Microsoft 365 Tenant Migration Readiness Checklist

Planning to consolidate, separate or move users between Microsoft 365 tenants? Use this checklist to assess the identities, workloads, applications, devices and compliance requirements before approving the migration.

Business Case

• □ Define merger, acquisition, separation or restructuring reason
• □ Identify executive sponsor
• □ Confirm critical dates
• □ Record legal and contractual obligations

Tenant Control

• □ Verify source Global Administrator access
• □ Verify target Global Administrator access
• □ Confirm tenant IDs
• □ Confirm domain and DNS access
• □ Record delegated suppliers

Identities

• □ Inventory users
• □ Inventory guests
• □ Inventory groups
• □ Inventory privileged accounts
• □ Map source and target identities

Exchange

• □ Measure mailboxes
• □ Identify archives
• □ Record permissions
• □ Review connectors
• □ Review retention and holds

OneDrive

• □ Measure storage
• □ Review external sharing
• □ Review departed-user content
• □ Confirm target provisioning

SharePoint

• □ Inventory sites
• □ Record site types
• □ Measure storage and items
• □ Review permissions
• □ Identify Teams connections

Teams

• □ Inventory Teams and channels
• □ Review chats and meetings
• □ Locate recordings
• □ Record apps, tabs and voice services

Applications

• □ Inventory enterprise applications
• □ Inventory app registrations
• □ Record secrets and certificates
• □ Review SSO and provisioning

Devices

• □ Inventory Intune devices
• □ Review Autopilot
• □ Record certificates and VPN
• □ Plan re-enrolment

Security

• □ Configure target administrators
• □ Configure MFA
• □ Review Conditional Access
• □ Review external collaboration
• □ Confirm backup

Delivery

• □ Confirm migration licences
• □ Select pilot users
• □ Plan coexistence
• □ Document domain cutover
• □ Prepare communications and support

Validation

• □ Review migration reports
• □ Test mail and files
• □ Test applications
• □ Test devices
• □ Complete restore testing

Decommission

• □ Preserve compliance records
• □ Resolve source dependencies
• □ Remove delegated access
• □ Obtain written approval
• □ Close the source only after validation