I switch to a different Office 365 plan or subscription Can I switch plans


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Can I switch to a different Office 365 plan or subscription?

Office 365 offers a variety of plans to meet the needs of different organizations. If you already have a subscription to Office 365 and are thinking about changing plans, see if the answers here address your questions. If you don’t find an answer here, post a question to the Office 365 Community and we’ll answer it there.

  • What are the Office 365 service families?
  • Can I switch from one plan to another?
  • Switch plans using the Switch plans wizard
  • Switch plans manually (without the Switch plans wizard)
  • How long will it take to switch plans?
  • How do I move from a trial subscription to a paid one?
  • What if I can’t see the Switch plans link but I should be eligible for switching plans?
  • Can I add or remove licenses when I switch plans?
  • When does my plan get switched if my credit needs to be checked?
  • Can I switch plans if I used a prepaid card to purchase my plan?
  • I have Office 365 Plan P1 pre-upgrade. How do I upgrade to the latest version of Office desktop apps?
  • I have Office 365 Plan P1 pre-upgrade with more than 25 user accounts, but the new Office 365 Small Business plans are limited to 25 users. What are my options?

What are the Office 365 service families?

The following table shows the Office 365 service families, and what plans fit into each. You cannot switch to all of these plans; for a list of plans you can switch to, see Plans eligible to be switched.

For an overview of features included in the different plans, including pricing, see the product descriptions. For technical specifications, see the Office 365 Service Descriptions.

SERVICE FAMILYPLANS
Small Business (Maximum of 25 users)

Office 365 Small Business

Office 365 Small Business Premium

Midsize Business (Maximum of 300 users)Office 365 Midsize Business
Enterprise (More than 250 users)

Office 365 Enterprise E1

Office 365 Enterprise E3

Office 365 Enterprise E4 
Office 365 Enterprise K1

Exchange Online Plan 1

Exchange Online Kiosk

Lync Online

SharePoint Online

SharePoint Online Kiosk

Education

Office 365 Education A1

Office 365 Education A2

Office 365 Education A3

Office 365 Education A4

Government

Office 365 Government G1

Office 365 Government G3

Office 365 Government G4

Office 365 Government K1

Can I switch from one plan to another?

You can switch plans:

  • In the same service family:    Use the Switch plans wizard in the Office 365 portal to upgrade from one plan to another within a service family. For example, if you are currently subscribed to Office 365 Small Business, you can move to Office 365 Small Business Premium, or from Office 365 Enterprise E1 to Office 365 Enterprise E3.
  • From a standalone plan:    Use the Switch plans wizard to move from a standalone plan to an Enterprise plan; for example, from Exchange Online to Office 365 Enterprise E1.
  • To a different service family:    You can switch to a plan that isn’t in the same service family, but you will need to switch plans manually, without using the Switch plans wizard.

Switch plans using the Switch plans wizard

Switching plans can take up to an hour, and will begin right after you go through the Switch plans process.

 NOTE    You cannot use the Switch plans wizard if your subscription has more than 300 users.

Plans eligible for the Switch plans wizard

FROM PLANTO PLAN
Office 365 Small BusinessOffice 365 Small Business Premium

Office 365 Enterprise K1

Office 365 Enterprise K2

Office 365 Enterprise E1

Office 365 Enterprise E3

Office 365 Enterprise E4

Office 365 Enterprise E1

Office 365 Enterprise E3

Office 365 Enterprise E4

Office 365 Enterprise E3Office 365 Enterprise E4

Lync Online (Plan 1)

Lync Online (Plan 2)

Office 365 Enterprise E1

Office 365 Enterprise E3

Office 365 Enterprise E4

Lync Online (Plan 3)Office 365 Enterprise E4
SharePoint Online (Plan 1)

Office 365 Enterprise E1

Office 365 Enterprise E3

Office 365 Enterprise E4

SharePoint Online (Plan 2)

Office 365 Enterprise E3

Office 365 Enterprise E4

Exchange Online (Plan 1)

Office 365 Enterprise E1

Office 365 Enterprise E3

Office 365 Enterprise E4

Exchange Online (Plan 2)

Office 365 Enterprise E3

Office 365 Enterprise E4

Office 365 Education A1

Office 365 Education A2

Office 365 Education A3

Office 365 Education A2

Office 365 Education A3

Office Web Apps with SharePoint Online Plan 1 or Plan 2

Office 365 Education A1

Office 365 Education A2

Office 365 Education A3

Office 365 Education A4

Exchange Online Kiosk

Office 365 Enterprise E1

Office 365 Enterprise E3

Office 365 Enterprise E4

Office 365 Enterprise K1

Exchange Online Plan 1

Exchange Online Plan 2

While your plan is being switched:

  • There will be no interruption to your service, and users will still be able to access their data.
  • Admins will not be able to use the Office 365 portal.
  • Users on your existing subscription will be automatically moved to the new subscription.
  • The billing on your existing subscription will be turned off once you submit your order and the billing on your new subscription will not start until the switch is complete.
  • If your organization’s credit needs to be checked before your payment is complete – for example, you have chosen the invoice with credit check payment method, or you have reached a certain cost threshold – you can’t add new subscriptions while the credit check is in progress. The credit check could take up to two weeks to complete. During this time, the rest of your service can be accessed as usual on your existing subscription.
  • You cannot pay with Alipay or China Union Pay when you use the Switch plans wizard in the Office 365 portal. You will need to either use a credit card or buy a new plan and cancel the current plan.

To switch plans using the Switch plans wizard:

  1. Go to the Licenses page by doing one of the following:
    1. For Office 365 Enterprise and Office 365 Midsize Business, in the Office 365 admin center, go to Admin >Licensing.
    2. For Office 365 Small Business, in the Office 365 admin center, under Licenses, click Manage and purchase licenses.
  2. On the Licenses page, select the plan you want to switch to, and then, under Plan options, click Switch plans.
  3. On the Choose a new plan page, select a plan, and then click Next.
  4. Walk through the steps in the Checkout wizard. You can add licenses on the Review page if you want, or change your payment method or frequency on the Payment page.
  5. On the Order completed page, click Status to complete your order. The Switching plans: status page appears; you will see this page until your plan has been switched.

 NOTE    You can close the Switch plans: status page and come back later without interrupting the switch plans process. If you still see the Switch plans: status page after one hour, call support for billing and subscription issues. There may be an issue with switching your plan.

Switch plans manually (without the Switch plans wizard)

Any plan that isn’t in the Plans eligible for the Switch plans wizard list can be switched “manually.”

Switching plans manually involves purchasing a new plan, reassigning the licenses, and then cancelling your old plan.

 IMPORTANT   

  • You can’t switch back to your old plan after you switch to a plan in a different service family.
  • If you have a vanity domain, you’ll have to remove it from Office 365 and then add it again after you’ve switched plans. This will require some downtime of your services.
  • You’ll need to back up all of your company’s information before switching plans.

To switch plans manually, call support for billing and subscription issues.

How long will it take to switch plans?

If you switch plans using the Switch plans wizard, the process will typically take under ten minutes, if there are no errors or issues encountered. The license reassignment portion of the process should take under a minute. If the process of switching plans using the Switch plans wizard takes longer than an hour, call support for billing and subscription issues.

How do I move from a trial subscription to a paid one?

It depends on which plan you want to purchase.

  • In the same service family:    If you have a trial subscription, you can purchase the plan you’re trialing or another plan within the same family. For example, if you’re in trial with Office 365 Small Business Premium, you can purchase either Office 365 Small Business Premium or Office 365 Small Business. When you buy a subscription for a plan you’re using in a trial, all your data, including your users, mailboxes, and files saved on team sites, is automatically transferred to the new paid subscription. You can also add licenses when you switch to the paid subscription. To learn more, see:
    • Buy a subscription after trying Office 365 (for Office 365 Small Business)
    • Buy a subscription after trying Office 365 (for Office 365 Enterprise or Office 365 Midsize Business)
  • In a different service family:    If you want to purchase a plan that isn’t in the same service family; for example, you want to purchase Office 365 Midsize Business after using Office 365 Enterprise E3 in trial, you need to switch plans manually.

What if I can’t see the Switch plans link but I should be eligible for switching plans?

If your plan is eligible to be switched, but you do not see the Switch plans link on the Licenses page, as in the following figure, your service may be experiencing issues that need to be resolved before you can switch plans.

On the Subscriptions page, the Plan Options for a subscription show the text No options

Licenses page: No options appears instead of Switch plans

In order to be switched, your plan needs to be fully provisioned and have no service health issues. To see if there are issues affecting your ability to switch plans, you can review the status of your service in the Current service health section of the Support overview page (in Office 365 Enterprise and Office 365 Midsize Business, clickAdmin > Office 365 > Support; in Office 365 Small Business, click Admin > Get help and online support). For example, in the following figure, the Exchange Online service is degraded.

List of services with current health shown; Lync is degraded

Current service health showing Lync Online as degraded

Can I add or remove licenses when I switch plans?

When you switch plans using the Switch plans wizard, you can add licenses to your subscription. You cannot remove licenses as part of this transaction. If you would like to reduce licenses, you should call support for billing and subscription issues.

To add licenses while switching plans

  1. Click Switch plans > Choose a new plan > Next.
  2. On the Checkout wizard, on the Prepare page, click Next.
  3. On the Review page, click Edit.

Image of Review your order page with Edit link highlighted

  1. In the subscription dialog box, edit the number of user licenses, and then click Update cart.

When does my plan get switched if my credit needs to be checked?

When you use the Switch plans wizard, if you are paying using the invoice with credit check method, or you have hit the threshold at which your credit needs to be checked, your plan will not be switched until after your credit check is complete. Once your credit has been approved, your plan switch will begin, and admins will see the Switching plans: status page when they sign in to Office 365. Your credit check can take up to two weeks to complete.

Can I switch plans if I used a prepaid card to purchase my plan?

No. Switching prepaid plans – that is, plans that use product keys – is not supported by the Switch plans wizard.

I have Office 365 Plan P1 pre-upgrade. How do I upgrade to the latest version of Office desktop apps?

If you have Office 365 Plan P1 (Office 365 Small Business) before the service upgrade, you’ll have to wait until you get the service upgrade to be able to change your subscription from Office 365 Small Business (P1) to Office 365 Small Business Premium (P2). Find out what to expect in the upgrade:

  • Office 365 Service Upgrade Center for Small Business
  • Office 365 Service Upgrade Center for Enterprise

Am I using Office 365 after the service upgrade?

I have Office 365 Plan P1 pre-upgrade with more than 25 user accounts, but the new Office 365 Small Business plans are limited to 25 users. What are my options?

Existing customers who initially purchased Office 365 for professionals and small businesses (Plan P1 before the service upgrade) can have up to 50 users even after their plan has been upgraded. So, as an existing Office 365 Plan P1 customer, you can purchase up to a total of 50 Office 365 Small Business or Office 365 Small Business Premium user licenses.

However, new Office 365 Small Business and Office 365 Small Business Premium customers – customers who initially purchased these plans after the service upgrade – can purchase up to 25 user licenses only. If you are one of these customers and need more than 25 user accounts, consider Office 365 Midsize Business or Office 365 Enterprise. For a summary of the available plans and pricing, see the product descriptions.

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