Describe the business task
List business applications, office locations, concurrent users and the problems you encounter.
Document the environment
Record device systems, office connectivity, timing and reproducible symptoms. Do not include passwords or account credentials in consultation forms.
Clarify the scope
Confirm configuration, deployment guidance, subscription terms and technical support separately.
Evaluate and document
Validate the agreed use cases and keep configuration and user guidance records. Usage must follow applicable laws and platform rules.