Change plans manually

Note

This article applies to the admin center (preview). The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle located at the top of the Home page. For more information, see About Microsoft 365 admin center preview. To view the article about the old admin center, see Switch Office 365 for business plans manually.

Step 1: Decide how to change plans

The best way to change all your users from one plan to another is to use the Upgrade tab. Sometimes this isn't possible. Change plans manually instead:

  • If the Upgrade tab indicates you can't upgrade the current plan.

  • If, when you choose the Upgrade tab, the plan you want isn't listed.

  • If you don't want to upgrade all your users in the same way. Some businesses need different users subscribed to different plans. Use a manual change for this.

To continue with a manual change, read Step 2: Buy a new subscription in this topic.

Important

If you are changing to a plan with fewer data-related services than your current plan (downgrading), you need to manually back up any data you wish to keep. For more information, see Back up data before switching O365 for business plans.

Step 2: Buy a new subscription

Already purchased? If you already have a subscription you want to move users to, skip this step and go to Step 3: Check your new subscription and licenses in this topic.

OR

Purchase a new subscription and licenses: Follow the steps in Buy another Office 365 for business subscription to buy a new subscription.

Make sure you purchase a subscription for the same organization that the users are in now. For example, check the email addresses for the Office 365 users you want to move. If their email addresses include @contoso.com, you must purchase a new subscription for contoso.com. Include a license for each user that you want to move.

Step 3: Check your new subscription and licenses

  1. In the admin center, go to the Billing > Products & services page.

  2. Verify that both subscriptions are listed and active The subscription that you're moving users from and the subscription that you're moving users to must be listed together. If the new subscription isn't there when you first check, try again later. Check that both subscriptions are active. The new subscription isn't listed, or isn't active.

  3. Check that you have enough licenses for each user Each user needs a license that matches their subscription. So if you want to move ten users to Office 365 Enterprise E5, you'll need to make sure ten licenses are available.

  4. Need more licenses for the new subscription? Go to the Products & services page and buy more licenses.

What about the old licenses?

The new subscription isn't listed, or isn't active

  • If you purchased two subscriptions and they are not both listed here, they may have been purchased for different organizations (for different domains). Subscriptions can't cross organization boundaries.

  • If you know you have an additional subscription, and it's not listed here, or is not active, call Microsoft support.

What about the old licenses?

The licenses for the current subscription will be removed later; you'll only pay for the new user licenses from then on.

Step 4: Reassign licenses

Reassign a license for one user

  1. In the admin center, go to the Users > Active users page.

  2. On the Active users page, choose the user to whom you want to assign a license.

  3. In the user pane on the right, choose Licenses and Apps.

  4. Expand the Licenses section, choose the boxes for the licenses that you want to assign, then choose Save changes.

Reassign licenses for multiple users at once

  1. In the admin center, go to the Users > Active users page.

  2. Choose the circles next to the names of the users for whom you want to replace existing licenses.

  3. At the top, choose the More button (...), then choose Manage product licenses.

  4. Choose Replace existing product license assignments > Next.

  5. Switch the toggle to the On position for the products you want to assign to these users.

    Tip

    • To limit which services are available to the user, switch to toggles to the Off position for the services that you want to remove for that user. For example, if you want the user to have access to all available services except Skype for Business Online, you can switch the toggle for the Skype for Business Online service to the Off position.
    • Any previous license assignments for the selected users will be removed.
  6. At the bottom of the Replace existing products pane, choose Replace > Close.

Step 5: Cancel subscriptions or remove licenses that you no longer need (Optional)

If you moved all users from one subscription to another, and you no longer need the original subscription, you can cancel the subscription.

If you moved only some users to a different subscription, remove licenses that you no longer need.

Call support to help you change plans

Call Microsoft support