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Paul Andrew is a technical product manager on the Office 365 team working on identity and commerce.
We've been listening to your feedback and today we are announcing the ability for customers to more easily switch between Office 365 business plans. We know that as your business grows and your business needs change, you need the flexibility to change your Office 365 subscription.
Now you can switch to another plan by going to the licensing page of the Office 365 admin center and clicking on the Switch plans link. Once you select and purchase a new plan, your users will be automatically reassigned to the plans new subscription. You also will receive a credit for the unused portion of the previous subscription.
This is our first in a series of planned updates to make switching plans as straightforward and hassle-free as possible. For this first update, not all plans are eligible for being switched from (more information below) and only valid replacement plans will be shown as options for each subscription. We will expand this capability in the future. This page gives you an overview of the difference service plans available as part of Office 365 for business, including government and education plans.
You can switch to a higher plan within your plan family. Previously, switching between plans required customers to manually reassign user licenses and call Office 365 support to cancel the old subscription. With the new Switch plans wizard, many plan changes can be done without calling support or manually reassigning licenses. The Switch plans link does not appear if there are no available target plans for a subscription to switch to. Additionally the Can I switch to a different Office 365 plan or subscription? help article outlines the options for switching plans both with the new automated self-service method and the old manual process with assistance from customer support. Please note that at this time you can only use the Switch plans wizard for subscriptions with 300 or fewer users.
Here are the possible Switch plan options with this update:
Small Business P1
Small Business Premium P2
Enterprise K1, Exchange Online (Plan 1), Lync Online (Plan 1), Lync Online (Plan 2), SharePoint Online (Plan 1)
Enterprise E1, Enterprise E3, Enterprise E4
Enterprise E1, SharePoint Online (Plan 2), Exchange Online (Plan 2)
Enterprise E3, Enterprise E4
Education A2, A3
Exchange Online Kiosk
Enterprise E1, Enterprise E3, Enterprise E4, Enterprise K1, Exchange Online (Plan 1), Exchange Online (Plan 2)
Let's take a look at how you can switch plans. First, you select the licenses page in the Office 365 admin center. This will list your current subscription plans, and any subscriptions that are eligible for change will include the Switch plans link to the right as shown.
Once you choose switch plans you will see a list of the eligible plans that you can switch to.
After you select the new subscription, you enter your payment details to complete the purchase. During a switch plans operation, you will receive a credit for any unused payment from the original subscription.
The Switch plans wizard verifies the payment details and the new subscription order is placed. We begin automatically adding the new subscription and reassigning all of the user licenses. These steps can take a little time and it is important to stay on this web page and not refresh the browser during this time. Once the switching process is complete, the previous subscription is cancelled.
Once this is completed, your Office 365 account will be ready to use with a new subscription and a new start date.
We are already working on future updates to enable switching between additional plans. Later this year, we will update the Switch plans wizard so you can switch across plan families.
Future plan switching options
SharePoint Online Kiosk
Enterprise E1, Enterprise E3, Enterprise E4, Enterprise K1, SharePoint Online (Plan 1), SharePoint Online (Plan 2)
This Office 365 help article describes how to switch plans and what specific transitions are eligible : Can I switch to a different Office 365 plan or subscription?
You can discuss any questions about the Switch plans wizard on the Office 365 Community
Q. I have more than 300 users, how can I switch plans?
A. You can switch plans following the help article: Can I switch to a different Office 365 plan or subscription?
Q. Which customers are able to use the Switch plans wizard?
A. Customers who have purchased directly from the Microsoft web site and have fewer than 300 users are able to use the Switch plans wizard if they an eligible subscription.
Customers who purchased a boxed copy of Office 365 Small Business or Small Business Premium (or any form of pre-paid card), purchased through a Microsoft volume license, or purchased through a telecom/ISP reseller are not able to use the Switch plans wizard at this time. These customers should continue to use the previous manual process, described here: Can I switch to a different Office 365 plan or subscription?
Q. Can I switch plans from an Office 365 trial?
A. No. Switch plans does not move from a trial. You must purchase a subscription before you can use the Switch plans wizard.
Q. My Office 365 plan has an add-on subscription, can I switch the plan and the add-on?
A. No. Plans with add-ons cannot be switched.
Q. Can I switch some but not all of the users from my Office 365 subscription?
A. No. The whole subscription must be switched at one time. If you have multiple subscriptions, only users assigned with licenses on the subscription you select the Switch plans link will be reassigned.
-- Paul Andrew @pndrw
The Office 365 Team released an update which now makes "Switching between Office 365 Plans" possible
Will there be an ability at some point to move from like the E3 to MidSize? I have a customer who would love to move to the MidSize plan and get Office rather than having to pay $5/mo per user x 65 users.
This option doesn't appear for Telstra customers in Australia, as per your comment:
"Customers who...purchased through a telecom/ISP reseller are not able to use the Switch plans wizard at this time"
Is this on the drawing board?
Paul, We have hit a limitation with one of our clients on an Office 365 Small Business Premium subscription where (it appears) we cannot enable/use Microsoft DIRSYNC. a 3rd party option like Message Ops appears to be our only solution at present.
We are familiar with AD federation and are actively using full MS ADFS and Okta solutions for federated login for us and our clients. The most recent announcements around DIRSYNC indicate that it offers Password sync now (which it didn't before). We only want to use the password sync functionality of MS's new DIRSYNC (not full user attribute/2 way sync between Office365/WAAD and On Premise AD).
Question 1) Do you know if the Password sync functionality (in MS's new DIRSYNC) is a) able to be used for password sync between Office 365 SB Premium/WAAD and On Premise AD and b) is it formally supported?
Question 2) If this isn't possible/not supported by MS then our only option is to be able to upgrade from O365 SB Premium to a version of O365 (probably O365 Mid Size) which supports either password sync or federation. THEREFORE... When is it likely that option to switch from O365 SB Premium to O365 Mid Size will be available?
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Office 365 Small Business plans do not have Active Directory Integration and the DirSync tool can't be used with them. Details of the different SKUs are here: office.microsoft.com/.../compare-office-365-for-business-plans-FX102918419.aspx
We do have a wizard that allows Switching Plans and it is expected to support transitioning from Office 365 Small Business to the Office 365 Midsize SKU by the end of 2013.
Yes, but you would need to contact Telstra for details since any new plan that you switch to would need to be purchased from them.
We haven't announced anything that would do that with a wizard. This detailed help page explains how you can contact support to get assistance with this change in subscription plans. office.microsoft.com/.../can-i-change-my-office-365-plan-or-subscription-HA104031833.aspx
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