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Exactly. Everyone reads "Office 365" and think that it only means Word/Excel/Powerpoint, when it actually includes Sharepoint and Exchange as well as OneDrive.

Exactly. Everyone reads "Office 365" and think that it only means Word/Excel/Powerpoint, when it actually includes Sharepoint and Exchange as well as OneDrive. The cost and support savings for enterprises going from on-prem to cloud with stuff like Sharepoint can be huge. And Microsoft, for all its faults, understands the enterprise market in a way that Google and Apple definitely don't. I think Amazon has a better understanding of enterprise customers but they don't have the product offering to rival what Microsoft brings to the game. And because of the synergies Microsoft can offer, they can eat into the pie of other companies like Salesforce. Dynamics CRM isn't as good as Salesforce but it's easier to justify if you've already bought into the rest of the Office365 ecosystem. I think Microsoft is poised for serious growth with their cloud offerings that is going to drive strong stock price growth for years to come.

gcb0 8y ago
that was the case before the "cloud" too
- basch 8y ago
  cloud removes the friction. reserve a license, apply it to an account, they now have instant access to a "Project Server" or a "Dynamics Server" all within an hour.
  - GVIrish 8y ago
    Couldn't have written it better. Before the synergy was there because of the way Microsoft bundled licenses of their products. But you still had the hurdle of deployment and support of the on-prem products, which meant you had to either hire or allocate staff to administer those products. Now that additional staff cost is gone, and stuff can be provisioned in no time at all.
    - gcb0 8y ago
      that is not a change on the product. but on the client expectation. We are talking about the Decision to go with microsoft or not today. In the past clients would always deal with on-prem installs. But picking ActiveDir and Exchange was decided on their need of office. Today, clients expect to create account, deal with SSO if they are big and that is it. Now picking microsoft offerings is still based on their need of Office. It is all the same picture.
gruez 8y ago
>when it actually includes Sharepoint and Exchange as well as OneDrive. onedrive for business is sharepoint.
- basch 8y ago
  OneDrive (formerly Live Mesh) is also a piece of software, a client windows, mobile, and web app. The mobile and windows apps SYNC data from SharePoint to either File Explorer or store it in the mobile app itself, for offline viewing.

gcb0 8y ago

that was the case before the "cloud" too

basch 8y ago
cloud removes the friction. reserve a license, apply it to an account, they now have instant access to a "Project Server" or a "Dynamics Server" all within an hour.
- GVIrish 8y ago
  Couldn't have written it better. Before the synergy was there because of the way Microsoft bundled licenses of their products. But you still had the hurdle of deployment and support of the on-prem products, which meant you had to either hire or allocate staff to administer those products. Now that additional staff cost is gone, and stuff can be provisioned in no time at all.
  - gcb0 8y ago
    that is not a change on the product. but on the client expectation. We are talking about the Decision to go with microsoft or not today. In the past clients would always deal with on-prem installs. But picking ActiveDir and Exchange was decided on their need of office. Today, clients expect to create account, deal with SSO if they are big and that is it. Now picking microsoft offerings is still based on their need of Office. It is all the same picture.

gruez 8y ago

>when it actually includes Sharepoint and Exchange as well as OneDrive. onedrive for business is sharepoint.

basch 8y ago
OneDrive (formerly Live Mesh) is also a piece of software, a client windows, mobile, and web app. The mobile and windows apps SYNC data from SharePoint to either File Explorer or store it in the mobile app itself, for offline viewing.