Migrating from Office 365 E3 to Microsoft 365 Business

Microsoft 365 Business has everything you need for your small business, combining the best-in-class cloud-based productivity apps with simple device management and security. If you currently have an Office 365 E3 subscription, but don’t have more than 300 employees, consider switching to Microsoft 365 Business for added security features.

Migrating is easy: First you switch licenses and all your data and user information in your current subscription is maintained. After the migration, you'll need to set up the features that are added in Microsoft 365 Business.

Differences between Office 365 E3 and Microsoft 365 Business

This table shows the differences between Microsoft 365 Business and Office 365 E3.

Feature Support in Microsoft 365 Business Support in Office 365 E3
On-premises
Office apps1 Office 365 Business Office 365 ProPlus
Cloud productivity apps
Exchange Online and Outlook 50 GB storage limit per mailbox and unlimited Exchange Online Archiving 100 GB storage limit per mailbox and unlimited Exchange Online Archiving
Teams Included with Microsoft 365 Business Included with Office 365 E3
OneDrive for Business 1 TB storage limit per user Unlimited
Yammer, SharePoint Online, Planner, Stream Included with Microsoft 365 Business Included with Office 365 E3
StaffHub Included with Microsoft 365 Business Included with Office 365 E3
Outlook Customer Manager, MileIQ Included with Microsoft 365 Business
Threat Protection
Office 365 Advanced Threat Protection (ATP) Plan 1 Included with Microsoft 365 Business Not included, but can be added on
Identity management
Self-service password reset for hybrid Azure Active Directory (Azure AD) accounts, Azure multi-factor authentication (MFA), Conditional Access, password writeback for on-premises identities Included with Microsoft 365 Business
Device and app management
Microsoft Intune, Windows AutoPilot Included with Microsoft 365 Business
Shared computer activation Included with Microsoft 365 Business Included with Office 365 E3
Upgrade rights to Windows 10 Pro from Win 7/8.1 Pro licenses Included with Microsoft 365 Business
Information protection
Office 365 Data Loss Prevention Included with Microsoft 365 Business Included with Office 365 E3
Azure Information Protection Plan 1, Bitlocker enforcement Included with Microsoft 365 Business
Azure Information Protection Plan 1, Sensitivity labels Included with Microsoft 365 Business
Client Access License (CAL rights)
Enterprise CAL Suite (Exchange, SharePoint, Skype) Included with Office 365 E3

1 The Microsoft 365 Business version of the Office apps doesn't include volume activation through Group Policy, app telemetry, update controls, spreadsheet compare and inquire, or business Intelligence.

Migration

To migrate your subscription, see switch to a different plan manually for instructions if you want to move just a few people to Microsoft 365 Business. You can also upgrade everyone automatically, or work with partner to move your E3 subscription and licenses to a Microsoft 365 Business subscription. The following sections describe the changes you need to make, if any, and what you can do after the migration.

Office 365 E3 subscription configuration and data

You don’t need to do any changes to your current subscription or data before migrating, which includes:

  • Subscription configuration, such as DNS records and domain names.
  • User and group accounts and authentication settings, such as multi factor authentication or conditional access policies.
  • Productivity service configurations and their data, such as Teams, Exchange Online mailboxes, SharePoint Online sites, OneDrive for Business folders, and OneNote notebooks.

Windows 10

If your Windows aren't already on Windows Pro Creator update, upgrade them to Windows Pro Creators Update.

Set up policies to protect user devices and files

Note

If you set up Office 365 MDM policies and devices, those devices will be listed on the Devices page in the Microsoft 365 admin center. Any policies you set up will show up in the list of classic policies in the Intune portal.

After you have assigned licenses to Microsoft 365 Business, you can start protecting the users' devices and files.

If you upgraded everyone in your organization to Microsoft 365 Business, you'll see the setup wizard on the Home page, and can follow the Set up Microsoft 365 Business in the setup wizard steps to protect files and mobile devices.

You can also complete these steps on the Devices page:

  1. In the admin center, in the left nav, go to Devices > Policies.

  2. On the Device policies page, choose Add.

  3. In the Add policy pane give the policy a name, and then choose a Policy type from the drop-down.

    You can set up application policies for protecting files on Android and iPhone devices, as well as Windows 10, and you can set up device configuration policies for company owned Windows 10 devices. See the following links for details:

  1. Once you set up policies, you and your employees can set up devices:

Threat protection

After migrating to Microsoft 365 Business, you have Office 365 ATP. See Office 365 ATP for an overview. To set up, see set up ATP safe links, set up ATP safe attachments, and set up ATP anti-phishing.

Sensitivity labels

To start using sensitivity labels, see Overview of sensitivity labels and create and manage sensitivity labels video.