Microsoft 365 integration

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Microsoft 365 Integration for IT Asset Management

    The Microsoft 365 integration allows organizations to download subscription information from Microsoft 365 and compare it with software installations for compliance purposes. Microsoft 365 encompasses various products and services, including Microsoft Office 365, Windows, and Enterprise Mobility and Security (EMS). Not all products are included with the subscription, such as Dynamics 365 and Visio Online.

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    Key Features

    • Access user subscription information for all Microsoft 365 plans.
    • Determine license compliance by reconciling user subscriptions with software installations.
    • View subscription statuses (active, inactive, unassigned) based on last activity.
    • Obtain user activity details for individual Office 365 products.
    • Receive automated optimization recommendations for potential savings.
    • Find available licenses in the Optimization and Savings dashboard within the Software Asset Workspace.
    • Create and manage Microsoft 365 subscription profiles.

    Key Outcomes

    By utilizing this integration, software asset management (SAM) teams can ensure license compliance, optimize software usage, and potentially save costs by acting on recommendations. The integration also supports the creation of reserve entitlements for Microsoft online services, allowing for additional licenses to be added during the true-up process.

    To set up the integration effectively, activate the Microsoft content pack plugin and follow the integration setup instructions.

    Create an integration with Microsoft 365 to download subscription information that is compared with software installations for compliance.

    Microsoft 365 is a suite of software products that includes a range of subscription software and services such as Microsoft Office 365, Windows, and Enterprise Mobility and Security (EMS). Microsoft 365 and EMS include many other products and services within them​.

    Microsoft 365 admin center includes many other products that you can purchase and activate. However, some of these products don't come with the Microsoft 365 subscription, such as Dynamics 365 and Visio Online.

    The following are some of the products and services that are available with the Microsoft 365 subscription:
    • Microsoft 365
    • Microsoft Exchange Online
    • Enterprise Mobility Suite
    • Microsoft Office 365
    • Microsoft SharePoint Online
    • Microsoft Entra ID
    • Microsoft Power BI
    • Microsoft OneDrive
    • Microsoft Teams
    • Windows
    • Microsoft Intune
    SAM managers can use the Microsoft 365 integration to do the following:
    • Get user subscription information for all the Microsoft 365 plans purchased on the Microsoft 365 admin center, such as Microsoft Office 365, Microsoft 365, and so on.
    • Determine license compliance of Microsoft 365 subscriptions by reconciling user subscription, entitlement, and software installations.
    • View active, inactive, and unassigned subscriptions by their last activity date.
    • Get user activity for individual Microsoft Office 365 software products within Microsoft 365 subscriptions. For more information, see Evaluating software usage activity for Microsoft 365 subscriptions.
    • Get automated optimization recommendations and workflows for Microsoft 365 subscriptions.
    • Determine potential savings while acting on the recommendation.
    • Find your available licenses from the subscription details for the Microsoft 365 portal in the Optimization and savings dashboard in the Software Asset Workspace. For more information, see Optimization and savings dashboard in workspace.
    Access the content related to software subscriptions by navigating to SaaS License > Overview.
    • Office 365 & Adobe Cloud in the Software asset analytics view of SaaS overview dashboard in workspace.
    • Software Models lists software model records for subscription products.
    • All User Subscriptions lists all subscription records for subscription products (also accessible through the Software Asset > Discovery > Software Subscriptions navigation menu).
    • Create New Profile creates a Microsoft 365 subscription profile.
    • All Integration Profiles lists Microsoft 365 subscription profile records.

    Software Asset Management uses the subscription information to determine license compliance and perform optimization. View license compliance on the License usage view and optimization on the Optimization and Savings dashboard.

    The SAM - Import M365 User Subscriptions scheduled job runs once every week to obtain subscription information from Software Asset Management.

    For setting up Microsoft 365 integration to determine license compliance and optimization, follow the steps in Integrating with Microsoft 365.
    Note:
    You must activate the add-on Microsoft content pack (com.snc.samp.microsoft) plugin to view Microsoft 365 compliance reporting on the Office 365 & Adobe Cloud dashboard in Software Asset Management classic and SaaS overview dashboard in workspace.