Courtier TI is not affiliated with Microsoft. The information on this page comes from Microsoft Learn public documentation, read on October 9, 2026. Features vary from one plan to another, including security features: a licence alone does not protect the company, and what each plan includes should be confirmed in the quote.
Short answer
You describe your users, your uses and the licences you already hold: your request is reviewed by the Courtier TI team, then entrusted to the IT services company that will prepare your quote and supply the licences. Plan selection, configuration and renewal are set with you.
What the quote should cover
- An inventory of licences held, how they are assigned and their renewal date
- The plans proposed for each group of users' needs
- What each proposed plan includes, including security and management features
- Account creation and assignment
- Administrator accounts and who holds them
- The procedure to follow when an employee leaves
- Tracking renewals and adjustments
Start from the needs
Describe user groups rather than plans: office staff who use the office apps, field employees who mostly check email and Teams on a phone, common accounts for a front desk or a department. State the number of users per group and expected growth. One subscription can combine several plans across groups.
Security depends on the plan and the configuration
Some security and management features require specific licences. For example, Microsoft states that Conditional Access requires Microsoft Entra ID P1 licences, and that customers with Microsoft 365 Business Premium licenses can also use Conditional Access features. Likewise, according to the Microsoft Learn Intune licensing page, Intune is included in several Microsoft 365 bundles, and an Intune licence is required for any user or device that benefits from the service.
A feature included in a plan is not active by default: it must be configured. Ask the quote to state which security features the proposed plan includes, which will be configured and by whom. Setting up multi-factor authentication and managing devices with Microsoft Intune are described on their own pages.
Accounts and administration
The subscription and administrator accounts should belong to the company. State who currently holds administrator access, who receives Microsoft's invoices and which address the accounts are tied to. If you change IT services companies, this access must be able to be handed back to you.
When an employee leaves
Microsoft Learn describes the steps to follow when an employee leaves. The mailbox can be converted to a shared mailbox; according to Microsoft, it does not require a licence as long as it is smaller than 50 GB, and the former employee's account must not be deleted, since it anchors the shared mailbox or email forwarding.
When a licence is removed from a user, Microsoft states that the user's data is held for 30 days; after that, the user's content, except for documents stored in SharePoint, is permanently deleted. Ask the quote to state the planned departure procedure, who applies it and what is done with the data.
Migration, SharePoint and Teams
If the company is moving to Microsoft 365 from another email service, the Microsoft 365 migration page describes the project. Organizing files and teams is described on the SharePoint and Teams page. One request can combine licences and these projects.
What to specify in your request
- The number of users per group and their uses
- Licences held, how they are assigned and their renewal date
- The security and management features wanted
- The person who holds administrator access
- Your current email service, if you are not on Microsoft 365 yet
- The current procedure when an employee leaves
You can then describe your project: the team will contact you to clarify your needs and provide a quote.
Frequently asked questions
Which Microsoft 365 plan should we choose?
It depends on the needs of each user group. Features vary from one plan to another, including security features; ask the quote to state what each proposed plan includes and why it is proposed.
Is security included in Microsoft 365?
Some security features depend on the plan, and an included feature still has to be configured. For example, Microsoft states that Conditional Access requires Microsoft Entra ID P1 licences, which customers with Microsoft 365 Business Premium licenses can also use.
What should we do with a departing employee's licence?
According to Microsoft Learn, a removed licence can be reassigned to another user. The user's data is held for 30 days after the licence is removed, then deleted, except for documents stored in SharePoint. The mailbox can be converted to a shared mailbox.
Is Intune included in our licences?
It depends on the plan. According to Microsoft Learn, Intune is included in several Microsoft 365 bundles, and a licence is required for any user or device that benefits from the service. The Microsoft Intune page describes the project.
Is Courtier TI affiliated with Microsoft?
No. Courtier TI is not affiliated with Microsoft. The Courtier TI team entrusts your request to an IT services company, which prepares the quote and supplies the licences.