1. Home
  2. Training Library
  3. Microsoft 365
  4. Microsoft 365 Courses
  5. Planning for Microsoft 365 Implementation and Migration

Identifying Your Use Cases

Start course
1h 10m

Microsoft 365 represents a combination of Office 365, Windows 10 and Enterprise Mobility offerings – providing the most complete set of SaaS technologies that Microsoft has to offer. With Microsoft 365, organizations can deploy a complete solution encompassing both devices and applications, along with applying security and compliance policies to protect the entire suite.

This course will help you as you plan your migration of users and data to Microsoft 365, including planning your identity and authentication solution, and the on-premises infrastructure needed to support your migration. We’ll also help you understand and identify your business requirements and use cases, to help drive your decision-making process when planning to transition your infrastructure to the Microsoft cloud. We’ll spend some time focusing on networking and discuss some of the networking decisions that need to be made to ensure an optimal migration experience, as well as the best experience for your users after migration.

This course will also help you to identify which data needs to be migrated to the cloud, and what the best migration method will be based on your scenario – we’re also going to cover the different types of user identities, how your users will authenticate, and how that’s going to affect your migration planning.

In addition to talking about these different components, we’re also going to run through a few demos – showing you some of the practical steps involved, along with some tips and tricks we’ve picked up along the way. 

Learning Objectives

By the end of this course, you should be able to:

  • Plan a Microsoft 365 Implementation, including the supporting infrastructure
  • Plan your identity and authentication solution, both on-premises and in the cloud
  • Identify your users, data, and mailboxes to be migrated to Microsoft 365
  • Plan the migration of your groups and user data to Microsoft 365

Intended Audience

This course is intended for people who:

  • Want to become a Microsoft 365 administrator
  • Are preparing to take the Microsoft’s MS-100 exam 


To get the most from this course, you should have a general understanding of networking & server administration as well as IT fundamentals such as DNS, Active Directory and PowerShell.


Identifying your use cases is a critical component of your planning process. Without taking the time to understand who your users are and how they need to work, you're either going to spend too much money on services you don't need or not have the proper services provisioned, preventing your users from being as productive as they want to be. Identifying your use cases comes from mapping out the work styles, feature requirements, and application needs for your different user groups. 

For example, we talked earlier about users who might not have heavy technology requirements. These users might have job roles that don't require them to be at a desk and they don't need to work with Office very often. However, mobility's important to these users as well as a way of communicating more effectively. From the perspective of their business needs these users would be a perfect use case for a frontline user, or F1 licenses. This would provide them with a two-gigabyte mailbox, Office on mobile devices, Teams for greater collaboration and a quick, chat-based communication within their various departments or teams as well as Office Online and OneDrive for Business to enable them to work on Office documents in the browser as well as to create, edit, and share their files with their co-workers. From the IT or management perspective, you might want to provide the flexibility your users need while still maintaining security and control. In this case, you might be looking to layer on mobile management and application policies through Intune, conditional access policies through Azure AD Premium, along with multi-factor authentication and self-service password reset. 

All these features are found in the Microsoft 365 F1 subscription and this would identify your first use case. Another use case might take us to the other end of the spectrum. Your business might potentially have high-profile users who will require the full Office Pro Plus client to be installed and have a much larger mailbox. F1 licenses won't work for these folks. Neither will E1 licenses since they need to have the 100-gigabyte mailboxes with unlimited archiving. If you want to configure security and compliance features like litigation hold and retention policies you might be looking exclusively at the E3 licenses. However, if you want to add some of the advanced eDiscovery, analytics, and protection policies to some of your more high-profile users, you'll need to be looking towards E5 licenses. Another component of your use cases is going to be your security and access to the Office 365 services. While we're gonna be talking in greater depth about security and access in a later module it needs to be part of your decision-making process up front. Let me give you a few examples. In our two use cases so far, we've covered mobile-centric frontline users and either high-profile or power users. 

If we take our frontline user scenario, we need to think about how we're going to secure their mobile devices as well as when and where we're going to enforce conditional access policies such as multi-factor authentication. Since these users are primarily mobile, you'll want to start thinking about quality of life improvements such as self-service password reset and remote support or management of their mobile devices. For your power users, you're going to want to think about these components as well but you're also going to want to think about how you're going to deploy Office Pro Plus to these users. Are you going to use Intune to deploy and secure Office Pro Plus? What about data protection and management? Do your high-profile users travel often as well and need to be covered by identity protection policies that can guard against risky sign-ins, data, and account theft? As you can see, understanding who your users are and how they work is a critical component of the Office 365 experience. 

Taking some time to ask questions of your business users and understanding what they need to be successful in their day-to-day life is going to go a long way towards you having a successful and productive Microsoft 365 experience. We'll be talking more about the planning components that go into configuring and deploying Office 365 in a later module. However, identifying your use cases and business requirements are critical to that planning process. Setting aside the time for this planning upfront will go a great distance to driving user adoption and engagement in Office 365.

About the Author

Jeremy Dahl is a Senior Technology Consultant who has spent the last 8 years focusing on Microsoft 365 technologies and has been an Office 365 MVP for the last 6 years. Jeremy is a self-proclaimed cloud addict who architects technology solutions that combine cloud technologies with on-premises solutions, allowing organizations to make the most of their existing infrastructure while still taking full advantage of the agility and scalability of what the cloud has to offer.

Jeremy can be found blogging about Microsoft 365 technologies on his website, masterandcmdr.com, and evangelizing the Microsoft cloud on Twitter.