View eligibility requirements for Planning Services engagements

Appropriate Roles

  • Global Admin
  • MPN Partner Admin

This topic helps you learn about the eligibility requirements you need to satisfy before your company can enroll or deliver Software Assurance Planning Services engagements for Microsoft.

Note

Besides satisfying the eligibility requirements for a Planning Services offering, you must also follow several other steps before you can deliver Software Assurance Planning Services engagements. For an overview of all steps required, see Software Assurance Planning Services in Partner Center.

Learn more about each engagement

Each Planning Services engagement has its own, specific eligibility requirements and its own allowed maximum durations.

To learn more about these engagement-specific competency requirements, see the following table.

Name of engagement Required competencies for this engagement To learn more, see the data sheet for this offering
Windows and Office Deployment Planning Silver or Gold Windows and Devices Desktop Deployment Planning Services (DDPS) engagements
Mobile Productivity Deployment Planning Silver or Gold Enterprise Mobility Management OR Windows and Devices Desktop Deployment Planning Services (DDPS) engagements
Modern IT Enterprise Security Proof of Concept Silver or Gold Enterprise Mobility Management Desktop Deployment Planning Services (DDPS) engagements
Upgrading Microsoft Dynamics 365 for Customer Engagement Silver or Gold Cloud Business Applications OR Cloud Customer Relationship Management Dynamics Deployment Planning Services (DYDPS) engagements
Migrating to Microsoft Dynamics 365 for Customer Engagement Silver or Gold Cloud Business Applications OR Cloud Customer Relationship Management Dynamics Deployment Planning Services (DYDPS) engagements
Upgrading Microsoft Dynamics 365 for Finance and Operations Gold Enterprise Resource Planning (ERP) Dynamics Deployment Planning Services (DYDPS) engagements
Modernizing Your Windows Server Platform Silver or Gold Datacenter Private Cloud, Management and Virtualization Planning Services (PVDPS) engagements
SharePoint Deployment Planning Silver or Gold Collaboration and Content SharePoint Deployment Planning Services (SDPS) engagements
Project and Portfolio Management (PPM) Solution Planning Silver or Gold Project and Portfolio Management (PPM) SharePoint Deployment Planning Services (SDPS) engagements
Exchange Deployment Planning Silver or Gold Messaging Skype for Business and Exchange Deployment Planning Services (S-EDPS) engagements
Skype for Business Deployment Planning Silver or Gold Communications Skype for Business and Exchange Deployment Planning Services (S-EDPS) engagements
Data Estate Modernization Gold Data Analytics OR Data Platform SQL Server Deployment Planning Services (SSDPS) engagements

Next steps