Evaluate Microsoft 365 compliance and optimization results

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Evaluate Microsoft 365 compliance and optimization results to find actual and potential cost savings and recommended licensing optimizations.

    Before you begin

    Role required: sam_admin or sam_user

    The discovery of Microsoft 365 must be complete to evaluate the software compliance. For more information about using Discovery and Microsoft SCCM together, see Discovery and SCCM together.

    The usage of Microsoft 365 plans must be available from both Microsoft certified APIs and Microsoft SCCM to evaluate the software optimization.

    Procedure

    1. Navigate to Software Asset Workspace > License operations.
    2. In the left pane, select Licensing > Software entitlements.
    3. Select New.
    4. Create entitlements for Microsoft 365 by selecting the correct Publisher Part Number (PPN) to verify compliance.
      For more information about creating entitlements, see Create entitlements in workspace.
      Note:
      Ensure that the License metric value is User Subscription.
    5. Navigate to License usage in the left pane.
    6. Select the Reconciliation tab.
    7. Select Run reconciliation.
    8. View compliance analysis results in Office 365 & Adobe Cloud dashboard in Software Asset Management classic and SaaS overview dashboard in workspace.
      For more information about running software reconciliation, see Run software reconciliation in Software Asset Management classic and Run Software Asset Management Foundation plugin software reconciliation in classic.
    9. View all optimized plans for Microsoft 365 subscription on the Optimization and savings dashboard in workspace.