Plan for Office 365 apps
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1h 10m

This Planning Office 365 Workloads and Applications course will teach you how to plan for Office 365 workload deployments and hybrid solutions. You will learn how to identify hybrid requirements for Exchange and SharePoint hybrid solutions, and how to plan connectivity and data flow for Office 365 services, including Exchange Online, SharePoint Online, and Teams. You’ll learn how to plan migration strategies for Exchange, SharePoint, and Teams, and how to determine the best strategies.

Later in the course, you will learn how to plan Office 365 application deployments and how to plan application updates. You’ll also learn about the different update channels and when to use each.

Learning Objectives

  • How to plan for Office 365 workload deployments
  • How to plan for migrations and hybrid solutions
  • How to plan for Office 365 application deployments

Intended Audience

  • IT professionals who are interested in obtaining an Microsoft 365 certification
  • Those tasked with planning Office 365 deployments and migrations


  • A decent understanding of Office 365 workloads, including Exchange Online, SharePoint Online, and Teams

Before moving to Office 365 you need to be sure that you plan your deployment steps, the timing of those deployment steps, and determine who will be performing each of those steps. For example, before doing anything you'll need to determine what your deployment goals are. You'll need to determine a scope and a timeline of activities and identify success criteria. Next, you'll want to inventory the current environment and come to an agreement on any specific deployment decisions that need to be made. You'll need to collect information about the user base, file storage locations, any intranet sites that you plan to migrate, and even network settings. Essentially you'll want to have a full picture of your environment. You'll also want to devise a plan for creating or synchronizing users in Office 365 and decide if there's going to be any long-term integrations with the on-prem systems. 

After inventorying the environment and deciding on a deployment plan you'll want to address any deployment blockers. For example, you may need to clean up any problematic Active Directory accounts, prepare the network, update client software versions, and prepare any data that you plan to migrate. 

Next, you'll want to configure Office 365 to work with your organization. Tasks at this stage might include things like configuring the Office 365 subscription, verifying any domains that you plan on using, preparing for active directory synchronization, and maybe configuring application settings for apps like email and instant messaging. You'll also want to prepare for Single Sign On if you plan on using this feature. 

Once you've configured Office 365 to work with your environment you'll want to prepare the help desk, or service desk, and perform some deployment testing. 

With the end user base and help desk aware of the impending rollout you can then begin the rollout of Office 365 to your end users. You can set up accounts mailboxes, license your users in Office 365, migrate any data that needs to be migrated, and then validate functionality. If there are any DNS changes that are necessary they can be performed as well. 

Lastly, you can configure clients like Office, Outlook, and others to connect to Office 365.

About the Author
Learning Paths

Tom is a 25+ year veteran of the IT industry, having worked in environments as large as 40k seats and as small as 50 seats. Throughout the course of a long an interesting career, he has built an in-depth skillset that spans numerous IT disciplines. Tom has designed and architected small, large, and global IT solutions.

In addition to the Cloud Platform and Infrastructure MCSE certification, Tom also carries several other Microsoft certifications. His ability to see things from a strategic perspective allows Tom to architect solutions that closely align with business needs.

In his spare time, Tom enjoys camping, fishing, and playing poker.