Microsoft®’s recently announced strategy of making their applications available on devices beyond those running Windows® is welcome news to many IT departments as they now have a means to continue to use the familiar MS Office® while accommodating BYOD demand as well. Microsoft® is aggressively trying to license Office 365™ on non-Windows® devices whenever possible. They recently announced that Office 365™ would be available for iPad® users and they strongly suggested that we should expect availability on Android™ and Chrome™ devices in the future. There is no charge for Office 365™ on the iPad® and iPhone® if users only want to view and present content, but they must subscribe to the entire Office 365™ Suite if they want to create or edit files.


Volume Licensing customers with perpetual licenses or subscriptions to Office® Professional Plus may take advantage of the expanded availability of Office 365™ by converting their existing VL licenses to Office 365™. Microsoft® refers to the conversion process as a “Transition”. This is valuable because it enables customers to take advantage of the features and flexibility of Office 365® without abandoning their investment in Office or waiting until their existing agreement expires.


The following terms and conditions apply to transitions:

  • Microsoft® defines “Transition” as “the conversion of one or more License(s) to or from another License(s)”. In other words, certain products may be converted to another such as the case with Office® Professional Plus to Office 365™.
  • Only those products which are identified as “Transition Eligible” on the VL Product List may be transitioned.
  • Transitions will not impact user’s rights under perpetual licenses which have been paid in full.
  • Perpetual licenses with active Software Assurance or subscription licenses may be transitioned at any time but the quantity of licenses transitioned must meet or exceed the original number of licenses.
  • Once a transition has occurred, the customer may transition back to the original product during the term or renewal of the original agreement.
  • If a transition is made back to a license that originally had Software Assurance, SA must be re-ordered for the same quantity of licenses as were in effect at the time of the original transition.
  • If a device-based license is transitioned to a user-based license, all users of the device must be licensed as part of the transition. In the same manner, if a user-based license is transitioned to a device-based license, all devices accessed by the user must be licensed as part of the transition.
  • All transitions must be reported in the true-up order following the date of the transition(s).
  • The time between the transition and the next enrollment anniversary date for which the transition is reported is known as the transition period.
  • If a perpetual License with Software Assurance (L&SA) for Office® Pro Plus is transitioned to Office 365™, new version rights will still be granted if the user were to transition back from Office 365™ to the original Office® Pro Plus license during the transition period.
  • For licenses paid in advance, Microsoft® will issue a credit for remaining months of Software Assurance or subscription licenses that were reduced as part of a transition.
  • If a perpetual (L&SA) license is paid in full at the end of the transition period all rights granted in the perpetual license remain in effect.
  • If the perpetual license is not paid in full at the end of the transition period the user will receive a proportional number of perpetual licenses which is equal to the amount paid.


If the customer wishes to continue using an online product beyond the transition period they may renew the original Enrollment or sign a new one. Whether they sign a new Enrollment or a renewal, the term will be thirty-six months. If they do not wish to renew or extend the term they must notify Microsoft® at least thirty days prior to the end of the transition period. Failure to do so will result in a month-to-month “extended term” which will last up to one year. During the extended term, the customer will be invoiced monthly at the then-current price plus a 3% administrative fee. If the customer wishes to cancel during the extended term they must submit a notice of cancellation to Microsoft®. Cancellation will be effective within 60 days of Microsoft®’s receipt of the cancellation notice.


If a customer elects not to renew online products or services the rights granted under the Enrollment will cease on the expiration date and the customer must discontinue use. Upon expiration or termination of a license for online products or services, Microsoft® will make the customer data available for ninety days in a limited functionality account so the customer may extract it, after which MS will disable the customer’s access and delete the data.


For further information, please contact us.

Nov 2016