Step-by-step guide to upgrade Microsoft 365 subscription: A comprehensive tutorial

Vikas Singh
Vikas Singh

Published On - August 22, 2024

Summary: Usually, modern businesses depend on the Microsoft 365 platform for their overall operations. However, to maintain business efficiency, you need to upgrade Microsoft 365 subscription plan, which is a crucial task. So, here we will provide a comprehensive guide to upgrade your Microsoft 365 plans easily. Furthermore, you can consider Recoveryfix Backup for Microsoft 365 software to streamline the data transfer process from one account to another.

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Microsoft 365 is an advanced cloud productivity platform that provides a wide range of plans for almost every business, regardless of their size. It is a robust platform that offers better collaboration among organizations and helps them to keep their operations organized in one place. All these features make the Microsoft 365 platform a primary choice among businesses.

Initially, businesses start with the basic plan, which later creates a situation where they need to upgrade Office 365 subscription plan. Upgrading the subscription plan is a simple task but transferring data from the old subscription to the new one is challenging for users. Hence, we will assist you in upgrading your Microsoft 365 subscription plan and provide a solution to transfer your data without hampering its content.

Types of Microsoft 365 subscription plans and its suitability

Microsoft 365 offers two subscription plans: one for home and the other one for businesses. Both plans have significant differences, which we will discuss in the section below.

Home plan

  • Suitable for personal & family requirements.
  • Utilized by up to 6 users.
  • Offers up to 6 TB of secure cloud storage.
  • Provide apps with premium features and their offline accessibility.
  • Files and documents stored in OneDrive are associated with a Microsoft account.
  • Offers data and device security.

Business plan

  • Suitable for Business purposes.
  • Utilized by up to 300 users.
  • Offers 1 TB of cloud storage per employee.
  • Provides 10+ additional apps to boost business productivity.
  • Files and documents stored in OneDrive are associated with a user account.
  • Offers automatic spam and malware filtering features.

How to upgrade Microsoft 365 subscription?

Microsoft 365 offers users the flexibility to upgrade their subscription plan anytime as required. Here are the steps to upgrade Microsoft 365 subscription plan:

  1. Go to Office.com and log in with your account credentials.
  2. Once it is opened, click on Admin from the left pane.click on Admin from the left pane
  3. Expand Billing option under Microsoft 365 admin center, then tap on Your products.Expand Billing option under Microsoft 365
  4. Click on the subscription that you want to upgrade.Click on the subscription
  5. Navigate Product details and upgrades section, then tap on View upgrades recommended for your org to proceed.Navigate Product details
  6. Select the suitable plan as needed under Available upgrades section and click Upgrade.Select the suitable plan
  7. In the Checkout window, verify your details, accept the agreement, and proceed to Place order. verify your details
  8. You have successfully upgraded your Microsoft 365 subscription plan.

Why taking backup of Microsoft 365 mailboxes considerable before upgrading subscription plan?

Backing up your Microsoft 365 mailboxes is the best approach to ensure your data is in one place. It allows you to make mailboxes accessible and maintain constant workflow during the upgrade procedure. Additionally, it secures your crucial data from the worst possible scenarios. For this purpose, you can utilize manual solutions to export your Microsoft 365 mailboxes into PST format. However, exporting mailboxes via manual solutions has certain limitations, such as being time-consuming and missing any step will make your mailboxes vulnerable to data loss.

To avoid all the potential risks and make the process more efficient, opting for an automated solution is advisable. Recoveryfix Backup for Microsoft 365 is one such solution that can streamline the backup process and allows you to save mailboxes in different formats, including PST format. On top of that, this one-stop solution is also capable of restoring your OST/PST files into Microsoft 365 without any difficulties.

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Wrap up

The blog outlined a straightforward process for upgrading a Microsoft 365 subscription plan. You can upgrade Office 365 subscription plan to suit your needs by following the previously mentioned solution. However, upgrading a subscription plan within an organization requires careful planning and execution, which may take some time to ensure a smooth transition. It’s important to keep your mailboxes backed up to maintain uninterrupted workflow during the process. For this, the recommended solution is worth considering for a secure and quicker process.

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