Deployment advisors for Office 365 or Microsoft 365 services

The deployment advisors for Office 365 or Microsoft 365 provide self-guided support for setting up Office 365 for your organization. To access them:

  1. Sign in as a tenant administrator in the Microsoft 365 admin center.
  2. Select one of the deployment advisors or guides listed below.

If you don't sign in as a tenant admin, you will eventually see a message that you need to have tenant administrator permissions.

Each advisor is a wizard that guides you through your choices for the features and options you want to deploy. In some cases, you can use the wizard to configure something or activate a setting. Here is an example.

The advisor steps you through decisions for customization to your needs. Along the way, you'll get instructions, scripts, and other resources to make the configuration changes.

At the end, you'll get links to videos and reference articles. Here is an example.

You can use these advisors anytime to learn more about Office 365 features and options. This includes during planning or after you've already set up the services.

Microsoft 365: Windows 10 with Office 365

Microsoft 365 is a complete, intelligent solution that includes Office 365, Windows 10, and Enterprise Mobility + Security (EMS). Microsoft 365 empowers everyone to be creative and work together, securely.

Use this advisor to set up Windows 10 devices or upgrade users' computers to Windows 10, with optional deployment of Office apps, Windows Analytics, and Windows Defender Advanced Threat Protection (ATP) (Microsoft 365 Enterprise E5 plan only).

Run: Microsoft 365 deployment advisor

Prepare your Office 365 environment

You'll need to tell us your deployment goals to make sure you add domains, create users, and assign licenses in the proper order.

Run: Prepare your environment guide
Watch: Prepare your environment

Verify your domain

You need to customize Office 365 by adding your own domain name (also known as your website name).

Run: Verify your domain in Office 365 advisor

Email migration and protection

Exchange migration advisor

You'll need to you move mailboxes from your current mail system to Exchange Online in Office 365 with automated tools and step-by-step guidance. We'll recommend the best migration path for your organization based on your current mail system, the number of mailboxes you want to migrate, and how you plan to manage users and user access.

Run: Office 365 mail migration advisor
Watch: Prepare your environment
Outlook for iOS introduction and setup
Outlook for Android introduction and setup
Outlook for Windows Phone introduction and setup

If you have Gmail, you'll need to migrate your Gmail contacts and Google Calendar items to Office 365. When you migrate a user's Gmail mailbox to Office 365, email messages are migrated, but contacts and calendar items are not. This guide provides the steps for importing Gmail contacts and Google Calendar items to Office 365.

Run: Gmail contacts and calendar assistant

File creation, storage, and sharing

Office 365 ProPlus

Office 365 ProPlus gets your users up and running on the latest versions of Office and keeps them updated.

See this guide for the steps to install Office on either a PC or a Mac for your company, including tips for getting everyone started with Office.

Run: Office 365 ProPlus quick start guide

The Office 365 ProPlus deployment advisor walks through the steps for helping users install Office 365 ProPlus directly from the Office 365 portal online or for deploying Office 365 ProPlus to your users from an on-premises location. Included are instructions for using System Center Configuration Manager, a Group Policy startup script, an operating system disk image, or Remote Desktop Services (RDS) shared activation.

Run: Office 365 ProPlus deployment advisor
Watch: Office experience as a subscription service
Overview of Office 365 ProPlus

OneDrive for Business

To get started quickly with OneDrive for Business for file storage, sharing, and syncing, use this guide.

Run: Office 365 ProPlus deployment advisor
Watch: OneDrive for Business Integrated Advantage
Welcome to OneDrive: Coming from another cloud storage provider

SharePoint Online

If you don't have a large amount of data to migrate or an on-premises SharePoint Server that you want to continue running in a hybrid setup, see this guide to set up SharePoint Online for document storage and content management.

Run: SharePoint Online quick start

You'll need to choose the deployment option that works best for your organization and go through the steps for configuring SharePoint Online features to meet your business needs. Choose from cloud deployment, hybrid deployment, or on-premises-to-cloud migration. You'll then follow the steps for configuring SharePoint Online features, like file storage and sharing, external file sharing, site collections, global settings, and user profiles, and your Office 365 team site.

Run: SharePoint Online deployment advisor
Watch: SharePoint: Overview
SharePoint: Hybrid
SharePoint: Troubleshooting

Security and Identity

Hybrid identity with Azure Active Directory Connect (Azure AD Connect)

The Azure AD Connect advisor shows you how to add user account information to Office 365 without manually creating each user. It also shows you how to configure password hash synchronization or pass-through authentication, so users can sign into their email and your domain using the same password.

If you choose to set up federated sign-in with Active Directory Federation Services (AD FS), this guide also gives you steps for deploying AD FS on a new server or in an existing Windows Server 2012 R2 farm.

Run: Azure AD Connect advisor

Note

Azure AD Connect replaces older versions of identity integration tools, such as DirSync and Azure AD Sync, and is primarily used for adding users and other data to Azure AD for Office 365.

Azure AD

To set up features, like group-based access management, self-service password reset for cloud applications, and Azure AD Application Proxy for publishing on-premises web applications, use this set up guide.

Run: Azure AD Basic setup guide

To enable the many features of Azure AD Premium, which provides identity management capabilities like multi-factor authentication, single sign-on (SSO), device registration, self-service password and group management, and security monitoring, use this guide.

Run: Azure AD Premium setup guide

Exchange Online Protection

Microsoft Exchange Online Protection (EOP) is a cloud-based email filtering service that helps protect your organization against spam and malware and includes features to safeguard your organization from messaging policy violations.

Run: Exchange Online Protection (EOP) setup guide

Communication and online conferencing

Office 365 Groups

Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done. Groups in Office 365 lets you choose a set of people that you wish to collaborate with and easily set up a collection of resources for those people to share. You don't have to worry about manually assigning permissions to all those resources, because adding members to the group automatically gives them the permissions they need to the tools your group provides.

Run: Office 365 Groups setup guide

Microsoft Teams

Microsoft Teams is the chat-based collaboration service in Office 365 that provides team workspaces for chats, calls, meetings, and private messages. The deployment advisor for Teams helps you set up and configure the optimal Teams experience with Exchange Online, SharePoint Online, OneDrive for Business, and Office 365 Groups. It includes information about configuring tenant settings, Teams and Channels for your projects, Calls and Meetings, Messaging, Tabs for quick access to apps, informational Bots, and Connectors to third-party services.

Run: Teams deployment advisor
Watch: Getting started with Teams

Skype for Business

To get going fast with Skype for Business for instant messaging (IM), presence, online meetings, and screen sharing, this basic setup is all you need if you don't need advanced features.

Run: Skype for Business quick start guide

For more in-depth assistance, the Skype for Business deployment advisor helps you get up and running with Skype for Business Online. This advisor shows you how to set up Skype for Business features, like instant messaging (IM), online meetings, video conferencing, public switched telephone network (PSTN) conferencing, cloud private brand exchange (PBX), and Skype Meeting Broadcast. Steps include setting up a hybrid environment, where you connect Skype for Business Online to your on-premises Skype for Business deployment.

Run: Skype for Business deployment advisor
Watch: Skype for Business Enablement quick start
Getting started with Skype

Yammer

If you don't have existing Yammer networks to consolidate or migrate, this basic setup guide is all you need to successfully roll out Yammer in your organization.

Run: Yammer quick start guide

The Yammer Enterprise setup guide helps you get your organization up and running with Yammer Enterprise. It includes guidance on connecting existing Yammer networks you might have to Office 365 or setting up a new Yammer domain. If you have multiple Yammer networks, it also describes how to consolidate Yammer networks into a single Yammer Enterprise network.

Run: Yammer Enterprise setup guide

StaffHub

Microsoft StaffHub is a cloud-based platform that works across all your devices. It enables firstline workers (employees with roles that don't require a computer) and their managers to manage shift schedules, communicate with their teams, and share content.

Run: Microsoft StaffHub setup guide

Additional videos

Microsoft 365 admin center

Device security