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.
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.
- Watch the Managing Software Assurance Benefits video (4:10) to learn how to access Planning Services.
- Select a qualified Planning Services Partner to complete your chosen engagement.
- Review the Product List to learn about the latest offerings and how they are calculated.
Planning Services offerings
Your Planning Services partner can work with you to understand your priorities and help you choose from the following offerings:
- Desktop Deployment Planning Services (DDPS)
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.
Learn more about DDPS (PDF, 178 KB)
- Office 365 FastTrack Planning
- Office and Windows Enterprise Proof of Concept
- Office and Windows Deployment Planning
Windows Accelerate: Windows Mobility Proof of Concept
- Developer Tools Deployment Planning Services (DTDPS)
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.
Learn more about DTDPS (PDF, 369 KB)
- Team Foundation Server Deployment Planning Assessment
- Visual Studio Agile Deployment Assessment
- Visual Studio Quality Tools Deployment Assessment
Visual Studio DevOps Deployment Assessment
- Dynamics Deployment Planning Services (DYDPS)
DYDPS provides in-depth assessment and planning for implementing and upgrading Microsoft Dynamics CRM, for migrating to Microsoft Dynamics CRM Online or for implementing Microsoft Dynamics AX. Engagements can help you review your business processes and understand what it will take to implement a Microsoft Dynamics solution that meet your specific consideration. During the engagement, Microsoft Partners or Microsoft Consulting Services can help identify the most suitable implementation path, create a custom plan and deliver 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.
- Implementing Microsoft Dynamics AX
- Implementing Microsoft Dynamics CRM
- Upgrading Microsoft Dynamics CRM
- Migrating to Microsoft CRM Online
Microsoft Dynamics AX Planning Services Datasheet (PDF, 385 KB)
- Skype for Business and Exchange Deployment Planning Services (S&EDPS)
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.
Learn more about S&EDPS (PDF, 514 KB)
- 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
- Private Cloud, Management and Virtualization Deployment Planning Services (PVDPS)
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.
- 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)
- Public Cloud, Microsoft Azure Deployment Planning Services (AZDPS)
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.
- 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)
- SharePoint Deployment Planning Services (SDPS)
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.
- 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)
- SQL Server Deployment Planning Services (SSDPS)
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.
- 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)