Migration checklist
Choose an upgrade approach and policy: Teams-only or side-by-side Ensure technical and operational readiness across infrastructure, desktops, IT, and licensing Define user controls with policies and class of service based on personas Plan for emergency calling, especially for remote and hybrid users Review commercial agreements, including contracts, SLAs, call tariffs, and managed services Confirm Microsoft 365 licensing (E5, Teams Phone Standard, or equivalent Address compliance and regulatory needs, including call recording and critical applications Configure call routing with appropriate dial plans, calling plans, break-out services, and direct routing Manage number ranges, allocations, porting, and usage Assess device compatibility, inventory, and future requirementsChecklist Integrate Active Directory, Azure AD, and hybrid sync for seamless user management
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