SharePoint Online Planning Guide for Office 365 for business

SharePoint Online is a cloud-based service that helps organizations share and collaborate with colleagues, partners, and customers. With SharePoint Online, you can access internal sites, documents, and other information from anywhere—at the office, at home, or from a mobile device.

Before you dive into building and configuring your organization’s SharePoint Online environment, there are a few things you should think about. For example, how will your organization manage sites and users? Do you plan to make special customizations or build any solutions?

We’ve divided the planning process into five manageable steps. With each step, you’ll find helpful resources to guide your decisions and get you better acquainted with SharePoint Online.

Tile image of a gear to suggest the concept of configuring global settings for a SharePoint Online environment.

Set up your SharePoint Online environment

Who does this?    Office 365 global admin, SharePoint Online admin

Tile image of a pencil to suggest the concept of planning sites and users

Plan sites and manage users

Who does this?    SharePoint Online admin and site collection admins.

Tile image of a stack of papers to represent the concept of organizing content

Organize site content and plan content features

Who does this?    Site collection admins, site owners, and key content stakeholders in your business

Tile image of a tool box to suggest the concept of customizing sites and building solutions.

Customize sites with solutions & apps

Who does this?    SharePoint Online admin, site owners, solution developers

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Useful SharePoint Online Resources

Here are some articles that provide key information you may want to refer to during planning and as you maintain your SharePoint Online sites.

If you’re looking for this information:

Go to this resource:

Information about what SharePoint Online features are available in different Office 365 plans, or information about how different SharePoint Online plans compare to the on-premises version SharePoint Server 2013.

SharePoint Online Service Descriptions

SharePoint Online video training

SharePoint Online video training

Information about storage quotas, number of supported site collections, number of supported users.

SharePoint Online Limits

Information about using the SharePoint Online Management Shell to perform administrative tasks from the command line.

Introduction to the SharePoint Online Management Shell

Information about integrating an on-premises deployment of SharePoint Server 2013 with SharePoint Online.

Hybrid for SharePoint Server 2013

Get help with admin tasks for SharePoint sites

SharePoint Online – Admin Help 

Where to find partners who provide solutions or services for Office 365.

Microsoft Partner Center

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