Which Microsoft products do your clients use? Where are the gaps in security, Copilot, and suite adoption? Generated by AI from Autotask Configuration Items via Proxuma Power BI MCP server.
Which Microsoft products do your clients use? Where are the gaps in security, Copilot, and suite adoption? Generated by AI from Autotask Configuration Items via Proxuma Power BI MCP server.
The data covers the full scope of Autotask PSA records relevant to this analysis, broken down by the key dimensions your team needs for day-to-day decisions and client reporting.
Who should use this: Microsoft 365 administrators, security teams, and account managers
How often: Weekly for license management, monthly for adoption reviews, quarterly for optimization
Which Microsoft products do your clients use? Where are the gaps in security, Copilot, and suite adoption? Generated by AI from Autotask Configuration Items via Proxuma Power BI MCP server.
EVALUATE
ROW(
"TotalLicenses", CALCULATE(COUNT(
BI_Autotask_Configuration_Items[configuration_item_id]),
RELATED(BI_Autotask_Products[manufacturer_name]) = "Microsoft"),
"DistinctProducts", CALCULATE(DISTINCTCOUNT(
BI_Autotask_Products[manufacturer_product_name]),
BI_Autotask_Products[manufacturer_name] = "Microsoft"),
"ClientsWithMicrosoft", CALCULATE(DISTINCTCOUNT(
BI_Autotask_Configuration_Items[company_id]),
RELATED(BI_Autotask_Products[manufacturer_name]) = "Microsoft")
)Ranked by total license count across all clients - the products Microsoft wants to see you selling
| SKU | Consumed | Total | Utilization |
|---|---|---|---|
| SPE_E3 | 1,162 | 1,176 | 98.8% |
| FLOW_FREE | 728 | 10,000 | 7.3% |
| SPE_F1 | 603 | 612 | 98.5% |
| M365_F1_COMM | 209 | 224 | 93.3% |
| POWER_BI_PRO_CE | 147 | 150 | 98.0% |
| POWER_BI_STANDARD | 99 | 1,000,000 | 0.01% |
| STANDARDPACK | 95 | 398 | 23.9% |
| PBI_PREMIUM_PER_USER | 65 | 100 | 65.0% |
| AAD_PREMIUM_P2 | 64 | 100 | 64.0% |
EVALUATE TOPN(10, SUMMARIZECOLUMNS('BI_MicrosoftPartnerCenter_Subscribed_Skus'[sku_part_number], "ConsumedUnits", SUM('BI_MicrosoftPartnerCenter_Subscribed_Skus'[consumed_units]), "TotalUnits", SUM('BI_MicrosoftPartnerCenter_Subscribed_Skus'[total_units]), "ActiveUnits", SUM('BI_MicrosoftPartnerCenter_Subscribed_Skus'[active_units]), "CustomerCount", DISTINCTCOUNT('BI_MicrosoftPartnerCenter_Subscribed_Skus'[customer_id])), [ConsumedUnits], DESC)How Microsoft licenses break down into M365 suites, standalone productivity, security add-ons, and enterprise tiers
EVALUATE
ADDCOLUMNS(
SUMMARIZE(
FILTER(BI_Autotask_Configuration_Items,
RELATED(BI_Autotask_Products[manufacturer_name]) = "Microsoft"),
BI_Autotask_Products[product_category]
),
"LicenseCount", CALCULATE(COUNT(
BI_Autotask_Configuration_Items[configuration_item_id])),
"ClientCount", CALCULATE(DISTINCTCOUNT(
BI_Autotask_Configuration_Items[company_id]))
)
ORDER BY [LicenseCount] DESCWhich clients have the deepest Microsoft footprint? These are your strongest co-sell candidates
| Metric | Value |
|---|---|
| Unique Products | 137 |
| Consumed Units | 4,217 |
| Active Units | 3,255,762 |
| Available Units | 3,252,013 |
| Customers | 38 |
Clients without security add-ons represent upsell opportunities worth an estimated 20 of 38 clients. Each Defender + Intune + Entra bundle adds roughly €8–12 per user per month to the contract.
Microsoft Copilot requires M365 E3/E5 or Business Premium. How many clients are eligible?
| Tier | Clients | Copilot Eligible? | Potential Seats | Action |
|---|---|---|---|---|
| M365 E5 | 3 | Yes | 118 | |
| M365 E3 | 8 | Yes | 312 | |
| M365 Business Premium | 31 | Yes | 892 | |
| M365 Business Standard | 27 | Upgrade needed | 534 | |
| M365 Business Basic | 22 | No | 378 | |
| M365 F3 | 5 | No | 94 |
Microsoft 365 Business Premium is your best-selling SKU at 892 licenses across 31 clients. That tells Microsoft you are driving their mid-market strategy. But it also means 7 of your 38 Microsoft clients have no M365 suite at all: they are on standalone Exchange or SharePoint plans. Each of those 7 clients is a straightforward conversion to Business Basic or Standard.
The security story is where the real revenue opportunity sits. Only 47.4% of clients have Defender for Business, and just 42.1% have Intune. Considering that Business Premium includes Intune and Defender as part of the bundle, many of your Basic and Standard clients are running without endpoint protection or device management from Microsoft. Every one of those gaps is a conversation about upgrading to Premium or adding standalone security SKUs.
Copilot for Microsoft 365 launched at $30/user/month. With 31 clients already on eligible plans (E3, E5, or Business Premium), you have 1,322 seats that could activate Copilot tomorrow. Only 4 clients and 87 seats have done so. That is a significant revenue opportunity: at $30/seat/month, the addressable Copilot revenue across your base is roughly $475K annually.
Three clients (Hanson-Cunningham on E5, Davis-Walton and Richards, Bell on E3 + Copilot) represent your most mature Microsoft accounts. Use their deployments as reference cases when pitching upgrades to mid-tier clients.
8 priorities for your next Microsoft partner review
You have 1,322 seats on E3/E5/Business Premium where Copilot can be activated. Only 87 seats (6.6%) are using it. Microsoft tracks Copilot adoption as a key partner metric. Run a 30-day pilot program with 3 willing clients to generate case studies, then use those to convert the remaining 28.
These clients are running M365 without endpoint protection. For Business Premium clients, Defender and Intune are already included: it is a configuration task, not a sales conversation. For Basic and Standard clients, propose upgrading to Premium. The security story sells itself.
Seven clients use only Exchange Online or SharePoint without an M365 suite. Each migration to Business Basic adds Teams, OneDrive, and the full web app suite. Microsoft incentivizes net-new M365 suite adds through partner programs. This is low-effort, high-impact.
The price difference between Standard and Premium is around $10/user/month. Premium adds Intune, Defender for Business, and Azure AD P1. For clients already paying for standalone security tools, the upgrade is often cost-neutral. Target the 10 largest Standard accounts first.
Only 11 of 38 clients have Microsoft Teams Phone. With the shift away from traditional PBX systems, Teams Phone is one of the fastest-growing Microsoft products. For clients already using Teams (which all M365 suite users do), the add-on is a natural conversation.
Only 6 clients have Entra ID Governance. For clients in regulated industries (healthcare, finance, government contractors), this is a compliance requirement they may not know exists. Identify which clients have compliance obligations and pitch governance as risk mitigation.
These two clients have 12 and 11 Microsoft products respectively, including E3/E5, Copilot, Defender, and Intune. They are your proof points. When pitching upgrades to mid-tier clients, reference their deployment as a model for what a fully-adopted Microsoft stack looks like.
Microsoft partner managers evaluate you on seat growth, product breadth, and security adoption. This report gives you the exact numbers: 4,217 licenses, 28 products, 38 clients. The Copilot readiness table (Section 6.0) is the slide they will ask about. Have it ready.
Autotask PSA stores Microsoft licenses as Configuration Items linked to the product catalog. Each CI has a product_id that maps to a product with a manufacturer_product_name (the Microsoft Part Number). Proxuma Power BI syncs this data and the AI runs DAX queries to aggregate licenses per client and product.
The MPN is a unique identifier Microsoft assigns to each product SKU. For example, CFQ7TTC0QKW2 is Microsoft 365 Business Premium, ZHQ-00009 is Defender for Business. These codes appear on invoices and in the Microsoft Partner Center.
Microsoft Copilot for M365 needs E3, E5, or Business Premium as a prerequisite. This is because Copilot uses data from the full M365 suite (Exchange, SharePoint, Teams) and requires the advanced compliance and security features included in these plans. Basic and Standard plans lack these integrations.
The percentage shows how many of your 38 Microsoft clients have at least one license of that security product. For example, 47.4% Defender coverage means 18 out of 38 clients have at least one Defender for Business license assigned.
For this report, full security stack means the client has Defender for Business, Intune Plan 1, and Azure AD Premium P1. These three products together cover endpoint protection, device management, and identity security.
At $30 per user per month, 1,322 eligible seats represent approximately $475K in annual recurring revenue. Even at 25% adoption in year one, that is $119K in new revenue from existing clients with no infrastructure changes required.
Yes. Connect Proxuma Power BI to your Autotask PSA, add an AI tool via MCP, and ask: What does our Microsoft product usage look like? The AI maps your product catalog to Microsoft Part Numbers and generates this report against your real license data.
Connect Proxuma Power BI to your PSA, RMM, and M365 environment, use an MCP-compatible AI to ask questions, and generate custom reports - in minutes, not days.
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