1. Choose the Right License
Basic (cloud only), Standard (+ desktop apps), or Premium (+ security). For most small businesses, Business Standard hits the sweet spot: full desktop apps plus solid collaboration tools.
2. Identity & Security First
Custom domain, MFA, conditional access, security defaults. Not optional.
3. Deploy via MDM
Push M365 apps through Jamf/Mosyle with pre-configured settings. No manual installs.
4. OneDrive Known Folder Move
Auto-backup Desktop, Documents, Downloads to OneDrive. Essential for data protection.
5. SharePoint & Teams
Team sites, channels, permissions, sharing policies, retention labels configured before users start.
6. Email Migration
Plan cutover carefully. See our cloud migration services.