Migrate to Microsoft 365 Business from Office 365 Business Premium
If you already have an Office 365 for business subscription, for example, Office 365 Business Premium, you can easily add licenses to Microsoft 365 Business, and assign them to some, or all users.
You can't use the Switch plans button to upgrade to Microsoft 365 Business yet.
Add Microsoft 365 Business licenses
You have two ways to get Microsoft 365 Business. If you have a partner, he or she can purchase Microsoft 365 Business for you from Microsoft Partner Center. Your partner can also help you transition to Microsoft 365 Business.
If you manage your own subscription, you can contact sales to purchase Microsoft 365 Business licenses.
See Add, change, or delete a subscription advisor partner to find out how you can start working with a partner.
If you are given a link to purchase your licences, you will walk through a wizard like the one below. Choose Yes, add it to my account. You can also pick the number of licences and the method of payment.
Assign Microsoft 365 licenses
Once you have purchased new licenses, and this is the first time you did, the setup banner for Microsoft 365 Business will display on top of the admin center.
The setup banner is an opportunity to add new users, a new domain, and migrate email for new users. If you don't plan to do any, you should still go through the wizard and choose default options to make it disappear from the admin home page.
Choose Start setup.
On the Personalize your sign-in and email page, you can add a domain by choosing Connect a domain you already own if you want to use this opportunity to add another domain to your subscription.
If you have already set up a domain, the second field will indicate that and will say Continue using < your domain name> for email and signing in. If you haven't set up a domain with you subscription, it will say Continue using < your company name.onmicrosoft.com> for email and signing in.
On the Add new users page, you can add new users, if you have new employees that you want to assign the Microsoft 365 Business licenses to.
If you don't have new employees to add and want to assign licences to existing users, choose Next.
On the ** Migrate email messages ** page you can choose to migrate email for any of the new users you added in step 3. You can skip this step also. Choose Next.
On the last page, choose go to the admin center, and continue setup there.
In the admin center, go to Users > Active users.
Select the user to whom you want to assign the Microsoft 365 Business license to, and then choose Edit next to Product Licenses.
In Product licenses slide Microsoft 365 Business to On > Save, and then Close.
Once you have purchased the initial license for Microsoft 365 Business, you can now also add more in Billing > Purchase services. On the Purchase services page you can click on the ellipses on the Microsoft 365 Business card, and choose Change license quantity to purchase more.
Protect user devices and files
After you have assigned licenses to Microsoft 365 Business, you can start protecting the users' devices and files.
In the admin center, in the left nav, go to Devices > Policies.
On the Device policies page, choose Add.
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:
- Once you set up policies, you and your employees can set up devices:
If your Windows aren't already on Windows Pro Creator update, you will need to upgrade them to Windows Pro Creators Update.
See Set up Windows devices for Microsoft 365 Business users for steps for Windows devices.
See Set up mobile devices for Microsoft 365 Business users for steps for Android phones and iPhones.
- To automatically install Office client apps, see Prepare for Office client deployment by Microsoft 365 Business and Automatically install or uninstall Office on Windows 10 devices.