Microsoft 365 CSP Migration Prep Guide

Everything you need to prepare for a seamless transition to Summit Technology Group

What to Expect

Switching your Microsoft 365 subscription to Summit Technology Group is designed to be seamless and risk-free. Your users won't notice any change - same login, same apps, same data. The only difference? Better pricing, dedicated support, and proactive management.

~5 min
Admin Portal Time
0
User Disruption
24-48 hrs
Full Transition

Migration Timeline

Day 1

Discovery Call

We review your current setup, understand your needs, and answer any questions. No commitment required.

  • Schedule discovery call
    30-minute call to discuss your environment
  • Gather current license info
    Know your license types and user counts
Day 2-3

Assessment & Proposal

We analyze your environment and provide a detailed proposal with exact savings and recommendations.

  • Review proposal
    Detailed breakdown of costs and services
  • Ask questions
    We're here to address any concerns
Day 4

Authorization

You authorize Summit as your CSP partner through Microsoft's admin portal. Takes about 5 minutes.

  • Complete partner authorization
    Simple process in Microsoft 365 admin center
  • Sign service agreement
    Flexible terms available
Day 5-7

Transition & Onboarding

We handle the technical transition. Your billing switches to Summit, and we begin proactive monitoring.

  • Billing transition complete
    Future invoices come from Summit
  • Support channels established
    You'll have direct access to our team
Ongoing

Partnership Begins

Enjoy proactive support, license optimization, security monitoring, and quarterly business reviews.

  • Monthly check-in scheduled
    Regular touchpoints to ensure satisfaction

Pre-Migration Checklist

Account Information

  • Confirm Global Admin access
    You'll need this to authorize the partner relationship
  • Document your Microsoft 365 tenant domain
    Usually yourcompany.onmicrosoft.com
  • List all custom domains
    Any domains connected to your tenant
  • Note current billing cycle end date
    To coordinate transition timing

License Inventory

  • Count total licensed users
    Active users with assigned licenses
  • List license types in use
    Business Basic, Business Premium, E3, E5, etc.
  • Identify any add-on licenses
    Defender, Intune, Power BI Pro, etc.
  • Note any unused or unassigned licenses
    We may be able to reduce costs here

Technical Environment

  • Document third-party integrations
    Apps connected to Microsoft 365
  • List any hybrid configurations
    On-premises Exchange, AD sync, etc.
  • Note conditional access policies
    If you have custom security policies
  • Identify compliance requirements
    HIPAA, SOC2, industry regulations

Stakeholder Preparation

  • Identify decision makers
    Who needs to approve the switch?
  • Notify IT team (if applicable)
    They should know about the new support channel
  • No user notification needed
    Users won't experience any change

Your Environment Details

Fill in these details before your discovery call to make the most of our time together.

Company Name
Primary Contact Name
Email
Phone
Microsoft 365 Tenant Domain
Total Number of Users
Current License Types
Current Monthly Cost (approx)
Current Provider/Billing
Billing Cycle End Date
Industry
Compliance Requirements

Key Contacts

Global Administrator

Billing Contact

Technical Contact

Decision Maker

Common Questions Before Switching

Will my users need to do anything?

No. Your users won't notice any change. Same login credentials, same email addresses, same apps. Everything continues working exactly as before.

What happens to my data?

Your data stays exactly where it is - in your Microsoft 365 tenant. We become your billing and support partner, not your data host. Microsoft still hosts your data.

Can I switch back if I'm not happy?

We offer flexible commitment options - monthly, annual, or 3-year terms. Choose what works best for your business, with savings for longer commitments.

How long does the transition take?

The actual technical transition is nearly instant once you authorize us as your partner. The full onboarding process, including setup of monitoring and support channels, takes about a week.

Will there be any service interruption?

No. The partner transition happens at the billing level, not the service level. Your Microsoft 365 services continue running without interruption throughout the process.

Your Questions & Notes

Use this space to write down any questions or concerns to discuss during your discovery call...

Ready to Get Started?

Schedule your free discovery call to discuss your Microsoft 365 environment and see how much you could save with Summit Technology Group.

Schedule Discovery Call Calculate Your Savings