Understanding your Business and User Requirements
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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.


As has already been mentioned, you have a fair amount of flexibility when deciding which subscriptions and features you're gonna use in Microsoft 365. It's important to understand what your business and user requirements are in order to make sure that you've enabled the services that you need, without over provisioning and costing your business unnecessary money. The way you do this is by making sure you have a clear picture of what your needs are. 

Some things like email or Exchange are pretty straight forward and is probably the most used service in Microsoft 365. However, some of the less clear choices when configuring your tenant, might be around whether or not your users need to have Office Pro Plus installed. If you do need Office Pro Plus, you need to have E3 licenses. Do you need them for all your users or only some? Can some of your users do their job functions entirely on the web or do they all need to have the Office Client installed? Let's take Exchange Online for example, you might know for sure that you need to have Exchange Online as part of your base feature set. But do you know if you need some of the advanced features that come as part of the different license suites? If your users have very limited needs, such as small mailboxes, they mainly use Web Mail or mobile for email and Office, than you might only need licensing for front line workers or the F1 subscription.

If on the other hand, you need to take advantage of the larger mailbox sizes, like a 100 gigabyte quota, with unlimited archiving. Then you need to consider a E3 subscription. A special consideration would be some of the advanced compliance and security features like e-discovery and litigation hold. These features are only found in an E3 or E5 subscription. Your business might have a greater need for data protection and compliance, or potentially require a highly secured, redundant authentication path to the Microsoft 365 services. This is going to cause you to want to architect your solution way differently, from a company that really only needs to get users up and running with email and Office as soon as possible with no over-arching security or compliance concerns. Not to say that you're going to build a second option out in an insecure manner of course, but it will definitely change the details of what needs to be configured, and the steps you need to take before you start to actually migrate any users or data into Office 365. Your collaboration requirements are also going to have a fairly large effect on your planning. Does your company need only email to start? Or do you also need to start implementing Teams, Sharepoint and OneDrive right away? What about Microsoft business apps, such as, Bookings, Microsoft Invoicing and Staff Hub, do you need to start providing access to these features and services right away? 

It's a really good idea to spend some time familiarizing yourself with features and benefits of each subscription level and determine which services you want to spin up in your tenant. Once you've done this, you can move on to identifying your use cases to get a better understanding of how many of each license type you need and how you're gonna configure your tenant to support your users.

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,, and evangelizing the Microsoft cloud on Twitter.