Compare Microsoft 365 user subscriptions with installation usage data for a complete license compliance position.

Before you begin

Role required: Navigate to the linked topics in each step for the required roles.

Enable the following plugins:
  • Software Asset Management Professional for Microsoft (com.snc.samp.microsoft)
  • Software Asset Management - SaaS License Management (sn_sam_saas_int)

Complete the steps in the Request Software Asset Management topic.

Procedure

  1. Integrate with Microsoft 365 in the cloud for user subscription data.
    For more information, see Create a Microsoft 365 integration profile.
  2. Configure Microsoft Power BI for gaining access to Power BI service content and APIs.
    Power BI service content and APIs help optimize your Microsoft 365 subscriptions, such as by downgrading subscriptions from Office 365 E5 to Office 365 E3. For more information, see Enable service principal authentication for Power-BI read-only APIs.
  3. Integrate with an inventory tool for installation usage data.

What to do next

Validate subscription, installation, and usage data