---
sourceDocument: Zurich IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-asset-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Evaluate Microsoft 365 compliance and optimization results

# Evaluate Microsoft 365 compliance and optimization results {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Evaluate Microsoft 365 compliance and optimization results to find
actual and potential cost savings and recommended licensing optimizations.

## Before you begin

Role required: sam_admin or sam_user

The discovery of Microsoft 365 must be complete to evaluate the
software compliance. For more information about using Discovery and Microsoft SCCM together, see [Discovery and SCCM
together](https://www.servicenow.com/docs/access?context=c_DiscoveryAndSCCMTogether&version=zurich&pubname=zurich-it-operations-management&ft:locale=en-US).

The usage of Microsoft 365 plans must be available from both Microsoft certified APIs and Microsoft SCCM to
evaluate the software optimization.

## Procedure

1. Navigate to Software Asset WorkspaceLicense operations.
2. In the left pane, select LicensingSoftware entitlements.
3. Select New.
4. Create entitlements for Microsoft 365 by selecting the correct Publisher Part Number (PPN) to verify compliance.  
   For more information about creating entitlements, see [Create entitlements in workspace](https://www.servicenow.com/docs/O~JVsyQdaW99Fe~XMND4nA "Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.").  
   Note:  
   Ensure that the License metric value is User Subscription.
5. Navigate to License usage in the left pane.
6. Select the Reconciliation tab.
7. Select Run reconciliation.
8. View compliance analysis results in [Office 365 \& Adobe Cloud dashboard in Software Asset Management classic](https://www.servicenow.com/docs/8fXlzo1npdtRXGPReEJZPg "View compliance analysis results related to Microsoft Office 365 and Adobe Cloud License Management in Software Asset Management classic.") and [SaaS overview dashboard in workspace](https://www.servicenow.com/docs/W~as6Pnw4TQbWFl~mnbCsQ "View all SaaS related analytics for pure SaaS, Microsoft Office 365, and Adobe Cloud in the SaaS overview dashboard in the Software asset analytics view.").  
   For more information about running software reconciliation, see [Run software reconciliation in Software Asset Management classic](https://www.servicenow.com/docs/4Wmi3GcnvHNlu_55smQiDg "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in your environment on demand.") and [Run Software Asset Management Foundation plugin software reconciliation in
   classic](https://www.servicenow.com/docs/access?context=t_RunReconciliationSAMF&version=zurich&pubname=zurich-it-service-management&ft:locale=en-US).
9. View all optimized plans for Microsoft 365 subscription on the [Optimization and savings dashboard in workspace](https://www.servicenow.com/docs/z~qUk75vxLDP8VDGnHi4VQ "Use the Optimization and savings dashboard to view actual and potential cost savings for your software assets. In addition, view the recommended licensing optimizations for third-party software publishers, including Microsoft, Red Hat, Adobe, and SAP. Use this information to downgrade or reclaim licenses so that you can optimize your licensing costs.").

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