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Deployment planning checklist for Office 365

When you move an enterprise organization to Office 365, it's important to plan exactly what steps you want to take, when to perform them, and who will perform them. This checklist will help your organization as you plan and prepare for a migration to Office 365. The phases and steps in the checklist are aligned with the guidance provided by the Onboarding Center. Feel free to adapt this checklist to your organization’s needs.


Want help deploying to your organization?

If you have more than 50 users, go to the Onboarding Center, you can also sign in and use the Deployment advisors for Office 365 services.


Want someone to walk you through the process or answer questions?

Contact Office 365 for business support

Sample checklist for an enterprise deployment

Deployment Tasks /Events

Start Date

Finish Date



Determine your deployment goals

With your internal and external stakeholders:

Inventory your current environment and make key deployment decisions

Inventory your current environment

  • Collect the number of user accounts (login names, email addresses)

  • Collect the number and size of mailboxes (including shared mailboxes and conference rooms)

  • Collect client versions and configurations (browsers, operating systems, office applications, mobile versions, and so on)

  • Collect details on your network settings (DNS hosts, proxy and/or firewall configuration, internet connectivity)

  • Collect information on file storage locations (file shares, intranet file storage)

  • Collect details about any intranet sites that you plan to migrate

  • Collect online meeting and Instant Messaging systems that you plan to migrate

  • Collect the details about any applications that are integrated with existing systems (mail enabled applications, workflow, CRM, and so on)

Make key deployment decisions

  • Will you migrate any data and how will that migration occur (email and files)?

Fix potential deployment blockers

With tools and guidance from Microsoft:

  • Get your data ready for a migration (email and files)

  • Update client software versions (guidance)

  • If you have Active Directory Rights Management Services: Prepare your environment (guidance)

Set up Office 365 services to work for your organization

Configure your Office 365 subscription

  • Configure application settings (email, instant messaging, online meetings, web collaboration, file storage, Yammer)

Prepare your organization

  • Test the deployment and optional migration process

Roll out to users

Setup accounts and mailboxes

  • Optionally migrate data (email, and files, and so on)

Validate functionality then complete final steps

Here’s a short link you can use to come back:

See Also

Office 365 integration with on-premises environments

Set up Office 365 for business

Security in Office 365 whitepaper

Managing Office 365 endpoints

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