Migrating to Microsoft 365 can transform how your organization works. This guide covers everything from planning to post-migration optimization.
Pre-Migration Planning
1. Inventory Your Current Environment
Before migrating, document:
- Number of mailboxes
- Total data size
- Custom domains
- Third-party integrations
- Compliance requirements (HIPAA, SOC2, etc.)
2. Choose Your Migration Method
| Method | Best For | Complexity | Downtime |
|---|---|---|---|
| Cutover | <150 mailboxes | Low | 1-2 days |
| Staged | 150-2000 mailboxes | Medium | Weeks |
| Hybrid | 2000+ mailboxes | High | Minimal |
| IMAP | Non-Exchange servers | Low | Days |
| Third-party | Complex scenarios | Varies | Minimal |
3. Prepare Your Domain
# DNS records needed
MX: example-com.mail.protection.outlook.com
TXT: v=spf1 include:spf.protection.outlook.com -all
CNAME: autodiscover -> autodiscover.outlook.com
Migration Steps
Step 1: Set Up Microsoft 365 Tenant
- Purchase licenses at admin.microsoft.com
- Add and verify your domain
- Create user accounts (or sync from AD)
Step 2: Configure Connectors (Hybrid)
For hybrid migrations, set up send and receive connectors between on-premises Exchange and Microsoft 365.
Step 3: Migrate Mailboxes
# PowerShell for batch migration
New-MigrationBatch -Name "Batch1" -SourceEndpoint $Endpoint \
-CSVData ([System.IO.File]::ReadAllBytes("users.csv")) \
-TargetDeliveryDomain "company.mail.onmicrosoft.com"
Start-MigrationBatch -Identity "Batch1"
Step 4: Update DNS
Switch MX records to Microsoft 365 when ready:
MX 0 company-com.mail.protection.outlook.com
Step 5: Post-Migration Tasks
- Reconfigure mobile devices
- Update Outlook profiles
- Test email flow
- Archive old servers
- Train users on new features
Common Migration Scenarios
Google Workspace to Microsoft 365
Use the built-in Google Workspace migration tool:
- Admin Center → Data migration → Gmail
- Authorize access with admin credentials
- Select users and data types
- Start migration (runs in background)
Full guide: Google Workspace to M365 Migration
Exchange Server to Microsoft 365
For on-premises Exchange 2016/2019:
- Set up hybrid configuration wizard
- Move mailboxes in batches
- Decommission on-premises servers
Full guide: Exchange to M365 Migration
Tenant-to-Tenant Migration
For M&A or rebranding scenarios:
- Cross-tenant migration (preview feature)
- Third-party tools (BitTitan, Quest)
- Manual export/import (small orgs)
Full guide: Tenant-to-Tenant Migration
Cost Estimation
Use migration calculators to estimate:
- Duration based on data size
- License costs
- Consulting fees
Tips for Success
- Communicate early: Inform users 2 weeks before migration
- Migrate in waves: Don't do everyone at once
- Keep old system running: 30-day parallel operation
- Test thoroughly: Create test accounts first
- Document everything: For future audits
Conclusion
A well-planned migration minimizes disruption and sets your organization up for success with Microsoft 365's collaborative features.
Need expert migration help? Medha Cloud has completed 1,200+ successful Microsoft 365 migrations. Get a free assessment today.
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