Presented at the Vancouver Office 365 User group January 2018, focused on licensing for Office 365 and Microsoft 365.

1. Licensing in the Cloud Era
A look at Microsoft Licensing for Workplace productivity

2. Disclaimer
• I’m not a lawyer or a Licensing Specialist!
• I’ve been tasked with managing our True-up, EA renewal and
Premier support relationships with Microsoft @ work and being
doing so for the last 3 years.
• I’ve gathered information from Microsoft, our Licensing partner
and knowledge from Gartner on this topic as well as Digital
Workplace initiatives.
• I love the complexities of MS licensing, but it is an “art” and stuff
changes every day.

3. About Me

4. In the good ol’ days…

5. … per Device

6. … now, per User licensing

7. Microsoft 365 Business
Windows 10 Pro
• Upgrade Rights
from Win 7/8/10
Office 365 Small
Business
• Including Business
apps
EMS “Lite”
• Device
Management
• Windows AutoPilot
• Secure data
across devices
Up to 300 devices, no on-premises AD supported, only Cloud accounts, Azure AD joined.
Information gone from docs.microsoft.com, maybe is dead!
$20 bucks a month, compared to 12.50 for O365 Business Premium

8. Extra tools in Small Business suites

9. Microsoft Enterprise Agreement
• 500 seat minimum
• Savings of 15% to 45% based on volume.
• Software Assurance (included in EA):
• Rights to new software releases during the term of the agreement
at no additional cost.
• Access to unique technologies.
• Planning Services to enable efficient deployments.
• In-person and online training for IT pros and end users.
• 24x7 problem resolution support.

11. Microsoft 365 Enterprise
The bundle of Bundles!
Windows
10
E3/E5
Office
365
EMS

12. Moving from old model to new model
True Per User
Exchange OL Archiving
Exchange Server Ent. CAL
Lync Server Ent CAL
System Center CM
Windows Server CAL
Windows RMS
SharePoint Server Ent. CAL
Windows Enterprise (Device)
Office Pro Plus (Device)

17. Miguel’s Tips for Licensing
• If you are transitioning from “Classic” licensing, make sure to:
• Count users, devices
• Figure out roles for your organization based on capabilities
• Consider using E-Cal bridge if not using M365 and want to retain on-prem
usage.
• If possible, avoid add-on SKUs like Office 365 add-on , unless you
are not sure about moving to cloud.
• Review EMS closely, it might make sense to buy “piece meal” unless
if you only need fewer capabilities.
• Have a clear onboarding/offboarding process that includes Office
365 licensing decommission. Beware over-reservation!

18. Miguel’s Tips for Licensing
• Consider moving Project and Visio to online service (use from
SA pricing if possible)
• Leverage true-down for online services.
• Consider M365 E3/E5 bundles to retain on-premises rights.
• Very important if you are still running Exchange, SharePoint, etc. on-
prem.
• Skype for Business – consider M365 E3 + add-ons vs M365 E5
or go piecemeal if you have clarity on your users needs.
• Calling Plans (PSTN Calling) in preview for Canada at the moment!
• No FIM or ADFS? Consider Azure AD Capabilities (part of EMS)

19. Tools and resources to help your
assessment
•SCCM
•Intune
•Your CMDB, i.e. Service Now.
•Microsoft Assessment and Planning (MAP)
Toolkit for Software Licensing and Asset
Management

20. Lagniappe!
• Windows Server moved to per-core model, look at transition
rights
• Use a lot of Dev/QA? Leverage Visual Studio Subscriptions, get
Pro for Office Server products, also includes O365 Dev
subscription (up to 25 users), Office Pro Plus (desktop install
one device) and Azure credits.
• New startup project? Look into BizSpark
• Studying? Look into Microsoft Imagine.