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​​The Planning Services Process

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1. Verify eligibility
Requirements (specific to the engagement being delivered) must be satisfied in order to be eligible to enroll to deliver Planning Services engagements. Partner organizations must satisfy compliance training and competency requirements while the consultant delivering the engagement must satisfy technical training/exam requirements.
Upon satisfying enrollment requirements for a particular engagement, your organization must complete the enrollment process and accept the Planning Services A​greement before reserving a voucher for the engagement. 
Compliance training
Pass the required Planning Services Compliance Training Course.
Microsoft Partner Network (MPN) competencies
Hold a qualifying MPN competency.
Planning Services Agreement
Accept the Planning Services Agreement.
Expand the offerings below for details on compliance training, competency, and consultant requirements your organization must meet to be eligible to deliver specific engagements.​
​​​​​Eligibility requirement​s
Public Cloud, Microsoft Azure Deployment Planning Services
Desktop Deployment Planning Services
Developer Tools Deployment Planning Services
Dynamics Deployment Planning Services
Private Cloud, Management and Virtualization Planning Services
SharePoint Deployment Planning Services
Skype for Business and Exchange Deployment Planning Services
SQL Server Deployment Planning Service​​​s
​ competency in:
For more information please see the [OffCodeTitleName] offering page.
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Eligibility F​AQ
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