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Office 365 Fall Updates FAQ: New Office 365 Plans for SMBs and more! Table of Contents Overview ................................................................................................................................................................................. 1 Overview of new Office 365 Business plans ........................................................................................................................... 4 Implications for existing customers – Open, Advisor, Direct .................................................................................................. 6 Open/Advisor Partner Guidance ........................................................................................................................................... 11 Other FAQs ............................................................................................................................................................................ 11 Overview News Overview What is Microsoft announcing? Microsoft is announcing several updates and improvements coming to Office 365 this fall specifically targeted to meet the needs of small and midsize business customers (SMBs). This wave of updates will begin in August and continue through H2 CY 2014. 1. New ‘Office 365 Business’ plans: a new set of plans with features and price points tailored for SMBs. These plans will be available for purchase for new customers on October 1 st , 2014. 2. Commitment to existing customers: These plans will replace the existing plans for SMBs over time (Small Business, Small Business Premium and Midsize Business). Existing customers will be able to use their current plan for at least 12 months, after which they will be able to move to any Office 365 plan (Business or Enterprise). Customers will continue to receive updates and value from their subscription until they move. 3. Greater choice than ever: SMB customers will be able to combine any Office 365 Business & Enterprise plan to meet the exact needs of specific users, cost effectively, while also having access to additional solutions like Project, Visio, Dynamics CRM Online and more. 4. Simplified getting started experience: We are delivering a simplified trial signup page and improved getting started experience, both for administrators and end users. 5. Easy and consistent admin controls: We are streamlining and refining navigation in the Office 365 admin center with a modern look and feel. Most commonly used tasks and settings will be more discoverable and simpler to use, with increased use of toggles, quick actions and live tiles. This experience will remain the same across all Office 365 plans, allowing customers to move between plans with a consistent, familiar experience. Why is Microsoft making these changes? One of the key benefits of moving to Office 365 is that customers can expect Microsoft to continuously deliver new value as part of their subscription plan. Over the past 3 years, Microsoft has delivered hundreds of updates and new features to Office 365 in response to the evolving needs and feedback we hear from our customers. The new Office 365 plans will provide customers with the following benefits: 1. New Choice: The Office 365 Business plan ($8.25/user/month) makes it simple to get just the familiar, full Office apps at a great price – always up to date and available on all your devices including your PC, Mac, iPad and smartphone. The included 1TB of cloud storage makes it easy to access and edit your important files from anywhere.
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New Office 365 plans for SMBs FAQ - ImageFrame Ltd · The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers

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Page 1: New Office 365 plans for SMBs FAQ - ImageFrame Ltd · The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers

Office 365 Fall Updates FAQ: New Office 365 Plans for SMBs and more!

Table of Contents Overview ................................................................................................................................................................................. 1

Overview of new Office 365 Business plans ........................................................................................................................... 4

Implications for existing customers – Open, Advisor, Direct .................................................................................................. 6

Open/Advisor Partner Guidance ........................................................................................................................................... 11

Other FAQs ............................................................................................................................................................................ 11

Overview

News Overview

What is Microsoft announcing?

Microsoft is announcing several updates and improvements coming to Office 365 this fall specifically targeted to meet the needs of small and midsize business customers (SMBs). This wave of updates will begin in August and continue through H2 CY 2014.

1. New ‘Office 365 Business’ plans: a new set of plans with features and price points tailored for SMBs. These plans will be available for purchase for new customers on October 1st, 2014.

2. Commitment to existing customers: These plans will replace the existing plans for SMBs over time (Small Business, Small Business Premium and Midsize Business). Existing customers will be able to use their current plan for at least 12 months, after which they will be able to move to any Office 365 plan (Business or Enterprise). Customers will continue to receive updates and value from their subscription until they move.

3. Greater choice than ever: SMB customers will be able to combine any Office 365 Business & Enterprise plan to meet the exact needs of specific users, cost effectively, while also having access to additional solutions like Project, Visio, Dynamics CRM Online and more.

4. Simplified getting started experience: We are delivering a simplified trial signup page and improved getting started experience, both for administrators and end users.

5. Easy and consistent admin controls: We are streamlining and refining navigation in the Office 365 admin center with a modern look and feel. Most commonly used tasks and settings will be more discoverable and simpler to use, with increased use of toggles, quick actions and live tiles. This experience will remain the same across all Office 365 plans, allowing customers to move between plans with a consistent, familiar experience.

Why is Microsoft making these changes?

One of the key benefits of moving to Office 365 is that customers can expect Microsoft to continuously deliver new value as part of their subscription plan. Over the past 3 years, Microsoft has delivered hundreds of updates and new features to Office 365 in response to the evolving needs and feedback we hear from our customers.

The new Office 365 plans will provide customers with the following benefits:

1. New Choice: The Office 365 Business plan ($8.25/user/month) makes it simple to get just the familiar, full Office

apps at a great price – always up to date and available on all your devices including your PC, Mac, iPad and

smartphone. The included 1TB of cloud storage makes it easy to access and edit your important files from

anywhere.

Page 2: New Office 365 plans for SMBs FAQ - ImageFrame Ltd · The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers

2. New Value: Business Premium includes Midsize Business’ services at the Small Business Premium price of

$12.50 user/month. Business Essentials matches Small Business on price ($5/user/month) with improved

features and additional services like Yammer and Active Directory support. The higher seat limit of 300 means

even more businesses can take advantage of the great value these plans provide.

3. New Flexibility: As you grow and your technology needs change, you can move your company (or just specific

users) to an Enterprise plan, a different Business plan, or even add solutions like Project, Visio, Dynamics CRM

Online and more.

This new plan lineup delivers on partner requests for the following:

1. Core Office apps for SMB. The Office desktop applications have been a key revenue generating product for our

SMB partner channel over the past few decades. Partners can now more easily lead with Office when pitching a

customer on moving to the cloud. Office 365 Business provides the core Office applications used by SMBs

together with 1TB cloud storage, Office Online and access, editing and sync capabilities across PCs, Macs, iPad

and smartphones – all at a compelling price point of $8.25/user/month. It is also easier to get customers up and

running, as this plans does not require the movement of email or data.

2. Simplified sales process. The new plan layout will be simpler for partners to sell and for customers to

understand. The new Business plans all have one consistent seat cap of 300 and customers can now choose to

purchase any Office 365 plan, regardless of the specific trial they signed up for. This shortens sales cycles, as

partners don’t need to qualify a customer into a plan before moving to the trial stage.

3. Greater value for SMB plans. Office 365 Business Essentials and Business Premium (which replace Small

Business and Small Business Premium) increases the user limit from 25 to 300 users. This means that these plans

can be sold to a larger set of customers at their affordable price points. We are also delivering additional value

like Yammer, Active Directory support, and improved SharePoint and Exchange capabilities into these plans.

Business Premium is also available at a more affordable price than Midsize Business ($12.5 to $15/user/month).

4. New on-ramps for SMBs. Many customers prefer to get started with a single service in the cloud (e.g. email,

cloud storage). Office 365 offers many standalone plans for this purpose, including the new Office 365 Business,

Exchange Online plan 1 and OneDrive for Business. Customers are now able to start with these plans and move

to Business Essentials and Business Premium. Previously, customers were only able to move to Enterprise plans.

5. Improved upsell opportunities. Previous limitations in movement between Small Business, Midsize Business and

Enterprise plans restricted the ability of partners to increase revenue through an upsell motion. Customers can

now move fluidly between Business and Enterprise plans and add additional services like PowerBI, Project, Visio,

Dynamics CRM, Azure RMS and more as they require.

Additional Detail

What is available in the new ‘Office 365 Business’ plans?

The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers (SMBs). They are designed to meet the needs of businesses ranging from 1 to approximately 250 employees, and will be available for purchase on October 1, 2014.

Office 365 Business – the core Office applications businesses use every day, offered as a cloud service so they are always up to date. Includes Outlook, Word, Excel, PowerPoint, OneNote and Publisher. Comes with Office Online (online versions of Word, Excel, PowerPoint and OneNote) as well as 1TB of OneDrive for Business cloud storage to access, edit and share your documents across your Windows PC, Mac, iPad, Windows tablet and smartphone.

Office 365 Business Essentials – the core cloud services for running your business – business class email and calendaring, Office Online, online meetings, IM, video conferencing, cloud storage and file sharing and much more.

Office 365 Business Premium – get everything from both the Office 365 Business and Business Essentials plans.

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Customers are able to combine any of these plans together to meet the needs of their business, and can purchase up to 300 seats of each individual plan. All Office 365 plans come with a financially-backed 99.9% uptime service level agreement and 24/7 technical support by a global network of experts, for critical, service impacting events1.

1Some partners may offer additional or alternative support plans.

What does this mean for customers on existing Small Business & Midsize Business plans?

The new Office 365 Business plans will eventually replace the following existing plans for SMBs - Small Business, Small Business Premium and Midsize Business. It is Microsoft’s policy to give a 12 months’ notice for any changes to a customer’s core subscription. Customers will have No Required Action to take regarding their Office 365 plan subscription until their first renewal starting October 1, 2015.

Customers will continue to receive all the benefits of Office 365, including any feature and security updates (e.g. admin center updates, new suite navigation) and any new services (e.g. adding Yammer to Midsize Business, increase in OneDrive for Business storage) that are relevant to their subscription. Customers will also be able to add seats, add new subscriptions, and renew their existing subscription.

Starting October 1, 2015, customers will no longer be able to renew to their existing Office 365 plan. Customers will be able to renew to either a similar Business plan or a more advanced Enterprise plan.

How is Microsoft providing “Greater choice than ever”?

On October 1, 2014, new customers will have the flexibility to combine Business and Enterprise plan together to cost effectively meet the exact needs of specific users. These customers will also be able to purchase other cloud services, such as Project, Visio, Dynamics CRM Online and more. Currently, this capability is available only for customers using our Enterprise plans.

What changes are coming to the getting started experience for new customers?

Microsoft is delivering several updates to improve the getting started experience for new Office 365 customers. We

recently launched an improved trial signup page on Office365.com, focused on requiring the least amount of

information possible to get started. We are also releasing a new getting started experience after signup, to surface up

the most common actions users need to take when first logging-in to Office 365 (e.g. downloading Office, setting up

mobile devices).

Further, users will see a new navigation menu to move between their Office 365 services and applications. This new

navigation will unify our experience across Microsoft consumer and business products and provide a consistent, yet

customizable navigation across the Office 365 services.

Both the new getting started experience and updated navigation menu will be rolling out to customers this fall.

What changes are coming to the administration experiences?

We are streamlining and refining navigation in the Office 365 admin center with a modern look and feel. Most

commonly used task and settings will be more discoverable and simpler to use, with increased use of toggles, quick

actions and live tiles. This experience will remain the same across all Office 365 plans, allowing customers to move

between plans with a consistent, familiar experience.

This updated administration experience will begin rolling out to new and existing customers this fall, ahead of the

October 1, 2014 launch of the new Office 365 Business plans.

Read more about our recent improvements to the admin center on our Office 365 blog here and here.

Page 4: New Office 365 plans for SMBs FAQ - ImageFrame Ltd · The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers

Overview of new Office 365 Business plans What types of businesses are the new ‘Office 365 Business’ plans designed for?

The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers (SMBs). They are designed to meet the needs of businesses ranging from 1 to approximately 250 employees.

Office 365 Business – the core Office applications + OneDrive for Business cloud storage

Office 365 Business Essentials – the core Office 365 cloud services

Office 365 Business Premium – Business + Business Essentials plans

Customers are able to combine any of these plans together to meet the needs of their business, and can purchase up to 300 seats of each individual plan. All Office 365 plans come with a financially-backed 99.9% uptime service level agreement and 24/7 technical support by a global network of experts, for critical, service impacting events1.

1Some partners may offer additional or alternative support plans.

When will the new Office 365 Business plans be available for purchase?

New customers will be able to purchase the new Office 365 Business plans on October 1, 2014, directly on http://Office365.com or through a Microsoft partner.

Customers on existing Office 365 plans for SMBs - Small Business, Small Business Premium and Midsize Business - will have the option to move to these plans over the next 12-24 months. See “Implications for existing customers” section.

What is included in Office 365 Business?

The core Office applications businesses use every day, offered as a cloud service so they are always up to date. Includes Outlook, Word, Excel, PowerPoint, OneNote and Publisher desktop applications. Comes with Office Online (online versions of Word, Excel, PowerPoint and OneNote) for collaborating on documents as well as 1TB of OneDrive for Business cloud storage to access, edit and sync your documents across your Windows PC, Mac, iPad, Windows tablet and smartphone.

This plan is great for customers who want the latest version of the Office desktop applications and a way to access and work on their documents on any device.

What is included in Office 365 Business Essentials?

The core cloud services for running your business:

Business-class email and calendaring – 50GB mailboxes, custom domains and built in spam and malware protection

Office Online – online versions of Word, Excel, PowerPoint and OneNote for collaborating on documents

Online meetings – screen sharing, audio, video and IM for up to 250 participants

OneDrive for Business - 1TB cloud storage and file sharing

Yammer – private social networking

…and more.

This plan is great for customers who have Office today and want to supplement it with simple-to-use but enterprise-grade cloud services that light up their Office experience.

What is included in Office 365 Business Premium?

Get everything from both the Office 365 Business and Business Essentials plans.

This plan is great for customers who want the latest version of the Office desktop applications and a way to access and work on their documents on any device, as well as simple-to-use but enterprise-grade cloud services that light up Office.

Page 5: New Office 365 plans for SMBs FAQ - ImageFrame Ltd · The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers

How do the Office 365 Business plans differ?

How do the new Office 365 Business plans fit in the Office 365 plan lineup?

On October 1, 2014, the Office 365 plan lineup will look like this:

Customers can now choose to purchase any Office 365 plan, regardless of the specific trial they signed up for. At

purchase, customers will be able to combine many different types of plans together in a single Office 365 account to

cost effectively meet the exact needs of specific users. Business plans have seat cap of 300, per plan, while Enterprise

plans have no seat cap.

What plans will be available for trial?

In addition to the existing Enterprise E3 trial, new customers will be able to trial the Office 365 Business and Office 365

Business Premium plans. Regardless of the plan customers choose to trial, they will be able to purchase any Business or

Enterprise plan when their trial is expiring. Any data created during the trial is retained.

Page 6: New Office 365 plans for SMBs FAQ - ImageFrame Ltd · The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers

How does Office 365 Business compare to Office 365 ProPlus?

Office 365 Business provides customers the core Office applications business use every day plus the ability to edit

documents across devices, tablets and smartphones, delivered as a cloud service so it is always up to date. Office 365

ProPlus adds additional Office applications as well as features for advanced or larger organizations.

What countries and languages will the new Office 365 Business plans be available in at launch?

The Office 365 Business plans will be generally available in the same markets, languages and currencies as the currently

available Office 365 Small Business, Midsize Business and Enterprise plans.

Implications for existing customers – Open, Advisor, Direct

Guidance for existing customers

What do the new Office 365 Business plans mean for customers on existing Small Business & Midsize Business plans?

The new Office 365 Business plans will eventually replace the following existing plans for SMBs - Small Business, Small Business Premium and Midsize Business. It is Microsoft’s policy to give a 12 months’ notice for any changes to a customer’s core subscription. Customers will have No Required Action to take regarding their Office 365 plan subscription until their first renewal starting October 1, 2015.

From now until October 1, 2015, what is our guidance to customers on existing Small Business & Midsize Business plans?

Customers should continue using the Office 365 plan they are using today. When customers’ plans come up for renewal,

they should renew to their current plan.

Customers will continue to receive all the benefits of Office 365, including any feature and security updates (e.g. admin center updates, new suite navigation) and any new services (e.g. adding Yammer to Midsize Business, increase in OneDrive for Business storage) that are relevant to their subscription. Customers will also be able to add seats, add new subscriptions, and renew their existing subscription.

Page 7: New Office 365 plans for SMBs FAQ - ImageFrame Ltd · The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers

Starting October 1, 2015, what is Microsoft’s guidance to customers on Small Business & Midsize Business plans?

Starting October 1, 2015, customers will no longer be able to renew to their existing Office 365 plan. When their current plan comes up for renewal, customers will be able to renew to either a similar Business plan or a more advanced Enterprise plan. Microsoft provides this guidance:

Customer’s current plan

Guidance for customers renewing before October 1, 2015

Guidance for customers renewing starting October

1, 2015 Notes

Office 365 Small Business

Stay on current plan

Renew to current plan

Renew to new Business Essentials plan

Business Essentials includes all features in Small Business, plus

additional capabilities

Office 365 Small Business Premium

Most customers should renew to new Business

Premium plan

Some customers may choose to renew to Enterprise E3

Business Premium includes almost all the features found in the

existing plans. Customers that require Access, Lync PSTN

capabilities, advanced Excel BI scenarios or advanced IT

management should consider moving some or all of their users

to Enterprise E3.

Office 365 Midsize Business

After October 1st, 2015, up until renewal onto a new plan, customers will continue to receive all the benefits of Office 365, including any feature and security updates and any new services that are relevant to their subscription. They will also be able to add new seats to their current plan.

What does the ‘renew to a new plan’ process look like for customers after October 1, 2015?

Starting October 1, 2015, customers should renew to a new Office 365 plan once their current subscription plan is ending. Customers will be able to renew to their new Office 365 plan without any downtime or data loss.

Customers who have purchased through Advisor and Direct will be able to use the ‘Switch Plans’ tool within the Office 365 administration center to move to a new Office 365 plan. This tool automates the process down to just a few clicks.

Microsoft will be delivering an update to Office 365 to enable prepaid customers (Open, FPP, ESD) to move to the new plans by October 1, 2015.

Microsoft is working additional in-product capability to streamline this process for all customers.

When will the existing Small Business & Midsize Business plans be retired?

Between October 1, 2015 and September 30, 2016, all customers will have reached their renewal date, and chosen a new Office 365 plan. After all customers have moved, the existing plans will be retired on September 30, 2016.

I am using Office 365 Small Business, Small Business Premium or Midsize Business. I want to move to one of the new Office 365 Business plans before October 1, 2015.

Microsoft’s guidance is that customers should continue using their existing plans until their first renewal after October 1,

2015.

A majority of customers who have purchased through Direct and Advisor will be able to use the “Switch Plans” tool to

move to these new Business plans. This includes the following key plans for SMBs - Small Business, Small Business

Premium, Midsize Business, Exchange Online plan 1, as well as most other standalone plans.

There are a few restrictions that exist today with the Switch Plans tool. Small Business & Midsize Business customers

with add-ons or multiple subscriptions will not be able to use the Switch Plans tool on October 1st, 2014. These

customers will be able to move to the new subscriptions by October 1, 2015. Learn more about the Switch Plans tool at

http://aka.ms/switchO365plan.

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Customers who have purchased Enterprise plans or standalone plans (e.g. Exchange Online plan 1) through Open

licensing program will be able to move to any of the new Office 365 Business plans at launch, using the manual licensing

reassignment process. This process has no downtime or data loss.

Customers who have purchased Midsize Business through Open, or Small Business through FPP/ESD, will not be able to

move to the new Office 365 Business plans at launch on October 1, 2014. These customers will be able to move to the

new subscriptions by October 1, 2015.

Will customers or end users lose any content while making the transition, either with the Switch Plans tool or at renewal?

No. There is no content loss when a company transitions to a new plan. Customer will continue to use the same Office

365 account, they simply need to change each user’s license from the old plan to the new plan.

Will existing customers see price changes after the launch of the new Office 365 Business plans on Oct 1, 2014?

Office 365 Small Business and Small Business Premium plans will remain the same price.

At their next renewal, existing Office 365 Midsize Business customers who have purchased through Direct and Advisor

channels will see a price reduction from $15/user/month $USD with an annual commitment to $12.50/user/month

$USD with an annual commitment. This is to match the new Office 365 Business Premium plan, which has a similar

feature set, priced at $12.50/user/month $USD with an annual commitment.

Open customers may be able to purchase additional seats and renew their subscription of Office 365 Midsize Business at

a reduced price. Microsoft is lowering the ERP for 1 year of Midsize Business from $180/user/year USD to

$150/user/year USD. Actual purchase price may vary from partner to partner.

Will there be any other changes to existing Office 365 Small and Midsize Business plans on October 1, 2014?

The seat cap for Office 365 Small Business and Small Business Premium will be raised to 300, to match the new Office

365 Business plans. Office 365 Midsize Business already has a seat cap of 300, which will remain the same.

Comparing existing and new Office 365 plans

Comparing Small Business to Business Essentials

Starting October 1, 2014, Microsoft is automatically increasing the seat cap of Small Business (25) to match Business Essentials (300).

What stays the same What is added

Services & Features

Price

Business-class email (Exchange)

Online Meetings, IM (Lync)

Online document storage & file sharing (OneDrive for Business)

Team collaboration sites & internal portals (SharePoint)

Ability to combine Business and Enterprise plans (if some users in organization need advanced functionality)

Private social networking (Yammer)

Support for Active Directory synchronization

There are no features removed when moving from Small Business to Business Essentials.

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Comparing Small Business Premium to Business Premium

Starting October 1, 2014, Microsoft is automatically increasing the seat cap of Small Business Premium (25) to match Business Premium (300).

What stays the same What is added What is removed1

Services & Features

Price

Microsoft Office applications – Word, Excel, PowerPoint, Outlook, OneNote, Publisher

Business-class email (Exchange)

Online Meetings, IM (Lync)

Online document storage & file sharing (OneDrive for Business)

Team collaboration sites & internal portals (SharePoint)

Ability to combine Business and Enterprise plans (if some users in organization need advanced functionality)

Private social networking (Yammer)

Support for Active Directory synchronization

Microsoft Access

PSTN capabilities of Microsoft Lync (required on-premises deployment of Lync Server 2013)

1 With the added ability to combine Business and Enterprise plans, customers who need access to the removed features and functionality are able to move some (or all) of their users to the Enterprise E3 plan, while keeping the rest on Business Premium.

Comparing Midsize Business to Business Premium

Starting October 1, 2014, Microsoft is reducing the price of Midsize Business to match Business Premium. Customers will be able to realize this benefit at their next renewal.

What stays the same What is added What is removed1

Services & Features

Seat cap

Microsoft Office applications – Word, Excel, PowerPoint, Outlook, OneNote, Publisher

Business-class email (Exchange)

Online Meetings, IM (Lync)

Online document storage & file sharing (OneDrive for Business)

Team collaboration sites & internal portals (SharePoint)

Private social networking (Yammer)

Ability to combine Business and Enterprise plans (if some users in organization need advanced functionality)

Microsoft Access

PSTN capabilities of Microsoft Lync (required on-premises deployment of Lync Server 2013)

IT controls: Group policy, app telemetry

Excel BI features: PowerPivot, Corp Data Access, spreadsheet compare/inquire

1 With the added ability to combine Business and Enterprise plans, customers who need access to the removed features and functionality are able to move some (or all) of their users to the Enterprise E3 plan, while keeping the rest on Business Premium.

Page 10: New Office 365 plans for SMBs FAQ - ImageFrame Ltd · The Office 365 Business plans include features and price points tailored to meet the needs of small and midsize business customers

How does the Office applications experience in Office 365 Business Premium compare to what customers have in Office 365 Small Business Premium and Midsize Business today?

Office 365 Midsize Business plans include Office 365 ProPlus, an always up to date version of the Office Desktop

applications. Office 365 Small Business Premium plans have a custom version of the Office desktop suite.

The Business Premium plan includes include Office 365 Business, the core Office applications business use every plus the

ability to edit documents across devices, tablets and smartphones, delivered as a cloud service so it is always up to date.

What is the end user experience like when a customer moves from Office 365 Small Business Premium or Midsize Business to Office 365 Business Premium?

When a customer chooses to renew from their existing plan to Office 365 Business Premium, their users will need to

move from their current Office applications to the Office applications included in Office 365 Business. Each of the

organizations users will receive a prompt from their Office apps, indicating action is required.

1. A prompt will appear, indicating the subscription to Office 365 has expired. It will prompt the user to Buy, Enter

a Product Key, or Sign In to an Active Account.

2. The user must select “Sign In to an Active Account”.

3. The Office prompt will notify them they must now install Office 365 Business, which is will note “is not currently

installed”. (Note: this may be confusing to end users, as they likely don’t know what version of Office they have,

only knowing that they currently do have a version of Office installed).

4. Process will proceed, uninstalling the existing Office apps and re-installing the new Office 365 Business apps.

This process will remove the Access and Lync applications for their computer.

Microsoft is working on an update to update this prompt, so the user will see they have “updates to install”, rather than

the current confusing expiration message.

Although the Lync 2013 application will be uninstalled, Office 365 Business Premium includes a separate, Lync Basic

download. Lync Basic provides the core capabilities SMBs use today, but does not include the advanced PSTN

capabilities of Lync 2013. Users will have to separately download their application from their Office 365 settings, located

at https://portal.office.com/OLS/MySoftware.aspx, after the update.

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Open/Advisor Partner Guidance Who can sell these new Office 365 plans? What channels are these new plans available to purchase in?

The new Office 365 Business plans will be available for partners to sell through the Open and Advisor programs on October 1, 2014.

What do these announcements mean for my existing Office 365 sales process? Do I stop selling Office 365 Small Business and Midsize Business plans?

Partners selling Office 365 should continue to sell Office 365 as they do today. All customers who are sold Office 365

Small Business or Midsize Business plans before October 1, 2014 will be able to move to a new Office 365 Business plan

in the future.

In the meantime, these customers will continue to receive all the benefits of Office 365, including any feature and security updates (e.g. admin center updates, new suite navigation) and any new services (e.g. adding Yammer to Midsize Business, increase in OneDrive for Business storage) that Microsoft releases that are relevant to their subscription. Customer will also be able to add seats, add new subscriptions, and renew their existing subscription.

Open customers on Midsize Business and ESD customers on Small Business Premium who are renewing their plan before October 1, 2015, should purchase their equivalent “renewal SKU” off their respective pricelists.

How does this work with my existing partner incentives and payments?

Incentives for selling the Business, Business Essentials and Business Premium work the same as any other and previous Office 365 plans. Partners selling through the Advisor model will continue to earn advisor fees using the same payment structure leveraged for Office 365. Partners selling through Open will be able to earn upfront margin and rebates (if eligible) on seats sold.

Is Microsoft notifying customers directly?

Microsoft will inform the impacted SMB customers about the service changes in the Office 365 Message Center during

September 2014, with a link to Office365.com where they can learn more.

Where can I find assets to help me learn about the new Office 365 Business plans and how to sell them?

Partners should contact their Microsoft representative to learn more. Partners can also get access to resources directly

on the Partner Marketing Center. The Office BEST pages on the PMC are the single location for demand generation, sales

enablement and readiness content for selling Office 365 to small and midsize customers. Office BEST can be found on

the PMC at http://aka.ms/BEST.

Other FAQs Will Office 365 Business be available for my on-premises customers?

Office 365 Business includes the same applications as Office Standard, a SKU for our on-premises customers. Office 365

Business provides additional cloud features, including 1TB of OneDrive for Business cloud storage and Office Online,

online version of the Word, Excel, PowerPoint and OneNote. It also provides customers the ability to access, edit and

sync documents across their favorite devices, including their PC, Mac, tablet and smartphone.

Office 365 Business, and all the Office 365 plans, are cloud-based offerings and are not available for on-premises

customers.

Office 365 Enterprise plan licenses do provide the equivalent access rights as client access licenses (CALs) for their

respective on-premises servers (e.g. Exchange Online license provides same access rights as Exchange CAL, Enterprise E3

provides same access rights as Exchange, SharePoint and Lync CALs). This simplifies licensing for customers who want to

run hybrid cloud and on-premises deployments.

My customer is currently using a trial of one of the soon-to-be discontinued Office 365 plans?

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Customers who begin a trial on or after October 1, 2014 will be able to purchase either an Office 365 Business or

Enterprise plan.

Customers who begin a Small Business Premium or Midsize Business trial before October 1, 2014, should expect to

purchase that plan.