Conducting Engagements involving Office 365

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Software Assurance Planning Services

Important Note: There is no separate Planning Services offering for engagements related to Office 365. The available engagement types are defined by individual Planning Services programs (L&EDPS, SDPS and DDPS). Please note that there is variation among individual programs as to the scope of Office 365 activity supported within an engagement. Partners are required to be familiar with what Office 365 activities their particular program will support within an engagement.

Office 365 PoC

Office 365 Desktop Compatibility PoC for DDPS

Setting the Scope of the Engagement

Use the following documents to work with your customer to define the engagement offer and set the scope of work:

- Pre-Engagement Questionnaire

- Delivery Guidance

Important Note:
The Planning Services program that you are qualified for (EDPS, SDPS and DDPS) has final voucher approval authority over your engagement work and therefore defines what type of Office 365 activity is authorized for funding. Please keep this in mind as you define the engagement scope with your customer.

Links

- Office 365 - Planning Services Home

- About Office 365 - Planning Services

- Prepare and Learn

- Eligibility Requirements

- Sell the Engagement

Resources

Delivery Guidance