Existing Microsoft Licenses (if any) YesNo Active Directory Used? YesNo Any Third-Party Integrations Required? YesNo
Preferred Microsoft 365 Plan Business BasicBusiness StandardBusiness PremiumE3E5F3 Additional Services Microsoft TeamsSharePointOneDrivePower PlatformSecurity & Compliance SolutionsTraining & Support Services Number of Licenses Required Additional Services Needed YesNo
Multi-Factor Authentication (MFA) Required? YesNo Data Loss Prevention (DLP) Policies Needed? YesNo Email & File Encryption Required? YesNo Retention Policies Needed? YesNo
Email Migration Required? YesNo OneDrive/SharePoint Migration Required? YesNo
End-User Training Required? YesNo Admin Training Required? YesNo
Preferred Start Date Preferred Completion Date
Date Date
Note: (For internal users only)
Client must Sign off with E-sign/DocuSign service agreement
