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Microsoft 365 Discovery Questionnaire

Helps consultants and technology partners understand how a customer uses or is evaluating Office 365, OneDrive and SharePoint. It captures use cases, challenges, rollout timelines and how the tools are perceived today.

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In the Claude connectors directory

Customer name

Contact email

Are you evaluating Office 365, or have you already purchased it?

Evaluating Already purchased Not considering it

If you use or plan to buy Office 365, which components do you want to deploy?

Exchange Online SharePoint Online OneDrive for Business Microsoft Teams Office apps Other

What is your timeline for rolling out additional components (if any)?

Are you currently using or trialing OneDrive for Business?

Yes, in use In a trial No

If in use, is it standalone or alongside SharePoint?

Standalone With SharePoint

Which use cases are you evaluating?

If in a trial, what core requirements are you evaluating against? Do you have a requirements checklist?

What challenges are you trying to solve?

If trialing or using OneDrive for Business, what gaps or feedback have you found?

If you have a requirements checklist, upload it here

Max 10 MB per file

Are you using SharePoint on-premises? Which edition?

SharePoint 2013 SharePoint 2016 SharePoint 2019 SharePoint Subscription Edition Not using it

What do you use SharePoint for?

Intranet Document management Team collaboration Workflows Records management Other

If Other, please describe:

How is adoption going?

How do users perceive SharePoint?

How does IT perceive SharePoint?

Have you identified any gaps in how SharePoint is used?

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