1. Plan Your Project – Communication Is Key
2. Inventory your current environment
3. Make key deployment decisions
4. Prepare for your migration
5. Set up Office 365 services to work for your organization
6. Roll out to users
Post Migration Checklist:
1. Check whether all your Folders and Content are available
Make sure the Office 365 migration has completed populating folders to your local Outlook profile. Check each folder and confirm whether it says “All Folders Up To Date” or “This Folder Is Up To Date”.
2. Re-Install Outlook Plugins and Email Accounts
If you are using any Outlook plugins or personal emails, then you’ll have to reconnect them. Login details are required for each of the accounts.
3. Set Up Personal Rules in Outlook
Create Outlook rules to manage your inbox. It’s recommended that you should use the Outlook Web Client to create the Outlook rules to ensure that the rules will be consistent across all devices you use to access your email and can connect up to five devices for an account.
4. Check Archiving & Data Retention
Right-click on any folder and make sure you see Archive options listed there.
5. Check Calendar Color Schemes
Your custom calendar colors may not migrate, so you’ll have to set up the colors again.
6. Change Your Password
Create a new password once you receive the login credentials from your IT staff when you log in for the first time.
7. Sharing Your Calendar and Folders
Right-click and select “Share” on your calendar, then select the level you’d like and you can also assign changing permissions.
8. Add Resources to Your Calendar Appointments
Office 365 allows you to add rooms or equipment for meetings and you can add them when you schedule for a meeting.
9. Add Your Email Signature
Email signatures may not migrate. Your IT administrator will send you a new one, or you may create a new one in Outlook.
10. Import your Local PST Archives
You may wish to import your local PST files into Office 365 and then use Online Archiving to keep them more securely.
11. Add Your Contacts to Address Book
Your Address Book contains all the company contacts who have Office 365 email accounts. When you create a new email list, this will be the default list Outlook will search to autocomplete the match for you.
12. Add Contacts to Skype for Business (Microsoft Teams)
You’ll need to add your contacts into Skype for Business. Enter their email address in the search bar. Right-click the name appeared in search results and select “Add to Contacts List.” To add your contacts into Skype for Business list.
13. Sharepoint Content
Ensure that all your content has replicated across correctly and is visible again before moving SharePoint content to Office 365