3. Customer needs: Less than 10 users AND Basic IT needs* More than 10 users OR Advanced IT needs* Office desktop applications Office 365 Small Business PremiumOffice 365 ProPlus Email in the cloud Office 365 Small BusinessExchange Online Need Office + email, or any other Office 365 service Office 365 Small Business PremiumOffice 365 Enterprise E3 Note: This chart includes hyperlinks to overview slides for each of the 6 recommendations, plus an overview of Basic v. Advanced IT needs. There are “back to top” hyperlinks on each slide to these recommendations. These hyperlinks only work in Slide Show mode.

5. Customer Profile Customer is looking for a new version of Office applications For small businesses with 1-10 users Looking for solutions with a simple, wizard-based setup and limited IT knowledge required Fitting IT within a limited budget it very important Comfortable with a one size fits all technology (limited need to provide different IT to different users) Includes: Why this plan? This plan includes the latest Office desktop applications, delivered as an always up to date service Each user can install and use Office on up to 5 PCs or Macs, plus 5 mobile devices (smartphone and tablets) Documents are saved to the cloud to access from any device, but also available offline Plan also includes additional online services for email and collaboration Includes phone support from Microsoft Office applications Business-class email (Exchange) Online meetings (Lync) Online document storage & file sharing (OneDrive) Team collaboration sites & internal portals (SharePoint) Office 365 ProPlus is the premium Office application-only offer in Office 365 Adds additional administration and management features including support for on-premises push deployment tools, local Exchange or SharePoint servers, Group Policy, Telemetry, and connections with Active Directory Potential Con: does not include additional online services like email and online meetings – just Office apps Office 365 ProPlus $12/u/m Traditional Office desktop applications, licensed per device Licenses are perpetual, so you pay once and own forever Includes Word, PowerPoint, Excel, Outlook, OneNote, Publisher What you lose: these apps are not connected to the Office 365 cloud and will not be automatically kept up to date. Perpetual licensing also increases the upfront cost when compared to a subscription license Office Standard 2013 $369 ERP Private social networking (Yammer) Office 365 Small Business Premium - $12.5/user/month

6. Customer Profile Customer is looking for a new email solution For small businesses with 1-10 users Looking for solutions with a simple, wizard-based setup and limited IT knowledge required Fitting IT within a limited budget it very important Comfortable with a one size fits all technology (limited need to provide different IT to different users) Includes: Why this plan? This plan includes business-class email with Exchange Online, the leading email solution for business Email is run by Microsoft and is always up to date, so you don’t need to buy and maintain servers or update & patch software, and are always using the latest version Includes 50GB inboxes, custom domains, shared calendars, and access to your mail from apps on almost any smartphone and tablet, or via the browser Includes customizable, built in malware and spam filters that are updated by Microsoft Office applications Business-class email (Exchange) Online meetings (Lync) Online document storage & file sharing (OneDrive) Team collaboration sites & internal portals (SharePoint) Office 365 Small Business Premium is everything mentioned above plus the full desktop Office applications – Word, PowerPoint, Excel, Outlook, OneNote and more Full Outlook client support provides a richer email experience for Office 365 Users can move easily between Small Business and Small Business Premium Office 365 Small Business Premium $12.5/u/m Exchange Online provides the same great email experience as Small Business, plus a few advanced features like Active Directory integration and hybrid deployments Enables simple future upgrade to Enterprise plans (E1, E3, E4) What you lose: Exchange Online does not include any of the additional Office 365 services for online meetings, document storage and team collaboration Exchange Online $4/u/m Private social networking (Yammer) Office 365 Small Business $5/user/month

7. Customer Profile Customer is looking for a complete solution with email and the Office applications For small businesses with 1-10 users For customers who want all the core capabilities of our Enterprise plans, but don’t have advanced IT needs Looking for solutions with a simple, wizard-based setup and limited IT knowledge required Comfortable with a one size fits all technology Includes: Why this plan? This plan includes the latest Office desktop applications, delivered as an always up to date service Also includes Exchange Online, the leading solution for business-class email, plus online meetings, online document storage and file sharing Service is run by Microsoft and is always up to date, so you don’t need to buy and maintain servers or update software, and are always using the latest version Includes 50GB inboxes, custom domains, shared calendars, and access to your mail from apps on almost any smartphone and tablet, or via the browser Office applications Business-class email (Exchange) Online meetings (Lync) Online document storage & file sharing (OneDrive) Team collaboration sites & internal portals (SharePoint) Enterprise E3 is the premier Office 365 service, providing additional advanced features to the services in Small Business Premium Enterprise E3 provides a more advanced admin center for IT staff to run, manage and troubleshoot the service Includes Yammer Enterprise for enterprise social networking Includes ability to mix and match with other Enterprise plans to meet end user needs Office 365 Enterprise E3 $20/u/m Office 365 Small Business includes all the services in Small Business Premium except the Office desktop applications If you have a modern version of Office applications already (Office 2013 or Office 2010), you may be able to use with Office 365 What you lose: this plan does not include the Office desktop applications Office 365 Small Business $5/u/m Private social networking (Yammer) Office 365 Small Business Premium - $12.5/user/month

8. Customer Profile Customer is looking for the latest and best version of the Office apps For business of all sizes Looking for a solution that is always up to date Customers may need flexibility to mix and match many Office 365 plans together, to fit needs of different employees Includes: Why this plan? Office 365 ProPlus is the familiar Office desktop applications, delivered as a cloud service Apps can be installed via download from the cloud, or pushed through traditional software delivery systems (like System Center) Apps install and run locally, but are connected to the cloud so they are kept always up to date by Microsoft The Office apps can be installed on up to 5 PCs or Macs, per user, and on up to 5 supported smartphones phones Documents and setting are saved to the cloud and roam with you to all your devices Office applications Business-class email (Exchange) Online meetings (Lync) Online document storage & file sharing (OneDrive) Team collaboration sites & internal portals (SharePoint) This is the premium plan of Office 365, includes business class email with Exchange, Office desktop applications and all the additional services in Office 365 Includes all the features and capabilities for email and the Office applications that customers can buy from Microsoft, whether online or on-premises Office 365 Enterprise E3 $20/u/m The premier version of our traditional Office desktop applications, licensed per device. Licenses are perpetual, so you pay once and own forever Includes all Office applications What you lose: these apps are not connected to the Office 365 cloud and will not be automatically kept up to date. Perpetual licensing also increases the upfront cost when compared to a subscription license Office Professional Plus 2013 $499 ERP Private social networking (Yammer) Office 365 ProPlus $12/user/month

9. Customer Profile Customer is looking for a leading email solution For businesses of any size Customer may be looking to replace an aging, locally run email server Customer may have previously used another cloud based email and is looking for a more robust and professional solution Includes: Why this plan? This plan fits the majority of customers needs for email, allows for easy movement to other Office 365 plans in the future Includes business-class email with Exchange Online, the leading email solution for business Email is run by Microsoft and is always up to date, so there is no need to buy & maintain servers or update & patch software Includes 50GB inboxes, custom domains, shared calendars, and access to your mail from apps on almost any smartphone and tablet, or via the browser Includes customizable, built in malware and spam filters that are updated by Microsoft Office applications Business-class email (Exchange) Online meetings (Lync) Online document storage & file sharing (OneDrive) Team collaboration sites & internal portals (SharePoint) Office 365 Enterprise E1 includes the exact same email found in Exchange Online, but also incorporates Lync Online (online meetings, web conferencing and IM), SharePoint Online (for team collaboration sites & internal portals) and OneDrive for Business (online document storage and file sharing) A great option for customers who already have a recent version of the Office desktop applications Office 365 Enterprise E1 $8/u/m Exchange Online Kiosk provides a simple solution for workers who need occasional access to web-based email Includes ability to access 2GB inboxes, shared calendars, and contacts through the Outlook Web App from almost any browser, with Exchange ActiveSync support for smartphones What you lose: lacks Active Sync/IMAP support for email clients (incl. Outlook), inbox rules, legal compliance features Exchange Online Kiosk $2/u/m Private social networking (Yammer) Exchange Online $4/user/month

10. Customer Profile Customers is looking for the right technology to meet their needs and be a strategic investment for their company For businesses of any size Important for customer to be able to mix and match many Office 365 plans together, to fit the technology needs of different employees (kiosk, standalone, full suite users) May need technology that can meet advanced IT needs – including legal compliance like archiving and eDiscovery Includes: Why this plan? This is the premium plan of Office 365, includes business class email with Exchange, Office desktop applications and all the services listed to the right Includes all the features and capabilities for email and the Office applications that customers can buy from Microsoft, whether online or on-premises As the premier offer, customer can be assured that their investment will pay off, as Microsoft will continue to update the service and add new technology Includes an advanced IT admin portal and 24/7 phone support from Microsoft Office applications Business-class email (Exchange) Online meetings (Lync) Online document storage & file sharing (OneDrive) Team collaboration sites & internal portals (SharePoint) Office 365 Enterprise E4 is almost identical to Enterprise E3, but add the rights to Lync Server 2013 Plus CAL for Enterprise voice capabilities Enterprise voice allows companies to enhance or replace traditional PBX phone systems with the call capabilities run through Lync Server, integrating with Lync Online and Office 365 Office 365 Enterprise E4 $22/u/m For companies looking to standardize entire organization on one Office 365 plan What you lose: Offers many of the same core capabilities as Enterprise E3, but removes the ability to mix and match with other Office 365 plans and removes some advanced features – archiving, legal hold, right management, data loss prevention features, capability for hybrid deployments and the ability to control and postpone updates to Office 365 Office 365 Midsize Business $15/u/m Private social networking (Yammer) Office 365 Enterprise E3 $20/user/month

12. See slide notes for more details where footnotes are indicated. Small Business Small Business Premium Midsize Business Enterprise Office 365 ProPlus Exchange Online E1E3 Target Customer Price per user per month $USD (with annual commitment)$5$12.5$15$12$4$8$20 Target Customer Size1-1011-250Any Seat Cap25300Unlimited IT ProfileLimited ITSome ITIT/partner Phone support from Microsoft Standard Services Email - 50 GB email, contacts, shared calendars (Exchange) Online meetings - Web conferencing, IM, video, presence (Lync) Sites - team collaboration & internal portals, public website (SharePoint) OneDrive for Business – 1TB personal online document storage Install Office desktop applications on up to 5 computers per user (Office) Access to Office apps and documents from all major smartphones and iPad Private social networking (Yammer) Advanced Services On-premises Active Directory synchronization for single sign on Supports hybrid deployment with on-premises servers ○1○1 Email management features: eDiscovery, transport rules and journaling 2 Email protection features: preservation of mail (legal hold), rights management & data loss prevention 3, 4 Integrated voicemail capabilities (for local phone system)

13. The Office apps are available in several Office 365 plans. While they are mostly identical, there are a few feature differences to be aware of. If you have more questions that are not answered below, or are looking for the latest and greatest information, visit our Office Apps service description.Office Apps service description Small Business Small Business Premium Midsize Business Enterprise Office 365 ProPlus Exchange Online Plan 1 E1E3 Core Apps & Features Windows 7-8.1 PCs: Full Office desktop apps – Word, PowerPoint, Excel, Outlook, OneNote, Publisher, Access & Lync Office apps not included in this plan Office apps not included in this plan Macintosh computers: Office for Mac 2011 Windows Phone, iOS and Android smartphones: Office Mobile iPad: Word, PowerPoint, Excel and OneNote Windows RT devices: Office Home & Student 2013 RT + Outlook Edit documents and collaborate in browser with Office Online Office apps are always up to date OneDrive for Business – 1TB of online file storage and sharing Advanced Features Desktop virtualization (user-dedicated VDI and RDS) 1 Apps support on-premises Exchange or SharePoint servers Group policy support and Office Telemetry Access Database and Excel spreadsheet compare Excel BI tools - Power Map, Power Pivot, Power Query, Power View Support for blocking cloud-based file storage Control of software updates Client push deployment – use with on-premises software delivery systems 1)See Service Description for more details and descriptions of how this works

14. Email in Office 365 is powered by Exchange Online. If you have more questions that are not answered below, or are looking for the latest and greatest information, visit our Exchange Online service description. See slide notes for more details where footnotes are indicated.Exchange Online service description Small Business Small Business Premium Midsize Business Enterprise Office 365 ProPlus Exchange Online Plan 1 E1E3 Standard Email Features 50 GB mailbox with a 50 GB personal online archive, contact and calendar No Email, just Office applications Connect to Outlook, with full offline support Access your email from your smartphone (WP, iPhone, Android, BB) Use a custom domain Built-in malware and spam filters with customization options Access via a web browser with the Outlook Web App, or through almost any mail client via Exchange Active Sync, IMAP & POP support Email administration console to manage your company’s mail Ability to delegate access to mail & calendar Distribution groups, shared company contact lists Conference room and resource management Site mailboxes - Store and share email and documents in project-specific folders Lync & presence information in Outlook & Outlook Web App Advanced Services On-premises Active Directory synchronization for single sign on Supports hybrid deployment with on-premises servers ○1○1 Email management features: eDiscovery, transport rules and journaling 2 Email protection features: preservation of mail (legal hold), rights management & data loss prevention 3,4 Integrated voicemail capabilities (for local phone system)

15. Online meetings, Instant Messaging and Video Conferencing in Office 365 is powered by Lync Online. If you have more questions that are not answered below, or are looking for the latest and greatest information, visit our Lync Online service description.Lync Online service description Small Business Small Business Premium Midsize Business Enterprise Office 365 ProPlus Exchange Online Plan 1 E1E3 Standard Lync Features Instant Messaging (1:1 and multiparty) and presence (free/busy information) No Lync, just Office applications No Lync, just email Lync to Lync calling (voice and HD video, 1:1) Group (3+) audio, HD videoconferencing and content sharing Desktop, application, and virtual whiteboard sharing between users In-meeting note taking with OneNote Online meetings – scheduled or ad-hoc meetings for up to 250 participants Record meetings External Collab. Skype connectivity – connect through IM and voice with Skype users Connect with customers, supplier and partners using Lync Connect w/ customers, supplier and partners not using Lync with Lync web app Lync Applications Lync 2013 – most fully featured app, included with Office 365 subscriptions that include the Office desktop applications Lync 2013 Basic – Lync 2013 minus multiparty video, OneNote meeting notes, recording, & calendar delegation. Available as a standalone download Lync Windows Store app – download from Windows Store Lync for Mac 2011 – available as a standalone download Lync mobile clients – available in Windows Phone, iOS and Android stores

16. Website and Collaboration features in Office 365 are provides by OneDrive for Business & SharePoint Online, available in several Office 365 plans. If you have more questions that are not answered below, or are looking for the latest and greatest information, visit our SharePoint Online Service Description.SharePoint Online Service Description. Small Business Small Business Premium Midsize Business Enterprise Office 365 ProPlus Exchange Online Plan 1 E1E3 Core Services 1TB of OneDrive for Business for document storage and sharing Offline synchronization on Windows 7-8.1 PCs Access and edit OneDrive files on all major smartphones and iPad Office Online for in-browser document viewing editing and real-time collaboration Team sites to connect w/ teammates, share documents and work collaboratively Public facing website Enterprise social networking built into SharePoint Online Enterprise social networking: Yammer Basic Features Cross browser support (IE, Chrome, Firefox, Safari) Mobile device support - touch friendly UI, smartphone applications Document and site sharing with external users Ability to purchase additional storage (as a company) Access to the Office Store for applications that extend SharePoint Online Advanced Features Access services eDiscovery center for discovery & preservation of files for legal needs Works with ‘PowerBI for Office 365’ add-on Excel and Visio services Publish apps to internal corporate catalog

17. Whether to account for a growing number of employees or for changing IT needs, customers may need to switch between Office 365 plans. This can be accomplished through one of two options: the Switch Plans wizard or through Manual transition. Current PlanUpgrade Options Small BusinessSmall Business Premium Midsized Business Enterprise E1 Enterprise E3 Enterprise E4 Small Business Premium Midsized Business Enterprise E1 Enterprise E3 Enterprise E4 Midsize Business Exchange Online Plan 1 Enterprise K1 Enterprise E1 Enterprise E3 Enterprise E4 Enterprise E1 Exchange Online Plan 2 Enterprise E3 Enterprise E4 Top supported “Switch Plans” transitionsTop supported manual transitions Current PlanManual Upgrade Options Enterprise E1Enterprise E3 Enterprise E4 Exchange Online Plan 1 Lync Online Plan 1 Lync Online Plan 2 Enterprise E1 Enterprise E3 Enterprise E4 Office 365 ProPlus Exchange Online Plan 2 Enterprise E3 Enterprise E4 Available for customers who have purchased their subscription from a partner selling through Advisor or direct from Office.com. Available for customers who have purchased their subscription from a partner selling through the Open channel. *Customers who have purchased through Syndication should contact their provider to switch plans.