast-track tier assessment
Microsoft Action Pack (MAP)	Internal-use licenses: Dynamics 365, M365, Azure credits	Requesting via Andrea	MAP enrollment + Dynamics tenant
Azure Sponsorship	Direct Azure credits via PDM relationship	Not applied	PDM to assess and nominate
ECIF (End Customer Investment Funds)	Microsoft-funded co-marketing or technical implementation work	Not applied	PDM to assess eligibility
Microsoft for Startups (Founders Hub)	Up to $150K Azure credits + GitHub, OpenAI	Checking eligibility	PDM to advise on qualification path
Azure Dev/Test Subscription	Reduced rates for non-production workloads	Not applied	Apply directly — staging environments
Visual Studio Subscriptions	$50–$150/mo Azure credits per seat	Not applied	Team seats for dev credits
AI Cloud Partner Program benefits	Internal-use Azure + M365 via partner portal	MPN enrolled since 2019	Claim any unclaimed benefits

AppSource Status

These commands complete the Commercial Marketplace publisher enrollment, Azure AD app registration for Dynamics, and ISV Success enrollment. Run from Azure CLI or PowerShell with the Velaro tenant credentials.

Step 1 — Login to Azure (Velaro tenant)

Azure CLI

# Login with Velaro's Entra ID tenant

az login --tenant velaro.com

# Verify you're in the right tenant

az account show --query "{name:name, tenantId:tenantId}"

# If multiple subscriptions, set the right one

az account set --subscription "Velaro Production"

Step 2 — Register Azure AD App for Dynamics 365

Azure CLI

# Create the app registration

az ad app create \

--display-name "Velaro Dynamics 365 Connector" \

--sign-in-audience AzureADMyOrg \

--web-redirect-uris "https://velaro-admin-staging.azurewebsites.net/oauth/dynamics/callback" "https://velaro-admin.azurewebsites.net/oauth/dynamics/callback"

# Save the appId from the output — you'll need it

# Output: { "appId": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx" }

Step 3 — Add Dataverse Permissions to the App

Azure CLI

# Set APP_ID to the appId from Step 2

APP_ID="your-app-id-here"

# Dataverse / Dynamics 365 resource ID (always this value)

DATAVERSE_ID="00000007-0000-0000-c000-000000000000"

# Add user_impersonation permission

az ad app permission add \

--id $APP_ID \

--api $DATAVERSE_ID \

--api-permissions 78ce3f0f-a1ce-49c2-8cde-64b5c0896db4=Scope

# Grant admin consent

az ad app permission grant \

--id $APP_ID \

--api $DATAVERSE_ID

Step 4 — Create Client Secret

Azure CLI

# Create a 2-year client secret

az ad app credential reset \

--id $APP_ID \

--years 2 \

--display-name "Velaro Dynamics Connector Secret"

# SAVE THIS OUTPUT — it contains the secret value

# Output: { "password": "SECRET_VALUE", "appId": "...", "tenant": "..." }

# WARNING: Copy the password now. You cannot retrieve it again.

Step 5 — Store Credentials in Key Vault

Azure CLI

# Store the app ID and secret in Azure Key Vault

az keyvault secret set \

--vault-name "velaro-kv" \

--name "DynamicsClientId" \

--value "$APP_ID"

az keyvault secret set \

--vault-name "velaro-kv" \

--name "DynamicsClientSecret" \

--value "SECRET_VALUE_FROM_STEP_4"

# Also set TenantId and OrgUrl

az keyvault secret set --vault-name "velaro-kv" --name "DynamicsTenantId" --value "YOUR_TENANT_ID"

az keyvault secret set --vault-name "velaro-kv" --name "DynamicsOrgUrl" --value "https://yourorg.crm.dynamics.com"

Step 6 — Domain Verification (Partner Center)

Azure DNS

# After enrolling in Commercial Marketplace, Microsoft gives you

# a TXT record value. Add it to velaro.com DNS like this:

az network dns record-set txt add-record \

--resource-group "velaro-dns-rg" \

--zone-name "velaro.com" \

--record-set-name "@" \

--value "MS=ms12345678"

# Replace MS=ms12345678 with the actual value from Partner Center

# Verify propagation (usually 5-10 min)

nslookup -type=TXT velaro.com

Step 7 — ISV Success Enrollment URL

Browser — Partner Center

# Open Partner Center and enroll in ISV Success

URL: partner.microsoft.com/en-us/partnership/isv-success

# Then enroll as Commercial Marketplace publisher

URL: partner.microsoft.com → Account settings → Programs → Commercial Marketplace

# After publisher enrollment, set up payout profile

URL: partner.microsoft.com → Account settings → Payout and tax

# Do NOT skip payout profile — it blocks offer go-live even after Microsoft approval

Step 8 — Verify Dynamics App Registration

Azure CLI

# Confirm app exists and permissions are set

az ad app show --id $APP_ID --query "{name:displayName, appId:appId}"

az ad app permission list --id $APP_ID --query "[].{api:resourceAppId, scope:resourceAccess[0].id}"

# Expected: Dataverse permission (00000007-...) with user_impersonation scope

# Pass values to Alex for velaro-admin app settings:

# DynamicsClientId, DynamicsClientSecret, DynamicsTenantId, DynamicsOrgUrl

Step 9 — Troy's Dynamics Test Account

Browser — trials.dynamics.com

# Spin up a free 30-day Dynamics 365 trial for Troy

URL: https://trials.dynamics.com

# Select: Dynamics 365 Customer Service

# Sign in with Troy's Microsoft work account (or create one)

# No credit card required — instant provisioning

# After tenant is created, add Troy as System Administrator

Dynamics 365 Admin Center → Environments → [your trial env] → Settings → Users → Add User → Troy → System Administrator

# Save the Org URL — looks like:

https://[orgname].crm.dynamics.com

# Trial expires in 30 days. Request MAP (Step 10) for a permanent tenant.

Step 10 — Request MAP (Action Pack) via Partner Center

Browser — Partner Center

# Microsoft Action Pack gives permanent internal-use licenses

# including Dynamics 365 Sales + Customer Service for testing

URL: partner.microsoft.com → Benefits → Action Pack → Subscribe

# Cost: ~$475/yr — worth it for persistent Dynamics tenant

# Approval: 1–3 business days after MPN enrollment confirmed

# After MAP is approved, assign Dynamics 365 licenses to:

- Andrea (admin + integration owner)

- Troy (QA / test user)

- Alex (executive access)

# MAP also includes M365 E3 licenses — assign to same users

Step 11 — ISV Success Enrollment (Browser)

Browser — Partner Center

# Enroll Velaro in ISV Success program

URL: partner.microsoft.com/en-us/partnership/isv-success

# Sign in as Andrea (partner admin) or Alex

# MPN ID from 2019 will auto-link — confirm it's correct

# During enrollment, highlight:

- $100K+ annual Azure spend (own infrastructure)

- Dynamics 365 integration with 30+ AI skills

- Entra ID native authentication

- AppSource fulfillment webhook completed April 2026

- MCP server live — first in customer support category

# After enrollment, request ISV success manager introduction

# Ask manager explicitly: fastest path to IP Co-sell Incentivized

Step 12 — Founders Hub Eligibility Check

Browser

# Up to $150K Azure credits if Velaro qualifies

URL: foundershub.startpages.com

# Apply with:

- Company: Velaro, Inc.

- Founded: 2000 (may disqualify — apply anyway)

- Stage: Growth / scaling AI product

- Primary cloud: Azure

# If disqualified on founding date, ask ISV success manager

# for equivalent Azure AI credit programs — they exist

# Takes 5 minutes. Do not skip.

Step 13 — Enable Dynamics Integration in Velaro Admin

Velaro Admin Portal

# After Steps 2–5 are complete, Andrea adds the keys to velaro-admin

# Go to: https://admin-staging.velaro.com

# Navigate to: Site Settings → Integrations → Dynamics 365

# Enter the four values from Key Vault:

DynamicsClientId = [app ID from Step 2]

DynamicsClientSecret = [secret from Step 4]

DynamicsTenantId = [tenant ID from Step 9]

DynamicsOrgUrl = https://[orgname].crm.dynamics.com

# Then enable the feature flag on the test site:

Site Features → EnableDynamics365 → ON

# Test: start a chat on the test site, ask the bot to

# look up a contact by email — should return Dynamics data

# Pass to Troy for QA once integration responds correctly

Step 14 — Andrea Owns These Keys Forever

Key Rotation Policy

# Andrea is the owner of all Microsoft integration credentials

# Rotation schedule — add to your calendar:

DynamicsClientSecret → rotate every 24 months (set reminder now)

MAP licenses → renew annually (~$475)

ISV Success tier → review quarterly with ISV success manager

AppSource offer → update screenshots/description each major release

# When rotating the client secret:

az ad app credential reset \

--id $APP_ID \

--years 2

# Then update Key Vault (Step 5) + velaro-admin (Step 13)

# Never share client secrets over email or Slack — use Key Vault only

Andrea owns this end-to-end. Run steps 1–8 to register the Dynamics app and store credentials. Run step 9 to get Troy a test account today (no waiting). Run step 10 to request MAP for a permanent tenant. Steps 11–12 are browser-only enrollments that take under 30 minutes total. Step 13 is the final activation in velaro-admin — once complete, hand the test site URL to Troy for QA. Step 14 is the ongoing ownership checklist — add the rotation reminders to your calendar now. Any errors: email alex@velaro.com with the step number and full error output.

Velaro 2.0 is a self-financed AI startup built on Azure.With 25 years of Microsoft partnership behind it.

The first AI customer support platform built for the Microsoft ecosystem.

Velaro 2.0 — The Reboot

Built on Azure

Dynamics 365 Depth

MCP Server — First in Category

Our Azure footprint — and why it's growing.

What's Next on Azure

Here's what we need from Microsoft to move faster.

ISV Success Enrollment — Fast Track

Azure Credits for AI Workloads

Dynamics 365 Test Environment (MAP)

Co-sell Ready Acceleration

Copilot for Sales ISV Program Access

Microsoft Field Service & Manufacturing ISV Partner Program

Power Automate Connector Fast-Track Certification

Every Microsoft credit path we're pursuing.

We're not pitching an idea. We're submitting an offer.

MPN enrolled since 2019

M365 + Copilot program enrolled

AppSource fulfillment webhook completed

Entra ID OAuth authentication live

Dynamics 365 integration built

MCP server live with safety annotations

AppSource activation landing page

Teams App manifest

Outlook Add-in manifest

Power Apps PCF Control

Power Automate Connector

Microsoft Copilot for Sales plugin

Dynamics 365 Field Service RMA skills

Commercial Marketplace publisher enrollment

Domain verification (DNS TXT)

Bank + tax payout profile

AppSource SaaS offer submission — Velaro AI Live Chat

Velaro for Dynamics 365 dedicated listing

Co-sell Ready application

Every command Andrea needs. Run in order.

Step 1 — Login to Azure (Velaro tenant)

Step 2 — Register Azure AD App for Dynamics 365

Step 3 — Add Dataverse Permissions to the App

Step 4 — Create Client Secret

Step 5 — Store Credentials in Key Vault

Step 6 — Domain Verification (Partner Center)

Step 7 — ISV Success Enrollment URL

Step 8 — Verify Dynamics App Registration

Step 9 — Troy's Dynamics Test Account

Step 10 — Request MAP (Action Pack) via Partner Center

Step 11 — ISV Success Enrollment (Browser)

Step 12 — Founders Hub Eligibility Check

Step 13 — Enable Dynamics Integration in Velaro Admin

Step 14 — Andrea Owns These Keys Forever

Let's build this together.

Velaro 2.0 is a self-financed AI startup built on Azure.
With 25 years of Microsoft partnership behind it.