FastTrack Responsibilities

FastTrack Specialists have the following responsibilities during onboarding.*


  • Provide remote support assistance to you in success planning development and implementation, and for the required configuration activities as detailed in the phase descriptions.
  • Provide available documentation and software tools, admin consoles, and scripts to provide guidance for you to reduce or eliminate configuration tasks, and success planning resources.

Initiate phase

  • Work with you to understand your intent, organizational goals, and usage plans for the service.
  • Work with you using Office 365 collaboration services (like Microsoft Teams) to begin onboarding.
  • Define which eligible services you want to onboard.

Assess phase

  • Hold a success planning call to provide guidance with you for successful user adoption.
  • Provide an administrative overview.
  • Provide guidance about:
    • Domain Name System (DNS), network, and infrastructure needs.
    • Client needs (internet browser, client operating system, mobile device, and services' needs).
    • User identity and provisioning.
    • Enabling eligible services that are purchased and defined as a part of onboarding.
    • Driving successful service adoption and value.
  • Establish the timeline for remediation activities.
  • Provide a remediation checklist.
  • Assess the existing SharePoint Server 2013 or SharePoint Server 2016 infrastructure including:
    • Prerequisites for SharePoint Online Hybrid.
    • On-premises infrastructure readiness for SharePoint Online Hybrid features.
    • Access to required SharePoint Online endpoints.
    • Audiences for OneDrive for Business Hybrid.
  • Assess the existing Lync or Skype for Business Online infrastructure including:
    • Supported Skype for Business client deployment strategy.
    • Access to endpoints.
    • Connection quality.
    • Bandwidth estimates.
    • Prerequisites to support split domain server configuration.
    • Readiness of identified users to move onto Skype for Business Online.
  • Assess the messaging infrastructure, including:
    • Overall mail flow and routing principles.
    • Client access (including existing published client-access endpoints).
    • Source messaging environment for integration needs.
  • Provide data migration if the FastTrack Center data migration service is used and if you meet eligibility.

Remediate phase

  • Hold conference calls with you according to the agreed schedule to review the progress of the remediation activities and success planning.
  • Guide you through running assessment tools to identify and remediate issues and interpret the results.

Enable phase

Provide guidance about:

  • Evaluating progress on success planning and determining what further assistance you need.
  • Activating your Office 365 tenant.
  • Configuring TCP/IP protocols and firewall ports.
  • Configuring DNS for eligible services.
  • Validating connectivity to Office 365.
  • Connecting your on-premises Active Directory with Azure Active Directory:
    • Installing a directory synchronization server between your Active Directory Domain Services (AD DS) and Office 365, if required.
    • Configuring password synchronization (password hash) to Office 365 (Azure Active Directory) with the Azure Active Directory Connect tool, if required.
    • For single- and multiple-forest environments:
      • Configuring Azure Active Directory Pass-through Authentication, if required.**
      • Configuring Azure Active Directory Seamless Single Sign-On (SSO), if required.***


      Azure Active Directory Pass-through Authentication for multiple-forest environments is supported if there are forest trusts between your Active Directory forests and if name suffix routing is correctly configured. Additional agents can be installed on multiple on-premises servers to provide high availability for sign-in requests. For more information, see Azure Active Directory Pass-through Authentication: Quick start and Azure Active Directory Seamless Single Sign-On: Quick start.

  • For a single forest when federated identities is the target:
    • Installing and configuring AD FS for local domain authentication with Office 365 in a single-site, fault-tolerant configuration, if required.
    • Installing and configuring WAP for publishing your AD FS infrastructure to the internet, when necessary.


      For all multiple forests configurations, AD FS deployments are out-of-scope.

  • Testing SSO functionality if deployed.
  • Driving successful service adoption and value.

**For more information about pass-through authentication limits, see Azure Active Directory Pass-through Authentication: Current limitations.

***For more information about Seamless SSO issues, see Troubleshoot Azure Active Directory Seamless Single Sign-On.

Exchange Online

Provide guidance about:

  • Creating or updating DNS records.
  • Enabling email routing between the source messaging system and Office 365 environments.
  • Configuring Exchange Online Protection features (including Exchange Online Advanced Threat Protection features if available in your subscription) and verifying your MX records point to Office 365 for all validated mail-enabled domains.
  • Configuring hybrid setup either between a single on-premises Exchange organization and Office 365 or between multiple on-premises Exchange organizations and Office 365.

For more information about data migration responsibilities, see Data Migration.

SharePoint Online

Provide guidance about:

  • Setting up user provisioning including licensing.
  • Enabling site creation for your SharePoint Online admin.
  • Planning site collections.
  • Securing content and managing permissions.
  • Enabling personal sites and social features.
  • Configuring SharePoint Online features.
  • Providing data migration if the FastTrack Center data migration service is used and if you meet eligibility.
  • Evaluating the on-premises SharePoint farm infrastructure configuration needed for SharePoint Online Hybrid.
  • Using tools and automation to:
    • Configure on-premises cloud search service applications.
    • Configure trust between SharePoint on-premises and cloud environments.
  • Configuring on-premises SharePoint sites to use SharePoint Online Hybrid features.

OneDrive for Business

Provide guidance about:

  • Identifying the on-premises SharePoint version and integration options.
  • Identifying synchronization and identity options.
  • Selecting a rollout option:
    • Just-in-time rollout.
    • Staged rollout (sequenced and phased).
  • Preparing the on-premises environment for OneDrive for Business deployment:
    • Identifying the correct OneDrive for Business sync client.
    • Configuration of DNS, network ports, and firewall.
  • Assigning end-user licenses.
  • Setting up SharePoint Online audiences to control and govern who gets OneDrive for Business.
  • Deploying the OneDrive for Business sync client to desktops.
  • How to configure SharePoint Online Hybrid OneDrive for Business redirection (SharePoint 2013 and SharePoint 2016 only).
  • Data migration if the FastTrack Center data migration service is used and if you meet eligibility.

Skype for Business Online

Provide guidance about:

  • Provisioning Skype for Business identities for Office 365.
  • Enabling online conferencing, instant messaging (IM), and presence features for Office 365.
  • Creating accounts to associate to supported room system devices (up to 10 accounts).
  • Configuring a split domain server environment to support Lync hybrid or Skype for Business Online hybrid scenarios (if applicable).
  • Enabling Audio Conferencing:
    • Organization setup for conference bridge default settings.
    • Assignment of a conference bridge to licensed users.
  • Enabling Phone System:
    • Enabling Phone System and Calling Plans onboarding (in available markets).
    • Assignment of numbers to licensed users.
    • Local number porting guidance through UI up to 999.
    • Local number porting SR support over 999.
  • Enabling Skype for Business Meeting Broadcast:
    • Enabling Skype for Business Meeting Broadcast onboarding guidance.
    • Organization setup for federation with Meeting Broadcast service.

Microsoft Teams

Provide guidance about:

  • Confirming minimum requirements.
  • Configuring firewall ports.
  • Setting up DNS.
  • Confirming Microsoft Teams is enabled on your Office 365 tenant.
  • Enabling or disabling user licenses.
  • Microsoft Teams client distribution.
  • IT Pro and admin features.
  • Core product features.
  • Customer success templates.

Power BI

Provide guidance about:

  • Reviewing the Power BI subscription plans.
  • Adding the Power BI service.
  • Downloading the Power BI Desktop app.

Project Online

Provide guidance about:

  • Reviewing subscription plans.
  • Verifying basic SharePoint functionality.
  • Adding the Project Online service.
  • Adding users to Project Online including ERP Sync.
  • Verifying basic Project Online functionality by creating a project.

Project Online Professional and Project Online Premium

Provide guidance about:

  • Addressing deployment issues.
  • Assigning end-user licenses using the Office 365 admin center and Windows PowerShell.
  • Downloading and installing Project Online Desktop Client from the portal.
  • Configuring update settings using the Office Deployment Tool or Group Policy templates.
  • Setting up a single on-site distribution server for Project Online Desktop Client, including guidance for creating a configuration.xml file for the Office 2016 Deployment Tool.
  • Connecting Project Online Desktop Client to Project Online.

Yammer Enterprise

Provide guidance about converting your single Yammer Basic network into a single Yammer Enterprise network.

Office 365 ProPlus

Provide guidance about:

  • Addressing deployment issues.
  • Assigning end-user licenses using the Office 365 admin center and Windows PowerShell.
  • Installing Office 365 ProPlus from the Office 365 portal using Click-to-Run.
  • Installing Office Mobile apps (like Outlook Mobile, Word Mobile, Excel Mobile, and PowerPoint Mobile) on your iOS, Android, or Windows Mobile devices.
  • Configuring update settings using the Office 2016 Deployment Tool or Group Policy templates.
  • Setting up a single on-site distribution server for Office 365 ProPlus, including assistance with the creation of a configuration.xml file for use with the Office Deployment Tool.
  • Deployment using System Center Configuration Manager, including assistance with the creation of System Center Configuration Manager packaging.

Microsoft StaffHub

Provide guidance about:

  • Confirming Microsoft StaffHub is enabled on your Office 365 tenant.
  • Enabling or disabling user licenses.
  • Core product features.
  • Download locations for Microsoft StaffHub.

*For information on FastTrack responsibilities for Office 365 US Government, see FastTrack Responsibilities for Office 365 US Government.