Microsoft 365 License Advisor

Interactive workflow + persona mapping for Enterprise and SMB. Use this to converge on the right SKU, fast.

Workflow

Decision Assistant

Company size

≤ 300 users (SMB) > 300 users (Enterprise)

Primary work style

Frontline / mobile device only Knowledge worker (desk-based)

Do they need desktop Office apps?

Yes, desktop apps No, web/mobile is fine

Security & compliance needs

Advanced security (Defender, AIP, eDiscovery) Device mgmt / Intune / Conditional Access PSTN/Phone system Power BI Pro-level analytics

Special cases

Office apps only (no mailbox/Teams)

Heads-up: Teams availability and bundling can vary by region/tenant and change over time. Confirm availability with us at time of purchase.

Mapping

License ↔ Persona Reference

License	Persona	Key Capabilities	Seat Scope

This table covers both Enterprise and SMB.

Add-ons

Add-On Assistant

Context

Company size

≤ 300 (SMB) > 300 (Enterprise)

Base license

If you used the License Advisor above, we will prefill this automatically.

What extra capabilities are needed?

PSTN calling (Teams Phone) Dial-in conferencing Analytics (Power BI Pro) Advanced compliance (eDiscovery/Insider Risk) Threat protection for email/SharePoint/Teams (Defender for Office 365) Endpoint EDR (Defender for Endpoint / Defender for Business) Device management (Intune) Sensitivity labels / DLP (advanced) Mailbox archiving

Notes: Feature availability and bundling change over time and may vary by region/tenant. Always validate with us at purchase.

Advisor Analytics (local)

Visible only with ?debug=1. Logs are stored in localStorage and optionally sent to the configured endpoint via sendBeacon.