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, 349 KB)


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

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. 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, 270 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, 278 KB)

Dynamics Deployment Planning Services (DYDPS)

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.


Microsoft Dynamics CRM Planning Services Datasheet (PDF, 312 KB)

Microsoft Dynamics AX Planning Services Datasheet (PDF, 386 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, 387 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.


Learn more about AZDPS (PDF, 396 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.


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. Engagements can help you review architectural and business considerations and create a detailed implementation plan.


Learn more about SSDPS (PDF, 76 KB)


Available engagements for Planning Services


Planning Services

Available engagements

Desktop Deployment Planning Services (DDPS)

Office 365 FastTrack Planning


Office 2013 and Windows 8.1 Deployment Planning


Windows Accelerate: Windows 8.1 Enterprise Proof of Concept


Windows Accelerate: Windows Mobility 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


Visual Studio DevOps Deployment Assessment


Dynamics Deployment Planning Services (DYDPS)

Implementing Microsoft Dynamics AX


Implementing Microsoft Dynamics CRM


Upgrading Microsoft Dynamics CRM


Lync and Exchange Deployment Planning Services (L&EDPS)

Office 365 FastTrack Planning


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


Migrating to Windows Server Hyper-V from VMware


Accelerating Virtualization and Management Deployment


Implementing Enterprise Mobility


Public Cloud, Microsoft Azure Deployment Planning Services (AZDPS)

Activating Microsoft Azure Storage


Migrate Applications to Microsoft Azure Infrastructure Services


Implementing Develop & Test Scenarios with Microsoft Azure Virtual Machines


Implementing Enterprise Mobility


SharePoint Deployment Planning Services (SDPS)

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


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


Related Resources

Featured Video