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  • Published:
    October 1, 2008
  • Languages:
    English, Chinese (Simplified), French, German, Japanese, Korean, Portuguese, Portuguese (Brazil), Russian, Spanish, Turkish
  • Audiences:
    IT professionals
  • Technology:
    Windows 7
  • Credit toward certification:

Designing and Providing Microsoft Volume Licensing Solutions to Small and Medium Organizations

This exam has been retired

For currently available options, please see the Microsoft Certification exam list.

Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

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Analyze a customer environment (18%)
  • Evaluate the customer's purchasing process
    • Centralized purchasing, distributed purchasing, or a combination of these types; enterprise-wide purchasing, division-wide purchasing, department-wide purchasing, or a combination of these types; organizational structure, such as affiliates, franchises, and subsidiaries; and transactional purchasing, relationship-based purchasing, or a combination of these types
  • Analyze the customer's expected growth
    • Short-term versus long-term needs; cyclical patterns
  • Assess the hardware refresh cycle
    • Frequency of hardware refresh; timeline for hardware refresh
  • Determine the customer’s software environment
    • Current on-premises software and online services; software deployment plans and strategy; current Microsoft licensing and online service agreements
  • Analyze the geographic scope of the customer
    • Worldwide versus a single region; a single location versus multiple locations within a country or a region
  • Identify the customer's budget requirements and payment options
    • Spread payments or up-front payments; financing options

Preparation resources

Identify customer product and capability requirements (31%)
  • Evaluate the gap between the current and preferred technology solution
    • Customer's short-term and long-term technology vision; identify solutions that would fulfill customer's desired capabilities
  • Determine the required products for the customer's preferred technology solution
    • Features and functions; dependencies; editions and/or versions; subscription services
  • Identify the appropriate product licensing rights and explain them to the customer
    • Product Use Rights Guide (PUR); Product List; Software License Terms for original equipment manufacturer (OEM) and Full Packaged Product (FPP)
  • Match Software Assurance (SA) benefits to the customer’s needs
    • Identify available SA benefits; explain how each SA benefit applies to customer needs; general SA rules

Preparation resources

Recommend licensing solution options (42%)
  • Identify appropriate licensing programs
    • Open License, Open Value Non-Company-Wide, Open Value Company-Wide, Open Value Subscription, Microsoft Online Subscription Agreement (MOSA), Service Provider License Agreement (SPLA), ISV Royalty, Open Government, Open Academic, Open Charity; crossover to Select+, Enterprise Agreement (EA), and EA Subscription
  • Articulate the cost benefit of the recommended licensing solution
    • Cost benefit of product standardization; short-term and long-term return on investment; cost effectiveness of one program compared to another program; cost benefit of online services
  • Articulate the benefits and limitations of the recommended licensing solution
    • OEM versus retail versus volume licensing versus Online Services; license reassignment versus license transfer; downgrade rights; install rights

Preparation resources

Provide post-sales customer service (9%)
  • Assist the customer with license activation
    • Volume license keys, multiple activation key, key management service, Online Services activation
  • Assist the customer with media fulfillment
    • Download software, acquire physical media
  • Assist the customer with SA benefit activation
    • Training vouchers, home use program (HUP), 24/7 problem resolution support, Planning Services

Preparation resources

Who should take this exam?

This exam is designed for licensing professionals that design and sell licensing solutions to small and medium-sized organizations. Organizations in this category typically have from 5 to 499 devices. Candidates should have at least six months of experience selling Microsoft licensing solutions and should have a basic understanding of all Microsoft corporate licensing solutions, including Select, Enterprise, OEM, Full Packaged Product, and Open. Candidates should have a basic understanding of the types of Microsoft licenses, such as operating systems, server applications, desktop applications, and online services. They should also be familiar with both transactional and relationship-based programs. Candidates might service customers who do not have an in-house IT department and whose software refresh cycle is low to moderately aggressive. Candidate will be expected to validate their ability to define a solution that best suits the customer's needs.

More information about exams

Preparing for an exam

We recommend that you review this exam preparation guide in its entirety and familiarize yourself with the resources on this website before you schedule your exam. See the Microsoft Certification exam overview for information about registration, videos of typical exam question formats, and other preparation resources. For information on exam policies and scoring, see the Microsoft Certification exam policies and FAQs.


This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all topics listed in the "Skills measured" section.