1. License Purchases:
Purchasing the licenses – this is relatively easy and can be done by you or by the organization supporting you through the purchase / implementation
phases. The following are the things you need:
a. You should know whom you are setting up (people – not shared mailboxes like info@) on the new system.
b. Decide on which licenses you need for your business (subject of another write up). A qualified reseller of Office365 can help you assess your current
environment and help you make a decision on which of the myriad of available plans would fit your business needs.
c. Credit card that is connected to your business. You will need to enter your credit card information so that you can either purchase on a monthly basis
or annually (with some additional discounts).
2. DNS Management:
Once your licenses are purchased, a proper technical team will create a plan of action that will outline what you need to do and what they will do for you.
You will also need the following:
a. Your DNS (access to your domain name registrar and DNS host). There are changes that need to be made to your DNS in order to tell the world that
Microsoft is now managing your email.
b. Wait for Microsoft to authenticate your domain’s DNS.
3. Mail Migration:
a. Decide on which users you will be migrating and which users will bet setup as new users.
b. Decide on which and how much of your emails you wish to transfer to the new system. YES, Microsoft offers each user 50 GB of email, contacts, calendar
and tasks space (that is an enormous amount). Some of our customers wants all of their emails from the last 20 years migrated. Consider this:
i. If you haven’t looked at these emails for at least 2 years, do you really want them in your active email?
ii. Take a hard look at your emails and decide on what you are keeping.
iii. Remember that some O365 license options allow you to archive email so that it doesn’t take up local space.
c. Connect your Outlook or other local mail apps to your new Office365 Exchange Online Services.
4. Activate Mail through Office365
a. Once you have completed the Mail Migration, you need to tell the world that Office365 is your new mail exchange server.
b. Additional changes are needed to your DNS to notify the “world internet servers” (also called DNS Root Servers) that Office365 is managing your email.
Careful planning is essential to a successful Office 365 migration. Take your time to research your options, talk to your trusted partners, ask for