As an example, Microsoft talked about Lexis Nexis. They are a large European provider of specialist software for lawyers. Microsoft is providing core ERP plus case management (a carve out of part of the AX professional services solution) as a starting point. This allows LexisNexis to concentrate on its core competency while being assured that Microsoft will deal with the core transaction and management engines. In public sector Tyler Technologies is taking AX as the core for its offering. Aldata in retail and distribution is doing something similar. Collectively, these three businesses generate total revenue of around $3.5 billion. If Microsoft can snag just two percent of that total in license fees then it automatically acquires something around $70 million in accretive revenue. Add in the prospect that these businesses might join Microsoft and go 'all-in' with the cloud and that figure could go way higher as customers of these businesses expand their technology footprint and usage.