Visual Studio Subscriptions have been added to MCA
Windows 10 ESU added to CSP
Microsoft Defender & Microsoft Purview Suites have now been made available to Business Premium users
That last point is very interesting as this brings a world of new security features to smaller organisations – which will have multiple impacts:
1) directly increase the ARPU (Average Revenue Per User) of SMB customers as they buy new add-ons 2) increase the chances of SMB customers adopting Copilot – as these new products address many of the security/data challenges… 2b) which will further increase the ARPU of SMB customers
Microsoft have long been calling out the strength of SMB driving M365 sales so this is a logical next step.
Are you a Microsoft EA customer with Online Services at Level B, C, or D pricing?
From November 1st, 2025:
“Microsoft will expand the set of products that have a single consistent price across Price Levels A-D to include all online services” on EA and MPSA agreements.”
The new pricing will be the same as on the Microsoft site once the waterfall discounts are removed.
This will take effect from your next renewal, or when you buy Online Services not on your CPS, post November 1st.
On-premises software pricing isn’t changing.
This is going to cause a lot of Microsoft bills to increase significantly – be prepared!
It’s the Microsoft Product Terms for June 2025 and, as you’d expect in the last month of the FY, not too much has changed.
Clarification that it’s Cloud Add-ons to SA that must be acquired on the same agreement as the base license…rather than all SLs that have a pre-requisite license.
Azure App Service plan added to MCA.
Clarification that Entra ID Governance for External Identities may be used only for External Users. <– This seems like it’s closing a loophole that customers may have been using.
Copilot Studio added as a “covered product” to the Customer Copyright Commitment.
Added “hidden offer products” to MCA Availability tables – these seem to include:
M365 Cross-tenant User Data Migration
Microsoft Defender Vulnerability Management Add-on to Microsoft Defender for Endpoint for Servers
Viva Glint
VDA Add-on for M365 E3/E5 USL
M365 Apps for Enterprise
Workplace Analytics
Numbers 2, 4, and 7 may not be available “in all sales channels and geos” and may also require “engaging with a Microsoft representative to place an order“.
A new Remote Network Bandwidth SKU has been added to the M365 section (this relates to Global Secure Access via Entra).
Microsoft Dragon Copilot has been added – this is a healthcare focused product from their Nuance acquisition.
Microsoft have announced 3-year subscription terms on CSP for:
1) Microsoft 365 E3 (with and without Teams)
2) Microsoft 365 E5 (with and without Teams)
3) Microsoft Teams Enterprise
4) Microsoft 365 E5 Security
5) Microsoft 365 E5 Compliance
Numbers 1, 2, and 3 will be available from June 1, 2025 while 4 & 5 will come on July 1, 2025.
The price will be the same as 3 x 12-month subscriptions but of course, with the price protection against increases that a longer commit brings. It seems there will be a 100 SKU minimum for these 3-year SKUs.
This strengthens the push for smaller EA customers to move across to CSP and comes hot on the heels of the “channel transfers interface” to that launched in April to help partners renew Enterprise Agreements (EAs) into CSP and retain their existing rights to bundled Teams.
Microsoft have also announced enhanced investment in, and incentives for, CSP partners moving into FY26 from July 1st.
Microsoft Purview is a suite of products focused on data security, governance, and compliance across the Microsoft portfolio.
Microsoft first introduced Pay As You Go (PAYG) aka Consumption SKUs for Purview in January 2025 and now, from May 1, 2025 there are a new set. These new SKUs are aimed at protecting “your data as it moves across networks and through GenAI applications“.
The * is to note that Audit Standard is included within “Microsoft first party applications such as Microsoft 365 applications, Fabric, and Microsoft first party AI apps like Microsoft 365 Copilot, Security Copilot or AI applications custom-built using Copilot Studio“.
New metric/acronym alert! The 10,000 events for Insider Risk Management are known as a “Data Security Processing Unit (DPSU)”.
I notice that, for “Data Security Investigations”, Microsoft say:
“Data Security Investigations is billed through two meters: 1) the Data Security Investigations non-AI processing and storage meter and 2) Security Compute Units.
The Data Security Investigations non-AI processing and storage meter allows customers to store data related to an investigation. Security Compute Units are used to measure the computational capacity needed to run the AI analysis within DSI.”
Security Compute Units (SCUs) were introduced with Microsoft Security Copilot. It seems now that certain Purview PAYG usage may also consume your SCUs – needing further planning and budget insights.
Hotpatching – the ability to install patch updates without needing to restart the server – has been available in Microsoft Azure for a while. It is now coming to on-premises Windows Server 2025 machines…for a fee.
This new capability requires connection to Azure Arc and is currently free in preview but, from July 1 2025, it will cost $1.50 per core per month. That’s over $100,000 per year for 100 x 64 core servers…
If you’ve enrolled into the Preview, make sure you unenroll by June 30th to avoid being charged!
Interestingly, it doesn’t remove reboots completely but reduces the number from 12 per year to 4.
Frontline Worker Use Rights have moved to the Universal Terms for Online Services from product specific pages
A new definition for “Frontline Worker License” has been introduced in the Glossary
“Frontline Worker License means a license for a Microsoft Product designated with an “F”, “FLW”, or “Frontline” as identified in the Product Conditions table of product specific terms, which are subject to the Eligibility to Assign Frontline Worker Licenses terms in the Universal License Terms for all Online Services.”
Added Windows 10 ESU Cloud Managed SKUs
Removed Dynamics 365 Fraud Protection and Fraud Protection Additional Capacity from Availability tables
Updated Windows 365 Frontline terms and grant Windows 365 access rights for Windows Cloud PC OS
Added Windows 365 Disaster Recovery Plus Add-on to Availability Table