Upgrading Direct Routing Service

This feature lets you upgrade a Hosted Essentials service to Hosted Essentials + or Hosted Pro.

➢ To upgrade a Hosted Essentials customer:
1. Click Upgrade Customer.

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2. Click Next to continue.

3. Select the Send link to customer IT administrator for authentication link.

4. Select either Hosted Essentials + or Hosted Pro check boxes, enter the number of Licensed users, and then click Next.

An email similar to the following is sent to the customer administrator.

5. Click the link sent in the mail to start the authentication process.

6. Click Start authentication.

7. Copy the displayed code to clipboard and then click the link highlighted above.

8. Choose the account of the customer tenant administrator with "Global" permissions or Service Account (see Secure Token Connection).
9. You will be prompted to authenticate your account using Microsoft Authenticator. A screen similar to the following is displayed.

10. Click Continue.

11. Close the above window. The confirmation of the completion of the authentication process is displayed.

12. Close the above window.

13. Open the Onboarding wizard and then click Pending Invitations.

14. Click the Upgrade Customer link.

15. Click Next.

16. Enter the number of licensed users and then click Next. At the end of the process, the following confirmation message is displayed:

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17. Return to the Customers screen, the customer has been upgraded to M365-EssentialPlus.