NAIT 365
The operating platform for modern Microsoft partners.
Bring sales, service, operations, automation, analytics, and AI into one connected Microsoft-powered environment.
NAIT365
Sales
Customer Service
Operations
Finance
Automation
Analytics
AI
Microsoft 365
Microsoft 365
Dynamics 365
Business Central
Power Platform
Azure
AI + intelligent agents
Fragmented operations
Your business shouldn’t run in twelve different places.
Disconnected tools create duplicate entry, inconsistent information, manual handoffs, slower customer response, limited visibility, and dependence on tribal knowledge.
CRM
Quoting
Vendor
portals
Spreadsheets
Ticketing
Orders
Procurement
Billing
Reporting
Renewals
Customer
data
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NAIT 365
Operating model
The NAIT 365 platform
One connected environment. Eight coordinated capabilities.
NAIT 365 connects the operating capabilities a technology provider needs. Each area shares context, process, and data with the others instead of acting like an independent product.
01
Sales
Manage relationships, opportunities, pipeline, and partner-led growth.
02
Customer Service
Coordinate issues, service activity, communication, and customer context.
03
Operations
Connect orders, procurement, delivery, and recurring operational work.
04
Finance
Align commercial activity with Business Central where applicable.
05
Automation
Orchestrate repeatable workflows and reduce avoidable manual effort.
06
Analytics
Give leaders and teams shared operational and customer visibility.
07
AI
Assist people with context, recommendations, and intelligent actions.
08
Microsoft 365
Work within familiar collaboration, communication, and productivity tools.
One connected workflow
From first conversation to the next renewal.
Information should move through the organization with the work—not be repeatedly re-entered by employees at every handoff.
- Lead
- Opportunity
- Quote
- Approval
- Order
- Procurement
- Delivery
- Invoice
- Support
- Renewal
Built on Microsoft
Built around the ecosystem partners already know.
NAIT 365 does not simply bundle Microsoft products. It connects and configures the ecosystem into an operating model designed for how technology providers sell, deliver, support, and grow.
Dynamics 365
Sales, service, and customer engagement.
Business Central
Financial and operational connectivity where applicable.
Microsoft 365
Collaboration, communication, identity, and productivity.
Power Platform
Applications, data, workflow automation, and insight.
Azure + Graph
Secure cloud services and connected Microsoft context.
Copilot Studio + AI
Intelligent assistance and agents grounded in business process.
Automation + AI
Automate the work. Keep people in control.
NAIT 365 uses workflow automation, intelligent assistance, and agents to reduce repetitive work and support better decisions—without hiding critical business activity from the people responsible for it.
Workflow orchestration
Human review active
- Prepare quotes and route approvals
- Follow up on opportunities and customer communications
- Coordinate orders, procurement, and data updates
- Triage support and identify renewal activity
- Generate reporting and internal notifications
- Assist teams with contextual recommendations
Rapid deployment
A repeatable foundation. Configured for your operation.
NAIT 365 is designed to begin approximately 95% standardized and repeatable. Focused configuration adapts the remaining platform to the organization, moving toward meaningful automation without months of open-ended custom development.
- FoundationEstablish the proven operating model.
- ConfigurationAlign roles, processes, and priorities.
- IntegrationConnect required systems and data.
- AutomationOrchestrate repeatable work.
- Go LiveEnable teams and begin operating.
- Continuous ImprovementMeasure, optimize, and expand.
What you get
A tangible operating platform—not a stack of licenses.
- Configured sales environment
- Customer service workflows
- Operational processes
- Business Central connectivity where applicable
- Dashboards and reporting
- Workflow automation
- AI and agent capabilities where appropriate
- Microsoft 365 integration
- Role-based experiences
- Documentation
- Enablement and training
- Ongoing optimization
Why NAIT 365?
The products are available. The operating model is the hard part.
A technology provider can assemble these Microsoft technologies independently. NAIT 365 provides a repeatable starting architecture for the configuration, integration, process design, automation, testing, deployment, adoption, maintenance, and continuous improvement that make them work together.
Build from scratch
Begin with products and open questions.
- Define the architecture
- Design every process
- Plan integrations and data
- Develop automation patterns
- Create testing and adoption methods
- Establish ongoing ownership
Start with NAIT 365
Begin with a repeatable operating foundation.
- Use a proven starting architecture
- Configure established processes
- Connect the systems that matter
- Apply repeatable automation
- Enable teams around defined roles
- Improve from a stable baseline
Business outcomes
Designed to improve how the business operates.
01
Faster Deployment
Move from foundational setup toward useful workflows and automation with a repeatable starting model.
02
Intelligent Automation
Reduce re-entry, manual handoffs, and routine administrative work while maintaining oversight.
03
Actionable Insight
Connect commercial, service, operational, and financial context for clearer decisions.
04
Scalable Growth
Give teams repeatable processes and shared information that can evolve with the business.
Who it is for
Purpose-built for the technology channel.
Microsoft Partners
Connect customer engagement, delivery, automation, and Microsoft-powered growth.
MSPs
Coordinate commercial, service, operational, and recurring customer activity.
CSPs
Connect relationships, subscriptions, operational workflows, and renewal visibility.
Technology Providers
Create a shared operating environment across teams, tools, and customer processes.
Suppliers + Distributors
Improve partner engagement, workflow coordination, information, and scalable service.
Ready to see it in your business?
See how NAIT 365 would fit your operation.
We start by understanding your current systems, workflows, bottlenecks, and opportunities—then determine where a connected operating platform can create practical value.