For a complete list of questions we ask during Office 365 migration projects, check out the Reverse-FAQ / Discovery Questions. At a minimum, here are a few things you'll need to get together for us to help you, assuming your company is fairly small.
- If you've already started using Office 365, you'll need access to your account via a login with Global Administrator. If you set the service up yourself, this will be your login that you used to create it.
- If you haven't set up Office 365 yet, you'll need to pick one or more possible names for your subscription. Usually we suggest something relatively short. The name has to be unique, so if your company name or initials are common, you may need to pick a few alternatives to find one that's not already taken.
- Make sure you know how to access your DNS host/registrar. Making changes to DNS is a normal part of setting up Office 365, and not all services will work without this.
- If you're migrating e-mail make sure you know how to access those accounts you want to move.
- If we're installing Office 365 on your PCs, make sure you know the account for Administrator level access to each machine, since you'll likely be prompted for this during installation.
- Make an inventory of your PCs and note the Windows or other OS version of each.
- While it isn't absolutely necessary, it might be helpful to make an inventory of all the mobile devices that will be used.
- It will be helpful to have the names and contact info handy for those people we'll be helping to set up.
- If you have document scanners or copiers that send e-mail, let us know. This will affect our plans and estimates.
- If you have a Windows domain controller, let us know. This will affect our plans and estimates.
- You'll need to sign our credit card authorization form, which we'll send to you as part of the on-boarding process.