Simplified admin experience Small Business (1-25)Midsize Business (1-300)Enterprise (unlimited) Full Enterprise admin experience

New plans for SMBs‘Office 365 Business’ plans

Office 365 plans prior to October 1, 2014

Simplified admin experience

Small Business PremiumOffice apps + cloud services

Midsize BusinessOffice apps + cloud services

Enterprise E3Office apps + cloud services

Small Business (1-25)

Midsize Business (1-300)

Enterprise (unlimited)

Small Businesscloud services

Enterprise E1cloud services

ProPlusOffice apps

Standalone plans (e.g. Exchange Online)

Other (e.g. PowerBI, Project, Visio, CRM)

Full Enterprise admin experienceFull Enterprise admin experience

Feedback on plans for SMBs

Office 365 ProPlus is not competitively priced for smaller businesses

We need to move between plans as our needs and business grow

We expect the ability to combine plans to meet our needs – without worrying about which plans work together

I need functionality available in the enterprise plans

Selling (and upselling) are unnecessarily complex

Insufficient differentiation between Small Business Premium and Midsize Business plans

More simple on-ramps to the cloud, to get customers started

Choosing the right plan needs to be easier

from customers… from partners…

New plans for SMBs coming Oct 1, 2014Business PremiumOffice apps + Cloud services

BusinessOffice apps + OneDrive

Business EssentialsCloud services

$5.61 user/monthCompetitively priced/featured for entry-level cloud services

Evolution of Small Business

$12 user/monthFor customers who want just the Office appsMove customers off Office on-premises

$13.86 user/monthHero offer for SMB – rich tools for most SMB productivity needsEvolution of Small Business Premium & Midsize Business

All plans include: 300 seat cap

99.9% financially-backed uptime guarantee

24/7 phone support for critical issues

Active Directory integration

Office 365 Business plansBusiness

Business Essentials

Business Premium

Core details

Price $12 $5.61 $13.86

Seat Cap 300 (for each plan)

Office applications

Office desktop apps

iPad, Windows RT & smartphone apps

Office Online

Standard services

1TB cloud storage (OneDrive for Business)

Email, calendar (Exchange)

Online meetings, IM (Lync)

Team sites, internal portals (SharePoint)

Enterprise social (Yammer)

All Office 365 plans include

99.9% financially-backed uptime guarantee24/7 phone support for critical issuesActive Directory integration

Combine ANY of these plans in a single Office 365 account

Business plans have 300 seat cap, per plan

Enterprise plans have no seat cap

Core Office 365 plan layout

One single, scalable admin experience

Business PremiumOffice apps + Cloud services

Enterprise E1Cloud services

ProPlusOffice apps + OneDrive

Business EssentialsCloud services

BusinessOffice apps + OneDrive

Enterprise E3Office apps + Cloud services

Other services (e.g. Exchange Online, OneDrive for Business, Kiosk, Project, Visio, CRM, etc.)

BusinessCore needs

EnterpriseAdvanced needs

Only top plans for SMB listed

Full plan lineup Business Enterprise

BusinessBusiness Essentials

Business Premium

ProPlus E1 E3

Target customer

Price $12 $5.61 $13.86 $17.40 $8.91 $28.16

Seat Cap 300 (for each plan) Unlimited

24/7 phone support from Microsoft1 Critical issues All issues

Office

Word, PowerPoint, Excel, Outlook, OneNote, Publisher 2 2

iPad, Windows RT & smartphone apps

Office Online

Access

Standard services

1TB cloud storage (OneDrive for Business)


Online meetings, IM (Lync)


Enterprise social (Yammer)

Advancedservices

Active Directory integration

Supports hybrid deployment

Support for shared computer activation (RDS)

Upcoming services – Office 365 Video

Compliance – Archiving, eDiscovery, mailbox hold

Information protection – message encryption, RMS, DLP

Lead with Office

Greater value for SMB plans

More upsell opportunities

Simplified sales process

New on-ramps for SMB

Why is this greatfor partners?

New choice

New flexibility

New value

Why is this greatfor customers?

Pitching the right plans

Pitching the right suite plan

Customerasks:

Core needs Advanced needs

Office Business ProPlus

Email Business Essentials Enterprise E1

Move me to the cloud

Business Premium Enterprise E3

Example 1 – customer needs Office apps

Customer profile

30 users

Using Office 2007/2010

Has mobile devices (smartphones or tablets

Has point solutions for collaboration & storage (Box, Dropbox, etc)

Business $12 user/month

Office desktop apps - Word, PowerPoint, Excel, Outlook, OneNote, Publisher

Office mobile apps on tablet & smartphones

1 TB cloud storage built-in to Office apps

Office Online

Add email, online meetings and other cloud services


Unlimited online meetings, IM (Lync)


Enterprise Social (Yammer)

Business

Premium

$13.86 u/m

A more advanced set of Office apps

Add Access

Enterprise business intelligence

Support for shared computer activation

Support for Exchange, SharePoint & Lync on-premises setups

ProPlus

$17.40 u/m

Upsell opportunities

Example 2 – customer needs cloud email

Customer profile

75 users

Looking to replace aging email server OR for a more professional email solution

Possible cloud storage needs

May be using point solutions for storage & online meetings

Business Essentials $5.61 user/month

50GB inbox with custom domain, shared calendars

Access on almost any device

Built in malware and spam filters

Additional online services – 1TB of storage (OneDrive), unlimited online meetings, IM (Lync), team sites, internal portals (SharePoint), Yammer

Add Office to complete the suite

Office desktop apps - Word, PowerPoint, Excel, Outlook, OneNote, Publisher

Office mobile apps – tablet, smartphone

1 TB cloud storage built-in to Office apps

Office Online

Business

Premium

$13.86 u/m

Additional online services

Office 365 Video

Supports hybrid deployment Enterprise E1

$8.91 u/m


Example 3 – customer needs IT in cloud

Customer profile

150 users

Running out of date productivity infrastructure, looking to go to the cloud

Business Premium $13.86 user/month

Office apps on desktop, tablet & smartphones + Office Online

Business class email (Exchange)

1 TB cloud storage built-in (OneDrive)

Unlimited online meetings (Lync)

And more!

Support advanced needs

Add Access

Enterprise business intelligence

Support for shared computer activationHybrid deploymentArchiving, eDiscovery, information protection (DLP, RMS)

Enterprise E3

$28.16 u/m

Cover other user types

Combine with any other plan

Deskless workers, contractors

Add other online services like Project, Visio & Dynamics CRM Online

Various


Standalone on-ramps for SMBExchange OnlinePlan 1

$4 user/month

Business

$12 user/month

OneDrive for Business

$2.5 user/month*

Immediate standalone upsell opportunity

Exchange Online $4 user/month

50GB inbox with custom domain

Shared calendars

Access on almost any device

Built in malware and spam filters Add Office apps & additional services

Combine with any other plan

Deskless workers, contractors

Add other online services like Project, Visio & Dynamics CRM Online

Business

Premium

$13.86 u/m

Add 1 TB of storage and additional services

1TB of cloud storage & collaboration (OneDrive)

Unlimited online meetings, IM (Lync)


Enterprise Social (Yammer)

Business

Essentials

$5.61 u/m

Deep dive details

Included Office 365 services

Office 365 BusinessPlan description

Always up to date version of Office applications, plus cloud storage to easily share, collaborate and edit your files on your computer, tablet and smartphone.

Target customer

1-250 seats

Using Office 2003, 2007, 2010, wants the latest Office apps

Wants to access and edit Office files on tablet and smartphone

Has employees using point-solutions for collaboration and storage like Dropbox and Google Drive/Apps

$12 per user/month

Office apps on up to 5 PCs & Macs

Office apps for tablets & smartphones

Office Online

Cloud storage and file sharing (OneDrive)

Business-class email & calendar (Exchange)

Online meetings, IM, video chat (Lync)

Team sites & internal portals (SharePoint)

Private social networking (Yammer)

Plan notes

Included apps: Word, Excel, PowerPoint, OneNote, Outlook, Publisher

Apps can be fully installed to a PC or Mac, available offline

1TB of OneDrive for Business cloud storage

No domain setup required

Supports on-premises Active Directory sync for single sign on

300 user cap

Financially-backed 99.9% uptime service level agreement

24/7 support for business critical issues


Office 365 Business EssentialsPlan description

The core cloud services for running your business, including business-class email, online meeting tools and cloud storage to easily share, collaborate and edit your Office files on any device.

Target customer

1-250 seats

In need of a new email solution – either first professional email or to replace aging email server

Wants to access and edit Office files on tablet and smartphone

Has many point-solutions for collaboration, storage & online meetings and would like to manage holistically, while saving money

$5.61 per user/month



Office Online






Plan notes

50 GB mailboxes with custom domains ([email protected]) & shared calendaring


Online meetings for up to 250 participants, with screen sharing, audio and video, virtual whiteboards, polls, and shared notes.


300 user cap

Financially-backed 99.9% uptime service level agreement

24/7 support for business critical issues


Office 365 Business PremiumPlan description

Always up to date version of Office applications, plus core cloud services for running your business - from online meetings to sharing documents to business-class email.

Target customer

1-250 seats

Using Office 2003, 2007, 2010, wants the latest Office apps

In need of a new email solution – either first professional email or to replace aging email server

Has many point-solutions for collaboration, storage & online meetings and would like to manage holistically, while saving money

$13.86 per user/month



Office Online






Plan notes

Included apps: Word, Excel, PowerPoint, OneNote, Outlook, Publisher

Apps can be fully installed to a PC or Mac, available offline

50 GB mailboxes with custom domains ([email protected]) & shared calendaring


Online meetings for up to 250 participants, with screen sharing, audio and video, virtual whiteboards, polls, and shared notes.


300 user cap

Financially-backed 99.9% uptime service level agreement, 24/7 support for business critical issues

Office 365 Business v. ProPlusOffice Applications

Office 365 Business

Office 365 ProPlus

Word, Excel, PowerPoint, OneNote, Outlook, Publisher ● ●Access, Lync ●

Core ValueOneDrive for Business cloud storage 1TB 1TBOffice Online ● ●Core Excel BI features: PowerMap, PowerQuery (public data) ● ●

Enterprise ValueEnterprise Excel BI features: PowerPivot, PowerQuery (enterprise data), PowerView, spreadsheet controls (compare/inquire) ●

Compliance: create IRM mail, email retention, data loss, prevention, archiving ●

IT controls: group policy, app telemetry, update controls ●Enterprise voice ●Support for shared computer activation (RDS) ●

LicensingPrice/user/month $USD (with annual commitment) $12 $17.40Seat Cap 300 N/APC/Mac installs 5 5Tablet installs 5 5iOS/Android smartphone 5 5iPad Apps ● ●Office 2013 RT commercial use rights ● ●


Business Premium

Core Detail

s

Price per user per month $USD (with annual commitment) $12 $5.61 $13.86

Seat Cap 300 (for each plan)

Office Applicatio

ns

Word, Excel, PowerPoint, Outlook, OneNote, Publisher

Install Office desktop applications on up to 5 Windows PCs or Macs

Access to core Office apps and documents from all major smartphones, Windows tablets and iPad

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

Standard Services

OneDrive for Business – 1TB personal online document storage & access on PCs, smartphones and tablets

Email - 50 GB email, contacts, shared calendars (Exchange)

Online meetings - Web conferencing, IM, video, presence (Lync)

Sites - team collaboration & internal portals, public website (SharePoint)


Othervalue

99.9% financially-backed uptime guarantee

24/7 phone support from Microsoft for critical issues

On-premises Active Directory synchronization for single sign on

Office 365 Business Plans

Business Enterprise


Business Premium

ProPlus E1 E3

Target Customer

Price per user per month $USD (with annual commitment) $12 $5.61 $13.86 $17.40 $8.91 $28.16

Seat Cap 300 (for each plan) Unlimited

24/7 phone support from Microsoft1 Critical issues All issues

Standard Services

Install Office desktop applications on up to 5 computers per user (Office) Business2 Business2 ProPlus3 ProPlus3

Access to Office apps and documents from all major smartphones and iPad

Office Online - online versions of core Office apps for collaborating on documents

OneDrive for Business – 1TB personal online document storage

Email - 50 GB email, contacts, shared calendars (Exchange)

Online meetings - Web conferencing, IM, video, presence (Lync)

Sites - team collaboration & internal portals, public website (SharePoint)


Advanced

Services

On-premises Active Directory synchronization for single sign on

Supports hybrid deployment with on-premises servers

Upcoming services: Office 365 Video

Legal compliance & archiving needs for email – archiving, eDiscovery, mailbox hold

Information protection – message encryption, rights management, data loss prevention

Full plan lineup for SMBs

1. Business plans include business hours support for all non-critical issues2. Includes Word, Excel, PowerPoint, Outlook, OneNote, Publisher3. Adds Access, Group Policy, Telemetry, support for shared computer activation (RDS), Push Deployment, Update Controls, IRM, DLP, BI, Enterprise Voice, Site Mailboxes, Archiving & Retention

Business Business Essentials Business Premium

ERP Price $12 $5.61 $13.86

Advisor (annual/ monthly) (annual/ monthly) (annual/ monthly)

Syndication

Open

EA -- -- --

Availability by program

Other updatesSimplified getting started experience & in-product navigation , easy & consistent admin controls

Simplified trial signup

New getting started pageSeen at first log in, for both administrators and end users

Existing customersWhat does this mean for me?

Key Transition InformationNew plans available in ALL channels from October 1, 2014.

Midsize & Small Business plans no longer available for sale to new customers on October 1, 2014.

Guidance for existing Midsize & Small Business plan customers is to continue using their current plans until their first renewal after October 1, 2015.

Existing Midsize & Small Business customers will continue to get new features and updates. Customers can add seats as needed.

Price of Midsize Business (M) drops to $12.50 ERP starting August 1, 2014.

Office 365 Small Business (P1) & SBP (P2) cap raised to 300 users on October 2014.

Not all existing customers can be transitioned immediately on October 1, 2014.

Here’s what to do…

Goal: A great experience for all customersNew Customers

& existing Exchange-only plan customersExisting

Customerson M & P plansRecommendation

Sell new plans when available

Upsell Exchange-only customers into new plans*!

Recommendation

Renew into current plans until first renewal after October 1, 2015

Guidance to existing customers

Customer’s current plan Before October 1, 2015 Starting October 1, 2015

Small Business

Stay on current plan1

Renew current plan

Renew to new Business Essentials plan

Small Business Premium

Renew to new Business Premium plan

(Note: Some customers may choose to renew to Enterprise plans)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 after September 30, 2015.

Small Business plan customers

Small Business Business Essentials

Everything in Small Business


Active Directory support

Business-class email (Exchange)

Online meetings (Lync)

Cloud storage (OneDrive)

Team collaboration sites (SharePoint)

Today Renew to current plan Renew to new plan

Oct 1, 2014Business

plans launch

$5/user/month 25 seat cap

Small Business






Combine with any Business or Enterprise plan

Oct 1, 201512-months

View in

presentation

mode

Small Business Premium plan customers

Business Premium

Everything in Small Business Premium


Active Directory support


Oct 1, 2014Business

plans launch




Office applications





$12.5/user/month 25 seat cap


Office applications





$12.5/user/month 300 seat cap

Access

Lync PSTN capability for enterprise voice

Upsell necessary seats to E3 ($20) OR ProPlus + Business Essentials ($17)

View in

presentation

mode

Midsize Business plan customers

Business Premium

Everything in Midsize Business

Access


Oct 1, 2014Business

plans launch

Lync PSTN capabilityfor enterprise voice


Midsize Business

Office applications






Midsize Business

Office applications





$13.86/user/month

300 seat cap

IT controls: Group policy, app telemetry

Excel BI features: PowerPivot, PowerQuery (of enterprise data), PowerView


Private social networking (Yammer) Private social networking (Yammer)

Upsell necessary seats to E3 ($20) OR ProPlus + Business Essentials ($17)

View in

presentation

mode

Moving plans after October 1, 2015When a customer’s current plan comes up for renewal after October 1, 2015, they should renew to a new Business plan. The process will vary based on how the customer purchased their plan.

New Switch Plans experience for

prepaid customers

Advisor, Direct Open, FPP, ESD

No data loss or downtime

Switch plans tool

Moving plans before October 1, 2015

Today: Manual licensing reassignment

Works for standalone plan (i.e. Exchange Online, OneDrive for Business) customers

Advisor, Direct Open, FPP, ESD

Today: Switch plans tool

Works for majority of customers starting October 1, 2014.

Not Recommended: Microsoft’s guidance is that customers should continue using their existing plans until their first renewal after October 1, 2015.

Limitations

Midsize Business (Open) & Small Business Premium (FPP, ESD) customers cannot move plans

Limitations

Customers with add-ons & multiple subscriptions do not have access to Switch Plans tool

Microsoft is working on a Switch plans for Prepaid customers feature for October 1, 2015

No data loss or downtime, in any scenario

Moving to new plans

Renewing to new plans in Advisor & Direct

Microsoft’s guidance is that customers should continue using their existing plans until their first renewal after October 1, 2015.

Customer may opt-in to move earlier. Most customers who have purchased through Direct & Advisor will be able to use the “Switch Plans” tool to move to the new Business plans, starting October 1, 2014.

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. Microsoft is updating Switch plans for these customers to move by October 1, 2015.

Learn more about the Switch Plans tool at http://aka.ms/switchO365plan.

http://aka.ms/switchO365plan

Switch Plans tool

Current Plan Upgrade Options

Small BusinessBusiness Essentials

Enterprise E1Enterprise E3/E4

Small Business PremiumBusiness PremiumEnterprise E3/E4

Midsize BusinessBusiness Premium

Enterprise E1Enterprise E3, E4

Exchange Online plan 1

Business EssentialsBusiness Premium

Enterprise E1Enterprise E3, E4

Top Supported Transitions1


1. Offer availability and timing may be different between Microsoft and syndication partners.



Office 365 admin console > licensingClick “Switch Plans” link to the right of subscription

“Switch Plans” feature

Choose a new plan pageSee a list of all available plans that you may switch too with new subscription pricing

New Business plans will be available here

Review and pay for new plansOld subscription will be automatically cancelled and a prorated credit for any unused service will be returned

Follow the steps to pay and you are done!

Note: This process signs the customer up for a new Office 365 subscription, with a new end date of 1 year from use of Switch Plans tool.

Renewing to new plans in Open (today)

Microsoft will be releasing update by October 1, 2015, for all Prepaid customers to move to the new plans.

Some current Open customers can move starting Oct 1, 2014 – Exchange Online plan 1, OneDrive for Business and other standalone products. This process is as follows.

1. Purchase necessary number of licenses of new Office 365 plan

2. Change each user’s license from their currently expiring Office 365 plan to the new Office 365 plan. This process can be done user by user, or done in bulk using PowerShell.

3. Old Office 365 plan will expire

Customers will be able to renew to their new Office 365 plan without any downtime or data loss.

Office 365 admin portal > licensingHere you will see your active Office 365 subscriptions.

Product KeyE1 Expires March 30, 2014

Note lack of “Switch Plans” option. Feature not available for subscriptions setup through Open

Current subscription approaching expiration

Example

Customer with 25 seats of Enterprise E1, set to expire March 30, 2014Customer would like to move to

Enterprise E3 for all 25 users

Open

Office 365 admin portal > users and groups > [user]No action on this page. Visit this location to see current licensing status for your users.

(Plan 1)

(Plan 1)

Plan E1

Open

Go to office.com/setup365On the right side, sign into your Office 365 account (if you are not already signed in)

Very Important: Confirm you are logged into the Office 365 tenant in which you would like to add the licenses. DO NOT create a new Office 365 account

Customer needs to purchase the necessary licenses from their partner.

In this example, 25 licenses of Office 365 Enterprise E3.

Open

Add more user licensesEnter the Enterprise E3 product key code in here (purchased from partner for 25 seats)

25 user licenses

Open

Office 365 admin portal > licensing You can now see your newly added licenses for Enterprise E3

Product KeyE1

Expires March 18, 2015

New Enterprise E3 licenses now appear along with previous E1 licenses

Existing E1 licenses still set to expire on March 30, 2014. Minimal overlap limits any extra cost associated with upgrade

Expires March 30, 2014

Open

Office 365 admin portal > users and groups > [user]User is current assigned an E1 license. You can see the 25 new Enterprise E3 licenses that were purchased.

(Plan 1)

(Plan 1)

Plan E1

25

New licenses now appear. User is still licensed for E1

Open

Office 365 admin portal > users and groups > [user]Manual upgrade for this user is complete. Replicate for all additional users.

(Plan 1)

(Plan 1)

Plan E1

24

1

User is now licensed for E3

Click Save, and repeat for each user you would like to upgrade

Open

End user update experience After an organization moves from their

current plan to a new Business plan, each

end user will have a few steps

1) Office update notification

2) Lync to Lync Basic

End-user Office update experienceCustomers moving from Small Business Premium or Midsize Business to new Business Premium plan.

Update process will begin

Subscription Expired Sign in Select option

Select sign in

Microsoft Office 365 Business

Lync to Lync BasicThe update process will uninstall the Access & Lync applications. While Access is no longer available in the new plans, end-users will simply have to re-download Lync Basic from their Software portal in Office 365. https://portal.office.com/OLS/MySoftware.aspx

Core FunctionalityLync Basic

Lync

Instant Messaging ● ●Presence – free/busy ● ●Lync to Lync voice calls ● ●HD video calls (1:1, group) ● ●Lync to Skype connection ● ●

Online MeetingsScreen sharing ● ●Audio & video ● ●Virtual whiteboards ● ●Shared notes ● ●Add conf. details to Outlook ● ●External participants ● ●

OtherMobile apps ● ●PSTN connections ●

https://portal.office.com/OLS/MySoftware.aspx



© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Comparing Office apps in current SMB plans with Office 365 Business

Office Applications


Midsize Business

Business Premium

Version of Office applications included: custom ProPlus BusinessWord, Excel, PowerPoint, OneNote, Outlook, Publisher ● ● ●Lync Basic ● ● ●Lync PSTN capability (for enterprise voice) ● ●Access ● ●

Core ValueOneDrive for Business cloud storage 1TB 1TB 1TBOffice Online ● ● ●Core Excel BI features: PowerMap, PowerQuery (public data) ● ●

Enterprise ValueEnterprise Excel BI features: PowerPivot, PowerQuery (enterprise data), PowerView, spreadsheet compare/inquire ●

IT controls: group policy, app telemetry ●Licensing

PC/Mac installs 5 5 5Tablet installs 5 5 5iOS/Android smartphone 5 5 5iPad Apps ● ● ●Office 2013 RT commercial use rights ● ● ●

Pricing changes for Midsize BusinessMidsize Business price is being reduced to an effective price of $12.50 USD, to match the new Business Premium plan which will be available on October 1, 2014.

Existing customers will realize the price change during their next renewal. This reduced price will continue until customers renew to Business Premium.

New customers will realize the reduce price on new purchases starting August 1, 2014. This will stay in effect until the launch of the new Office 365 plans on October 1, after which Midsize Business will no longer be available for purchase.

Channel Start Date End Date Price change method

Open August 1, 2014 September 30, 2014 On-pricelist promotional SKU. Partner can buy & sell “M renewal SKU”

Syndication August 1, 2014 September 30, 2014 Pricelist change

Advisor August 1, 2014 September 30, 2014 New customers will see a notification on Office.com during the checkout process. Reduced price rice change also visible in Office 365 admin center at renewal, for existing customers.

Direct August 1, 2014 September 30, 2014 New customers will see a notification on Office.com during the checkout process. Reduced price rice change also visible in Office 365 admin center at renewal, for existing customers.

Details for new customers by channel

Documents

Simplified admin experience Small Business (1-25)Midsize Business (1-300)Enterprise (unlimited) Full Enterprise admin experience