Microsoft 365 Platform Setup & Migration
Budget: $250 – $750 USD
I need our small company moved onto Microsoft 365 so everything—Office apps, email, Teams and a central SharePoint site—runs from one place. At the moment we still use Earthlink for mail, so the first task is to migrate every mailbox, contact and calendar item into Exchange Online without data loss.
Once the tenant is live, please:
• Configure SharePoint with three permission levels (Read-Only, Edit and Admin) so I can delegate access cleanly.
• Roll out the desktop and mobile versions of Word, Excel, PowerPoint and Outlook to the team.
• Stand up Teams with the correct policies, channel structure and meeting settings.
• Connect QuickBooks to the Microsoft environment wherever possible—Excel data links, Teams tabs, or any supported API/connector that keeps our accounting workflow in sync.
When finished I should be able to log in with my company domain, see all historical email in Outlook, collaborate in Teams, store documents on SharePoint with the right permissions and pull QuickBooks data straight into Office apps.
Please include a brief hand-off document or short call so I understand the new admin center and any integration points you set up.
English and Spanish speaking a plus.
Once the tenant is live, please:
• Configure SharePoint with three permission levels (Read-Only, Edit and Admin) so I can delegate access cleanly.
• Roll out the desktop and mobile versions of Word, Excel, PowerPoint and Outlook to the team.
• Stand up Teams with the correct policies, channel structure and meeting settings.
• Connect QuickBooks to the Microsoft environment wherever possible—Excel data links, Teams tabs, or any supported API/connector that keeps our accounting workflow in sync.
When finished I should be able to log in with my company domain, see all historical email in Outlook, collaborate in Teams, store documents on SharePoint with the right permissions and pull QuickBooks data straight into Office apps.
Please include a brief hand-off document or short call so I understand the new admin center and any integration points you set up.
English and Spanish speaking a plus.