The Readiness Toolkit is a free tool available from the Microsoft Download Center. The Readiness Toolkit for Office add-ins and VBA is our recommended basic solution for application compatibility and readiness assessment. Readiness Toolkit for Office add-ins and VBA The following sections provide an overview of the key features of each of these tools, along with links to additional information about each tool. Office Telemetry Dashboard is primarily of use during the Manage phase. The Readiness Toolkit and Configuration Manager can help during the Prepare phase, and Configuration Manager can also help during the Upgrade phase.

Manage Ensure ongoing updates don’t have any impact on business continuity or application compatibility.

Upgrade Perform the necessary steps to deploy Office, including potential remediation work for application compatibility.

Prepare Gather the inventory of devices and users, and compatibility information about add-ins and macros to adequately plan for the pilot validation and upgrade.

Typically, organizations go through the following phases when planning and implementing an upgrade to Microsoft 365 Apps:

Use Office Telemetry Dashboard only if your organization needs certain usage and health information.

Use the readiness features in Configuration Manager, if you already have Microsoft Configuration Manager (current branch) deployed in your organization.

Use the Readiness Toolkit for basic environments where simplified tool deployment and use is desired.

The answer can depend on various factors, but in general our recommendation is: Because there are different tools available, organizations ask us which of these tools they should be using as they plan and implement their upgrade to Microsoft 365 Apps. To help organizations with this assessment effort, we have released different on-premises tools over the last several years.

Organizations tell us that application compatibility and readiness assessment is one of their top concerns when planning an upgrade to Microsoft 365 Apps.

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