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Partner Review Sessions | Business Central Insights

Twice-yearly alignment sessions to help you deliver more value with Business Central Insights

We’ve introduced regular Partner Review Sessions to support our partners in delivering consistent, high-quality reporting solutions using Business Central Insights and to ensure you stay aligned with our latest features, best practices, and roadmap.

Business Central Insights continues to evolve, with frequent updates across financial reporting, dimensional analysis, operations, and performance reporting. Partner Review Sessions help ensure your team is aware of what’s new, understands how to position these capabilities, and can confidently support customers across different industries and use cases.

What is a Partner Review Session?

A 30 or 45-minute online meeting, held twice per year, focused on how you currently work with Business Central Insights and how we can better support you in delivering, positioning, and scaling reporting for your customers.

This is a collaborative alignment session, not a sales call.

What you will get from the session

  • Clear visibility into new and upcoming capabilities relevant to your customer base

  • Better alignment on common customer use cases and pain points

  • Guidance on positioning Business Central Insights during presales and implementations

  • Improved consistency in how reports are deployed, configured, and supported

  • Clarity around training, enablement, and technical support options

What we will cover during the session

Product updates and roadmap alignment

We’ll review recent updates and upcoming enhancements, focusing on how they apply to your customers and industry focus.

Customer use cases and delivery experience

We’ll discuss:

  • Common customer scenarios you are seeing

  • How Business Central Insights is being positioned and implemented

  • Any challenges during onboarding, configuration, or support

Gaps, requirements, and opportunities

Together, we’ll review:

  • Gaps or friction points raised by customers

  • Industry-specific or recurring requirements

  • Opportunities to improve deployment, documentation, or enablement

Training and enablement

We’ll assess:

  • Training needs for consultants, presales, and support teams

  • Onboarding for new team members

  • Advanced or role-specific enablement opportunities

Optional Partner Gap Analysis Survey

To make the Partner Review Session as valuable as possible, we recommend completing a short Partner Gap Analysis Survey ahead of the meeting.

The survey can cover:

  • Industry focus and customer profiles

  • Common reporting requirements and objections

  • Areas where delivery or positioning could be improved

  • Training or enablement gaps within your team

[Partner Gap Analysis Survey]
(5–10 minutes to complete)

Book your Partner Review Session

Partner Review Sessions are held twice per year and delivered online.

👉 Book your Partner Review Session

Who should attend?

We recommend inviting:

  • Consultants and solution architects

  • Presales and sales team members

  • Support or delivery leads

  • Anyone involved in positioning or delivering Business Central Insights

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