Tasks | Steps |
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Purchase the plan you want to move to. | When you sign up, you specify the company name to use in the initial domain names: yourcompany .onmicrosoft.com, yourcompany -public.sharepoint.com, and yourcompany .sharepoint.com. You need to use a different yourcompany name than you did for any existing subscriptions. > [!NOTE]> It typically takes a minimum of several months after cancelling a subscription to release the initial domain names that use yourcompany from our systems. Even if you plan to save all your data from your old Office 365 subscription, and cancel that subscription, the old yourcompany value is not immediately available for use in a new subscription. |
Remove your custom domain from your old Office 365 subscription. | Follow the required steps before you remove a domain to remove the domain name from user email addresses and remove DNS records for email and Lync for the custom domain. If you host your public website on Office 365, you'll also need to remove the CNAME record that points to it. > [!IMPORTANT]> After you remove the MX record that routes email to this custom domain, email will stop working until you have added the domain to your new account, set up the new MX record, and set up your users. When you remove the DNS records for Lync, Lync will stop working. And after you remove the CNAME record that points to your public website, it will not be available. Remove the domain . |
Set up your custom domain for your new subscription, and set up your users. | Set up your new subscription, including creating the required DNS records for your custom domain. Create your users, with email addresses on your custom domain. |
Transfer data from your old subscription to your new subscription. | Sign in to both accounts in separate browser windows: Right-click the Internet Explorer icon, and open two InPrivate browser windows. You can use different credentials in the two windows to sign in on both accounts. Transfer administrative settings between subscriptions Transfer team site structure and data Transfer a public website between subscriptions Transfer administrative settings between subscriptions |
Cancel the subscription for the plan you're done with by calling Microsoft Support for Office 365. | Verify that your new subscription is working and all data has been transferred. Contact customer support to cancel your old subscription. |
Location | Purpose |
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Admin > Office 365 > Service settings | Select each tab for settings for mail, sites, Lync, user software, passwords, community, rights management, and mobile. |
Admin > Exchange | Exchange Online settings |
Admin > SharePoint | SharePoint Online settings |
Admin > Skype for Business | Additional Skype for Business settings |
Location | Purpose |
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Admin > Manage organization-wide settings | Administrative settings |