Move your existing Microsoft 365 to IT Solver

You already have Microsoft 365 and you want IT Solver to manage it. You keep your current Microsoft 365 account, users, mailboxes and files. In the dashboard, you give IT Solver access to the account and then finish one setup step with Microsoft.

Before you start

• You must be an Owner or IT manager of your business in the dashboard. See What each dashboard role can do.
• You must have an authenticator app set up for the dashboard. If the Microsoft 365 page shows Set up your authenticator, do that first. See Set up an authenticator app for the dashboard.
• The domain you use for email must be in the dashboard, either registered with IT Solver or with its DNS managed by IT Solver. If it is not, see Use IT Solver DNS and keep your current registrar or Transfer your domain to IT Solver.
• You need a person who can sign in to your Microsoft 365 as a Global Administrator. This must be an administrator of your own Microsoft 365, not of another business.
• Do not cancel your current Microsoft 365 subscription. IT Solver tells you when to change it.
• If you bought Microsoft 365 through GoDaddy, read If your Microsoft 365 came from GoDaddy first.

Open the setup steps

1. Sign in at dashboard.itsolver.net. You can also type dashboard.itsolver.net into your browser.
2. In the sidebar, select Microsoft 365.
3. If the page shows Create a new Microsoft 365 account, go to Not sure which path fits? and select Connect an existing Microsoft 365 account.
4. The page shows Connect your Microsoft 365 account, with three sections: Business profile, Billing and Microsoft connection. Do them in order.

Step 1: Save your business profile

1. In Business profile, fill in all fields with a star (*). These include Business name, Business registration number, Business phone, the primary contact details and the service address.
2. If your billing address is different, clear Billing address is the same as the service address and fill in the billing address.
3. Select Save business profile.

The country must be Australia or New Zealand. To change the details later, select Edit business profile.

Step 2: Choose a payment method

1. In Billing, select Manage payment method. The Wallet section of the Billing page opens.
2. Select a card, or select Add or update card to add one. Or select Bank transfer.
3. Select Save payment method, then confirm.
4. Go back to Microsoft 365 in the sidebar.

This payment method applies to all your current and future subscriptions. If you choose a card, open invoices can be charged straight away. If you choose bank transfer, the bank details show in Billing > Wallet. If you have not seen these bank details before, please verify them by calling 07 3123 6000 and choosing menu 1. For more, see Pay an invoice and manage your card on file and Pay by bank transfer.

Step 3: Give IT Solver access to your Microsoft 365

1. In Microsoft connection, select Connect existing Microsoft 365.
2. The Approve Microsoft 365 access page opens. It lists the access the dashboard will get. Read it.
3. Select Continue to Microsoft.
4. Sign in with the Global Administrator account of your Microsoft 365.
5. Approve the access. Microsoft sends you back to the dashboard.
6. Make sure the dashboard shows Microsoft 365 is verified. Continue to the partner agreement step. The partner agreement step is Step 4 below.

The dashboard checks that your Microsoft 365 has your domain in it. For more about this access and how to remove it, see Connect the dashboard to your Microsoft 365.

Step 4: Start Microsoft setup

1. In Microsoft connection, fill in Tenant admin first name, Tenant admin last name, Tenant admin email and Tenant admin phone. Use the person who will finish the Microsoft step. This contact is only for this move. It does not change who gets invoices.
2. In Microsoft qualification, keep Corporate. Select Not-for-profit only if Microsoft has already verified your organisation as a not-for-profit. If you are not sure, ask IT Solver before you select Start Microsoft setup.
3. Select Start Microsoft setup. The Microsoft setup page opens.
4. If the page shows Select the Microsoft contract agreement to continue. instead, select the agreement in Microsoft customer agreement. Then select Start Microsoft setup again.
5. Follow the steps on the Microsoft setup page. Sign in with the Global Administrator account when it asks.

The tenant admin fields and Start Microsoft setup show only after you finish step 3. If step 1 or step 2 is not done, Start Microsoft setup is unavailable and the page shows Complete your profile and billing steps before starting the transition.

Step 5: Wait for the connection

1. Go back to Microsoft 365 in the dashboard. The page shows Microsoft setup is still in progress. and the current status, if Microsoft gives one.
2. Keep the page open on screen. It reloads after a minute and checks again. If you left the tab, reload the page or select Check now.
3. To check straight away, select Check now.
4. If you closed the Microsoft setup page before you finished, select Open Microsoft setup and finish the steps.

When the move is complete, the page shows your licences. If you selected Check now, you also see Microsoft 365 tenant is now connected. See Buy, assign and reduce Microsoft 365 licences.

Keep paying for your current Microsoft 365 subscription, whether it is with Microsoft, GoDaddy or another provider. Do not cancel or change it until IT Solver tells you to.

If your Microsoft 365 came from GoDaddy

Microsoft 365 bought through GoDaddy is usually controlled by GoDaddy sign-in (a federated domain). The dashboard cannot move it while that is in place. After you connect, it shows IT Solver review required and does not start the move.

The domain must first be changed to normal Microsoft sign-in (defederated). All users must then set new passwords. Contact IT Solver before you change anything. You cannot continue on the page until IT Solver finishes its review. After the review is finished, go back to Microsoft 365 and finish the steps the page shows. For the technical steps, see Defederating GoDaddy from Microsoft 365: A Comprehensive Guide. To move the domain itself away from GoDaddy, see Move a domain from GoDaddy.

Messages you may see

• Link this business's public domain before connecting Microsoft 365. Your email domain is not in the dashboard yet. Add it, then start again. See Before you start.
• Microsoft returned a tenant that does not match this customer account. The administrator signed in to a different Microsoft 365, or your domain is not in this Microsoft 365. Sign in with an administrator of the Microsoft 365 that has your domain, then start again.
• The Microsoft tenant could not be verified. Microsoft has not finished saving the approval. Wait a few minutes, then select Connect existing Microsoft 365 again.
• This approval page expired. Start the connection again. Select Connect existing Microsoft 365 again.
• IT Solver review required. The dashboard found something that IT Solver must check first, such as GoDaddy sign-in. No change was made. Contact IT Solver. You cannot continue on the page until IT Solver finishes its review.
• Select the Microsoft contract agreement to continue. Select the agreement in Microsoft customer agreement, then select Start Microsoft setup again.
• No active Microsoft contract agreement is available for this customer. Contact IT Solver.

Examples

You bought Microsoft 365 directly from Microsoft

You pay Microsoft by card for five Business Standard licences. You want IT Solver to manage them and bill you.

To fix it: do steps 1 to 5. Your users keep their mailboxes and files. Do not cancel the subscription you pay to Microsoft yet. Contact IT Solver before you change it.

The dashboard shows "IT Solver review required"

You bought Microsoft 365 with your domain from GoDaddy. You select Connect existing Microsoft 365 and approve the access. The dashboard then shows IT Solver review required.

To fix it: contact IT Solver. After IT Solver finishes its review, go back to Microsoft 365 and finish the steps the page shows.

Microsoft says the account does not match

Your office manager signs in with an administrator account from a previous employer. The dashboard shows Microsoft returned a tenant that does not match this customer account.

To fix it: select Connect existing Microsoft 365 again. Sign in with a Global Administrator of your own business's Microsoft 365.

The page still says setup is in progress

You selected Start Microsoft setup yesterday. The page still shows Microsoft setup is still in progress.

To fix it: select Open Microsoft setup and make sure you finished every step there. Then select Check now. If nothing changes, contact IT Solver.

Still have a problem?

Questions? Email support@itsolver.net or phone 07 3123 6000.