Aardvark Sales for Teams Prerequisites Checklist


Microsoft Teams - Checklist

Roll out Microsoft Teams

Teams is installed and licenses are assigned in your environment. At a minimum licenses should be assigned to your core team and to the early adopters who will participate in this initial project phase.

You've downloaded the desktop and mobile applications.

Microsoft SharePoint - Checklist

  • Each person who accesses SharePoint Online must be assigned to an Office 365 plan or SharePoint Online Plan 1 or SharePoint Online Plan 2 standalone service.
  • Office 365 is available in a variety of plans to best meet the needs of your organisation. For information about different plans, including standalone plan options and information on moving from one plan to another, see Office 365 Plan Options.
  • A SharePoint Administrator to follow deployment steps and to enable the Aardvark Sales for Teams application