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Deployment planning checklist for Office 365


Applies to: Office 365 Enterprise

Topic Last Modified: 2014-03-10

Summary: Provides a checklist you can use for your Office 365 enterprise deployment.

The following table provides a high-level planning template for Office 365 for enterprises deployments. The sequence of tasks and events describe the typical workflow for deployments and serve as a guide for an orderly and efficient rollout of Office 365.

Key stakeholders in your organization should feel free to modify this template and workflow to meet your needs and requirements.

Office 365 for Enterprises Deployment Template


Deployment Tasks /Events

Start Date

Finish Date




Hold project kickoff meeting





Build risk and issue tracking system





Develop migration strategy





Identify mailbox size and item counts





Plan for mail-enabled applications





Identify options for user identity and account provisioning





Identify Active Directory preparation and remediation requirements





Identify your email coexistence strategy





Identify current network links, user concentration, and current utilization





Identify on-premises infrastructure server requirements





Identify the operating systems and client applications





Identify the mobile platform that your organization will use





Develop an end user and administrator training schedule and delivery mechanism






Add and verify your domain name with Office 365





Prepare your on-premises Active Directory for directory synchronization





Enable single sign-on





Install the Directory Synchronization Tool and perform synchronization





Configure email coexistence





Configure Lync Online





Configure SharePoint Online





Deploy client applications and the Office 365 desktop setup





Perform mailbox size reduction





Prepare customer service desk





Test and validate email migration and coexistence





Complete the migration groups and migration schedule


Assign licenses to users





Issue final communications to end users





Migrate mailbox data





Migrate existing collaboration documents





Change DNS records





Configure mobile phones and devices for Office 365





Perform post-migration service testing

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