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Transition to bring your own Microsoft 365 (M365) License
Transition timeline
Starting in May 2026, Microsoft 365 (M365) Office applications will be rolled out across all Virtual Office CS (VO) and Software as a Service (SaaS) firm environments. This transition will be carried out in phases, with each firm’s upgrade scheduled during a standard maintenance window to limit disruption and minimize downtime.
- If your firm doesn't subscribe to Hosted Exchange, your firm’s designated point of contact can expect to receive an email in late April 2026 confirming your transition date. The transition will take place in June and July 2026.
- If your firm does subscribe to Hosted Exchange, your upgrade to the M365 VO/SaaS environment is scheduled for May 3, 2026. The migration of your Microsoft Outlook email, calendar, contact, and task data from Hosted Exchange to your new provider will require additional time to complete, and your firm's designated point of contact can expect to receive an email in late April 2026 to begin this process. Support for VO/SaaS Hosted Exchange will end on August 31, 2026.
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Prefer a video? Watch the Upgrade Overview video.
Required action
If your firm doesn't currently access Microsoft Office applications in your VO/SaaS environment and/or doesn’t want to maintain this seamless integration and access, no action is required.
If your firm does currently access Microsoft Office applications in your VO/SaaS environment and wants to maintain this seamless integration and access, your firm will need to work with a Microsoft Cloud Solution Provider before your transition date to purchase and maintain its own M365 subscription for 1 of the following supported licenses:
- Business: M365 Business Premium
- Enterprise: M365 F3, M365 E3, M365 E5, M365 Apps for Enterprise
If your firm does currently access Microsoft Office applications in your VO/SaaS environment and already owns an M365 license, refer to this Microsoft article to verify your license is supported.
M365 Business Basic and M365 Business Standard licenses limit device access and don’t support shared computer activation, which is necessary for VO/SaaS environments.
Deadline
To ensure uninterrupted access to integrations with Microsoft Office applications:
- If your firm doesn’t subscribe to Hosted Exchange, you'll need to obtain a supported M365 license prior to your transition date, which will be communicated to you in late April 2026.
- If your firm does subscribe to Hosted Exchange, you'll need to obtain a supported M365 license no later than May 1, 2026.
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Firms that participated in the 2025 pilot have already been transitioned to the new M365 environment.
Select a Microsoft Cloud Solutions provider
To purchase and manage your own subscription for a supported license:
- Thomson Reuters has partnered with Apps4Rent to offer discounted services for our customers. Apps4Rent is a trusted technology partner and authorized Tier-1 Microsoft CSP. They offer proactive security and management, as well as 24x7 expert support. Refer to the Apps4Rent website to obtain a custom quote that includes special discounted pricing for Thomson Reuters customers
- Alternatively, you can work with a Microsoft Cloud Solution Provider or directly with Microsoft.
Use the M365 license in VO/SaaS
After your firm’s VO/SaaS environment is updated to M365 Office applications, users will need to enter their unique M365 credentials the 1st time they open any Office application. Once signed in, they’ll have full access to M365 Office applications.
Hosted Exchange domains
Thomson Reuters has stopped creating new email domains in the Virtual Office CS and Software as a Service environments. You can continue creating new user email addresses for existing domains in these environments until support ends on August 31, 2026.
Migrate Hosted Exchange data
You have 2 options to migrate your Virtual Office CS Hosted Exchange data:
Thomson Reuters managed migration service (recommended)
Thomson Reuters will work directly with your firm and technology partner to migrate your email mailboxes into your M365 service. This migration will be facilitated through dedicated migration tools. These are industry-leading tools specifically designed to streamline the transfer of Exchange data.
- This service will be provided at no additional cost.
- We strongly recommend this Thomson Reuters-Managed Migration Service for a smooth migration experience.
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- For more information on what data will migrate, refer to Migration Guide for the Thomson Reuters-Managed Service.
- Prefer a video? Watch the Managed Migration Service video.
Non-Thomson Reuters managed migration service
If your firm works with a Microsoft Cloud Solution Provider (CSP) that prefers to use an alternative method, Thomson Reuters will support controlled use of other migration tools (via Exchange Web Services) to move mailbox data.
- Your Microsoft CSP may charge for this service.
- Thomson Reuters can't provide support beyond enabling the connection of the partner migration tool within an approved security configuration.
- Thomson Reuters can't provide your CSP with direct access to our Exchange environment or install any 3rd party software.
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- For more detailed instructions, refer to Offboard from Virtual Office CS Hosted Exchange use Exchange Web Services (EWS).
- If your firm would like a PST export of your data, refer to Export mailbox data to an Outlook data file.
If your firm doesn’t want to migrate or retain your email mailboxes then no action is required. All Hosted Exchange mailboxes will be securely deleted when the service sunsets on August 31, 2026.
Impact of no M365 license
If you don’t have the required M365 license when your firm’s VO/SaaS environment is updated, the use of Microsoft Office applications within the environment will be disrupted. Disruptions include but are not limited to the inability to create or edit Excel spreadsheets, send or receive emails through Outlook, and access other essential productivity tools. Securing a supported M365 license will ensure uninterrupted access and help you maintain your workflow.
Impact on monthly Web Services billing
- Virtual Office CS (VO)firms will be transitioned to the “CS Professional Suite applications Only” (per portal, per month) billing model starting June 1, 2026.
- ForSoftware as a Servicefirms, the current per profile, per month pricing structure will be updated starting June 1, 2026.
- If your firm usesHosted Exchange, these charges will be removed from your monthly bill once all Exchange data has been fully deleted from the Virtual Office CS/SaaS environment.
For any additional questions related to billing, contact Customer Service by sending an email to the Customer Service Inbox or calling +1 (800) 968-0600 (Option 2).
Virtual Client Office licensing requirement
If your firm’s clients use any Microsoft Office products within Virtual Client Office, including Outlook, they’ll need to purchase or upgrade to one of the following supported licenses:
- Business: M365 Business Premium
- Enterprise: M365 F3, M365 E3, M365 E5, M365 Apps for Enterprise