Follow:

Microsoft Volume Licensing Blogtwitter

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, 286 KB)

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:

Desktop Deployment Planning Services (DDPS)

DDPS helps you plan a successful deployment of Microsoft Office, Office 365, or the Windows operating system—providing analysis, planning, and technical guidance. Evaluate Office 365 through the Office 365 FastTrack Planning Services engagements that show you the core Office 365 service features within your own environment and address considerations and requirements for adopting a cloud-ready desktop environment.


Learn more about DDPS (PDF, 462 KB)

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, 183 KB)

Lync and Exchange Deployment Planning Services (L&EDPS)

L&EDPS can help your organization evaluate and plan your Microsoft Exchange Server and Microsoft Lync implementation whether on-premises, in the cloud, or in a hybrid environment. Evaluate Lync 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 and requirements for adopting a cloud-ready desktop environment. 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 L&EDPS (PDF, 463 KB)

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.


Learn more about PVDPS (PDF, 254 KB)

Public Cloud, Windows Azure Deployment Planning Services (AZDPS)

AZDPS helps you understand what Window 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.


Learn more about AZDPS (PDF, 236 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.


Learn more about SDPS (PDF, 464 KB)

SQL Server Deployment Planning Services (SSDPS)

SSDPS provides in-depth assessment and planning for deploying, upgrading, or migrating to SQL Server and implementing or upgrading Microsoft Dynamics CRM. Engagements can help you review architectural and business considerations and create a detailed implementation plan.


Learn more about SSDPS (PDF, 76 KB)


Planning Services for Microsoft Dynamics CRM (PDF, 143 KB)

Available engagements for Planning Services


Planning Services

Available engagements

Desktop Deployment Planning Services (DDPS)

  • Office 365 FastTrack Planning Services

  • Office 2013 and Windows 8 Deployment Planning

  • Windows 8 Proof of Concept

Developer Tools Deployment Planning Services (DTDPS)

  • Team Foundation Server Deployment Planning Assessment

  • Visual Studio Agile Deployment Assessment

  • Visual Studio Quality Tools Deployment Assessment

Lync and Exchange Deployment Planning Services (L&EDPS)

  • Office 365 FastTrack Planning Services (for Lync Online and Exchange Online)

  • Lync 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)

  • Upgrading to Windows Server 2012

  • Migrating to Windows Server Hyper-V from VMware

  • Accelerating Virtualization and Management Deployment

  • Implementing Unified Device Management

Public Cloud, Windows Azure Deployment Planning Services (AZDPS)

  • Activating Windows Azure Storage

  • Implementing Develop & Test Scenarios with Windows Azure Virtual Machines

SharePoint Deployment Planning Services (SDPS)

  • Office 365 FastTrack Planning Services (for SharePoint Online)

  • 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

SQL Server Deployment Planning Services (SSDPS)

  • SQL Server Upgrade Planning

  • SQL Server Business Intelligence Solution Deployment Planning

  • Planning a Migration to SQL Server from Oracle

  • Planning a Microsoft Dynamics CRM Implementation

  • Upgrading Microsoft Dynamics CRM

Related Resources

Featured Video