Microsoft Office 365 Pre & Post Migration Checklist Plan to Follow

Mohit Jha ~ Modified: November 18th, 2022 ~ Migration, Office 365 ~ 6 Minutes Reading

This guide is specially made for users seeking Microsoft Office 365 pre & post migration checklist. We have discussed the comprehensive plan in the simplest way to perform safe data migration in Office 365. Non-technical users can also perform this complex operation by following the complete article. 

The inflated demand for Office 365 lately has lured users all around the world to pick Outlook 365 over alternative on-premise email solutions.

Why is this happening? This can be due to Microsoft’s subscription-based service or the rich features of the cloud which enable businesses to reduce operational expenses, improve flexibility, and collaborate more effectively.

Whatever the reason might be, the main focus is to know the process of migrating from whichever platform you are on to Office 365.

There is no gain without pain. Similarly, moving to Office 365 is a time-consuming process, but once completed, you can reap the fruits of your labor. To do this, you must diligently finish the whole process.

How can you do it? For this, you need to follow a detailed pre and post-migration checklist.

Don’t worry, you don’t need to go anywhere else looking for the checklist. In this article, we will discuss both the checklist that you need to follow before the migration and after it extensively.

Table of Content 


Complete Office 365 Pre & Post Migration Checklist Described Below

This article covers everything from Office 365 pre and post-migration requirements to the tool to use to migrate to Office 365.

Pre-Migration Checklist Plan

  1. Get End Users Ready Ahead of Time
  • Effective communication among organization members is the first step in planning and preparing.
  • Before commencing the migration project, each user should have a thorough understanding of the migration strategy, how to implement it, and the consequences and changes that will occur inside the organization as a result of this shift.
  • Several tests and inspections are performed on migration day, and resource management is another critical element for pre-migration checks.
  • After the brainstorming, the strategy is disseminated broadly among the members to get comments from a diverse range of minds, and the admin should develop a strong project plan for the migration that is free of contradictions.
  • You may use Microsoft’s checklist to arrange a successful move. You can make changes to this checklist according to your preferences.
  1. Make an On-site Inventory

Preparing the inventory for the on-premises Exchange is the next pre-migration checklist for Office 365 migration.

You should have the following information before migrating:

  • Prior to the transfer, the names and sizes of user mailboxes (shared resources), as well as email addresses are provided.
  • Client preferences, storage locations, and client versions are all available (browser, operating system, and Office programs).
  • Network setup (DNS hosts, proxy and firewall configuration, internal switches, internet connectivity, intranet sites, and available bandwidth).
  • Online meetings, instant messenger, linked application systems, DNS records, etc.
  1. Examine the Current Situation

Several tests and inspections are conducted on the present Exchange on-premises environment as Office 365 pre-migration checklist.

  • Account creation and synchronization methods.
  • Licenses are required for user accounts.
  • Backups and backup processes are essential, as are network capacity and transfer suitability.
  • End-users must get fundamental training.
  • There is a need for Account authentication.
  • There is a requirement for Antivirus, firewall, and router upgrades.
  1. Prepare the Data for Migration

Prepare the Data for Migration Some things to keep an eye out for are:

  • Active Directory is current.
  • Deleted Accounts that are not in use for a long time.
  • The source and destination platforms hold similar UPNs.
  • Email addresses are allowed inside the proxy addresses attribute.
  • Archiving facilities (offline or online) will require in the future.
  • Complying Prerequisites
  1. Create an Office 365 account.

This is the last step of Office 365 migration preparation. Set up your Office 365 accounts, also keep in mind the points given below.

  • Buy a subscription and license to Office 365.
  • Validate the domain names.
  • Configure – security permissions, apps to use, optional Office 365 directory syncing, and single sign-on (optional).
  • Execute the test migration.

After the pre-migration checklist, the user can begin the migration process.

Also Read: How to Move a Domain Between Office 365 Tenants?

Now, How to Migrate Your Data to Office 365?

You can accomplish this process with the help of an expert-recommended tool, the Office 365 to Office 365 Migration Tool. It maintains the complete data structure and integrity thought out the whole process. The utility is a one-stop solution for all your needs such as Office 365 tenant-to-tenant migration and many more.

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Moreover, this program even allows you to export data in bulk without incurring any loss. Also, the Delta migration feature helps you to move newly arrived data from the source account.


Microsoft Office 365 Post Migration Checklist 

Now you are aware of the pre-migration checklist that you need to follow for a smooth migration. Along with that you also know the best tool to do the migration with. You might be thinking, you are good to go, right? Well, the process doesn’t end here.

Once you’ve migrated your current email system to Office 365, there are some post-migration points also that you need to keep in mind.

  1. Cache and Redirection of Emails

Cache and redirection of emails examine the Outlook profile folders once again and ensure that the status for each folder is “This Folder Is Up To Date.”

  1. Migrated Mailboxes should have Licenses Assigned 

The users need to assign licenses to Office 365 accounts that are migrated, otherwise, they are terminated after 30 days without it.

As a result, it is advisable to assign licenses to mailboxes as soon as possible for long-term use.

  1. Create DNS Records for Autodiscovery

DNS Records Discovered Automatically As a consequence, users will be able to connect their user mailboxes to Outlook email clients as well as other mobile clients.

  1. Dismantle the Source Environment

Check to see whether your mailboxes have been successfully moved to your Office 365 account.

Assign licenses, and everything is operational.

Now, withdraw the previous on-premises Exchange Server. Furthermore, we recommend you decommission the source environment only when no further synchronization with the source is require. 

Must Read: How to Manage Multiple Office 365 Tenants? Effective Solution for Business Organization

Wrapping Up

A checklist reminds the user if they are not missing out on anything. Thus, while migrating to Office 365, having a pre and post-migration checklist proves to be of huge help to the users. Additionally, we have also recommended a professional tool that will help you in this migration process.

Office 365 Migration Services