About this template
The Microsoft Discovery Questions Google Form template is designed for IT consultants, managed service providers (MSPs), and sales teams to thoroughly assess a client's current Microsoft ecosystem and future deployment goals. Whether a business is planning an Office 365 migration, expanding its OneDrive adoption, or restructuring its SharePoint architecture, this structured questionnaire helps you capture essential technical parameters.
By collecting precise data on current license status, planned components, rollout timelines, and specific business challenges, your team can prepare accurate scopes of work and tailored recommendations before the initial client meeting.
With Doc2Form, you can instantly turn this document into a fully functional Google Form in seconds. Standardize your IT discovery workflow, eliminate back-and-forth emails, and ensure your engineering and sales teams have all the technical insights they need to deliver winning proposals.
Key features
- Assess Office 365, OneDrive, and SharePoint readiness in one intake form
- Capture rollout timelines and deployment milestones
- Identify current infrastructure gaps and user adoption hurdles
- Streamline pre-sales technical discovery and scoping meetings
- Instantly generate a ready-to-use Google Form with Doc2Form
Use cases
Pre-sales technical consultations for prospective cloud migration cli…
Pre-sales technical consultations for prospective cloud migration clients
Internal IT audits for enterprise software upgrade planning
SharePoint and OneDrive deployment needs assessments
Managed service provider (MSP) client onboarding intake
What this form collects
- Customer Name (Short answer)Enter your full name and job title.
- Contact Email (Short answer)Provide your primary business email address.
- Office 365 Purchase Status (Multiple choice)Select your current standing with Office 365 licensing.
- Planned Office 365 Components (Checkboxes)Select all Office 365 components you plan to implement or expand.
- Rollout Timeline (Dropdown)What is your target timeframe for completing the additional rollout pieces?
- OneDrive for Business Usage Status (Multiple choice)Describe your organization's current use of OneDrive.
- OneDrive Deployment Mode (Multiple choice)Indicate how OneDrive is or will be deployed.
- OneDrive Use Cases (Paragraph)Briefly describe primary use cases for OneDrive in your workflow.
- Challenges to Solve (Paragraph)What are the primary business or technical challenges you are looking to address?
- Requirements Checklist Link (Paragraph)Please paste a link to your requirements document or checklist (Google Drive, OneDrive, Dropbox, etc.).
- SharePoint On-Prem Edition Status (Multiple choice)Are you currently running an on-premises version of SharePoint?
- SharePoint Use Cases & Adoption (Paragraph)Describe how SharePoint is currently used across your organization and user perception levels.
- SharePoint Gaps Identified (Paragraph)What gaps or roadblocks have you encountered with your current SharePoint implementation?
FAQ
How do I use this Microsoft Discovery template?
Click to convert it instantly using Doc2Form, which generates a copy directly in your Google Drive account ready to send to clients.
Can I customize the questions for different cloud platforms?
Yes! Once generated in Google Forms, you can fully edit, add, or remove any questions to suit other platforms like Google Workspace or AWS.
Who should fill out this discovery form?
It is typically sent to a client's IT director, project lead, or decision-maker prior to a scoping call.
Can I collect file attachments like requirements checklists?
Google Forms allows respondents to upload files directly if your form is set up with file upload questions, or respondents can paste links to shared documents.
Is this template free to use?
Yes, this template is completely free to convert and use via Doc2Form and Google Forms.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.