Upgrade Basic

Designed for smaller organizations or those using Skype for Business Online for IM (chat) and meetings only, the Upgrade Basic checklist is an accelerated action plan that includes core, recommended activities and associated resources for implementing a successful move from Skype for Business to Teams.

These ten easy steps provide everything you need for a successful upgrade. They’re designed to be completed in about 30 to 45 days, but you should adjust task completion dates based on your organization’s upgrade schedule.

What happens to Skype for Business after the upgrade? After your users are upgraded to Teams (Teams Only mode):

  • Their Skype for Business client is disabled, and all chat and calls go to Teams. Note that this will not uninstall the client on their desktops.
  • Any Skype for Business meetings that were scheduled before the upgrade work as designed, but all new meetings are scheduled in Teams.
  • If users try to sign in to Skype for Business, they get a notification from their client that they’ve been upgraded to Teams.
  • Users need to manually uninstall the Skype for Business client on their mobile devices.

See our FAQ for additional questions about your upgrade.

Not familiar with Teams? Read about how Teams brings together conversations, meetings, files, Office apps, and third-party integrations—providing a single hub for teamwork in Office 365.

Step 1. Notify your key stakeholders

(About four to six weeks before the upgrade)

Senior leaders are accountable for company success; be sure to keep them in the know about technology changes. Because it’s possible that not everyone received or read the notification of upgrade eligibility, you need to inform your stakeholders (for example, CEO, IT pros, Marketing, and helpdesk leads) before you begin planning your upgrade.

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Step 2. Prepare your organization for Teams

(About four to six weeks before the upgrade)

Teams offers compatible Skype for Business functionality—such as IM (chat) and meetings—but it can also do so much more. As a true hub for teamwork, Teams enables workgroups to manage projects, files, conversations, and apps all in one location. Decide how your organization will use Teams and configure your environment for success.

Note

As an existing Skype for Business customer, your current network infrastructure is likely already configured for Teams. To confirm this, you can follow the “Complete technical planning” guidance linked to below (this is optional).

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Step 3. Know your Skype for Business users

(About four weeks before the upgrade)

Users who are deeply adopted on Skype for Business might need a little more time or assistance to make the transition to Teams. Take time to review your current Skype for Business usage to identify your top users in need of additional support and to establish a usage baseline you can track against your post-upgrade numbers.

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Step 4. Notify your users that they’ll be upgrading from Skype for Business to Teams

(About two to three weeks before the upgrade)

Providing ample notice to your users will give them time to get familiar with Teams without negatively affecting their productivity, resulting in a more positive user experience. Send a communication to tell them what’s changing, why it’s changing, and how they can prepare for it.

Note

If needed, you can enable Teams for your users via the Office 365 admin portal at this time.

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Step 5. Activate the user upgrade notification

(About one week before the upgrade)

Maintain upgrade momentum by enabling the user upgrade notification via the admin portal, providing a visual alert in the Skype for Business client that users are being upgraded from Skype for Business to Teams.

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Step 6. Remind your users that they’ll be upgrading from Skype for Business to Teams

(About five days before the upgrade)

Users are busy with their daily responsibilities. Reminding them of the pending upgrade will help ensure they remember to take the steps they need to prepare for Teams. This is the perfect time to remind users about available training and how to get started with Teams.

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Step 7. Upgrade users to Teams!

(Upgrade Day)

Today is the day your organization officially upgrades to Teams as your communication and collaboration solution. In the Teams & Skype for Business Admin Center, activate the upgrade switch by setting the coexistence mode to Teams Only. (In the admin center, go to Org-wide Settings > Teams Upgrade.) Users will receive a notification in their Skype for Business client that they’ve been upgraded to Teams.

We recommend that after everyone has been upgraded, you send an email welcoming them to Teams.

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Step 8. Monitor Teams usage against your baseline

(About one or two weeks after the upgrade)

Adjusting to a new technology can take some time. Check usage to verify that users are using Teams at the same—or greater—level as they did with Skype for Business. Check in with users who aren’t using Teams at expected levels.

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Step 9. Measure user satisfaction

(About one or two weeks after the upgrade)

Employee satisfaction can influence productivity, retention, and—ultimately—business outcomes. Reach out to your users to gauge user sentiment about the upgrade and their satisfaction with Teams.

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Step 10. Maximize your ROI with Teams

(Ongoing)

After users are comfortable with IM (chat) and meetings in Teams, encourage them to extend their use case by using Teams collaboration and app integration, truly optimizing their new solution and maximizing a return on your investment.

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