Microsoft partner executives who have been focused on their immediate challenges in recent years would be well served to use the start of Microsoft's FY23 to turn their attention to longer term strategies for maintaining profitability in an economic landscape full of risks.
Our guests, George Brown and Dana Willmer of Partner Economics, have been sharing their latest findings on the micro- and macroeconomic conditions in the Microsoft channel, and for Dynamics-focused services firms, the implications will be huge over the next few years. They recently wrote an article about their new thinking and join us to discuss these topics in more detail.
The factors that drive profitability are shifting rapidly, Brown and Willmer tell us, and partners will need to make difficult choices to adapt. Some of the issues that they discuss include the ongoing resource shortage, the impact of marketplaces on software sales, dropping utilization rates, and valuations.
Partners are not doomed, they say, but in a few years many of the most popular business models in the channel may look nothing like today's typical Dynamics VAR.