Enable Microsoft 365 or Office 365

No Activity or task Description Completed? Additional information
1 Create a Microsoft 365 or Office 365 organization Before your organization can enjoy the benefits of Teams, you must set up a Microsoft 365 or Office 365 organization. If you don't have a Microsoft 365 or Office 365 organization, see the guidance in the Additional information column. Set up Microsoft 365 or Office 365 for business

If you need additional assistance, the Microsoft FastTrack for Microsoft 365 or Office 365 team is available to assist
2 Purchase Microsoft 365 or Office 365 licenses Based on the outcome of the work you did during the Teams Envision phase, work with your procurement group to ensure that your organization has purchased the necessary license SKUs or add-on services and they're ready to be assigned to the tenant. Microsoft Teams service description

Buy licenses for your Microsoft 365 or Office 365 for Business subscription
3 Assign Microsoft 365 or Office 365 licenses to the organizaton Typically, you or your licensing administrator will receive a link from Microsoft licensing to add your licenses to your Microsoft 365 or Office 365 organization.

Depending on which channel you used to purchase licenses, you might need to visit one of the guides listed in the Additional information column.
Add licenses to a subscription paid for using a product key

Add licenses to a subscription purchased through the Volume Licensing Service Center
4 OPTIONAL: Enable Communications Credits Communications Credits is an optional feature that you use to provide toll-free access for your organization's conference bridge phone numbers, or to give a conference organizer the ability to dial out to international meeting participants.

In addition to the standard Audio Conferencing per-user license, Volume and Licensing organizations can choose a pay-per-minute offer to enable Audio Conferencing capabilities.

Decide whether Communications Credits is required for your organization, and—if it is—enable it by adding the Communications Credits add-on license to your tenant.
What are Communications Credits?

Set up Communications Credits for your organization

Audio Conferencing pay-per-minute
5 Confirm that licenses are available for the Microsoft 365 or Office 365 organization Go to the Microsoft 365 admin center and verify that it shows the license SKUs and quantity you expect in your Microsoft 365 or Office 365 organization.

Use the reference in Additional information to be walked through this process.
What Microsoft 365 or Office 365 for business subscription do I have?
6 Configure your environment for identities. Users can be created in Microsoft 365 or Office 365 directly (in the online deployment model) or synchronized from on-premises Active Directory to your Microsoft 365 or Office 365 organization.

Determine whether you should use cloud identities, synchronized identities, or federated identities. Determining the proper identity type is out of scope of this checklist; however, you'll find links to information about these options in the Additional information column.

Note: If you're using synchronized or federated identities, ensure that the on-premises user principal names (UPNs) match the Microsoft 365 or Office 365 UPNs, and all required attributes are configured for synchronizing with Azure AD Connect. For the attributes that are required for Teams, use the attribute list for Skype for Business Online.
Understanding Microsoft 365 or Office 365 identity and Azure Active Directory

Prepare to provision users through directory synchronization to Microsoft 365 or Office 365

Azure AD Connect sync: Attributes synchronized to Azure Active Directory
7 Confirm tenant administrators Work with your security teams to develop an Microsoft 365 or Office 365 administration model.

Be sure to identify and document all tenant and service administrators.
About Microsoft 365 or Office 365 admin roles
8 Implement administrative roles for your tenant Validate that your administration model meets the needs of your organization, and assign Microsoft 365 or Office 365 admin roles to your administrators. Assign admin roles in Microsoft 365 or Office 365 for business
9 Sign in to the Call Quality Dashboard (CQD) upload your building information. Every Teams deployment should leverage the CQD to gain insights into the quality and reliability of all calls that use Teams.

Use the CQD guidance listed in the Additional information column to get the most benefit from this tool.
Planning for Service Management and Quality

Quality Experience Review Guide

Quality Experience Review templates

Turning on and using Call Quality Dashboard for Microsoft Teams and Skype for Business Online

Upload building Information
10 Validate that the building information is processed, and Call Quality Dashboard (CQD) is operable for your tenant. Call Quality Dashboard