Microsoft 365 and email checklist
Whether you are moving email to Microsoft 365 or cleaning up licenses you already have, these answers size the work and spot savings.
- What email platform do you use today, and about how many mailboxes?Include shared mailboxes such as info@ or support@.
- Which Microsoft 365 licenses do you have, and how many of each?For example Business Basic, Standard, Premium, E3 or E5. Your admin portal lists them.
- Where do your files live?A file server, OneDrive, SharePoint, Dropbox, Google Drive or a mix.
- Do you need old email or files moved over?Roughly how much, if you know.
- How is email protected today?Spam filtering, multi-factor sign-in, backup or archiving.
- Do you have compliance requirements?For example HIPAA, FINRA, PCI or a customer contract.
- Who supports Microsoft 365 for you today?An employee, an IT provider or nobody.
Rough answers are fine, and "not sure" is a useful answer. Please don't send account numbers, passwords or full bills; if we need to look at a contract, we'll arrange a safe way to share it.
Bring your answers to a free review
A complimentary 20-minute conversation about your current services or an upcoming renewal. No obligation to switch.
Choose a time
Prefer to share details first? Email [email protected]. Include your company, the decision and your timing, and leave out confidential information.