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​​The Planning Services Process
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​​​​​​6. Complete engagement and submit completion report
     
After reserving a voucher, complete the following steps:
  1. Deliver the Planning Services engagement according to the guidance provided on the engagement page (expand offerings below to locate desired engagement page).
  2. Provide the customer with the final completed customer deliverable upon completion of the engagement (customer deliverable template found on engagement page).
  3. Complete and submit the online Planning Services Completion Report Submission Form
    • Ensure you provide a copy of the actual customer deliverable to Microsoft by uploading a copy of the deliverable prior to submitting the online form.
  4. Save the resulting .xml submission receipt file to your computer (the .xml submission receipt file is required in the next step for redeeming vouchers).
Locate your engagement page by expanding the parent offering below:​
​For more information on scope, deliverables, and supporting resources, please see the engagement page​​​.
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Process step FAQ
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