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Summary: Transitioning to Office 365 requires meticulous planning. Key steps include assessing requirements, understanding Office 365 applications, estimating migration time, conducting IT audits, scheduling, informing and training users, post-migration management, and using professional migration tools for a smooth transition.

When companies discover the extensive advantages of utilizing Office 365, they often express a strong desire to swiftly transition their data from legacy platforms to Office 365. However, the migration process itself is intricate and demands meticulous attention to safeguard data integrity prior to, during, and after the migration. Users have the option of selecting between native and automated solutions for their journey to the cloud, a choice influenced by their approach, technical proficiency, and specific requirements. It’s important to note that during cloud migration, there exists a substantial risk of failure or incomplete migration if not managed with prudence.

As a concerned user, you should keep in mind that some mistakes may happen due to hasty migration. Whenever you plan to migrate to Office 365, prepare Office 365 pre & post migration checklist and try to avoid these mistakes altogether.

Not identifying the requirements before the migration

Prior to embarking on the migration process, it is crucial to assess your specific migration requirements and the anticipated advantages you aim to gain upon reaching Office 365. Your unique needs will dictate the most suitable Office 365 plan for your organization. Consequently, it’s imperative to acquire a plan that aligns with your essential prerequisites. Additionally, you should deliberate whether certain data should remain on-premises while leveraging the Office 365 cloud.

#1. Not considering multiple Office 365 applications

Office 365 provides a diverse array of platforms designed to serve various functions, such as collaboration and email communication. Within the Office 365 suite, you’ll find a range of services including Exchange Online, SharePoint, Skype for Business, Yammer, OneDrive, Publisher, OneNote, Planner Groups, and more. It’s essential to have a comprehensive understanding of these applications to effectively harness the capabilities of Office 365.

#2. Not assessing the time required to complete the migration

The duration of the migration process hinges on the volume of data that needs to be transferred to Office 365. In essence, if you lack clarity regarding the quantity of data earmarked for migration, it becomes challenging to estimate the timeframe required for completion. This, in turn, may hinder your ability to communicate to users when they can commence utilizing the cloud services.

Accurately assessing the total migration time is essential for efficiently managing the migration process. Different sets of data may require varying amounts of time to migrate, and the migration speed can be influenced by factors like available bandwidth. Therefore, it’s imperative to conduct a thorough assessment of the time needed and formulate a well-planned migration strategy to ensure timely completion.

As an illustration, if you have a total of over 500 mailboxes, each averaging around 10 GB in size, the cumulative data to migrate would amount to approximately 5000 GB. Consequently, it becomes imperative to carefully plan and allocate the necessary timing and resources to manage this substantial migration task effectively.

#3. Not running a proper audit in your IT environment

Conducting a comprehensive IT environment audit before initiating the migration process serves as a valuable step. It provides a clear understanding of the current state of affairs and aids in the selection of an appropriate migration approach. Furthermore, these audits shed light on data categorization, distinguishing between valuable data and that which demands the utmost attention during the migration.

#4. Not scheduling your migration

As previously mentioned, the migration process can be time-consuming and may result in temporary inaccessibility of data for end-users. Therefore, it’s crucial to establish a well-structured schedule that minimizes the impact on end-users during this transitional period.

#5. Not informing and training the end-users

The primary objective of migration is to enable users to harness the advantages of the Office 365 environment. If users are unaware of this impending transition, it might come as an unexpected change rather than a deliberate initiative. It’s essential to proactively communicate the upcoming migration to users and provide them with the necessary training to ensure a smooth transition and effective utilization of the Office 365 platform afterward.

#6. Forgetting post-migration activities

Upon successful completion of the migration to Office 365, a sense of accomplishment is natural. However, it’s important to recognize that the journey doesn’t conclude there. Post-migration, it becomes imperative to establish comprehensive management strategies, implement policies, conduct regular audits, and maintain ongoing monitoring to ensure the continued success and efficiency of your Office 365 environment.

#7. Not using professional migration tools

Manual migrations are a little bit complicated in Office 365, considering the complexity of the environment. So, a professional Office 365 migration tool is always recommended for migration requirements in Office 365.


All of the aforementioned considerations, which are sometimes overlooked by many users during the transition from their source email server or client to the Office 365 platform, are crucial for achieving a smooth and efficient migration process. To ensure a trouble-free migration, it’s highly recommended to utilize professional migration tools. For Exchange migration, you can explore the use of Kernel Migrator for Exchange, and for SharePoint migrations, consider using Kernel Migrator for SharePoint. These tools offer the added advantage of advanced filters, enabling you to meticulously select and migrate only the essential data, streamlining the process further.

Kernel Migrator for Exchange