License true-up at onboarding kickoff
Overview
True-up now prevents EA renewal shock and gives you leverage with CSP distributor.
Data pulls
Microsoft 365 active usage vs assigned, Azure hybrid benefit eligibility, SQL/Core counts, M365 Copilot pilots if any.
Hygiene
Remove disabled users still licensed day one ethically (with HR sync); archive shared resource mailboxes bloating E3 counts.
Forecast
Hiring plan next 12 months from HR; seasonal staffing for retail clients.
Deliverable
License optimization report with three scenarios: minimal, recommended, aspirational security.
Contracting
If MSP resells licensing, disclose margin model where regulations require—avoid optics of self-dealing without transparency.
Automation
Graph scripts + PowerBI template accelerates repeatability across your client base.
Sign-off
CFO acknowledgment email attached to CRM renewal opportunity record.
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