Switch to a different Office 365 plan or subscription

If your business needs change, or if there are Office 365 features you want to take advantage of that are not available in your current plan, you can switch from your current plan to another plan. See a list of Office 365 plans you can switch to.

If you want to switch from a trial subscription to a paid plan, see Buy your trial version of Office 365 for business.

Important   When you switch Office 365 plans, you may also need to change the version of Office you previously installed. For more information, see Switching versions of Office if you change Office 365 plans.

Switch plans using the Switch plans wizard

To use the Switch plans wizard, you need to be a global admin (for Office 365 Enterprise, Office 365 Business Premium, Office 365 Business Essentials, and Office 365 Midsize Business) or an admin (for Office 365 Small Business).

Find out how to use the Switch plans wizard in this video or the steps that follow.

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Steps

  1. Prepare for what will happen during this process by reviewing What does switching Office 365 plans do to my service and billing.

  2. Sign in to Office 365 with your work or school account.

  3. Go to the Office 365 admin center.

  4. Select Billing > Subscriptions (or Manage and buy subscriptions).

  5. On the Subscriptions page, select the plan you want to switch, and then, under Actions, click Switch plans.

    Note   If you do not see the Switch plans link, your plan can't be switched using the Switch plans wizard. For more information, see Why can't I switch plans.

  6. On the Choose a new plan page, select a plan, and then click Next.

  7. Walk through the steps in the Checkout wizard

    To add licenses, click the Edit link on the Review page, change the number of licenses, and click Update cart.

    Note   You cannot remove licenses as part of switching plans. However, you can reduce the number of licenses before or after you switch plans. See Remove licenses from your Office 365 for business subscription for more information.

  8. On the Order completed page, click Status to complete your order.
    When the Switching plans: status page appears, the switch plans process is underway and you will see this page until your plan has been switched. You can close the Switch plans: status page and come back later without interrupting the switch plans process.

Note    Switching plans typically takes less than ten minutes if there are no errors or issues. The license reassignment portion of the process should take less than a minute. If you still see the Switch plans: status page after one hour, Contact Office 365 for business support. There may be an issue with switching your plan.

Credit checks and switching plans

If your credit needs to be checked, switching plans can take up to two weeks. If your organization’s credit needs to be checked before your payment is complete – for example, you have chosen the invoice with credit check payment method, or you have reached a certain cost level – you can’t add new subscriptions or switch any other plans while the credit check is in progress. On the Billing > Subscriptions page, existing plans show No options in the Plan Options column. During this time, the rest of your service can be accessed as usual on your existing subscription. After your credit has been approved, your plan switch begins, and admins see the Switching plans: status page when they sign in to Office 365.

Still need help?

Get help from the Office 365 community forums Admins: Sign in and create a service request Admins: Call Support

See Also

Buy your trial version of Office 365 for business

Cancel my office 365 subscription

Applies To: Office 365 Admin, Office 365 Small Business Admin



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