License & Subscription Issues

How to Refund or Upgrade Microsoft 365 Open Value Licenses

Natalie TaylorNatalie Taylor Oct 22, 2026 868 views

Question details

An organization is looking for ways to upgrade or refund prepaid Microsoft 365 Business Standard licenses purchased via the Open Value program before the term ends.

How to Refund or Upgrade Microsoft 365 Open Value Licenses
Product
Microsoft 365
Device & OS
not provided
Scenario
Upgrading from Business Standard to Office 365 E3 mid-term under an Open Value agreement.
Observed behavior
Open Value licenses are typically prepaid for a 12-month term and do not offer native mid-term upgrade or refund options.
Before you start

Gather your Open Value agreement details, authorization numbers, and total license counts before contacting support to expedite the process.

Solution 1Recommended

Contact Microsoft Volume Licensing Support

Since Open Value licenses are prepaid and strictly managed, you must contact Microsoft support directly to negotiate mid-term upgrades or discounts.

Open Value is generally a prepaid 12-month licensing plan that cannot be mechanically refunded or upgraded through the standard admin portal.

To explore custom solutions such as transition discounts or migrating to an Enterprise Agreement, you will need to engage directly with Microsoft's regional small and medium business teams.

1
Access the licensing center

Visit the Microsoft Volume Licensing Service Center (VLSC) or the official Microsoft Licensing Support page.

2
Select your region

Choose your specific country or region and select your preferred contact method, such as phone support or submitting a web ticket.

3
Provide agreement details

Provide your Open Value agreement number and explain your business need to upgrade from Business Standard to E3.

4
Inquire about alternative arrangements

Ask the representative if your organization qualifies for transition discounts or if your increased user count qualifies you to shift to an Enterprise Agreement.

Contact Microsoft Volume Licensing Support
Open Value Policy: Prepaid Open Value licenses are generally non-refundable, but local Microsoft subsidiaries can sometimes offer custom billing arrangements for significant organizational upgrades.
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Frequently Asked Questions

Can I get a partial refund for unused Microsoft 365 Open Value licenses?

Generally, no. Open Value licenses are prepaid for a fixed 12-month term and standard policy dictates that partial refunds are not provided for unused licenses mid-term.

Can I directly upgrade my Open Value Business Standard to E3 in the Microsoft 365 Admin Center?

No, mid-term upgrades for licenses purchased through the Open Value program usually cannot be processed directly through the self-service Microsoft 365 Admin Center. You must consult your licensing partner or Microsoft support.

What happens to my Open Value licenses if my organization qualifies for an Enterprise Agreement?

Microsoft's enterprise sales team may offer specific transition credits or arrangements when you commit to a larger Enterprise Agreement, but this is handled on a case-by-case basis through direct negotiation.