Moving plans in Advisor/Direct
Moving plans in Open
Moving from Advisor to Open
Customers who have purchased Office 365 plans through Direct or Advisor are able to use the Switch plans tool to automate
movement between plans.
Top Supported Transitions
Current Plan
Upgrade Options
Current Plan
Upgrade Options
Business Essentials
Business Premium
Enterprise E1
Enterprise E3/E4
Enterprise E1
Enterprise E3/E4
Business
Business Premium
ProPlus
Enterprise E3/E4
ProPlus
Enterprise E3/E4
Exchange Online Plan 1
Exchange Online Kiosk
Business Essentials (coming soon)1
Business Premium (coming soon)1
Enterprise E1
Enterprise E3/E4
Business Premium
Enterprise E3/E4
http://aka.ms/switchO365plan
http://aka.ms/switchplanslist
1) Switch Plans support for standalone plans to Business plans is coming soon. Switch Plans for standalones plans to Business plans will only be available for customers
with less than 300 users. Customer who may need to move today can use the Manual Licensing Reassignment process described in slides below.
ok
No data loss or downtime
The “Switch Plans” feature is not currently available for customers who have purchased Office 365 with an Open Product Key.
Microsoft is working on making this available at a future date.
Top supported transitions
Current Plan
Upgrade Options
Current Plan
Upgrade Options
Business Essentials
Business Premium
Enterprise E1
Enterprise E3/E4
Enterprise E1
Enterprise E3/E4
Business
Business Premium
ProPlus
Enterprise E3/E4
ProPlus
Enterprise E3/E4
Exchange Online Plan 1
Business Essentials
Business Premium
Enterprise E1
Enterprise E3/E4
Business Premium
Enterprise E3/E4
Customers can use the manual licensing reassignment process to move between all Enterprise, Business and standalone plans.
Important notes:
Partners should look to upgrade customers close to their Office 365 subscription renewal date. Since Microsoft is unable to provide a
refund for unused or cancelled subscriptions in Open, upgrading close to the renewal date limits the time the customer is paying for
extra licenses. Ideally, the new subscription would be purchased during the last month of the old subscription.
The customer may continue to get renewal reminders on the original subscription. These can be ignored.
E1
Plan E1
(Plan 1)
(Plan 1)
E1
Plan E1
(Plan 1)
(Plan 1)
25
Plan E1
1
(Plan 1)
(Plan 1)
24
For many reasons, either a customer or partner may want to move a customer from an Office 365 subscription purchased through the Advisor model to a
subscription purchased through the Open model.
Overview of steps
1.
Near or during the renewal month for the existing Office 365 subscription purchased through Advisor, the customer should purchase either the equivalent Office 365 SKU
and licenses from their partner in Open (i.e. if a customer has 5 seats of Business Essentials in Advisor, purchase 5 seats of Business Essentials in Open) or a more advanced
plan (i.e. if a customer has 5 seats of Enterprise E1 in Advisor, purchase 5 seats of Enterprise E3 in Open).
2.
Redeem Open licenses at http://office.com/setup365 and activate using the customer’s existing Office 365 account.
3.
Customer or partner must turn-off the auto-renew option, in order to avoid the Advisor subscriptions being renewed. Alternatively, the customer or partner may choose
to cancel the existing Advisor subscription. See detail below on limitations of cancelling a subscription.
4.
If purchasing the same Office 365 SKU and # of seats, the customer does NOT need to do any re-assignment of licenses. The Advisor subscription will expire and the
customer will be covered automatically by the Open subscription.
5.
If the customer is purchasing an upgraded SKU (i.e. if a customer has 5 seats of Enterprise E1 in Advisor and chooses to purchase 5 seats of Enterprise E3 in Open), the
customer needs to follow the steps outlined above in “Manual Transitions in Open” to manually re-assign licenses for each user.
Limitations to understand
This cross-channel movement works with all Enterprise, Business and standalone plans. Legacy Office 365 plans (Midsize Business, Small Business Premium and Small
Business) are not supported.
Most Office 365 subscriptions purchased through Advisor are 1 year agreements. If attempting to move a customer during the middle of their Advisor term the customer will
be subject to the early termination fee.
Termination of Subscription language from MOSA: If you terminate a Subscription with a one year Term within 30 days of the date on which the Subscription became
effective or was renewed, you must pay for the initial 30 days of the Subscription. No payments will be due for the remainder of the Subscription. If you terminate a
Subscription at any other time during the Term, you must pay 25% of the Subscription fee otherwise due for the remainder of the one year Term.
E1
Plan E1
(Plan 1)
(Plan 1)
50