solver microsoft

In a recent announcement, Microsoft and Solver launched their Agreement to deliver deeply integrated planning and reporting for Microsoft’s Dynamics 365 Finance. This Agreement offers several benefits for Microsoft Dynamics 365 Finance (Finance); and as a byproduct, many of these same benefits will also be available for Microsoft Dynamics 365 Business Central (Business Central). Key benefits for Finance, Business Central, and both (D365) are discussed below. 

More Microsoft Dynamics 365 Finance & Business Central wins

With D365 ERPs being an important foothold in the office of finance for Microsoft and a driver of recurring cloud revenue, the collaboration with Solver will help increase the win ratio in all the deals where customers are looking for ERP + advanced planning and reporting features.  

In recent years, D365 competitors like Workday and Oracle with their NetSuite app have complimented their accounting systems with strong financial reporting, budgeting and forecasting functionality. Workday did this by acquiring and integrating Adaptive Insights and Oracle bolted their Hyperion cloud product on top of NetSuite.  

The planned deepened two-way integrations, drill-through, out-of-the-box reports, budget forms and dashboards along with Microsoft’s Solver Agreement will help match their competitors’ CPM advantages and likely exceed them. One of the reasons is that Solver goes beyond D365 by also supporting numerous other Microsoft technologies as we will discuss next.  

Pullthrough of other Microsoft offerings (Office, Azure Рfew CPMs there, Teams) 

The Solver solution is one of the very few CPM apps that runs on the Microsoft Azure cloud. Most other CPM vendors early on chose to partner with Amazon and deployed their solutions on the AWS platform. However, for Microsoft, there are additional product benefits when its Dynamics customers also implement Solver, such as: 

  • Deep D365 integrations (with additional features coming as a result of the Microsoft¬†Agreement)
  • Easy access as certified and preferred App on the Microsoft¬†AppSource¬†marketplace¬†
  • Certified Power BI integration
  • Deep Microsoft Excel integration
  • Azure Active Directory (AAD) with single sign-on
  • Microsoft Teams compatibility
  • Annual recurring¬†co-sell revenue to Microsoft¬†

Incentivized Microsoft Sellers 

In the pre-cloud era, often to many Microsoft independent software developers‚Äô (ISVs) frustration, there were rarely any direct financial benefits for a Microsoft seller to put in extra effort to bring ISV products to their customer accounts. However, as Microsoft has¬†risen to become a global cloud leader with Azure, it also realized that their Azure-based ISVs pulls through important recurring revenue based on the ongoing Azure resources they consume. To¬†create a direct motivation and benefit to their own sellers, Microsoft has created a so-called ‚Äúco-sell program‚ÄĚ where their sellers have commission quotas for the participating ISVs they help sell into their accounts.¬†¬†

To encourage collaboration with the global Microsoft field teams, Solver is in the highest level of the co-sell program for¬†Finance, referred to as ‚ÄúDynamics 365 Finance¬†ISV¬†Connect Premium¬†Tier¬†Co-sell¬†Ready Program.‚Ä̬†Here is an¬†interview April Olson,¬†Principal Group Product Manager for Microsoft Dynamics 365¬†discussing¬†the collaboration with Solver.¬†


Microsoft, like any other business, knows all the benefits of having highly satisfied customers. With recurring revenues being a core focus for cloud-oriented companies, customer satisfaction has gotten more attention than ever. A happy customer usually means that this customer is likely to renew, and maybe also expand their subscriptions.  

When a company invests¬†time and money into multiple connected solutions, such as¬†D365¬†and Solver, and their ROI is according to expectations, they will generally stay on the platforms. This is often referred to as ‚Äústickiness‚ÄĚ in the tech¬†space.¬†¬†

The announced Microsoft Agreement with Solver has high customer satisfaction as a prime goal. It comes along with new technology that promises rapid time-to-value and functionality that will help customers enable their managers with faster and better decisions.   

Analyst reviews of Dynamics 365 Finance & Business Central 

There are numerous analysts following the Enterprise Resource Planning (ERP) space. Their customer surveys and research often highlight strengths and weaknesses of each vendor. Many prospective customers use analyst reports to support their ERP purchase decisions. And similarly, when their products are given a high rating or a strong position in an analyst quadrant, sellers use the reports in the sales process.  

The Agreement with Solver will benefit D365 customers with tightly integrated features for advanced budgeting, forecasting, reporting and consolidations. Along with strengthened integration opportunities, especially for Azure-based ISV applications, Microsoft is driving relationships like the one with Solver to maximize customer satisfaction which ultimately also drives coverage in analyst reports.  

Contact Solver Today to Learn More

The Microsoft and Solver collaboration reinforces their strategic bet on working with ISVs to enable go-to-market offerings that will help customers with their digital transformation. When combined with incentives like Microsoft the Co-sell program and other benefits discussed in this post, there is an historical opportunity for Microsoft sellers and ISVs to bring unified cloud solutions to customers to drive the success of their businesses. Contact us today to learn more about our partnership and the benefits. 

solver microsoft

In a recent announcement, Microsoft and Solver launched a collaboration agreement delivering deeply integrated planning and reporting for Microsoft’s Dynamics 365 Finance.  This Agreement offers several benefits for Dynamics 365 Finance (Finance) Partners; and as a byproduct, many of these same benefits will also be available for Microsoft Dynamics 365 Business Central (Business Central) Partners. Key benefits for Finance Partners, Business Central Partners, and both (D365) are discussed below. 

Simplified, reduced effort to implement a complete ERP and CPM solution for customers 

Because of the deep two-way integration provided as part of the Microsoft and Solver collaboration, partners will be able to deploy the solutions together with less effort. While many ERP Partners have dedicated business intelligence team members for Power BI dashboard deployments, they usually do not have full-time corporate performance management (CPM) teams.  

More time for high value consulting 

Consulting revenue is usually the most important component of a Dynamics partner’s business model, and for that reason, implementation projects that include a significant number of hours are of high importance to them. The pre-built D365 integrations may seem less attractive to partners at first because it can shorten initial implementation times with its easy-to-configure process and its number of pre-built reports, budget forms and dashboards. Partners will realize, however, that the quick-time-to-value customers gain will free up budgets and consulting time that partners usually include in an implementation and allow them to deliver higher value work, such as creating reports and budget models tailored to their client’s business needs and industry requirements. The result should be happier clients and higher return on investment (ROI).    

Less complexity to support customers over time 

Solver has been a Microsoft technology partner for more than 20 years. With the recently announced Microsoft and Solver¬†agreement, partners can stay assured that integrations and other compatibility between¬†Finance¬†and Solver will remain in sync as both companies release their periodical cloud updates. Not only that, but interoperability and integrations are likely to continue to deepen. Furthermore, Solver already¬†has¬†an active integration program with key Dynamics 365 third-party (‚ÄúISV‚ÄĚ) apps that also makes it easier for a partner to support the customer‚Äôs D365 solution. In other words, with less ‚Äúmanual plumbing‚ÄĚ and custom development required, partners can support their clients¬†much more easily¬†over time, including¬†by offering¬†subscription-based managed services programs.¬†

Easier to continue to deliver complete value with a single, connected Microsoft Azure platform 

Azure has always been the cloud platform for the Solver CPM solution. As such, it also includes connectivity with Power BI, report publishing to Microsoft Teams, integration with Office 365, and now with the new Microsoft collaboration, deep two-way integration and other planned benefits for D365 customers. Solver’s Azure platform and Microsoft appcentric interoperability strategy is closely aligned with Dynamics partners’ value proposition to their clients. 

Easier to convey value to prospective customers in the sales process 

In a typical ERP sales process, partners will present their combined software and services value proposition to prospective customers.¬†Oftentimes, a ‚Äúground-to-cloud‚ÄĚ ERP migration will include both the ERP system as well as several best-of-breed add-ons, including solutions like Power BI for dashboards and Solver for budgeting,¬†forecasting,¬†and reporting.¬†When¬†these add-on solutions come pre-integrated to Dynamics 365¬†and also can¬†deliver quick-time-to-value for the customer, there is a clear win-win for all parties. As a result, partners will win more new business because they can easily¬†convey the overall solution‚Äôs¬†value and show how it will help improve the customer‚Äôs business processes.¬†¬†

Easier to collaborate with Microsoft Sellers  

Solver has all the right credentials to support a partner’s joint sales effort with their counterparts on the Microsoft sales team. These include: an Azure-based solution, Azure Active Directory (AAD), Excel, Office, and Dynamics integrations, which will help to win new accounts. As a Preferred Microsoft AppSource solution, Solver is an easy app to find and learn about, in addition, Solver is currently the only CPM solution in Microsoft’s highest level co-sell program, which provides Microsoft sellers a margin for each deal won according to certain criteria. 

Solver is a global, partner channelfocused business 

Perhaps most important to any Dynamics partner is to know that they are a very strategic element in Solver’s go-to-market activities. While many CPM and analytics vendors have been acquired in recent years, resulting in partners often suffering from reduced reseller margins or cancelled programs as investors looking to maximize their profit plans their exit strategies. Partners have been at the center of Solver’s business for more than 24 years and will continue to be so in the future as Solver expands beyond its 12 current global locations across all major regions of the world; with the ever-important goal of delivering maximum value to joint customers.  


With the recent announcement of the Microsoft and Solver collaboration, Dynamics partners will not only be key beneficiaries along with their customers, but Solver will also keep enhancing its partner programs, training assets, co-marketing and other ways that drives joint success.  


Integration promises initial deployments of Solver’s cloud planning and reporting for Dynamics 365 in as little as one day to drive quick-time-to-value for Microsoft customers


LOS ANGELES, Calif. ‚ÄĒ January 26, 2021 ‚ÄĒ¬†Solver, Inc. today announced a strategic cooperation agreement with Microsoft to deliver advanced cloud-based planning and reporting from Microsoft Azure to Dynamics 365 customers world-wide. One of the unique benefits of the agreement is QuickStart, a rapid deployment technology that Solver has designed as an add-on for Microsoft‚Äôs Dynamics 365 Finance. This enables Dynamics 365 customers to get up and running with pre-built, fully functioning forecasts, budgets and reports in as little as one day. In a time of economic uncertainties, this quick-time-to-value will also help Microsoft partners deliver Solver‚Äôs advanced planning to their customers in record time.

Solver’s solution will enable customers to simplify day-to-day planning and reporting tasks, foster collaboration, increase productivity and enhance security.

Customers will also benefit from the Solver multi-tenant cloud solution’s utilization of Microsoft technologies, which includes: Availability on global Azure data centers; Use of Azure Active Directory for single sign on; Integration to Microsoft Teams for collaboration; Cloud-connected Excel add-in for flexible report and input form design; and out-of-the box Power BI connector for professional dashboards.

Driving better and faster decisions in times of change

As organizations adjust and adapt to changing business environments, the need for connected, real-time planning capabilities is accelerating. Making faster, informed decisions across all areas of the business requires a continuous planning process. Solver offers customers a modern Azure-cloud based platform that now, with the new QuickStart integration to Microsoft Dynamics 365 Finance, will make it much easier and faster to connect strategic goals and KPIs with annual budgets and forecasts, as well as, with historical data from Dynamics 365. Ultimately, the deep two-way integration with Microsoft Dynamics 365 delivers consistent dataflows that provide customers with one version of the truth.

Furthermore, companies are increasingly spreading their data across various cloud business applications, such as ERP, HRM, and sales automation.  Solver and its ability to combine these data sources into Solver’s business data warehouse enables deep planning capabilities.  In addition, it also drives scalable modern analytics and reporting for the Microsoft Dynamics 365 community.

Deep integrations enable quick-time-to-value for Microsoft and Solver customers

Today’s announcement also includes the following additional integrations and support, focusing on easier access, collaboration and security between Microsoft and Solver applications.

  • The Solver QuickStart wizard makes it very easy for customers to deploy the initial integration and data loading between Dynamics 365 and Solver applications.
  • Solver QuickStart templates saves weeks of report and input form design work by delivering out-of-the-box industry standard financial reports and planning forms that can be used immediately without customization.
  • Ability to directly drill-down from Solver planning input forms and reports into related Dynamics 365 screens for immediate visibility and rapid decisions related to underlying historical data.
  • Solver‚Äôs automated direct write-back of approved budgets and forecasts to Dynamics 365 speeds up and simplifies accountants‚Äô work at the end of the planning process. It will also enable immediate visibility of Solver budget and forecast data in Dynamics 365 for additional budget control and reporting.
  • Microsoft Teams integration enables users across the organization to access Solver from within Teams to view budgets, forecasts and reports.
  • Microsoft Azure Active Directory integration provides customers access to enterprise data and applications easily and securely through single sign-on. With expanded integrations, joint customers that use Microsoft and Solver applications can confidently secure end-to-end identity lifecycle and entitlement settings for greater privacy and security management. This feature was launched in January, 2020.

Comments on the news

‚ÄúContinuous planning that is effortlessly connected with backend financial systems is quickly becoming a requirement as organizations adapt their strategies to our rapidly changing world,‚ÄĚ said Nils Rasmussen, CEO at Solver.

‚ÄúWith our Solver cloud planning and reporting platform and the new two-way QuickStart integration to Microsoft Dynamics 365 Finance, our goal is to change the game of planning by making it very easy for finance teams to manage annual budgeting and reiterative forecasting processes across an organization‚Äôs silos of information,‚ÄĚ explains Tad Remington, Chief Commercial Officer at Solver.

Georg Glantschnig, General Manager, Microsoft Dynamics 365 said, ‚ÄúAt Microsoft, we‚Äôre laser-focused on empowering the Office of Finance and their counterparts across the organization to drive productivity and business performance with innovative and secure cloud-based financial applications. ¬†Solver delivers deep corporate performance management directly integrated into Dynamics 365 Finance.‚ÄĚ


Solver is a Premier Tier Dynamics 365 Finance solution, available today on Microsoft AppSource (Dynamics 365 Finance and Dynamics 365 Business Central). The new Solver QuickStart integrations for Dynamics 365 Finance and Business Central are scheduled for release in the coming months.

About Solver

Solver is a leading provider (Dresner and G2) of cloud applications for the office of finance that help drive faster and better decisions. Founded in 1996, Solver delivers a unified planning, financial reporting & consolidations and analytics platform for Microsoft Dynamics 365 Finance,  Microsoft Dynamics 365 Business Central, as well as, the legacy Dynamics ERP solutions and ERPs from other leading vendors (Solver Suite & Dynamics 365 Finance Tours).


For more information

Press:  Marketing РSolver, (310) 691-5300,

Become a Solver Partner:  Terry Ginley, VP Partnership Development,


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