Think like an ambitious CEO for a moment. The dynamic nature of the situation on the ground means that Office - the most successful enterprise monopoly since IBM invented the punchcard - has never been more vulnerable. You can buy a competitor in the space who isn't carrying around a bunch of legacy, whose founder's track record of successful cloud products includes, oh, Facebook. You've already got a monopoly on an enterprise cloud product where Microsoft can't really compete. Same end user base.
Do you grab for that brass ring? Or make excuses why it's impossible?