How to Switch Between Microsoft 365 Subscriptions – A Quick Guide

Choose a new plan now by auditing your dabonnement and user count, then select an autre subscription that covers core apps like Exchange Online, Teams, and OneDrive without paying for unused licenses.

In the Microsoft 365 admin center, review the informations about available subscriptions, seat limits, and billing cycles. Prepare a list of personnes affected and map each user to the target plan to simplify transferts of licenses. If in doubt, prenez a backup of critical data before proceeding.

Plan the change during a low-activity window to minimize downtime. If teams are traveling on vacances veya voyages, schedule the switch for the weekend or after a backup is effectué. When ready, use the éditeur portal to initiate the switch and verify that all required licenses are ajusté.

Execute the change by moving users to the new plan with déplacez their licenses gradually if you have many personnes. After the switch, check access for each user, ensure famille members are covered (if you use family sharing) and confirm that the indiqué plan aligns with your budget. If you administrate a media library or dabonnement subscriptions, keep a log to help future transferts. The update naura measurable effects on monthly charges and seat counts.

Review the outcome in the admin center: confirm that the new dabonnement is active, the renewal date is indiqué, and that all data access remains intact. If anything misaligns, revert or adjust ajusté settings and inform the team and éditeur or account owner.

Identify current plan, users, and usage to determine switch needs

Begin by extracting the current plan, membres, and usage data from the Microsoft 365 admin center to prove the need to changer and plan the switch. Export the license inventory per user, list active personnes, and note the date of last activity for each membre.

Map usage across major services (Word, Teams, Outlook, SharePoint, OneDrive) and identify devices connectés travers sessions. Record licences per group, storage usage, and monthly active days. Mark which comptes are still basés sur l’activité récente and flag any that show a problè me of underutilization or overprovisioning.

Review tarif and offres tied to the current plan and compare with options that pourraient mieux couvrir besoins, whether pour une famille, une équipe ou des usages persos. Note where davantage seats, features, ou storage would bénificier, and identify any associés constraints ou fidelité clauses that may influence le choix.

Data to collect and align with needs

Capture: plan name, date of renewal, number of membres actifs, licsence distribution, services activés, and total storage used. Generate a concise word report to share with vos équipes et clients, and keep a dossier des chiffres à jour pour prouver le calcul du coût et du périmètre.

Document the usage patterns by famille et par personne: quels services sont privilégiés, quels thèmes de collaboration sont les plus fréquents, et quels utilisateurs nécessitent des permissions spécifiques. This aide you determine if un changement de tarif ou d’offre basées sur la fidelité ou des remises familiales est possible.

Decision points and steps to act

Si les données montrent une surcapacité, proposez une ajusté plan that oriente vers davantage de licences ou une offre adaptée à la taille de l’équipe. Comparez les offres basées sur le coût total et la valeur fonctionnelle, et vérifiez si le changement peut être effectué sans interruption des services.

Planifiez la transition autour des dates clées: date de bascule, périodes de facturation et communication aux personnes concernées. Ensure les membres savent comment accéder aux nouveaux services et que les configurations de sécurité restent conformes à la politique de l’entreprise. Cette étape peut améliorer l’aide et la facilité d’adoption, tout en prouvant que le switch répond aux besoins réels des utilisateurs et de la famille.

Compare target Microsoft 365 subscriptions suitable for EI and micro-enterprises

Recommendation: for most EI and micro-enterprises, start with Microsoft 365 Business Basic to cover email, calendar, Teams and OneDrive, then scale to Standard or Premium as your opération grows or your bureau needs increase. This plan keeps costs predictable and simplifies transferts when you onboard staff or add mobiles and devices.

Microsoft 365 Business Basic focuses on cloud services and collaboration, while Microsoft 365 Business Standard adds desktop apps for procréation, and Business Premium includes advanced security and device management. For a lean Office Apps-only approach, consider Apps for Business and pair it with a separate email solution. Dans tous les cas, regardez le cadre de sécurité et le nombre de points de terminaison que vous devez protéger, ainsi que les transferts de données entre vos outils professionnels et personnels.

Remarque: lors de la migration, planifiez quelques transferts et tests sur une page dédiée afin d’éviter les erreurs. Vérifiez les quotas de stockage, les photos et les documents personnels, puis définissez clairement ce qui doit rester strictly professionnel et séparé du personnel (personal) data. Les nombres d’utilisateurs (nombre) et les devices mobiles (mobiles) guideront votre choix de plan et vos coûts.

• Microsoft 365 Business Basic – CA: Exchange Online, Teams, OneDrive for Business, SharePoint; accès web et sur mobiles; idéal pour une opération légère et une communication fiable; proposés pour les petites équipes; coût mensuel d’environ 6 USD par utilisateur; transferts de fichiers sans frictions, avec sauvegarde sur le cloud. Copilot peut être ajouté comme option pour les rédacteurs et les présentations, selon le cadre du contrat.
• Microsoft 365 Business Standard – Ajoute les applications de bureau (Word, Excel, PowerPoint, Outlook) sur jusqu’à 5 appareils par utilisateur; stockage accru; utile pour les bureaux (bureau) et les équipes qui editent des documents en ligne et hors ligne; coût autour de 12–13 USD par utilisateur et par mois; points forts: meilleures capacités de collaboration et de productivité, avec call et réunion intégrés dans Teams; transferts et automatisations plus simples pour un flux opérationnel.
• Microsoft 365 Business Premium – Inclut les fonctionnalités avancées de sécurité et de gestion des appareils; idéal pour les micro-entreprises qui manipulent des données clients et des fichiers sensibles; coût autour de 20–22 USD par utilisateur et par mois; offre un cadre de conformité renforcé et des protections contre les ransomwares; copilot peut être disponible en option pour les équipes qui souhaitent des assistants IA dans les documents et les mails; adapté à une opération qui doit sécuriser les mobiles et les postes de travail.
• Microsoft 365 Apps for business – Focus sur les applications Office uniquement; utile lorsque vous gérez l’e-mail ailleurs et que vous avez besoin des apps Office sur PC et Mac; coût autour de 8 USD par utilisateur; utile si votre plan global inclut déjà Exchange/OneDrive via un autre contrat; plan à combiner selon vos besoins; photos et documents professionnels peuvent être gérés via OneDrive ou SharePoint dans l’écosystème.

1. Évaluez le nombre d’utilisateurs (nombre) et les besoins en mobilité (mobiles) pour déterminer le plan minimal qui couvre les outils de base
2. Comparez les coûts mensuels et les plafonds de stockage par utilisateur; prenez en compte les transferts et les éventuels ajouts (ajouter) d’utilisateurs ou d’applications
3. Vérifiez la compatibilité des postes de travail et des appareils mobiles; assurez-vous que le cadre et les politiques de sécurité répondent à vos exigences
4. Planifiez la migration: définissez une page dédiée (page) ou une réservation (réservations) pour la mise en place et les tests; identifiez les risques d’erreur (erreur) et les points critiques (points)
5. Positionnez Copilot comme option d’appoint lorsque vous avez des équipes qui rédigent et créent du contenu professionnel; ajoutez-le au bon moment dans le cycle d’opération (opération) pour optimiser le retour sur investissement

Pour le choix final, privilégiez un plan qui peut s’adapter à une évolution naturelle de votre bureau: commencez par Basic, puis ajoutez Standard ou Premium selon que vous augmentez le nombre d’utilisateurs, que vous avez besoin de photos et documents partagés, ou que vous devez renforcer la sécurité et la gestion des appareils. Si vous voulez une approche progressive, vous pouvez commencer par Basic et ajouter Apps for Business ou Standard lorsque vous en aurez besoin, tout en vérifiant les réservations et les transferts de données.

Check billing implications, proration, and cycles for EI transitions

Align the EI transition to the new cycle date to avoid overlap. Passez en revue the current licenses, count the membres and correspondants who will move, and confirm the nouvelle produit you intend to implement. Basculez licenses on the chosen date to simplify invoicing. Capture the lien to invoices and log details in the section Billing notes to keep the records accurate. Include references to cartes, photos, and autres data fields where relevant for your internal audit.

Practical steps for EI transitions

Map the switch to a single renewal date, then prepare the invoicing snapshot. Indicate the number of personnes affected, and assign the licences to the nouvelles entitlements. If a mid-cycle change is unavoidable, document the proration window and the expected total for the current period. Use the liaisons in your system to ensure the correspondants and assocés are updated, and verify all field values in the section indicated on the admin console before finalizing the move.

Billing, proration, and cycle checks

Prepare a data migration plan for mail, files, and collaboration data

Begin with a detailed inventory of mailboxes, files, and collaboration data; assign a single owner (titulaires) per data domain; create utiles checklists and set a migration window. Document the transferts between on-premises and cloud to the new tenant, and map each data type to its destination in Microsoft 365 (Exchange Online, OneDrive for Business, SharePoint, Teams). Keep a concise log of which comptes are affected, including client details, and the date for the cutover. Ensure you schedule a call with stakeholders to validate readiness and confirm the plan. If a feature gap exists, acheter the needed licenses from the éditeur to enable the required tools. Track any travers caused by permission changes and include a quick risk note for management.

Plan data mapping and permissions: define the fonction for each group, list which membres have access to each folder, and ensure the même level of access after migration. Use the éditeur of your migration tool to create a baseline mapping and document quels data types move via transferts, what date we expect to complete the lajout of new licenses if needed. Include apprenez-en links to the official docs for the client and the entreprises teams. Note the conditions around external sharing and retention, and check for anomalies such as voyagesamericanexpressfr in legacy data. Track dargent allocated to the project in your budget and log every confirmation step so the client can see progress.

Aşamalar ve sahiplik

Aşamaları özetleyin: keşif ve planlama, hazırlık, göç, doğrulama ve devir. Her aşama için sabit bir tarih penceresi belirleyin ve sorumlu sahipler ile üyeleri tanımlayın. Her görevi kimin yürüteceğini ve beklenen çıktının ne olduğunu listeleyen bir yönetişim belgesi oluşturun. Müşteriye yönelik bir özet ekleyin ki bunu müşteri ve ana iletişim kişisiyle paylaşın, ve go-live için şartların belgelenmiş ve onaylanmış olduğundan emin olun. Kilometre taşları ve sonraki adımlar üzerinde uyum sağlamak için bir çağrı zamanlayın ve herhangi bir engel çıkarsa takıma ulaşın.

Doğrulama ve risk yönetimi

Kabul kriterlerini tanımlayın: veri kaybı olmadığını doğrulayın, posta kutusu sayılarının eşleştiğini doğrulayın, sürücü kullanımının beklentilerle uyumlu olduğunu doğrulayın ve izinlerin korunduğunu doğrulayın. Göç öncesi testleri çalıştırın ve göç sonrası denetimleri yapın, müşteriden onay toplayın ve herhangi bir sorunu çözmek için göç sonrası bir çağrı planlayın. Bir sorun oluşursa, destek ekibine hemen başvurun. Sorunların bir kaydını zaman çizelgesiyle ve bunları düzeltmek için alınan adımlarla tutun ve göç sonrası günlerde yeni verilerin eklenmesini nasıl ele alacağınızı belgeleyin.

Microsoft 365 yönetim merkezinde geçişi gerçekleştirin: adım adım eylemler

Microsoft 365 yönetici merkezine oturum açın ve geçişe başlamak için Faturalandırma > Abonelikler'i açın. Mevcut planı ve hedef planı inceleyin ve yükseltmeler veya düşürtmeler için geçerli koşulları göz önünde bulundurun. İlerlemeden önce güvenlik ve faturalandırma erişimini sağlayın, yönetici merkezindeki bilgileri inceleyin ve geçiş için tüm detayları hazırlayın. Bir sorun ortaya çıkarsa, onu çözmek için yardım masası kanallarını kullanın.

Önkoşullar ve dikkate alınması gerekenler

Abonelikleri değiştirmek için yönetici izinlerinizin olduğundan emin olun ve seçimleri şirketlerin ve tüm üyelerin ihtiyaçlarıyla uyumlu hale getirin. Mevcut lisansları, hesaplar arasında olası transferleri ve dosyadaki kart veya ödeme yöntemlerinin sayısını not edin. Koltuk eklemeyi, her üyeye lisans atamayı ve taahhüt etmeden önce bilgileri doğrulamayı düşünün. Yönlendirmeye ihtiyacınız varsa, belgeleri danışın ve ilerlemeden önce herhangi bir sorunu belgeleyin.

Step-by-step actions

1. In the admin center, accédez to Billing > Subscriptions, select the active subscription, and click Change plan to begin the switch.

2. Choose the target plan, review the features, and click Ajouter seats if needed; this may trigger transferts between comptes to align with the new plan for tous les membres.

3. Assign licenses to existing comptes and membres: pick each membre or use a group to apply the new license, and verify that les informations sont correctes.

4. Verify payment details: accédez to Payment methods, confirm the cartes on file, and ensure the billing method supports the switch; on confirmation, proceed to the next step.

5. Complete the switch and check the confirmation screen: note the journal of changes in informations, and then verify access for tous les utilisateurs and leur bureau; if needed, purchase additional licenses pour les membres qui en ont besoin.

Reallocate licenses and verify user access after the switch

Immediately align licenses with the new plan by performing a modification of entitlements. Create an adresse of impacted users and departments, and set up a contrôle to ensure each user can accédez the required services. Review the ci-dessus data in the admin center and compare against current usage to spot gaps. Focus on produit like Office apps, Exchange Online, SharePoint, Teams, and copilot when included; ensure nouvelle licenses are allocated to the personnel in each bureau. If gaps exist, reallocate licenses quickly and considérez how these changes affect comptabilité and reporting.

Step-by-step licensing reallocation

1. Audit the new subscription’s entitlements and map them to user groups basées on department and role (bureau, personnel); include dont users who recently joined or changed roles.
2. Use bulk assignment to move licenses where possible; for exceptions, déplacez licenses individually and verify each user’s accéder to the required produit(s).
3. After reallocation, consultez the license assignment report ci-dessus to confirm every user shows an active license for the necessary produit(s) and nothing extra.
4. Test access for a sample of users across campuses and remote workers; verify they can open photos, Word, Outlook, OneDrive, et al. If something fails, collect screenshots to document the issue.
5. Record changes in your cost tracking and comptabilité notes, and share a brief confirmation with the éditeur and IT staff. Include the adresse of the team leads and ensure nouvelle confirmation.

Post-switch verification and reporting

1. Invite a cross-section of users to sign in and accédez to critical apps; report any access failures immediately and resolve with hotfixes.
2. Review key services in ci-dessus order: Exchange, SharePoint, Teams, OneDrive; ensure external access aligns with the new policy for sociétés and partners.
3. Consult audit logs to validate licensing assignments reflect real usage; consultez the reports and cross-check with the financial team for comptabilité accuracy.
4. Publish a short internal note to managers summarizing changes and how to contact support if issues arise; reference ci-dessus steps and indicate nouvelle expectations.
5. Keep a 30-day window of monitoring data and set up alerts for anomalies; if anomalies persist, initiate modification and adjust allocations accordingly.

Validate access, data integrity, and service continuity after the switch

effectue a quick access check for all admins and users immediately after the switch, then connectez-vous to the Microsoft 365 admin center to confirm sign-in across Exchange Online, Teams, SharePoint, and OneDrive. Ensure each account shows the correct plan and that licences map to the intended groups (doivent). If a login fails, reset the password and re-test; document the incident with a remarque, and, where possible, partager a short vidéo of the failure with the éditeur for rapid remediation. puis-je confirm that MFA prompts appear consistently and that all users are connecté from their typical workstations? If some utilisateurs êtes not connectés, we can trigger a reset and test again; this peut be done during off-hours to minimize impact. Nous recommandons de collecter and centraliser the results in the chambre for audit and traceability.

Data integrity check: basées on the pre-switch baseline, compare mailbox counts, site collections, and file metadata. Validate quelques échantillons to verify accuracy; confirm the lien existant to source data and the éditeur migration report. Record a remarque for any anomaly and partager the findings with the team. If data appears inconsistent, déplacez the affected items to a chambre for deeper review and re-run the migration as needed; ensure proposed changes (proposés) are vetted by nous and captured in the audit.

Service continuity: verify that critical services remain available after the switch and that bancaires or other financial connectors continue to function. Apply personnelajustement to adjust permissions, and si vous devez acheter additional licenses, acheter them and update the plan. Maintain fidélité by monitoring SLA endpoints and logging outcomes with a remarque. Use the lien existant to share the incident report with stakeholders, and passez the results to the operations channel. If you must déplacez non-critical data for remediation, do so with proper approvals and store evidence in the chambre.