Earn the Gold Software Asset Management competency
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Earn the Gold Software Asset Management competency

​​When you achieve the Microsoft Gold Software Asset Management (SAM) competency, you demonstrate greater value to your customers by showcasing best-in-class capabilities that have undergone a rigorous and auditable approval process. Here you’ll find the steps and requirements that can put you on your way to earning valuable competency benefits.

Note: Stay up to date on upcoming changes to competency requirements and benefits. Review the changes, so you can ensure you will be in compliance by your next renewal date.

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Competency requirements are designed to closely align with customer needs. The following information is a comprehensive listing of the requirements your company must fulfill to attain the Gold Software Asset Management competency. If you need assistance, contact your Regional Service Center.

1. Pass the qualifying exams

Your company must employ four unique Microsoft Certified Professionals (MCPs) who have each passed the qualifying exam:1

  • Exam 70-673: TS: Designing, Assessing, and Optimizing Software Asset Management (SAM)

In addition, two of those people must each pass one of the following Microsoft Volume Licensing exams:

  • Exam 70-671: Designing and Providing Microsoft Volume Licensing Solutions to Small and Medium Organizations
  • Exam 70-672: Designing and Providing Microsoft Volume Licensing Solutions to Large Organizations

Finally, the other two people must each pass one of the following exams:

  • Exam 70-401: TS: Microsoft System Center Configuration Manager 2007, Configuring
  • Exam 70-243: Administering and Deploying System Center 2012 Configuration Manager
  • Exam 70-656: TS: Microsoft Desktop Optimization Pack, Configuring
  • Exam 74-674: Delivering Business Value Planning Services

Resources and next steps: 

  • Click the exam links in the preceding lists to learn what skills are measured.
  • Find training to help you prepare.
  • Register for an exam at Prometric.
  • Chat with an exam expert in real time and get answers to your questions.

2. Pass the licensing overview assessment

The licensing overview assessment is the same for every competency that requires it.

Your company must employ one person to pass the assessment (which then counts toward all gold competencies). If someone in your company is knowledgeable about Microsoft licensing, we suggest you have that person take the assessment.

Resources and next steps:

3. Provide customer evidence

Customer references demonstrate your success at building and deploying solutions relevant to the Software Asset Management competency. Approved references are valid for up to two years.

Your company must submit five unique2 customer references.3 Be sure that each reference:

  • Showcase a SAM Engagement.
  • Details a project that your organization has completed within the past 12 months.
  • Can be verified with your customer.

Resources and next steps:

4. Gather customer feedback

Your company must use the Customer Satisfaction (CSAT) Index survey to measure performance and help drive customer satisfaction.

Resources and next steps:

5. Pay the gold competency fee

To complete your enrollment in the Gold Software Asset Management competency, you must pay the gold competency fee.4

This competency does not require a revenue commitment. However, you may still need to click Agree during the enrollment process. Performing this action does not mean that you will have to meet a revenue commitment if the competency does not require it.


1Partner organizations can attain multiple gold competencies, and individual IT professionals retained by those organizations may take and pass multiple gold competency exams to earn MCP credentials. However, if an MCP associated with your organization holds multiple certifications, that MCP’s credentials will count toward only one gold competency.
2You may use customer references from your silver competency toward the corresponding gold competency. However, you cannot use the same reference to fulfill the requirements for more than one gold competency.
3After you have five references, your account administrator can assign them to your competency by clicking the Requirements and Assets menu and then clicking Create Customer References.
4The gold competency fee varies by geography. You must pay the gold competency fee one time, per year—no matter how many competencies your organization has attained. If you attain a gold competency after first attaining a silver competency, then you pay only the difference between the two membership fees, unless you are within the 90-day renewal period, in which case the full gold competency membership fee is due.


​Next steps