At first blush, it probably appears as though Microsoft is ready to "eat its young" with the announcement of Exchange Online and SharePoint Online. But really, there is a tremendous opportunity for partners with the availability of this service, and partners
are a big part of Microsoft Online Services.
Some thoughts to consider:
• Microsoft entering the market for hosted Exchange and SharePoint legitimizes hosting of these great server technologies in ways that never happened before. Microsoft is putting its full weight behind the idea of hosted messaging and collaboration solutions,
and this helps hosting partners.
• Customer choice is the real winner. Organizations have the option of running their messaging and collaboration servers in their own environment, having a hosting partner run this software, or outsourcing this task to Microsoft. Customer choice is at the core
of Microsoft’s software + services strategy.
• Contrary to the idea that Microsoft is pushing partners aside, partners are at the center of Microsoft Online Services and our go-to-market strategy. Exchange Online and SharePoint Online will be sold through partners, and there are revenue opportunities
for those partners that build consulting practices around migrating data to Exchange Online, helping organizations run their messaging system in an on-premise Exchange Server and Exchange Online in a co-existence model, and providing customization work for
SharePoint Online. Partners are integral to the success of Microsoft Online Services.
For an example of this, see the video on the Microsoft Partner Web site highlighting Evolve, a Microsoft Gold Partner, that is building a practice around selling and supporting Microsoft Online Services:
https://partner.microsoft.com/global/productssolutions/40054806
• The market for hosting partners who offer hosted Exchange and SharePoint will continue to thrive. Hosting partners can provide services and features that Microsoft is not in the position to provide as part of Microsoft Online Services, such as Blackberry
support or special features for a vertical industry. There will also be a market for hosting partners that bundle additional services with their hosted messaging and collaboration offering.
CBeyond is an example of a hosting partner that is integrating mobile access with their hosted Exchange offering:
http://www.informationweek.com/news/showArticle.jhtml?articleID=206501441&subSection=News