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Software Assurance Planning Services
Partner eligibility requirements
​​​​​​​​​​​Have you met the eligibility requirements?

Enroll to become a Planning Services partner.
  1. Compliance training requirement (organization)
    All partner organizations must complete the online Planning Services Compliance Training Course on Partner University in order to enroll or re-enroll to be a Planning Services partner.
  2. Competency requirement(s) (organization)
    The competency requirements a partner organization must meet to be eligible to deliver Planning Services engagements is listed in the table below (learn more about Partner Network Competency partners requirements and benefits). Click here for partner instructions​.
  3. Technical exam/assessment requirement(s) (consultant)
    In addition to organization requirements, consultants that deliver Planning Services engagements on behalf of an approved partner organization must meet the consultant requirements listed in the table below. 

     

Important note-each Planning Services engagement maps to a specific qualifying competency. Before delivering any Planning Services engagement, you should review the eligibility requirements below to ensure your organization has earned the competency required to deliver that particular engagement. If you deliver an engagement to a customer without first obtaining the qualifying competency, you will not be eligible for payment, due to Planning Services Agreement and program ​policy compliance violations.


 

​Planning Services offeringCompliance training requirement
(organization)
​Competency requirement(s)
(organization)
​Technical exam/assessment requirement(s)
(consultant)
AZDPS Planning Services Compliance Training Course

Microsoft Azure for Public Cloud engagements

Silver or gold competency in Cloud Platform

Microsoft Azure for Public Cloud deliveries

​Consultant has successfully completed one or more of the technical assessments for the Cloud Platform competency

​Enterprise Mobility engagements

Silver or gold competency in Enterprise Mobility Management

​Enterprise Mobility deliveries

Consultant has successfully completed one or more of the technical assessments for the Enterprise Mobility Management competency

DDPS Planning Services Compliance Training Course

Desktop Deployment planning engagements

​Silver or gold competency in Devices and Deployment or Windows and Devices

Mobility Productivity planning engagements

Silver or gold competency in Enterprise Mobility ManagementDevices and Deployment​, or Windows and Devices​

Desktop Deployment planning deliveries

Consultant has successfully completed one or more of the exams and/or technical assessments required for a silver or gold competency in Devices and Deployment or Windows and Devices

Mobility Productivity deliveries

Consultant has successfully completed one or more of the technical assessments for the Enterprise Mobility Management ​competency

 

​Office 365 engagements

Silver or gold competency in Devices and Deployment or Cloud Productivity

 

​Office 365 planning deliveries

Consultant has successfully completed one or more of the exams required for a silver or gold competency in Cloud Productivity

​​DTDPS Planning Services Compliance Training Course​Gold competency in DevOps

​Consultant has successfully completed one or more of the exams and/or technical assessments required for a gold competency in DevOps

DYDPS Planning Services Compliance Training Course

​Gold competency in one of the following:

Silver or gold competency in Cloud Customer Relationship Management

​Microsoft Dynamics CRM deployment planning deliveries

Consultant has successfully completed one or more of the exams required for a gold competency in Customer Relationship Management (CRM)

 

Microsoft Dynamics CRM Online deployment planning deliveries

Consultant successfully completed the requirement for silver or gold competency in Cloud Customer Relationship Management

 

Microsoft Dynamics AX deployment planning deliveries

Consultant has successfully completed one or more of the exams required for a gold competency in Enterprise Resource Planning (ERP)

 

PVDPS Planning Services Compliance Training Course​Gold competency in Datacenter

​Consultant has successfully completed one or more of the exams required for a gold competency in Datacenter

 

SDPS Planning Services Compliance Training Course

​SharePoint planning engagements

Silver or gold competency in Collaboration and Content

SharePoint planning deliveries

​Consultant has successfully completed one or more of the exams required for a silver or gold competency in Collaboration and Content

 

​Office 365 engagements

Silver or gold competency in Collaboration and Content or Cloud Productivity 

​Office 365 planning deliveries

Consultant has successfully completed one or more of the exams required for a silver or gold competency in Cloud Productivity

​Project and Portfolio Management (PPM) Solution Planning engagements

Silver or gold competency in Project and Portfolio Management

​Project and Portfolio Management (PPM) Solution Planning deliveries

Consultant has successfully completed one or more of the exams required for a silver or gold competency in Project and Portfolio Management

 

S&EDPS ​ ​ Planning Services Compliance Training Course

​Skype for Business planning engagements

Silver or Gold competency in Communications

Skype for Business planning deliveries 
Consultant has successfully completed one or more of the exams required for a silver or gold competency in Communications
 

​Exchange planning engagements

Silver or gold competency in Messaging

​Exchange planning deliveries

Consultant has successfully completed one or more of the exams required for a silver or gold competency in Messaging

 

​Office 365 engagements

Silver or gold competency in Messaging or Cloud Productivity 

​Office 365 planning deliveries

Consultant has successfully completed one or more of the exams required for a silver or gold competency in Cloud Productivity

SSDPS Planning Services Compliance Training Course

​Gold competency in one of the following:

Consultant has successfully completed one or more of the exams required for a gold competency in Data Analytics or Data Platform

 
Important note: There is no separate Planning Services offering for engagements related to Office 365. The available engagement types are defined by individual Planning Services program offerings (DDPS, S&EDPS, and SDPS). Please note there is variation among individual program offerings as to the scope of Office 365 activity supported within an engagement. Partners are required to be familiar with what Office 365 activities their particular program will support within an engagement.


Keep in mind

Each certified delivery consultant must have associated their Live ID and linked their Microsoft Certified Professional (MCP) credentials to the partner organization's MPN Location ID that is registered for each service type.

“We received an unbelievable bang for our buck with the SDPS engagement.  And this is a service out there that is essentially paid for; utilize it!  I would tell anybody there is no better way.”