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Software Assurance Planning Services

Get planning assistance from qualified partners or Microsoft Consulting Services to help you plan your deployment—whether on-premises, in the cloud, or in hybrid environments. Structured engagements help guide you through implementation planning for many Microsoft products and services. Get answers to frequently asked questions about Planning Services.

  • Help ensure efficient deployments through collaborative planning built on best practices.
  • Extend your IT staff with expert advice from on-site deployment planning specialists.

Download the Software Assurance Planning Services overview (PDF, 247 KB)

Managing Software Assurance benefits through the Microsoft Products and Services Agreement (MPSA) may require fewer steps than shown in this description. Learn more about managing Software Assurance benefits through the MPSA.

How it works

Your Planning Services days are based on the type and number of licenses you have with Software Assurance. Work with your Microsoft Partner or Microsoft Consulting Services to identify the right option for your needs.

Planning Services offerings

Your Planning Services partner can work with you to understand your priorities and help you choose from the following offerings:

  • DDPS helps you plan a successful deployment of Microsoft Office 365, Office, and the Windows operating system—providing analysis, planning, and technical guidance. Discover the best approach for deploying Office and Windows together across your organization. If you plan on moving to the cloud, evaluate the core Office 365 service features within your own environment and address key considerations and requirements for adopting a cloud-ready desktop environment.

    Available engagements

    • Office 365 FastTrack Planning
    • Office and Windows Enterprise Proof of Concept
    • Office and Windows Deployment Planning
    • Windows Accelerate: Windows Mobility Proof of Concept

    Learn more about DDPS (PDF, 178 KB)
  • DTDPS provides rigorous analysis and a process-focused approach to developing a Microsoft Visual Studio custom deployment plan. DTDPS can help lower the perceived risk and cost of deployment.

    Available engagements

    • Team Foundation Server Deployment Planning Assessment
    • Visual Studio Agile Deployment Assessment
    • Visual Studio Quality Tools Deployment Assessment
    • Visual Studio DevOps Deployment Assessment

  • DYDPS provides in-depth assessment and planning for implementing or upgrading Microsoft Dynamics CRM, or implementing Microsoft Dynamics AX. Engagements can help you review your business processes, understand what it will take to implement a Microsoft Dynamics solution, and review architectural considerations, while creating a custom implementation plan and a Proof-of-Concept that will help you assess the solutions benefits. Engage with experts to realize more value form your IT investment and streamline implementations.

    Available engagements

    • Implementing Microsoft Dynamics AX
    • Implementing Microsoft Dynamics CRM
    • Upgrading Microsoft Dynamics CRM

    Microsoft Dynamics CRM Planning Services Datasheet (PDF, 311 KB)
    Microsoft Dynamics AX Planning Services Datasheet (PDF, 385 KB)
  • S&EDPS can help your organization evaluate and plan your Microsoft Exchange and Microsoft Skype for Business implementation, whether it is on-premises, in the cloud, or in a hybrid environment. Evaluate Skype for Business Online and Exchange Online through the Office 365 FastTrack Planning Services engagements that show you the core Office 365 service features within your own environment and address considerations for adopting a cloud-ready environment. Plan your upgrade to Exchange Server or Skype for Business Server and help ensure a smooth deployment by working with a partner to develop an end-to-end deployment plan. You can also assess your network’s capability to deploy Skype for Business. Exchange Online Protection (EOP) and Data Loss Prevention (DLP) pilots are available to help ensure your sensitive email and data are secure with Microsoft cloud-based protection services.

    Available engagements

    • Office 365 FastTrack Planning
    • Skype for Business Network Assessment, Deployment, and Upgrade Planning
    • Exchange Deployment and Upgrade Planning
    • Exchange Online Protection Pilot
    • Exchange Data Loss Prevention Pilot

  • PVDPS provides the fundamental analysis, business case, process, and technical procedures that you need to optimize your datacenter. Take advantage of infrastructure solutions based on Windows Server, System Center, and Hyper-V, and help reduce datacenter costs, increase business agility, and provide improved control over your physical, virtual, and hybrid infrastructure.

    Available engagements

    • Upgrading to Windows Server
    • Migrating to Windows Server Hyper-V from VMware
    • Accelerating Virtualization and Management Deployment
    • Implementing Enterprise Mobility

    Learn more about PVDPS (PDF, 393 KB)
  • AZDPS helps you understand what Microsoft Azure can do for your business and identify projects that are best suited for this public cloud offering. Assess web and line-of-business applications, and extend your on-premises applications to the public cloud to help reduce IT complexity and costs.

    Available engagements

    • Activating Microsoft Azure Storage
    • Migrate Applications to Microsoft Azure Infrastructure Services
    • Implementing Develop & Test Scenarios with Microsoft Azure Virtual Machines
    • Implementing Enterprise Mobility

    Learn more about AZDPS (PDF, 301 KB)
  • SDPS helps you develop customized deployment plans for your specific environment and assess the overall impact of implementing a SharePoint and/or SharePoint Online solution. Evaluate SharePoint Online through the Office 365 FastTrack Planning Services engagements, which show you the core Office 365 service features within your own environment and address considerations and requirements for adopting a cloud-ready desktop environment. Define your Enterprise Social vision with the Enterprise Social Yammer proof of concept engagement, and create a plan to drive adoption across your company. Evaluate your options to deploy Project Online or Project Server across your organization through an envisioning and deployment planning workshop.

    Available engagements

    • Office 365 FastTrack Planning Services
    • Project and Portfolio Management (PPM) Solution Planning
    • SharePoint 2013 Deployment Planning
    • SharePoint 2013 Social Proof of Concept
    • SharePoint 2013 Search Proof of Concept
    • SharePoint 2013 Web Content Management Proof of Concept
    • Enterprise Social Yammer Proof of Concept

    Learn more about SDPS (PDF, 277 KB)
  • SSDPS provides in-depth assessment and planning for deploying, upgrading, or migrating to SQL Server. Engagements can help you review architectural and business considerations and create a detailed implementation plan.

    Available engagements

    • SQL Server Upgrade Planning
    • SQL Server Business Intelligence Solution Deployment Planning
    • Planning a Migration to SQL Server from Oracle

    Learn more about SSDPS (PDF, 338 KB)